Earnings Breakthrough: Social media conversations center on Ondas Holdings' latest quarterly results, which revealed a dramatic 1,079 percent jump in revenues. Investors note the company's substantial $457 million backlog as evidence of sustained momentum in its autonomous systems and drone operations.
Institutional Momentum: Discussions highlight growing interest from large investors, with institutional ownership reaching 65.5 percent amid the recent rally. The stock has held steady in the $9 to $11 range following the earnings release, reflecting consolidation after significant prior gains.
Growth Outlook: Market participants express optimism about Ondas Holdings' path toward $390 million in revenue by 2026, driven by expansion in drones and counter-UAS technology. The transition toward consistent profitability has drawn attention as a potential turning point for the firm.
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 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.
Ondas Holdings Revenue
Ondas Holdings had revenues of $50.1M in Q1 2026. This is an increase of 1079.85% 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 272 institutional investors add shares of Ondas Holdings 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 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, check out Quiver Quantitative's $ONDS forecast page.
Ondas Holdings 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
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.
