Investors Buy Large Volume of Call Options on Ondas (NASDAQ:ONDS)

Ondas Holdings Inc. (NASDAQ:ONDS) saw unusually large options trading on Thursday. Investors purchased 236,628 call options on the company. This represents an increase of approximately 46% compared to the average volume of 161,658 call options.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Lake Street Capital upped their price objective on shares of Ondas from $10.00 to $19.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Loop Capital set a $10.00 target price on Ondas in a research report on Wednesday, November 26th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Ondas in a research report on Monday, December 29th. Needham & Company LLC boosted their target price on shares of Ondas from $12.00 to $17.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Finally, Northland Securities set a $16.00 price objective on shares of Ondas in a research note 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 given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Ondas has an average rating of “Moderate Buy” and an average price target of $17.29.

Ondas Stock Up 2.9%

Shares of ONDS stock opened at $11.39 on Friday. The stock has a market cap of $4.81 billion, a price-to-earnings ratio of -28.48 and a beta of 2.46. The business’s fifty day moving average is $10.64 and its 200 day moving average is $8.10. Ondas has a twelve month low of $0.57 and a twelve month high of $15.28.

Insider Buying and Selling

In related news, CFO Neil J. Laird sold 4,526 shares of the firm’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $9.48, for a total value of $42,906.48. Following the transaction, the chief financial officer owned 8,224 shares in the company, valued at approximately $77,963.52. This trade represents a 35.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Jaspreet K. Sood sold 29,698 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 transaction of $281,537.04. Following the sale, the director directly owned 175,631 shares in the company, valued at $1,664,981.88. This trade represents a 14.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,406,605 shares of company stock worth $12,109,365 in the last quarter. 1.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Avion Wealth boosted its stake in Ondas by 100.0% during the fourth quarter. Avion Wealth now owns 4,000 shares of the company’s stock worth $39,000 after buying an additional 2,000 shares during the period. IFP Advisors Inc grew its holdings in 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 purchasing an additional 2,892 shares during the last quarter. Global Retirement Partners LLC raised its position in Ondas by 30.0% in the 4th quarter. Global Retirement Partners LLC now owns 13,000 shares of the company’s stock worth $127,000 after purchasing an additional 3,000 shares during the period. Federation des caisses Desjardins du Quebec lifted its stake in Ondas by 228.6% in the fourth quarter. Federation des caisses Desjardins du Quebec now owns 4,403 shares of the company’s stock worth $43,000 after purchasing an additional 3,063 shares during the last quarter. Finally, Wells Fargo & Company MN grew its stake in shares of Ondas by 10.3% during the fourth quarter. Wells Fargo & Company MN now owns 36,052 shares of the company’s stock valued at $352,000 after buying an additional 3,352 shares during the last quarter. 37.73% of the stock is currently owned by institutional investors.

More Ondas News

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: German state police awarded Sentrycs (an Ondas subsidiary) a counter‑drone deployment contract — a high‑visibility European validation for Ondas’ soft‑kill technology. Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?
• Positive Sentiment: Ondas’ Airobotics unit received a multi‑million order from a NATO member for the Iron Drone interceptor, which could open additional allied‑nation contracts. Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?
• Positive Sentiment: Ondas’ 4M Defense secured a $30M multi‑year demining contract in Israel, demonstrating ground‑robotics traction beyond counter‑drone systems. Ondas Expands Counter Drone And Demining Reach With New Global Deals
• Positive Sentiment: Acquisition of Rotron Aero expands Ondas’ long‑range/heavy‑lift UAS capability, filling product portfolio gaps attractive to military customers. Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?
• Positive Sentiment: Strong reported pro‑forma cash (~$840M) and a raised 2026 revenue target (~$110M) reduce dilution risk and give Ondas firepower for growth or acquisitions. Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?
• Positive Sentiment: Unusually heavy call‑option buying (≈236,628 calls) signals bullish speculative positioning that can amplify near‑term upside. Five Top Drone Stocks All Investors Should Know About Today
• Neutral Sentiment: Broader media coverage and inclusion on “top drone stocks” lists are raising visibility among retail and institutional investors. Five Top Drone Stocks All Investors Should Know About Today
• Neutral Sentiment: Analyst/press pieces (e.g., InsiderMonkey) highlight multi‑billion‑dollar European market potential, supporting bullish narratives but not yet proving revenue conversion. Ondas (ONDS) Soars 10.15% as Firm Hints At Multi-Billion-Dollar Market
• Negative Sentiment: A critical report ran shortly before the Israel defense unit’s $30M contract, raising corporate/governance scrutiny that could spark volatility or regulatory questions. Critical Report on Ondas (ONDS) Precedes Defense Unit’s $30M Contract in Israel
• Negative Sentiment: High recent share run‑up and elevated volatility mean the stock is sensitive to execution risk — the market will penalize any failure to recognize contract revenue at the next earnings release. Ondas Jumps on German Police and NATO Wins—Can the Rally Hold Into Earnings?

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.