Ondas Holdings Inc. (ONDS) Stock Falls on Q1 2026 Earnings

Ondas Holdings Inc. (ONDS) Q1 2026 highlights.

Revenue: $50.1 million (up +1,079.9% year‑over‑year).

Gross profit: $24.7 million (up +1,556.5% year‑over‑year).

Cost of sales: $25.5 million (up +822.7% year‑over‑year).

Operating result: -$42.7 million (improved +313.9% year‑over‑year).

Net income attributable to common shareholders: $361.7 million (change -2,457.1% year‑over‑year).

Results versus expectations:

Revenue beat the estimate, coming in at $50.1 million versus an expected $40.1 million.

Diluted earnings per share was $0.56 versus an estimated -$0.06.

Balance sheet and cash flow snapshot:

Cash and cash equivalents: $1.03 billion (down -95.9% year‑over‑year).

Cash from operating activities: -$51.3 million (improved +670.3% year‑over‑year).

Purchases of property, plant and equipment: -$1.3 million (up +679.6% year‑over‑year).

Total liabilities: $1.36 billion (change -97.7% year‑over‑year).

Market reaction: shares were down 1.04% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Ondas Holdings Inc. Insider Trading Activity

Ondas Holdings Inc. insiders have traded $ONDS stock on the open market 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 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
ERIC A BROCK (Chairman, CEO and President) sold 475,000 shares for an estimated $4,611,347
JASPREET K SOOD has made 0 purchases and 6 sales selling 29,698 shares for an estimated $281,537.
RICHARD M COHEN has made 0 purchases and 6 sales selling 25,861 shares for an estimated $245,162.
RANDY SEIDL has made 0 purchases and 6 sales selling 21,520 shares for an estimated $204,009.
NEIL J LAIRD (CFO, Secretary and Treasurer) sold 4,526 shares for an estimated $42,906

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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Ondas Holdings Inc. Hedge Fund Activity

We have seen 271 institutional investors add shares of Ondas Holdings Inc. stock to their portfolio, and 112 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DEFIANCE ETFS, LLC added 10,348,366 shares (+inf%) to their portfolio in Q1 2026, for an estimated $93,549,228
JANE STREET GROUP, LLC removed 7,450,181 shares (-74.2%) from their portfolio in Q1 2026, for an estimated $67,349,636
HOOD RIVER CAPITAL MANAGEMENT LLC removed 7,095,402 shares (-40.9%) from their portfolio in Q1 2026, for an estimated $64,142,434
HRT FINANCIAL LP removed 6,210,148 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $56,139,737
VANGUARD GROUP INC added 5,351,725 shares (+39.9%) to their portfolio in Q4 2025, for an estimated $52,232,836
SUSQUEHANNA INTERNATIONAL GROUP, LLP added 5,298,227 shares (+342.6%) to their portfolio in Q1 2026, for an estimated $47,895,972
MAREX GROUP PLC added 4,618,094 shares (+1516.0%) to their portfolio in Q1 2026, for an estimated $41,747,569

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

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:

Needham issued a "Buy" rating on 03/24/2026
Stifel issued a "Buy" rating on 01/21/2026
HC Wainwright & Co. issued a "Buy" rating on 01/20/2026
Lake Street issued a "Buy" rating on 11/26/2025

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 6 analysts offer price targets for $ONDS in the last 6 months, with a median target of $18.5.

Here are some recent targets:

Michael Latimore from Northland Capital Markets set a target price of $18.0 on 03/26/2026
Austin Bohlig from Needham set a target price of $23.0 on 03/25/2026
Jonathan Siegmann from Stifel set a target price of $18.0 on 01/21/2026
Amit Dayal from HC Wainwright & Co. set a target price of $25.0 on 01/20/2026
Timothy Horan from Oppenheimer set a target price of $16.0 on 01/20/2026
Max Michaelis from Lake Street set a target price of $19.0 on 01/20/2026