Earnings Surge Buzz: Ondas Holdings Inc. has generated significant attention on X after reporting a 6x year-over-year revenue jump to $10.1 million in Q3. Many discussions focus on the raised full-year outlook and a robust $22.2 million backlog, hinting at strong demand for autonomous systems. The stock’s pre-market surge of over 17% post-earnings keeps the conversation lively.
Analyst Upgrade Impact: An upgrade to 'Outperform' with a $12 price target by a major analyst firm has further fueled chatter on X. Posts highlight optimism about the company’s advancements in defense and AI-driven drones. Some even speculate on gross margins climbing higher from the current 26%.
Strategic Investment News: Recent talk also centers on a $35 million strategic investment in performance drone works, causing intraday price swings. While some on X note bullish momentum with high trading volume, others caution about volatility in the broader market.
Note: This discussion summary was generated from an AI condensation of post data.
Ondas Holdings Inc. Insider Trading Activity
Ondas Holdings Inc. insiders have traded $ONDS stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ONDS stock by insiders over the last 6 months:
- JASPREET K SOOD sold 8,673 shares for an estimated $14,657
- RICHARD M COHEN sold 7,567 shares for an estimated $12,788
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Ondas Holdings Inc. Hedge Fund Activity
We have seen 119 institutional investors add shares of Ondas Holdings Inc. stock to their portfolio, and 57 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HOOD RIVER CAPITAL MANAGEMENT LLC added 8,560,166 shares (+113.5%) to their portfolio in Q3 2025, for an estimated $66,084,481
- JANE STREET GROUP, LLC added 8,486,764 shares (+979.6%) to their portfolio in Q3 2025, for an estimated $65,517,818
- RENAISSANCE TECHNOLOGIES LLC added 8,338,100 shares (+inf%) to their portfolio in Q3 2025, for an estimated $64,370,132
- VANGUARD GROUP INC added 7,024,549 shares (+109.9%) to their portfolio in Q3 2025, for an estimated $54,229,518
- AWM INVESTMENT COMPANY, INC. removed 5,793,239 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $44,723,805
- CITADEL ADVISORS LLC added 4,857,843 shares (+376.3%) to their portfolio in Q3 2025, for an estimated $37,502,547
- MORGAN STANLEY added 4,669,145 shares (+1061.7%) to their portfolio in Q3 2025, for an estimated $36,045,799
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ondas Holdings Inc. Analyst Ratings
Wall Street analysts have issued reports on $ONDS in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Oppenheimer issued a "Outperform" rating on 11/14/2025
- Needham issued a "Buy" rating on 11/13/2025
- HC Wainwright & Co. issued a "Buy" rating on 10/06/2025
- Lake Street issued a "Buy" rating on 09/12/2025
To track analyst ratings and price targets for Ondas Holdings Inc., check out Quiver Quantitative's $ONDS forecast page.
Ondas Holdings Inc. Price Targets
Multiple analysts have issued price targets for $ONDS recently. We have seen 4 analysts offer price targets for $ONDS in the last 6 months, with a median target of $11.0.
Here are some recent targets:
- Timothy Horan from Oppenheimer set a target price of $12.0 on 11/14/2025
- Austin Bohlig from Needham set a target price of $10.0 on 11/13/2025
- Amit Dayal from HC Wainwright & Co. set a target price of $12.0 on 10/06/2025
- Max Michaelis from Lake Street set a target price of $8.0 on 09/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
