Ondas (NASDAQ:ONDS) Given Buy Rating at Needham & Company LLC

Needham & Company LLC reaffirmed their buy rating on shares of Ondas (NASDAQ:ONDS) in a research report sent to investors on Tuesday morning,Benzinga reports. Needham & Company LLC currently has a $17.00 target price on the stock.

ONDS has been the topic of several other research reports. Lake Street Capital lifted their price objective on shares of Ondas from $10.00 to $19.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Loop Capital set a $10.00 target price on shares of Ondas in a research note on Wednesday, November 26th. Zacks Research lowered shares of Ondas from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. HC Wainwright lifted their price target on shares of Ondas from $12.00 to $25.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Finally, Weiss Ratings reissued a “sell (e+)” rating on shares of Ondas in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $16.25.

Ondas Trading Up 3.0%

Ondas stock opened at $10.01 on Tuesday. The firm has a market capitalization of $4.23 billion, a P/E ratio of -25.03 and a beta of 2.47. The business has a 50-day moving average of $11.07 and a 200-day moving average of $8.76. Ondas has a 1 year low of $0.57 and a 1 year high of $15.28.

Insiders Place Their Bets

In related news, Director Jaspreet K. Sood sold 29,698 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The stock was 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 document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Neil J. Laird sold 4,526 shares of the firm’s 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 $42,906.48. Following the sale, the chief financial officer owned 8,224 shares in the company, valued at $77,963.52. This trade represents a 35.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 556,605 shares of company stock worth $5,385,865 in the last three months. 1.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Ondas

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd raised its holdings in shares of Ondas by 9,274.9% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,466,373 shares of the company’s stock worth $33,832,000 after acquiring an additional 3,429,398 shares during the period. DGS Capital Management LLC acquired a new position in Ondas in the 4th quarter worth $119,000. Beaird Harris Wealth Management LLC increased its holdings in Ondas by 3.8% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 27,250 shares of the company’s stock worth $266,000 after purchasing an additional 1,000 shares in the last quarter. Virtu Financial LLC bought a new position in Ondas during the 4th quarter worth about $2,262,000. Finally, Connective Capital Management LLC acquired a new stake in shares of Ondas in the 4th quarter valued at about $668,000. 37.73% of the stock is currently owned by institutional investors and hedge funds.

More Ondas News

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Won a $15.8M initial demining order in Israel (first phase of a program that could be worth up to ~$60M over time), directly adding booked revenue and multi‑year program upside. Ondas shares rise after $15.8M demining order in Israel
• Positive Sentiment: Reached a merger agreement to acquire Mistral, a U.S. defense prime with established IDIQs and manufacturing — this accelerates Ondas’ ability to win prime DoD contracts and scale U.S. production. Ondas Reaches Merger Agreement with Mistral
• Positive Sentiment: Reported preliminary Q4 and FY2025 revenue above prior guidance and reiterated a 2026 revenue outlook of $170M–$180M (before acquisitions), improving forward revenue visibility. Final results due March 25. Ondas Reports Preliminary Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst support: Needham reaffirmed a Buy and set a $17 price target, providing a sizable upside reference point for investors. Benzinga coverage of Needham rating
• Positive Sentiment: Additional Middle East defense wins, including ~$6M in counter‑drone orders, suggest recurring demand for Ondas’ autonomous and RF/cyber systems. Are Escalating Middle East Drone Threats a Revenue Tailwind for Ondas?
• Neutral Sentiment: Coverage notes Ondas has unlocked access to large prime contracts (some coverage cites ~$1B in addressable prime contract value via the Mistral deal), which is strategically important but will take time to convert to revenue. Ondas Just Unlocked $1 Billion In Prime Defense Contracts
• Negative Sentiment: Analysts caution on execution risk: rapid growth, recent stock gains and existing losses raise valuation and execution concerns—these are headwinds if revenue or margin conversion lags. Ondas Stock Up 51% in the Past 6 Months: Is There Further Upside?

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.