Monitor integration progress and any future revenue guidance for Cyberhawk; the large inducement grants will dilute existing shareholders over the vesting period. The stock may face near-term pressure from the registration of seller shares, though volume limitations provide some cushion.
Price Chart
Executive Summary
Ondas completed the acquisition of Cyberhawk Holdings for $118.2M cash plus 581,732 shares, a bolt-on deal expanding its critical infrastructure inspection capabilities. The filing also discloses large inducement equity grants (2.9M shares in RSUs/options) to 47 new employees, creating notable dilution. No financial targets or pro forma data were provided, making this a smaller, less transformative event than the prior DZYNE acquisition.
Key Facts
- Acquired 100% of Cyberhawk for $118.2M cash and 581,732 shares of common stock
- Sellers subject to 18-month daily trading volume cap (10% of avg daily volume) and 1-year lock-up
- Inducement grants: 1,601,593 RSUs and 1,290,000 stock options at $9.11 exercise price to 47 new employees
- Registration rights filed via prospectus supplement on Form S-3 for resale of the 581,732 shares
- Financial statements and pro forma not required per Rule 3-05(b) and Article 11
Financial Impact
Cash consideration of $118.2M plus stock consideration (~581,732 shares at undisclosed price); inducement grants add ~2.9M shares of potential dilution
Risk Factors
- Dilution from 2.9M shares in inducement grants and 581,732 seller shares
- Lack of financial disclosure for Cyberhawk makes valuation and synergy assessment difficult
- Integration risk with prior DZYNE acquisition and broader platform
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-341399 |
| Document: onds-ex5_1.htm | 0001193125-26-341399 |
| Document: onds-ex99_1.htm | 0001193125-26-341399 |
| Document: 0001193125-26-341399-index-headers.html | 0001193125-26-341399 |
| Document: 0001193125-26-341399-index.html | 0001193125-26-341399 |
| Document: 0001193125-26-341399.txt | 0001193125-26-341399 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 8-K | $7.23 $7.38 | ▲ +2.07% | ▲ +1.97% | $7.24 (+0.14%) |
Aug 15, 2026 6w ago | 144 | $9.00 $8.24 | ▼ −8.44% | ▼ −7.25% | $7.24 (−19.56%) |
Aug 15, 2026 6w ago | 144 | $9.00 $8.24 | ▼ −8.44% | ▼ −7.25% | $7.24 (−19.56%) |
Aug 13, 2026 7w ago | 8-K | $8.91 $8.38 | ▼ −5.95% | ▼ −3.98% | $7.24 (−18.74%) |
Aug 10, 2026 7w ago | 8-K | $9.31 $9.00 | ▼ −3.33% | ▼ −3.28% | $7.24 (−22.23%) |
Jul 24, 2026 10w ago | 8-K | $8.02 $7.49 | ▼ −6.61% | ▼ −7.68% | $7.24 (−9.73%) |
Jul 6, 2026 12w ago | 8-K | $7.82 $7.26 | ▼ −7.16% | ▼ −7.65% | $7.24 (−7.42%) |
Jun 26, 2026 14w ago | 8-K | $7.83 $7.41 | ▼ −5.36% | ▼ −7.53% | $7.24 (−7.54%) |
Jun 18, 2026 15w ago | 8-K | $9.27 $7.68 | ▼ −17.21% | ▼ −15.54% | $7.24 (−21.90%) |
Jun 11, 2026 16w ago | Institutional Cluster | $9.83 $9.12 | ▼ −7.22% | ▼ −7.66% | $7.24 (−26.35%) |
US Market Status
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