Earnings Surge Buzz: Ondas Holdings Inc. has generated significant chatter on X recently, largely due to its Q3 earnings report showing a 6x year-over-year revenue jump to $10.1 million. Many users are excited about the raised full-year outlook and a $22.2 million backlog, pointing to strong demand in autonomous systems. Some also highlight a 26% gross margin with hopes for further improvement.
Recent Contract Wins: Discussion on X has also focused on recent strategic moves, including a major government contract for autonomous border-protection systems and an $8.2 million drone order at a European airport. Posts reflect optimism about these developments, with some users noting a 14% stock rise this week and high trading volume. There’s also mention of an analyst upgrade to 'Outperform' with a $12 price target, fueling further interest.
Market Volatility Concerns: Despite the positive news, X conversations reveal mixed feelings about recent price swings, with the stock dropping significantly in the past month before rebounding. Some express caution over market volatility and the company’s history of offerings, while others see the current trajectory as a setup for long-term growth in the autonomy sector.
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $ONDS stock by insiders over the last 6 months:
- RON STERN sold 850,000 shares for an estimated $6,725,455
- 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. Revenue
Ondas Holdings Inc. had revenues of $10.1M in Q3 2025. This is an increase of 581.95% from the same period in the prior year.
You can track ONDS financials on Quiver Quantitative's ONDS stock page.
Ondas Holdings Inc. Hedge Fund Activity
We have seen 123 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:
- Lake Street issued a "Buy" rating on 11/26/2025
- 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
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:
- Max Michaelis from Lake Street set a target price of $10.0 on 11/26/2025
- 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
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.
