Northland Securities Has Negative View of Ondas Q3 Earnings

Ondas Holdings Inc. (NASDAQ:ONDS) – Investment analysts at Northland Securities cut their Q3 2026 earnings estimates for Ondas in a report issued on Thursday, March 26th. Northland Securities analyst M. Latimore now expects that the company will post earnings of ($0.06) per share for the quarter, down from their previous forecast of ($0.04). Northland Securities currently has a “Outperform” rating and a $18.00 price target on the stock. The consensus estimate for Ondas’ current full-year earnings is ($0.53) per share. Northland Securities also issued estimates for Ondas’ Q4 2026 earnings at ($0.03) EPS, FY2026 earnings at ($0.21) EPS, Q1 2027 earnings at ($0.06) EPS, Q2 2027 earnings at ($0.05) EPS, Q3 2027 earnings at ($0.04) EPS, Q4 2027 earnings at ($0.03) EPS and FY2027 earnings at ($0.18) EPS.

Ondas (NASDAQ:ONDS) last issued its earnings results on Monday, March 23rd. The company reported ($0.39) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.33). Ondas had a negative return on equity of 69.00% and a negative net margin of 270.37%.The firm had revenue of $30.11 million during the quarter, compared to the consensus estimate of $27.49 million.

ONDS has been the topic of several other research reports. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Ondas in a report on Monday, December 29th. Lake Street Capital raised their target price on Ondas from $10.00 to $19.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Stifel Nicolaus upped their price target on Ondas from $17.00 to $18.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Needham & Company LLC increased their price target on shares of Ondas from $17.00 to $23.00 and gave the stock a “buy” rating in a report on Tuesday, March 24th. Finally, LADENBURG THALM/SH SH upgraded shares of Ondas to a “strong-buy” rating in a research report on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $17.25.

Ondas Stock Performance

Ondas stock opened at $8.80 on Monday. Ondas has a fifty-two week low of $0.66 and a fifty-two week high of $15.28. The firm’s 50-day simple moving average is $10.52 and its 200 day simple moving average is $9.21. The stock has a market cap of $4.02 billion, a PE ratio of -13.13 and a beta of 2.47.

Insider Activity

In other news, CEO Eric A. Brock sold 475,000 shares of Ondas stock in a transaction dated 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 owned 1,461,255 shares of the company’s stock, valued at approximately $14,188,786.05. The trade was a 24.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 1.60% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Beaird Harris Wealth Management LLC raised its holdings in shares of Ondas by 3.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 27,250 shares of the company’s stock valued at $266,000 after purchasing an additional 1,000 shares during the last quarter. Avion Wealth lifted its holdings in shares of Ondas by 100.0% during the 4th quarter. Avion Wealth now owns 4,000 shares of the company’s stock valued at $39,000 after buying an additional 2,000 shares during the period. IFP Advisors Inc boosted its stake in shares of Ondas by 231.4% in the 3rd quarter. IFP Advisors Inc now owns 4,142 shares of the company’s stock worth $32,000 after buying an additional 2,892 shares during the last quarter. Global Retirement Partners LLC grew 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 worth $127,000 after acquiring an additional 3,000 shares during the period. Finally, Federation des caisses Desjardins du Quebec increased its position in Ondas by 228.6% during the fourth quarter. Federation des caisses Desjardins du Quebec now owns 4,403 shares of the company’s stock valued at $43,000 after acquiring an additional 3,063 shares during the last quarter. Institutional investors own 37.73% of the company’s stock.

Ondas News Summary

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?

About Ondas

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.