Market Cap
$4.3B
ONDS
Ondas Inc.
$7.24 ▲ +1.69%
Prev close $7.12Market cap$4.3B
ConsensusStrong Buy
12-mo target$19.42 (+168.2%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)41 New Institutional Positions9 Institutional Exits Software & IT
Snapshot
The big-picture read on ONDS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (93%)
Inst. Holders
50 funds
Inst. Value
$2.5B
Inst. Activity
41 buys / 9 sells
Insider Activity
$0.00 buy / $32.2M sell
Insider Net $
-$32.2M
Social Sentiment
65° Warm
SEC Reports
20
Price chart 30d -5.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: ONDS — 60.8% short (16.4M / 27.0M)
Short: 16,437,981 | Exempt: 4,482 | TRF Vol: 27,016,443 | Short Ratio: 60.8% | Off-exchange volume (
Sep 24, 2026 Insider
LAIRD NEIL J acquired via exercise 12,500 shares
CFO and Treasurer
Sep 24, 2026 Insider
Sep 14, 2026 SEC LAIRD NEIL J sold 4,952 shares
CFO and Treasurer @ $7.74 ($38.3K)
Ondas Inc. acquired 100% of Gate Technologies (Israel) and Bron Technologies (Poland) on September 14, 2026, for $105M c
8-K — Impact 8/10
Aug 18, 2026 Insider
Aug 15, 2026 SEC COHEN RICHARD M sold 7,500 shares
Director @ $8.96 ($67.2K)
Ondas Inc. CFO Neil Laird filed a Form 144 notice to sell 4,988 shares (approx. $46,388) to cover tax withholding on ves
144 — Impact 2/10
Director Richard Cohen filed a Form 144 to sell 4,816 shares of Ondas Inc. (ONDS) for an estimated $44,789, with the sal
144 — Impact 2/10
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
39,500,271 shares ($325.5M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
93% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 17, 2026 | Ladenburg Thalmann | MAINTAIN | Buy | 45% |
| Aug 14, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 14, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 11, 2026 | Roth Capital | INITIATE | Buy | 56% |
| Jul 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| May 19, 2026 | Needham | REITERATE | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Aug 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Jun 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% |
Price targets
Where 9 covering analysts think ONDS trades over the next 12 months.
$19.42 +168.2% upside Strong Buy
Current$7.24 Low$13.00 Median$19.00 High$25.00 9 analysts
$13.00$25.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Social media sentiment mood +36.4%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
65°
Warm
BearishNeutralBullish
Recent posts
Between these 4 stocks which one has the strongest potential to reach $200?
▲ 1 · 💬 1· ⚡ 0.5
Drones have been a little quieter lately, but revenue keeps increasing
▲ 1 · 💬 3· ⚡ 0.5
What do folks think about SOUN, IBRX, and ONDS?
▲ 1 · 💬 0· ⚡ 0.5
Anyone looking at SOUN, IBRX, or ONDS?
▲ 1 · 💬 0· ⚡ 0.5
Investing in Drones
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 3 bullish, 0 bearish, 2 mixed, 15 neutral · avg impact 3.8/10.
BULLISH8-K8/10
Ondas Inc. acquired 100% of Gate Technologies (Israel) and Bron Technologies (Poland) on September 1
Sep 14, 2026
NEUTRAL1442/10
Ondas Inc. CFO Neil Laird filed a Form 144 notice to sell 4,988 shares (approx. $46,388) to cover ta
Aug 15, 2026
NEUTRAL1442/10
Director Richard Cohen filed a Form 144 to sell 4,816 shares of Ondas Inc. (ONDS) for an estimated $
Aug 15, 2026
NEUTRAL8-K6/10
Ondas reported record Q2 2026 revenue of $83.8M, a 13-fold YoY increase and 67% sequential growth, a
Aug 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: ONDS — 60.8% short (16.4M / 27.0M)
Short: 16,437,981 | Exempt: 4,482 | TRF Vol: 27,016,443 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: ONDS — 55.3% short (18.2M / 32.9M)
Short: 18,184,519 | Exempt: 23,631 | TRF Vol: 32,910,506 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: ONDS — 62.3% short (21.4M / 34.4M)
Short: 21,402,787 | Exempt: 31,018 | TRF Vol: 34,354,655 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
reg_sho
Reg SHO Threshold: ONDS entered the threshold list
ONDAS INC COM NEW | 5+ consecutive settlement days of fails-to-deliver ≥10k shares and ≥0.5% of shares outstanding
Sep 23, 2026
short_volume
Short Volume: ONDS — 55.3% short (18.0M / 32.5M)
Short: 17,979,777 | Exempt: 36,035 | TRF Vol: 32,488,793 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.09 | $-0.09–$-0.09 | -603.1% | +0.0% | 0↑ 1↓ | $0.1B | 1 |
| Next Q | $-0.07 | $-0.07–$-0.07 | -150.0% | +0.0% | 0↑ 1↓ | $0.3B | 1 |
| Current FY | $-0.21 | $-0.21–$-0.21 | -16.3% | +0.0% | 0↑ 1↓ | $0.5B | 1 |
| Next FY | $-0.02 | $-0.02–$-0.02 | 90.5% | +0.0% | 1↑ 0↓ | $1.0B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.090 | — |
| 7d ago | $-0.090 | — |
| 30d ago | $-0.090 | — |
| 60d ago | $-0.060 | -0.030 |
| 90d ago | $-0.050 | -0.040 |
Institutional ownership
Which big funds own ONDS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.5B total value (301,043,873 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 41 institutions added/increased vs 9 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 39,500,271 | $325.5M | 13.1% | DOUBLED +324.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 21,914,212 | $180.6M | 7.3% | — |
| STATE STREET CORP | 15,579,626 | $128.4M | 5.2% | DOUBLED +142.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 12,715,298 | $104.8M | 4.2% | DOUBLED +139.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,482,729 | $102.9M | 4.2% | DOUBLED +8905.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,377,600 | $102.0M | 4.1% | TRIM -60.0% |
| Hood River Capital Management LLC | 11,688,295 | $96.3M | 3.9% | — |
| CITADEL ADVISORS LLC | 11,541,600 | $95.1M | 3.8% | DOUBLED +692.8% |
| MORGAN STANLEY | 11,441,930 | $94.3M | 3.8% | ADD +78.7% |
| VAN ECK ASSOCIATES CORP | 10,278,737 | $84.7M | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 9,311,954 | 39,500,271 | +324.2% | $325.5M |
| STATE STREET CORP | DOUBLED | 6,423,139 | 15,579,626 | +142.6% | $128.4M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 5,301,134 | 12,715,298 | +139.9% | $104.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | 138,608 | 12,482,729 | +8905.8% | $102.9M |
| MORGAN STANLEY | ADD | 6,403,010 | 11,441,930 | +78.7% | $94.3M |
| UBS Group AG | ADD | 3,644,121 | 6,872,057 | +88.6% | $56.6M |
| Marex Group Ltd | ADD | 4,922,711 | 6,807,921 | +38.3% | $56.1M |
| NORTHERN TRUST CORP | DOUBLED | 1,128,253 | 4,397,076 | +289.7% | $36.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEW | — | 4,262,785 | — | $35.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 2,710,256 | 4,127,286 | +52.3% | $34.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$32.2M — $0.00 bought, $32.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | LAIRD NEIL J | CFO and Treasurer | EXERCISE | 12,500 | — | — |
| Sep 24, 2026 | LAIRD NEIL J | CFO and Treasurer | SELL | 4,952 | $7.74 | $38.3K |
| Aug 18, 2026 | COHEN RICHARD M | Director | SELL | 7,500 | $8.96 | $67.2K |
| Aug 14, 2026 | LAIRD NEIL J | CFO and Treasurer | EXERCISE | 12,500 | — | — |
| Aug 14, 2026 | LAIRD NEIL J | CFO and Treasurer | TAX W/H | 4,988 | $9.30 | $46.4K |
| Aug 14, 2026 | Huston Robert Patrick | COO, GC & Secretary | EXERCISE | 8,334 | — | — |
| Aug 14, 2026 | Huston Robert Patrick | COO, GC & Secretary | TAX W/H | 4,301 | $9.30 | $40.0K |
| Aug 14, 2026 | SOOD JASPREET K | Director | TAX W/H | 3,345 | $9.30 | $31.1K |
| Aug 14, 2026 | SOOD JASPREET K | Director | EXERCISE | 2,817 | — | — |
| Aug 14, 2026 | SOOD JASPREET K | Director | EXERCISE | 6,482 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ONDS.
Shares short
237,104,698
Settlement Sep 15, 2026
Change vs prior
+4.7%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume
Of shares outstanding
≈41.5%
Estimate — not % of float
⚠ On the Reg SHO threshold list since Sep 24, 2026 — persistent fails-to-deliver. View list
All ONDS filing & press-release reports (36)
- 8-K reportSep 14, 2026
- 144 reportAug 15, 2026
- 144 reportAug 15, 2026
- 8-K reportAug 13, 2026
- 8-K reportAug 10, 2026
- 8-K reportJul 24, 2026
- 8-K reportJul 6, 2026
- 8-K reportJun 26, 2026
- 8-K reportJun 18, 2026
- INST-CLUSTER reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 9, 2026
- DEFA14A reportJun 5, 2026
- 8-K reportJun 3, 2026
- 8-K reportMay 29, 2026
- 8-K reportMay 28, 2026
- 8-K reportMay 22, 2026
- 8-K reportMay 21, 2026
- 144 reportMay 21, 2026
- 144 reportMay 21, 2026
- DEFA14A reportMay 18, 2026
- 8-K reportMay 18, 2026
- DEFA14A reportMay 14, 2026
- 8-K reportMay 14, 2026
- 8-K reportMay 13, 2026
- 8-K reportMay 8, 2026
- 8-K reportMay 8, 2026
- 8-K reportMay 5, 2026
- 8-K reportMay 4, 2026
- 8-K reportMay 1, 2026
- 8-K reportApr 24, 2026
- 8-K reportApr 24, 2026
- 8-K reportApr 17, 2026
- 8-K reportApr 10, 2026
- 8-K reportMar 9, 2026
- 8-K reportMar 5, 2026