Analysts Set Ondas Holdings Inc. (NASDAQ:ONDS) Price Target at $12.17

Shares of Ondas Holdings Inc. (NASDAQ:ONDS) have been assigned a consensus rating of “Moderate Buy” from the eight brokerages that are covering the firm, MarketBeat.com reports. One 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 1-year target price among brokers that have updated their coverage on the stock in the last year is $12.1667.

Several brokerages have issued reports on ONDS. Zacks Research cut shares of Ondas from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Needham & Company LLC boosted their price objective on shares of Ondas from $10.00 to $12.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Oppenheimer upgraded Ondas from a “market perform” rating to an “outperform” rating and set a $12.00 target price on the stock in a research note on Friday, November 14th. LADENBURG THALM/SH SH upgraded Ondas to a “strong-buy” rating in a research note on Thursday, December 18th. Finally, Lake Street Capital increased their price objective on Ondas from $9.00 to $10.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th.

Key Headlines Impacting Ondas

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Raised FY‑2026 revenue outlook to $170M–$180M, above Street estimates — a clear growth signal that pushed early buying interest. Article Title
• Positive Sentiment: Hosted OAS Investor Day and announced preliminary 2025 results plus upgraded FY‑25 and Q4 revenue guidance; company cited a pro‑forma cash balance around $1.5B — supports execution and funding for growth. Article Title
• Neutral Sentiment: Corporate housekeeping: the company filed to rebrand/rename itself to Ondas Inc., a structural change that is largely cosmetic but may accompany strategic repositioning. Article Title
• Negative Sentiment: Market concern over a proposed ~$1B direct offering and reports of ~15% increase in shares outstanding — investors worry about dilution; heavy insider selling in recent months amplifies that concern. Article Title
• Negative Sentiment: Elevated intraday volume and volatility after the guidance release — profit‑taking and short‑term positioning have driven a pullback from session highs. Article Title

Insider Activity

In related news, CEO Eric A. Brock sold 475,000 shares of the stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $9.71, for a total transaction of $4,612,250.00. Following the transaction, the chief executive officer owned 1,461,255 shares in the company, valued at $14,188,786.05. This represents a 24.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Jaspreet K. Sood sold 29,698 shares of Ondas stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $9.48, for a total transaction of $281,537.04. Following the completion of the sale, the director directly owned 175,631 shares of the company’s stock, valued at approximately $1,664,981.88. This trade represents a 14.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,406,605 shares of company stock valued at $12,109,365 over the last three months. Corporate insiders own 1.60% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of ONDS. SBI Securities Co. Ltd. grew its stake in shares of Ondas by 154.9% during the 2nd quarter. SBI Securities Co. Ltd. now owns 16,299 shares of the company’s stock valued at $31,000 after purchasing an additional 9,904 shares during the period. IFP Advisors Inc grew its position in shares of Ondas by 231.4% during the 3rd quarter. IFP Advisors Inc now owns 4,142 shares of the company’s stock valued at $32,000 after acquiring an additional 2,892 shares during the period. Penbrook Management LLC purchased a new stake in shares of Ondas in the 2nd quarter worth $35,000. Exencial Wealth Advisors LLC bought a new position in Ondas in the 2nd quarter worth $36,000. Finally, Trivium Point Advisory LLC purchased a new position in Ondas during the second quarter valued at $38,000. Institutional investors own 37.73% of the company’s stock.

Ondas Trading Down 5.1%

Shares of NASDAQ:ONDS opened at $12.16 on Wednesday. The stock has a fifty day simple moving average of $9.16 and a two-hundred day simple moving average of $6.71. Ondas has a 12-month low of $0.57 and a 12-month high of $15.28. The stock has a market capitalization of $4.69 billion, a price-to-earnings ratio of -30.40 and a beta of 2.40.

Ondas (NASDAQ:ONDS) last released its earnings results on Thursday, November 13th. The company reported ($0.06) EPS for the quarter, missing analysts’ consensus estimates of ($0.05) by ($0.01). The company had revenue of $10.10 million during the quarter, compared to analysts’ expectations of $7.04 million. Ondas had a negative return on equity of 35.16% and a negative net margin of 192.60%. As a group, equities research analysts predict that Ondas will post -0.53 EPS for the current year.

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.