Ondas Rises After DZYNE Deal Broadens Autonomous Defense Platform

Ondas Inc. (ONDS) is up 6.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is Ondas’ July 6 announcement that it acquired DZYNE Technologies, a defense technology company focused on autonomous aircraft, counter-drone systems, and autonomous effects. Investors appear to be responding to the larger defense footprint, the added scale in revenue and manufacturing, and management’s message that the transaction should improve operating leverage and profitability.

Details:

Ondas announced it acquired DZYNE in a transaction valued at about $875.8 million, combining cash and stock.

The company said DZYNE brings established defense programs, customer relationships across U.S. and allied markets, and positive EBITDA, which may have strengthened the market’s view of the deal.

An 8-K filed on July 6 showed the acquisition closed on July 2 and included disclosures tied to the purchase agreement, equity issuance, and lock-up terms for part of the stock consideration.

Company materials tied to the deal outlined a 2026 revenue forecast of $191 million for DZYNE, more than $300 million in 2027 revenue, and a pipeline above $1.5 billion as of June 30, 2026, reinforcing the growth narrative around the combination.

Sources:

Ondas Investor Relations, SEC, Nasdaq

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ONDS Insider Trading Activity

$ONDS 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:

ERIC A BROCK (Chairman, CEO and President) sold 2,378,245 shares for an estimated $31,939,830
RANDY SEIDL sold 10,000 shares for an estimated $98,300
RICHARD M COHEN sold 7,500 shares for an estimated $71,250

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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$ONDS Hedge Fund Activity

We have seen 259 institutional investors add shares of $ONDS stock to their portfolio, and 93 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
CITADEL ADVISORS LLC removed 8,190,559 shares (-94.6%) from their portfolio in Q1 2026, for an estimated $74,042,653
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
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.

$ONDS Analyst Ratings

Wall Street analysts have issued reports on $ONDS in the last several months. We have seen 3 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

To track analyst ratings and price targets for $ONDS, check out Quiver Quantitative's $ONDS forecast page.

$ONDS 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:

Austin Bohlig from Needham set a target price of $23.0 on 05/19/2026
Michael Latimore from Northland Capital Markets set a target price of $18.0 on 03/26/2026
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.