JPMorgan Chase & Co. Acquires 2,063,998 Shares of Ondas Holdings Inc. $ONDS

Key Points

• JPMorgan Chase & Co. acquired an additional 2,063,998 shares in Q3 and now owns about 2,064,056 shares (~0.55% of Ondas), valued at roughly $15.9 million.
• CEO Eric A. Brock sold 475,000 shares on Dec. 31 at an average price of $9.71 for proceeds of $4.61 million, reducing his stake by about 24.5% to 1,461,255 shares.
• Ondas shows a mixed outlook: Q4 revenue beat estimates but EPS missed and operating expenses widened losses, while multiple analysts raised price targets (consensus ~$17.25); however, high short interest (~35%) and prior dilution pose near-term risks.

JPMorgan Chase & Co. increased its holdings in shares of Ondas Holdings Inc. (NASDAQ:ONDS - Free Report) by 3,558,617.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,064,056 shares of the company's stock after acquiring an additional 2,063,998 shares during the period. JPMorgan Chase & Co. owned about 0.55% of Ondas worth $15,935,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in ONDS. IFP Advisors Inc lifted its stake in 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 purchasing an additional 2,892 shares during the period. Wexford Capital LP bought a new stake in shares of Ondas in the 3rd quarter valued at approximately $67,000. HBK Sorce Advisory LLC acquired a new position in shares of Ondas in the 3rd quarter worth approximately $77,000. SG Americas Securities LLC bought a new position in shares of Ondas during the 3rd quarter worth approximately $78,000. Finally, Bluefin Capital Management LLC bought a new position in shares of Ondas during the 2nd quarter worth approximately $80,000. Institutional investors own 37.73% of the company's stock.

Insider Activity

In related news, CEO Eric A. Brock sold 475,000 shares of the company's 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 transaction, the chief executive officer owned 1,461,255 shares in the company, valued at $14,188,786.05. This represents a 24.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 1.60% of the stock is owned by corporate insiders.

Key Headlines Impacting Ondas

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Multiple analysts raised price targets and kept buy/outperform ratings, signaling analyst conviction that shares have substantial upside. Northland raises ONDS target to $18
• Positive Sentiment: Maxim Group bumped its target to $22 and maintained a Buy rating, another upward target revision that supports further upside expectations. Analysts set Ondas stock price target
• Positive Sentiment: Needham published a bullish forecast calling for strong price appreciation, adding institutional research support to the story. Needham & Company LLC Forecasts Strong Price Appreciation
• Positive Sentiment: Q4 results showed very strong revenue growth, a swelling backlog and aggressive FY2026 revenue guidance — items that could materially re-rate the stock if execution continues. Ondas Inc (ONDS) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Ondas announced a definitive agreement to acquire World View Enterprises (after an earlier strategic investment), expanding its surveillance capabilities — a strategic M&A catalyst. Ondas to Acquire World View Enterprises
• Neutral Sentiment: Earnings-call transcripts and the investor presentation provide detail on strategy, backlog and guidance; they are informational but reinforce the upbeat guidance and M&A strategy. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Operating expenses rose significantly in Q4, widening losses — the market is pricing execution risk as Ondas scales and integrates acquisitions. Q4 Results - Earnings Call Presentation
• Negative Sentiment: High short interest (reported near ~35%) and prior heavy dilution remain tail risks that can cap near-term upside or add volatility; these factors likely contribute to the stock trading down despite the bullish news. MarketBeat ONDS coverage

Analysts Set New Price Targets

ONDS has been the topic of a number of analyst reports. LADENBURG THALM/SH SH upgraded Ondas to a "strong-buy" rating in a research report on Thursday, December 18th. Northland Securities lifted their price objective on Ondas from $16.00 to $18.00 and gave the company an "outperform" rating in a report on Thursday. HC Wainwright set a $17.00 target price on shares of Ondas and gave the company a "buy" rating in a research note on Tuesday, March 10th. Glj Research set a $17.00 target price on shares of Ondas in a report on Tuesday, March 10th. Finally, Lake Street Capital increased their target price on shares of Ondas from $10.00 to $19.00 and gave the stock a "buy" rating in a research report on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $17.25.

Ondas Price Performance

NASDAQ ONDS opened at $9.44 on Friday. The stock's 50 day simple moving average is $10.58 and its 200 day simple moving average is $9.13. Ondas Holdings Inc. has a one year low of $0.66 and a one year high of $15.28. The firm has a market cap of $4.32 billion, a PE ratio of -14.09 and a beta of 2.47.

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

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.

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