Ondas (NASDAQ:ONDS) Stock Price Down 6.8% – Should You Sell?

Shares of Ondas Holdings Inc. (NASDAQ:ONDS) traded down 6.8% during trading on Friday . The company traded as low as $8.71 and last traded at $8.80. 55,380,925 shares were traded during mid-day trading, a decline of 43% from the average session volume of 97,783,422 shares. The stock had previously closed at $9.44.

Key Stories Impacting Ondas

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Multiple analyst upgrades and higher price targets. Maxim raised its target to $22 and Northland bumped its target to $18 while Needham reiterated bullish forecasts — these raises signal stronger analyst confidence and provide upside narrative for shareholders. Analysts set Ondas stock price target Benzinga coverage
• Positive Sentiment: Deal/news flow around Mistral and robotics is driving constructive narrative on Ondas’ expanding defense and robotics exposure — analysts and outlets are framing the Mistral arrangement as a strategic growth catalyst. Ondas Mistral Deal Recasts Defense Role
• Neutral Sentiment: Q4 2025 results show strong revenue growth but an EPS miss: revenue beat estimates (~$30.1M vs. ~$27.5M est.) which supports the growth story, while the ($0.39) EPS miss and very negative margins underscore ongoing profitability challenges. Investors are weighing growth vs. near-term losses. Q4 2025 Earnings Call Highlights
• Neutral Sentiment: HC Wainwright trimmed its FY2030 EPS forecast (from $0.38 to $0.28) but maintained a Buy rating and a $17 target — a modest caution on modeled long-term profits while still signaling upside. HC Wainwright note
• Negative Sentiment: Potential near-term selling pressure: the company filed to register up to 1,928,532 shares for possible resale by certain stockholders — market participants often view secondary resale registrations as a source of future dilution or supply. What’s Going On With Ondas Stock Friday?

Analysts Set New Price Targets

ONDS has been the topic of several recent analyst reports. HC Wainwright set a $17.00 price objective on shares of Ondas and gave the stock a “buy” rating in a research note on Tuesday, March 10th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Ondas in a research note on Monday, December 29th. Glj Research set a $17.00 target price on shares of Ondas in a report on Tuesday, March 10th. Stifel Nicolaus lifted their price target on shares of Ondas from $17.00 to $18.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Finally, Oppenheimer boosted their price target on shares of Ondas from $12.00 to $16.00 and gave the company an “outperform” rating in a report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Ondas currently has an average rating of “Moderate Buy” and a consensus target price of $17.25.

Ondas Trading Down 6.8%

The business has a 50 day moving average of $10.58 and a 200-day moving average of $9.13. The firm has a market capitalization of $4.02 billion, a P/E ratio of -13.13 and a beta of 2.47.

Ondas (NASDAQ:ONDS) last announced its quarterly earnings results on Monday, March 23rd. The company reported ($0.39) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.33). The company had revenue of $30.11 million during the quarter, compared to the consensus estimate of $27.49 million. Ondas had a negative net margin of 270.37% and a negative return on equity of 69.00%. On average, analysts anticipate that Ondas Holdings Inc. will post -0.53 EPS for the current fiscal year.

Insider Activity at Ondas

In related news, CEO Eric A. Brock sold 475,000 shares of the firm’s stock in a transaction 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 sale, the chief executive officer directly owned 1,461,255 shares in the company, valued at $14,188,786.05. This trade represents a 24.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 1.60% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Ondas

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Beaird Harris Wealth Management LLC lifted its stake in Ondas by 3.8% in the 4th quarter. Beaird Harris Wealth Management LLC now owns 27,250 shares of the company’s stock valued at $266,000 after acquiring an additional 1,000 shares in the last quarter. Avion Wealth grew its stake in shares of Ondas by 100.0% during the 4th quarter. Avion Wealth now owns 4,000 shares of the company’s stock worth $39,000 after acquiring an additional 2,000 shares in the last quarter. IFP Advisors Inc grew its stake in shares of Ondas by 231.4% during the 3rd quarter. IFP Advisors Inc now owns 4,142 shares of the company’s stock worth $32,000 after acquiring an additional 2,892 shares in the last quarter. Global Retirement Partners LLC raised its holdings in shares of Ondas by 30.0% in the fourth quarter. Global Retirement Partners LLC now owns 13,000 shares of the company’s stock valued at $127,000 after purchasing an additional 3,000 shares during the last quarter. Finally, Federation des caisses Desjardins du Quebec lifted its position in shares of 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 in the last quarter. 37.73% of the stock is owned by institutional investors and hedge funds.

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.