Ondas (NASDAQ:ONDS) Stock Rating Lowered by Wall Street Zen

Key Points

• Wall Street Zen downgraded Ondas from “sell” to “strong sell,” although broader analyst sentiment remains more favorable, with a “Moderate Buy” consensus and an average $16.56 price target.
• Ondas reported quarterly revenue of $83.77 million, beating estimates, but its $0.19 per-share loss was wider than expected; analysts project a full-year loss of $0.33 per share.
• Insiders sold approximately $32.1 million of stock over the past three months, while institutional investors own 37.73% of the company.

Ondas (NASDAQ:ONDS - Get Free Report) was downgraded by equities researchers at Wall Street Zen from a "sell" rating to a "strong sell" rating in a research note issued to investors on Saturday.

Several other brokerages have also issued reports on ONDS. Weiss Ratings lowered Ondas from a "hold (c-)" rating to a "sell (d+)" rating in a report on Tuesday, August 4th. Oppenheimer increased their price objective on Ondas from $16.00 to $18.00 and gave the stock an "outperform" rating in a report on Friday. LADENBURG THALM/SH SH raised shares of Ondas to a "strong-buy" rating in a research report on Wednesday, May 6th. Needham & Company LLC reiterated a "buy" rating and issued a $19.00 target price on shares of Ondas in a research note on Friday. Finally, Zacks Research upgraded shares of Ondas from a "strong sell" rating to a "hold" rating in a research note on Monday, May 25th. Two equities research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $16.56.

Ondas Trading Up 3.6%

NASDAQ ONDS opened at $9.23 on Friday. Ondas has a 1-year low of $3.20 and a 1-year high of $15.28. The firm's fifty day simple moving average is $8.27 and its 200-day simple moving average is $9.52. The company has a market capitalization of $5.26 billion, a PE ratio of -131.86 and a beta of 2.72.

Ondas (NASDAQ:ONDS - Get Free Report) last released its quarterly earnings data on Thursday, August 13th. The company reported ($0.19) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($0.09) by ($0.10). Ondas had a net margin of 93.55% and a negative return on equity of 19.02%. The firm had revenue of $83.77 million for the quarter, compared to analyst estimates of $67.97 million. As a group, analysts predict that Ondas will post -0.33 EPS for the current year.

Insider Buying and Selling

In other Ondas news, Director Randy Seidl sold 10,000 shares of Ondas stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $9.83, for a total value of $98,300.00. Following the transaction, the director directly owned 295,504 shares of the company's stock, valued at $2,904,804.32. The trade was a 3.27% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Richard M. Cohen sold 7,500 shares of the company's stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $9.50, for a total value of $71,250.00. Following the transaction, the director owned 264,853 shares of the company's stock, valued at approximately $2,516,103.50. This trade represents a 2.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 2,395,745 shares of company stock valued at $32,109,380. Company insiders own 1.67% of the company's stock.

Institutional Investors Weigh In On Ondas

Several hedge funds and other institutional investors have recently modified their holdings of ONDS. CloudAlpha Capital Management Limited Hong Kong acquired a new stake in Ondas in the 4th quarter worth $6,734,000. CI Investments Inc. acquired a new position in shares of Ondas during the first quarter valued at about $4,255,000. The Manufacturers Life Insurance Company raised its position in shares of Ondas by 664.0% during the first quarter. The Manufacturers Life Insurance Company now owns 129,481 shares of the company's stock valued at $1,171,000 after buying an additional 112,534 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank bought a new stake in shares of Ondas in the fourth quarter valued at about $1,052,000. Finally, Oddo BHF Asset Management Sas bought a new stake in shares of Ondas in the first quarter valued at about $5,000,000. Institutional investors and hedge funds own 37.73% of the company's stock.

Key Ondas News

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Ondas raised its 2026 revenue forecast to $525 million-$550 million, up from its previous outlook, and said it is working to convert a $757 million backlog into revenue. Management also indicated that adjusted EBITDA profitability could arrive sooner as major programs ramp. Ondas Q2 Earnings Call Lifts Outlook and Profitability Timeline
• Positive Sentiment: Second-quarter revenue increased more than 13-fold year over year to approximately $83.8 million, exceeding the roughly $68 million consensus estimate. The company cited strong order momentum and several programs expected to accelerate growth in the second half of 2026. Ondas Posts Wider-Than-Expected Q2 Loss, Delivers Solid Revenue Growth
• Positive Sentiment: Ondas won a multi-million-dollar Israeli defense tender for next-generation tactical attack drones, expanding its international defense opportunity. Needham reaffirmed its Buy rating and maintained a $19 price target, well above the referenced trading level. Ondas Wins Israeli Defense Tender for Next-Gen Tactical Attack Drones
• Neutral Sentiment: Unusually heavy call-option buying and short interest near 40% could amplify volatility and create the potential for additional momentum, but these signals do not change the company’s fundamentals.
• Negative Sentiment: Despite the revenue beat and higher guidance, quarterly losses were wider than expected. Reports cited an adjusted EBITDA loss of approximately $50.6 million, highlighting ongoing execution and profitability risks. The stock’s elevated valuation also leaves it sensitive to disappointment. Trends Making Noise on Wall Street Today

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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