Wall Street Zen Downgrades Ondas (NASDAQ:ONDS) to Sell

Ondas (NASDAQ:ONDS) was downgraded by investment analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research report issued on Saturday.

A number of other research analysts have also recently commented on the company. Northland Securities increased their price target on Ondas from $16.00 to $18.00 and gave the company an “outperform” rating in a research note on Thursday. Stifel Nicolaus upped their target price on Ondas from $17.00 to $18.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Lake Street Capital increased their target price on Ondas from $10.00 to $19.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Needham & Company LLC lifted their price target on Ondas from $17.00 to $23.00 and gave the company a “buy” rating in a research note on Tuesday. Finally, Glj Research set a $17.00 price target on Ondas in a report on Tuesday, March 10th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $17.25.

Ondas Price Performance

ONDS stock opened at $8.80 on Friday. The stock has a market cap of $4.02 billion, a price-to-earnings ratio of -13.13 and a beta of 2.47. The company has a 50 day simple moving average of $10.52 and a 200 day simple moving average of $9.15. Ondas has a 1 year low of $0.66 and a 1 year high of $15.28.

Ondas (NASDAQ:ONDS) last issued its earnings results on Monday, March 23rd. The company reported ($0.39) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.33). The company had revenue of $30.11 million during the quarter, compared to analyst estimates of $27.49 million. Ondas had a negative net margin of 270.37% and a negative return on equity of 69.00%. On average, equities research analysts anticipate that Ondas will post -0.53 EPS for the current fiscal year.

Insider Buying and Selling at Ondas

In related news, CEO Eric A. Brock sold 475,000 shares of the business’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $9.71, for a total value of $4,612,250.00. Following the sale, the chief executive officer owned 1,461,255 shares of the company’s stock, valued at $14,188,786.05. The trade was a 24.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 1.60% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Avion Wealth grew its position in shares of Ondas by 100.0% in 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 last quarter. IFP Advisors Inc raised its position in shares of Ondas by 231.4% during the third quarter. IFP Advisors Inc now owns 4,142 shares of the company’s stock worth $32,000 after acquiring an additional 2,892 shares during the last quarter. Steward Partners Investment Advisory LLC lifted its stake in shares of Ondas by 1,005.0% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 4,398 shares of the company’s stock worth $43,000 after acquiring an additional 4,000 shares during the period. Federation des caisses Desjardins du Quebec lifted its stake in shares of Ondas by 228.6% in the fourth quarter. Federation des caisses Desjardins du Quebec now owns 4,403 shares of the company’s stock worth $43,000 after acquiring an additional 3,063 shares during the period. Finally, American Capital Advisory LLC boosted its holdings in Ondas by 4,600.0% in the fourth quarter. American Capital Advisory LLC now owns 4,700 shares of the company’s stock valued at $46,000 after acquiring an additional 4,600 shares during the last quarter. 37.73% of the stock is owned by institutional investors and hedge funds.

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.