Exchange Traded Concepts LLC Takes $19.52 Million Position in Ondas Holdings Inc. $ONDS

Exchange Traded Concepts LLC purchased a new position in shares of Ondas Holdings Inc. (NASDAQ:ONDS) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 1,999,716 shares of the company’s stock, valued at approximately $19,517,000. Exchange Traded Concepts LLC owned approximately 0.52% of Ondas as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Traynor Capital Management Inc. acquired a new stake in Ondas in the fourth quarter valued at about $123,000. SG Americas Securities LLC lifted its holdings in shares of Ondas by 82.0% in the fourth quarter. SG Americas Securities LLC now owns 18,395 shares of the company’s stock worth $180,000 after acquiring an additional 8,290 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of Ondas by 3.3% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 196,253 shares of the company’s stock worth $1,915,000 after acquiring an additional 6,302 shares during the last quarter. Parisi Gray Wealth Management boosted its stake in shares of Ondas by 21.9% in the 4th quarter. Parisi Gray Wealth Management now owns 64,403 shares of the company’s stock valued at $629,000 after purchasing an additional 11,569 shares in the last quarter. Finally, JPMorgan Chase & Co. boosted its stake in shares of Ondas by 3,558,617.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 2,064,056 shares of the company’s stock valued at $15,935,000 after purchasing an additional 2,063,998 shares in the last quarter. 37.73% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on ONDS shares. Northland Securities upped their price objective on shares of Ondas from $16.00 to $18.00 and gave the stock an “outperform” rating in a research report on Thursday. LADENBURG THALM/SH SH raised shares of Ondas to a “strong-buy” rating in a research note on Thursday, December 18th. Stifel Nicolaus upped their price target on shares of Ondas from $17.00 to $18.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Lake Street Capital raised their price objective on Ondas from $10.00 to $19.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Finally, Oppenheimer boosted their price objective on Ondas from $12.00 to $16.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Ondas currently has a consensus rating of “Moderate Buy” and an average target price of $17.25.

More Ondas News

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?

Ondas Price Performance

ONDS opened at $8.80 on Friday. Ondas Holdings Inc. has a fifty-two week low of $0.66 and a fifty-two week high of $15.28. The company’s 50 day moving average price is $10.52 and its two-hundred day moving average price is $9.18. The firm has a market capitalization of $4.02 billion, a price-to-earnings ratio of -13.13 and a beta of 2.47.

Ondas (NASDAQ:ONDS) last released its quarterly earnings results on Monday, March 23rd. The company reported ($0.39) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.06) by ($0.33). The business had revenue of $30.11 million for the quarter, compared to the consensus estimate of $27.49 million. Ondas had a negative net margin of 270.37% and a negative return on equity of 69.00%. As a group, equities research analysts predict that Ondas Holdings Inc. will post -0.53 EPS for the current year.

Insiders Place Their Bets

In related news, CEO Eric A. Brock sold 475,000 shares of the firm’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $9.71, for a total transaction of $4,612,250.00. Following the completion of the transaction, the chief executive officer directly owned 1,461,255 shares of the company’s stock, valued at $14,188,786.05. This trade represents a 24.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 1.60% of the stock is owned by insiders.

Ondas 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.