Sequoia Financial Advisors LLC Takes Position in Ondas Holdings Inc. $ONDS

Sequoia Financial Advisors LLC bought a new stake in Ondas Holdings Inc. (NASDAQ:ONDS) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor bought 100,030 shares of the company’s stock, valued at approximately $772,000.

Other hedge funds have also bought and sold shares of the company. Hood River Capital Management LLC acquired a new position in shares of Ondas during the 2nd quarter worth approximately $14,479,000. AWM Investment Company Inc. bought a new position in Ondas during the second quarter worth $11,123,000. Cresset Asset Management LLC increased its holdings in shares of Ondas by 263.5% in the second quarter. Cresset Asset Management LLC now owns 4,667,874 shares of the company’s stock valued at $8,962,000 after purchasing an additional 3,383,629 shares during the last quarter. Thames Capital Management LLC bought a new position in shares of Ondas in the third quarter valued at about $15,156,000. Finally, Sei Investments Co. bought a new position in shares of Ondas in the second quarter valued at about $3,086,000. 37.73% of the stock is currently owned by institutional investors and hedge funds.

Ondas News Summary

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Lake Street raised its price target sharply to $19 from $10, a move that boosts upside expectations and likely supported recent buying interest. Ondas price target raised to $19 from $10 at Lake Street
• Positive Sentiment: Analyst upgrades from firms including Needham and coverage noting a fresh Buy stance helped lift the stock into early trading, driving momentum ahead of today’s session. Ondas (NASDAQ:ONDS) Stock Price Expected to Rise, Needham & Company LLC Analyst Says
• Positive Sentiment: HC Wainwright reiterated bullish longer-term forecasts (Buy rating, $25 target) and published multi-year EPS ramps toward profitability in later years — supportive for longer-horizon investors. Q1 Earnings Forecast for Ondas Issued By HC Wainwright
• Neutral Sentiment: Retail chatter around ONDS surged (~131% week-over-week), indicating elevated speculative/retail-driven volume that can amplify both rallies and pullbacks. Traders should expect higher volatility. Ondas retail chatter up 131% in a week — what’s driving trader interest?
• Neutral Sentiment: Multiple analyst firms (Northland, HC Wainwright) published updated quarterly and multi-year models — some near-term EPS estimates were nudged lower while FY2026–FY2029 projections show improvement, producing mixed signals for short- vs. long-term outlooks. MarketBeat Analyst Notes
• Negative Sentiment: Northland trimmed FY2025/Q4‑2025 EPS and other near-term estimates, and Ondas’ recent quarterly EPS miss remains a near-term headwind — these factors weigh on profitability expectations and can trigger short-term selling. MarketBeat Analyst Notes (revisions)

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Northland Securities set a $16.00 target price on shares of Ondas in a report on Tuesday. Loop Capital set a $10.00 target price on Ondas in a research report on Wednesday, November 26th. Stifel Nicolaus increased their target price on Ondas from $17.00 to $18.00 and gave the stock a “buy” rating in a research note on Wednesday. Oppenheimer boosted their price target on Ondas from $12.00 to $16.00 and gave the company an “outperform” rating in a research note on Tuesday. Finally, Needham & Company LLC upped their price objective on Ondas from $12.00 to $17.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $17.29.

Ondas Price Performance

Shares of NASDAQ ONDS opened at $12.17 on Friday. The business has a fifty day moving average price of $9.80 and a two-hundred day moving average price of $7.05. The stock has a market capitalization of $4.69 billion, a PE ratio of -30.43 and a beta of 2.40. Ondas Holdings Inc. has a fifty-two week low of $0.57 and a fifty-two week high of $15.28.

Ondas (NASDAQ:ONDS) last issued its quarterly 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 the consensus estimate of $7.04 million. Ondas had a negative return on equity of 35.16% and a negative net margin of 192.60%. On average, equities analysts expect that Ondas Holdings Inc. will post -0.53 EPS for the current year.

Insider Buying and Selling

In other news, Director Jaspreet K. Sood sold 29,698 shares of the business’s 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 $281,537.04. Following the completion of the transaction, the director directly owned 175,631 shares in the company, valued at approximately $1,664,981.88. The trade was a 14.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Richard M. Cohen sold 25,861 shares of the 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 $245,162.28. Following the sale, the director owned 197,746 shares in the company, valued at $1,874,632.08. This represents a 11.57% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 1,406,605 shares of company stock worth $12,109,365. 1.60% of the stock is owned by company insiders.

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.