TLDR
- Ondas Holdings stock surged 13.5% on Monday, closing at $12.53 after filing a prospectus supplement to register 2.4 million shares for resale by existing stockholders
- The company plans a virtual investor day on January 16 to outline its 2026 business plan, revenue projections, and operating leverage goals
- Ondas estimates 2025 sales reached at least $36 million and projects revenue will more than triple to $110 million in 2026
- Eight analysts covering the stock all rate it buy or strong buy, with an average price target of $11.50
- The company ended Q3 with $840.4 million in cash and established a $150 million investment division
Shares Jump 13.5% as Investor Day Looms and Resale Filing Lands
Ondas Holdings shares closed up 13.5% on Monday at $12.53. The move came after the company filed paperwork with the SEC to register shares for resale by existing holders.
Trading volume told the story. More than 142 million shares changed hands during the session. The stock bounced between $11.01 and $12.54 before settling near the high end of that range.
The filing registered 2,389,203 shares for resale. These shares went to stockholders on January 5 under exchange agreements tied to the company’s Ondas Autonomous Systems unit.
Ondas won’t see any proceeds from sales under this registration. The company built in a speed bump, though. Each holder can only sell up to 5% of average daily trading volume.
The filing showed Ondas owns about 99% of the autonomy unit on a fully diluted basis. That came after it issued another 5.3 million shares in late December.
Business Outlook Takes Center Stage
Management scheduled a virtual investor day for January 16 at 10 a.m. ET. The webcast will lay out the 2026 business plan and financial outlook.
Investors will hear about revenue assumptions and capital requirements. The company also plans to discuss operating leverage—how profitability improves as sales grow.
The timing matters. Ondas is coming off a strong 2025 that saw the stock climb 280% for the year. Revenue estimates paint a growth story that could justify the run.
The company expects 2025 sales hit at least $36 million. For 2026, that figure is projected to more than triple to $110 million.
The drone market backdrop supports those projections. The sector is expected to reach $69 billion and more than double to $147.8 billion by 2036.
Analyst Support and Balance Sheet Strength
Eight sell-side analysts cover Ondas. All eight rate the stock buy or strong buy. The average price target sits at $11.50, which implies nearly 18% upside from the 2025 closing price.
Analysts have been raising their targets in recent months. That steady march higher suggests growing confidence in the company’s execution.
The balance sheet adds another layer to the story. Ondas ended the third quarter with $840.4 million in cash on a pro forma basis.
That cash pile funded a $150 million investment division. It’s an unusual move for a small-cap growth company.
Chairman and CEO Eric Brock announced plans to rename the company to Ondas Inc. He also disclosed a headquarters move to West Palm Beach, Florida. “Renaming the company to Ondas Inc. will better align our corporate identity,” Brock said in a January 2 release.
Director Ron Stern filed notice of a planned sale covering up to 176,944 shares after exercising stock options. The filing listed several other sales over the past three months.
A separate filing showed Ondas Networks, a subsidiary, extended the maturity date on several notes to January 15. That date gives investors another milestone to watch for refinancing news.
The stock traded flat in after-hours action following the regular session close. Traders are now focused on two near-term events: the January 15 note maturity and the January 16 investor day webcast.
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