Research Analysts Offer Predictions for Ondas Q1 Earnings

Ondas Holdings Inc. (NASDAQ:ONDS) – HC Wainwright issued their Q1 2026 earnings estimates for Ondas in a research note issued on Tuesday, January 20th. HC Wainwright analyst A. Dayal expects that the company will earn ($0.04) per share for the quarter. HC Wainwright has a “Buy” rating and a $25.00 price target on the stock. The consensus estimate for Ondas’ current full-year earnings is ($0.53) per share. HC Wainwright also issued estimates for Ondas’ Q2 2026 earnings at ($0.04) EPS, Q3 2026 earnings at ($0.03) EPS, Q4 2026 earnings at ($0.02) EPS and FY2030 earnings at $0.38 EPS.

Ondas (NASDAQ:ONDS) last posted its quarterly earnings data on Thursday, November 13th. The company reported ($0.06) EPS for the quarter, missing analysts’ consensus estimates of ($0.05) by ($0.01). Ondas had a negative return on equity of 35.16% and a negative net margin of 192.60%.The company had revenue of $10.10 million during the quarter, compared to analyst estimates of $7.04 million.

Other analysts also recently issued research reports about the company. Oppenheimer boosted their price objective on Ondas from $12.00 to $16.00 and gave the company an “outperform” rating in a research report on Tuesday. Lake Street Capital boosted their price target on Ondas from $10.00 to $19.00 and gave the company a “buy” rating in a report on Tuesday. Loop Capital set a $10.00 price target on shares of Ondas in a report on Wednesday, November 26th. LADENBURG THALM/SH SH raised shares of Ondas to a “strong-buy” rating in a research report on Thursday, December 18th. Finally, Stifel Nicolaus raised their target price on shares of Ondas from $17.00 to $18.00 and gave the stock a “buy” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $17.29.

Ondas Price Performance

ONDS opened at $12.55 on Wednesday. Ondas has a 1 year low of $0.57 and a 1 year high of $15.28. The company has a market capitalization of $4.84 billion, a price-to-earnings ratio of -31.38 and a beta of 2.40. The firm’s fifty day moving average price is $9.58 and its two-hundred day moving average price is $6.90.

Hedge Funds Weigh In On Ondas

A number of large investors have recently added to or reduced their stakes in ONDS. Quadrature Capital Ltd purchased a new position in Ondas during the second quarter valued at approximately $705,000. Arkadios Wealth Advisors purchased a new stake in Ondas in the 2nd quarter worth approximately $144,000. XTX Topco Ltd grew its stake in shares of Ondas by 2,796.2% during the 2nd quarter. XTX Topco Ltd now owns 853,568 shares of the company’s stock worth $1,639,000 after purchasing an additional 824,096 shares during the period. Goldman Sachs Group Inc. grew its stake in shares of Ondas by 444.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 112,373 shares of the company’s stock worth $120,000 after purchasing an additional 91,732 shares during the period. Finally, Thames Capital Management LLC purchased a new position in shares of Ondas during the 3rd quarter valued at approximately $15,156,000. 37.73% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Ondas

In other Ondas news, Director Richard M. Cohen sold 25,861 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $9.48, for a total value of $245,162.28. Following the sale, the director owned 197,746 shares in the company, valued at $1,874,632.08. This trade represents a 11.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Neil J. Laird sold 4,526 shares of Ondas stock in a transaction dated Monday, December 22nd. The shares were 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 of the company’s stock, valued at $77,963.52. The trade was a 35.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,406,605 shares of company stock valued at $12,109,365. 1.60% of the stock is currently owned by corporate insiders.

Key Stories Impacting Ondas

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Analysts raised targets and flagged a stronger 2026 outlook after Ondas boosted its revenue guidance and reported growing backlog — this outlook helped spark recent rallies and upgraded coverage. Stock Market Today: Ondas’ Strong 2026 Outlook
• Positive Sentiment: HC Wainwright reiterated a Buy stance and set an aggressive $25 price target, citing faster scaling of Ondas’ OAS (drone‑in‑a‑box) platform and improving revenue/earnings trajectory — a clear bullish analyst signal for long‑term upside.
• Positive Sentiment: Sector coverage and thematic stories (frontier robotics/defense exposure) highlight Ondas as a growth play, noting strong revenue growth and institutional interest (unusual call activity). This supports continued investor appetite for the stock. Sea, Space, & Sky: Frontier Robotics
• Neutral Sentiment: Comparisons with peers (e.g., Red Cat) and “is it too late?” pieces have put valuations and momentum under scrutiny — useful for timing decisions but not conclusive on direction. Is It Too Late To Consider Ondas
• Negative Sentiment: Ondas disclosed a large equity offering (reported at around US$1 billion). Even though guidance was raised, the size of the share sale raised dilution fears and sparked profit‑taking, which is the primary reason for the intraday weakness. Why Ondas Is Down After Raising Guidance And Selling Equity
• Negative Sentiment: High volatility, continued operating losses (negative margins and negative ROE) and the potential for future dilution mean near‑term swings are likely to continue; investors should weigh growth vs. capital‑raising risk before adding exposure.

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.