Ondas Holdings Inc. (NASDAQ:ONDS) Given Average Rating of “Moderate Buy” by Analysts

Ondas Holdings Inc. (NASDAQ:ONDS) has been assigned an average recommendation of “Moderate Buy” from the eight ratings firms that are currently covering the firm, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, one has issued a hold rating, five have given a buy rating and one has assigned a strong buy rating to the company. The average 12 month price objective among analysts that have issued a report on the stock in the last year is $16.25.

ONDS has been the subject of several research analyst reports. Oppenheimer increased their price objective on Ondas from $12.00 to $16.00 and gave the stock an “outperform” rating in a report on Tuesday, January 20th. Needham & Company LLC reissued a “buy” rating and set a $17.00 target price on shares of Ondas in a research note on Tuesday. LADENBURG THALM/SH SH upgraded Ondas to a “strong-buy” rating in a report on Thursday, December 18th. Zacks Research lowered Ondas from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Northland Securities set a $16.00 price target on shares of Ondas in a report on Tuesday, January 20th.

Ondas Price Performance

NASDAQ ONDS opened at $9.83 on Thursday. Ondas has a 1 year low of $0.57 and a 1 year high of $15.28. The stock has a market capitalization of $4.15 billion, a PE ratio of -24.58 and a beta of 2.47. The business’s 50-day moving average is $11.07 and its 200 day moving average is $8.77.

Key Stories Impacting Ondas

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Acquired BIRD Aerosystems, adding airborne missile‑protection (AMPS) and ISR capabilities installed on 700+ aircraft globally — strengthens Ondas’ product set for military, homeland security and counter‑UAS missions. Ondas Acquires BIRD Aerosystems
• Positive Sentiment: Announced merger/acquisition of defense contractor Mistral, which management says gives Ondas U.S. manufacturing, prime‑contract access and better positioning for DoD programs — a strategic step toward larger defense revenue streams. Ondas Expands Defense Footprint With Strategic Mistral Merger
• Positive Sentiment: Booked an initial $15.8M order (first phase of a larger demining program in Israel with potential follow‑on phases) — adds near‑term revenue and a visible program execution case for 4M Defense. Ondas Receives $15.8 Million Initial Order
• Neutral Sentiment: Needham reaffirmed a Buy and raised a $17 price target, signaling analyst confidence in growth potential while highlighting upside versus current levels. Needham Reaffirms Buy
• Neutral Sentiment: Company said Q4 revenue should beat prior guidance and reiterated a $170M–$180M outlook for 2026, supporting the narrative of scaled revenue from autonomous systems and defense work. Ondas Projects Strong Q4 Revenue, Agrees to Merge With Mistral
• Negative Sentiment: Report of a proposed ~US$1 billion capital raise has raised dilution concerns — large equity issuance could weigh on near‑term per‑share metrics despite funding M&A and growth. How The Ondas Story Is Evolving With Counter Drone Demand And A US$1b Capital Raise
• Negative Sentiment: Analyst notes flag rapid share appreciation (up sharply over 6 months) and ongoing losses/valuation risk — investors may be trimming positions because of valuation and execution risk as the company scales. Ondas Stock Up 51% in the Past 6 Months

Insider Activity

In other Ondas news, CFO Neil J. Laird sold 4,526 shares of the firm’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $9.48, for a total value of $42,906.48. Following the completion of the sale, the chief financial officer directly owned 8,224 shares in the company, valued at $77,963.52. This trade represents a 35.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Richard M. Cohen sold 25,861 shares of Ondas stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $9.48, for a total value of $245,162.28. Following the sale, the director directly owned 197,746 shares in the company, valued at approximately $1,874,632.08. The trade was a 11.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 556,605 shares of company stock worth $5,385,865. 1.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. DNB Asset Management AS boosted its holdings in shares of Ondas by 88.4% during the 3rd quarter. DNB Asset Management AS now owns 329,954 shares of the company’s stock valued at $2,547,000 after buying an additional 154,792 shares in the last quarter. Quadrature Capital Ltd purchased a new stake in shares of Ondas in the 2nd quarter worth about $705,000. Arkadios Wealth Advisors bought a new position in shares of Ondas in the 2nd quarter worth about $144,000. Sequoia Financial Advisors LLC purchased a new position in Ondas during the 3rd quarter valued at about $772,000. Finally, XTX Topco Ltd lifted its position in Ondas by 2,796.2% during the 2nd quarter. XTX Topco Ltd now owns 853,568 shares of the company’s stock valued at $1,639,000 after acquiring an additional 824,096 shares during the period. Hedge funds and other institutional investors own 37.73% of the company’s stock.

Ondas Company Profile

Ondas Holdings, Inc (NASDAQ: ONDS) develops secure private wireless networking solutions and unmanned aircraft systems tailored to mission-critical industrial applications. Its Ondas Networks division offers the proprietary FullMAX platform, a long-range, high-bandwidth broadband network designed to support real-time data transmission, remote monitoring and IoT deployments across rail, maritime and infrastructure environments. The broadband platform integrates edge-to-cloud architecture to ensure operational resilience and regulatory compliance for transportation and utility operators.

The company’s Ondas Autonomous Systems segment builds heavy-lift cargo drones and uncrewed aircraft platforms for logistics, pipeline and infrastructure inspection, emergency response and other government and commercial use cases.