Ondas Holdings Inc. (NASDAQ:ONDS) Given Consensus Rating of "Moderate Buy" by Analysts

Key Points

• Analysts have assigned Ondas a consensus "Moderate Buy" rating (9 firms: 1 sell, 1 hold, 6 buy, 1 strong buy) with an average 12‑month price target of $17.25, and several firms (e.g., Needham) have recently raised targets.
• Q4 showed revenue beat ($30.11M vs. $27.49M est.) but a sizable EPS miss—reported ($0.39) vs. est. ($0.06)—with very negative margins and analysts modeling continued losses (≈-$0.53 FY).
• Insider and institutional activity: CEO Eric A. Brock sold 475,000 shares at about $9.71 for ~$4.61M (reducing his stake ~24.5%); insiders own 1.6% and institutions ~37.7%, and the company filed to register up to 1,928,532 shares for potential resale, a possible near‑term supply risk.

Ondas Holdings Inc. (NASDAQ:ONDS - Get Free Report) has been assigned a consensus rating of "Moderate Buy" from the nine research firms that are currently covering the company, Marketbeat reports. One investment analyst has rated the stock with a sell rating, one has assigned a hold rating, six have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12 month price objective among analysts that have updated their coverage on the stock in the last year is $17.25.

A number of equities research analysts have commented on ONDS shares. HC Wainwright set a $17.00 price objective on Ondas and gave the stock a "buy" rating in a research report on Tuesday, March 10th. 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 research report on Tuesday, March 24th. Wall Street Zen cut shares of Ondas from a "hold" rating to a "sell" rating in a report on Saturday. LADENBURG THALM/SH SH raised shares of Ondas to a "strong-buy" rating in a research report on Thursday, December 18th. Finally, Glj Research set a $17.00 price objective on shares of Ondas in a research note on Tuesday, March 10th.

Insider Activity

In other 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 transaction of $4,612,250.00. Following the transaction, the chief executive officer directly owned 1,461,255 shares in the company, valued at $14,188,786.05. The trade was a 24.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 1.60% of the stock is owned by company insiders.

Institutional Trading of Ondas

A number of institutional investors have recently bought and sold shares of the company. Purpose Unlimited Inc. purchased a new position in Ondas in the fourth quarter valued at about $149,000. Rockefeller Capital Management L.P. raised its stake in shares of Ondas by 2,340.2% during the 4th quarter. Rockefeller Capital Management L.P. now owns 48,803 shares of the company's stock worth $476,000 after purchasing an additional 46,803 shares in the last quarter. Caitong International Asset Management Co. Ltd raised its stake in shares of Ondas by 9,274.9% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 3,466,373 shares of the company's stock worth $33,832,000 after purchasing an additional 3,429,398 shares in the last quarter. DGS Capital Management LLC acquired a new stake in shares of Ondas during the 4th quarter valued at about $119,000. Finally, Beaird Harris Wealth Management LLC lifted its holdings in shares of Ondas by 3.8% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 27,250 shares of the company's stock valued at $266,000 after buying an additional 1,000 shares during the last quarter. Institutional investors and hedge funds own 37.73% of the company's stock.

Ondas Price Performance

ONDS opened at $8.80 on Monday. The stock has a fifty day moving average of $10.52 and a 200-day moving average of $9.21. The firm has a market capitalization of $4.02 billion, a P/E ratio of -13.13 and a beta of 2.47. Ondas has a 12-month low of $0.66 and a 12-month high of $15.28.

Ondas (NASDAQ:ONDS - Get Free Report) last issued its quarterly 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 business had revenue of $30.11 million for the quarter, compared to analysts' expectations of $27.49 million. Ondas had a negative net margin of 270.37% and a negative return on equity of 69.00%. On average, analysts expect that Ondas will post -0.53 earnings per share for the current fiscal year.

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?

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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