Earnings and Backlog Focus: Social media commentary centered on Ondas Holdings' recent earnings release, which highlighted a substantial backlog exceeding $750 million in key sectors. Participants discussed record execution levels and growing defense-related demand as potential catalysts. Some noted the stock's muted initial reaction despite these figures.
Technical and Ownership Trends: Traders observed the stock consolidating near key moving averages with declining volume, positioning it for possible upward movement if patterns hold. High institutional ownership paired with elevated short interest drew attention, with debates on how these factors might influence volatility. Analysts flagged execution risks tied to acquisitions and ongoing losses.
Future Outlook Debates: Conversations turned to revenue growth projections nearing 900 percent for the year, alongside concerns over dilution. The interplay between accumulating institutions and short positions fueled speculation about rapid price shifts if guidance meets expectations. Overall market interest remains elevated around these developments.
Note: This discussion summary was generated from an AI condensation of post data.
Ondas Holdings Insider Trading Activity
Ondas Holdings insiders have traded $ONDS stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ONDS stock by insiders over the last 6 months:
- ERIC A BROCK (Chairman, CEO and President) sold 2,378,245 shares for an estimated $31,939,830
- RICHARD M COHEN has made 0 purchases and 2 sales selling 15,000 shares for an estimated $138,426.
- RANDY SEIDL sold 10,000 shares for an estimated $98,300
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.
Ondas Holdings Revenue
Ondas Holdings had revenues of $83.8M in Q2 2026. This is an increase of 1235.35% from the same period in the prior year.
You can track ONDS financials on Quiver Quantitative's ONDS stock page.
You can access data on ONDS stock through the Quiver Quantitative API.
Ondas Holdings Hedge Fund Activity
We have seen 301 institutional investors add shares of Ondas Holdings stock to their portfolio, and 193 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 30,188,317 shares (+324.2%) to their portfolio in Q2 2026, for an estimated $248,751,732
- STATE STREET CORP added 9,156,487 shares (+142.6%) to their portfolio in Q2 2026, for an estimated $75,449,452
- DEFIANCE ETFS, LLC removed 9,063,375 shares (-87.6%) from their portfolio in Q2 2026, for an estimated $74,682,210
- GEODE CAPITAL MANAGEMENT, LLC added 7,414,164 shares (+139.9%) to their portfolio in Q2 2026, for an estimated $61,092,711
- JPMORGAN CHASE & CO added 6,593,434 shares (+inf%) to their portfolio in Q2 2026, for an estimated $54,329,896
- HRT FINANCIAL LP removed 6,210,148 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $56,139,737
- MILLENNIUM MANAGEMENT LLC removed 5,616,989 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $46,283,989
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 Analyst Ratings
Wall Street analysts have issued reports on $ONDS in the last several months. We have seen 1 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
To track analyst ratings and price targets for Ondas Holdings, check out Quiver Quantitative's $ONDS forecast page.
Ondas Holdings Price Targets
Multiple analysts have issued price targets for $ONDS recently. We have seen 2 analysts offer price targets for $ONDS in the last 6 months, with a median target of $18.5.
Here are some recent targets:
- Austin Bohlig from Needham set a target price of $19.0 on 07/07/2026
- Michael Latimore from Northland Capital Markets set a target price of $18.0 on 03/26/2026
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.
