TLDR
- Ondas Holdings closed Monday’s session at $12.53, marking a 13.5% gain after the company registered 2.4 million shares for resale with the SEC
- Management will hold a virtual presentation on January 16 to detail 2026 financial projections and explain how profitability improves with revenue growth
- The drone technology company projects 2026 revenue of $110 million, up from at least $36 million in 2025
- All eight Wall Street analysts tracking the stock recommend buying, with price targets averaging $11.50
- Ondas reported $840.4 million in pro forma cash at the end of Q3 and launched a $150 million investment arm
Trading Surges 13.5% Before Key January Presentation
Ondas Holdings posted a 13.5% gain Monday, finishing at $12.53 per share. The rally followed an SEC filing that allows existing shareholders to sell registered shares.
Volume spiked to over 142 million shares during regular trading hours. The price ranged from a low of $11.01 to a high of $12.54 throughout the day.
The filing covers 2,389,203 shares that went to stockholders through exchange agreements. These agreements relate to the company’s autonomous systems division.
Ondas structured the arrangement so it receives zero proceeds from any shares sold under this registration. The company capped daily sales at 5% of average volume per holder to limit market impact.
After issuing 5.3 million additional shares in December, Ondas maintains roughly 99% ownership of its autonomy business on a fully diluted basis.
January 16 Presentation Will Detail Growth Plans
The company set January 16 at 10 a.m. ET for a virtual session with investors. Management will present the full 2026 strategy during the webcast.
The agenda includes revenue forecasts and how much capital the business needs. Executives will also explain their path to improved margins as sales expand.
This presentation comes at a good time for Ondas. The stock delivered a 280% return in 2025, and the company needs to show that momentum can continue.
Revenue numbers support an optimistic view. Management pegs 2025 sales at a minimum of $36 million. The 2026 target jumps to $110 million.
That’s more than a triple in one year. The drone industry’s growth trajectory makes those numbers look achievable. Market research shows the sector at $69 billion now and climbing to $147.8 billion within a decade.
Wall Street Coverage Remains Uniformly Bullish
Ondas draws attention from eight Wall Street firms. Every single analyst recommends buying the stock. Nobody rates it hold or sell.
The consensus price target lands at $11.50. That level represents about 18% upside from where shares closed out 2025.
Those targets have been creeping higher in recent months. The upward revisions suggest analysts believe the company is executing well.
The financial position stands out for a small-cap growth name. Ondas finished Q3 with $840.4 million in cash using pro forma accounting.
Management put $150 million of that to work by creating an investment division. That’s not typical behavior for speculative growth plays.
CEO Eric Brock announced two corporate changes in early January. The company will drop “Holdings” from its name to become simply Ondas Inc. The headquarters is also relocating to West Palm Beach, Florida.
“Renaming the company to Ondas Inc. will better align our corporate identity,” Brock explained in the January 2 announcement.
Director Ron Stern submitted paperwork indicating plans to sell up to 176,944 shares. These shares came from exercising stock options. The same filing disclosed multiple sales over the previous three months.
Another document revealed that Ondas Networks extended maturity on certain notes to January 15. That creates a near-term deadline for either refinancing or additional amendments.
After-hours trading showed little movement following the regular session. Market participants are watching two dates closely: the January 15 debt maturity and the January 16 management presentation.
The resale registration introduces potential selling pressure. How much supply actually hits the market remains an open question.
Ondas finished 2025 with shares up 280% and a market cap around $4.7 billion. The January 16 webcast will show whether management can justify current valuations with concrete 2026 guidance.
