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ONONDS

Ondas Holdings Inc.

$ONDS·$3.8B·Communication Equipment·Technology
$6.53-1.9%YTD-35.7%1Y+171.9%
Mentions · last 7 days
2026-07-11: 261 posts2026-07-12: 378 posts2026-07-13: 776 posts2026-07-14: 540 posts2026-07-15: 718 posts2026-07-16: 733 posts2026-07-17: 631 posts4,075+25%
Price updated 5h ago·X counts updated 5h ago
ONONDS
$ONDSOndas Holdings Inc.
$6.53-1.88%4.1k posts+25%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ONDS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-16

Catching its breath after a run — could pick back up or fade from here.

Roll-up in defense-drone tech at breakneck pace — the M&A is real, so is the 85M-share dilution.

Ondas Holdings is the private wireless and drone-tech company that pivoted hard into defense in 2025 and is now rolling up counter-UAS and unmanned aerial systems businesses at aggressive pace. The tape is cooling as the market digests the dilution required to fund the roll-up.

  • The revenue ramp is real: Q1 2026 revenue grew roughly 11x YoY to $50.1M, driven by acquisitions like Omnisys and the fresh $875M DZYNE/High Point UAS deal announced July 10 — the growth line earns a defense-tech multiple, not a pure-comms multiple.
  • The dilution is severe and ongoing: the July 6 DZYNE close alone issued ~85M new common shares (about 18% dilution against the pre-deal float), the May annual meeting expanded the incentive pool from 61M to 81M shares, and PIPE resale prospectuses have registered ~11M more supply — the roll-up is being paid for in equity.
  • The catalyst pipeline is dense but binary: the UK £210M one-way-attack-drone program could flow to Ondas' Rotron Aerospace subsidiary, and analyst PT around $17 versus $7 spot is the bull case — a single named award closes that gap fast; without one, the dilution overhang wins.

The August 11 Q2 earnings and any named UK-drone-program award are the near-term tells. FY26 revenue guide north of the $525M consensus plus a defense award extends the setup; a Q2 miss or Q3 guide cut keeps the stock stalling into the $6 bottom bears flag.

What to watch: The August 11 Q2 earnings and any named UK drone-program award. Watch FY26 revenue guide vs $525M consensus and defense-contract announcement cadence. Without a named catalyst, the dilution overhang keeps the tape sub-$8; a UK award closes the analyst-PT gap fast.

On the calendar: 2026-08-11 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment40 posts analyzed · as of 2026-07-17

Ondas Holdings is being framed as an under-priced defense-tech conglomerate mid-drawdown. The load-bearing catalyst is Japan's Acquisition Technology & Logistics Agency picking Ondas subsidiary DZYNE's IonStrike for its Interceptor Drone Early Acquisition Program, with follow-on validation from a CSIS think tank namecheck of Sentrycs and appearances at Germany's Drone Resilience Day. Bulls also note management is meeting Oppenheimer on July 21, that RFG Advisory raised its stake 57% in a quarter, and that a market cap of ~$4.14B across 16 subsidiaries values each at ~$259M. The bear thread is dilution: a recent Form D showed ~85M new shares issued (~$675M) to close the DZYNE acquisition, and the stock has lost every support in the past five weeks.

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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes private wireless networks for railroads and autonomous drone and data collection systems for critical infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $ONDS.

Communication Equipment · Technology

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $ONDS

Neutral — Makes private wireless networks for railroads and autonomous drone and data collection systems for critical infrastructure; end markets and revenue mix have limited overlap with the hyperscaler 400G/800G AI rack networking buildout.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+17.6%YTD
+34.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-3.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-93.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
53.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
46.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$0.81$-0.05+1597.7%
Q4 2025Mar 23, 2026$-0.39$-0.06-550.0%
Q3 2025Nov 13, 2025$-0.06$-0.04-54.6%
Q2 2025Aug 12, 2025$-0.08$-0.11+27.3%
Next earningsTue, Aug 11·consensus EPS $-0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$50.1M+1079.8%49.2%-85.1%$0.77$-52.6M
Q4 FY25$30.1M+629.3%42.3%-77.4%$-0.27$-13.0M
Q3 FY25$10.1M+582.0%25.8%-154%$-0.03$-11.1M
Q2 FY25$6.3M+554.9%53.1%-147%$-0.08$-8.5M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$525.7M$525.1M – $526.6M$0.50$0.45 – $0.586
FY27$955.9M$840.6M – $1.1B-$0.17-$0.20 – -$0.156
FY28$1.3B$1.2B – $1.5B-$0.02-$0.03 – -$0.013
FY29$1.8B$1.7B – $2.0B$0.22$0.20 – $0.262
FY30$2.2B$2.1B – $2.5B$0.43$0.40 – $0.511

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.35%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-29.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-30.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 486.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today44.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 2Eric A BrockCEO2.4M sh$31.9MSellMay 20Richard M CohenDirector7.5K sh$71KSellMay 19Randy SeidlDirector10.0K sh$98K
+ 19 other (8 exempts · 7 awards · 4 inkinds) in window

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  • Real-time open-market buys and sells from Form 4 filings
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 68-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Ondas Inc. acquired High Point UAS, LLC, a drone/unmanned aerial systems company, on July 2, 2026 for consideration of approximately $200 million in cash (including $12M in escrow) plus approximately 85 million new shares of Ondas common stock (39,999,998 immediate shares + 44,999,998 deferred shares). Sellers were Highlander Partners Defense, DZYNE Management Holdings, and High Flight Corporation. The 85 million new shares represent very substantial dilution to Ondas's existing equity base. The acquisition is transformative in size relative to Ondas's current scale.

8-KUnregistered equity saleJun 268-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Ondas Inc. filed a prospectus supplement for the resale of 3,378,084 shares (3,285,696 shares acquired via PIPE on May 21, 2026, plus additional shares) under an existing S-3ASR shelf. Routine PIPE investor resale registration enabling liquidity for the May 2026 PIPE investors; does not involve new share issuance to the market.

8-KUnregistered equity saleJun 228-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Nevada 001-39761 47-2615102 disclosed: of the Exchange Act. ☐ Item 3.02 Unregistered Sales of Equity Securities. The disclosure included in Item 8.01 of this Current Report on Form 8-K is incorporated herein by reference. The issuances of the Shares (as defined below) in Item 8.01 below are exempt from the registration requirements under the Securities Act of 1933, as amended (the “Securities Act”), in accordance with Regulation S thereunder, for sales to non-U.S. investors outside of the United States. Item 8.01. Other Events On Jun.

8-KPress release / Reg FDJun 188-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Ondas Inc. entered into a definitive agreement on June 18, 2026 to acquire Cyberhawk Holdings Limited, a global provider of critical infrastructure intelligence, drone-based inspection, visual data management, and AI-enabled analytics, serving utility, energy, and industrial customers worldwide. Ondas released a fact sheet and updated investor presentation covering the Cyberhawk deal on the same date. No acquisition price is disclosed in the available excerpt. Potentially transformative for Ondas — Cyberhawk is an established commercial drone-AI business with global utility customers, which would meaningfully expand Ondas' revenue base and market reach.

8-KUnregistered equity saleJun 158-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Ondas Holdings Inc. (ONDS) reported unregistered sales of equity securities (Item 3.02) and other events (Item 8.01) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before the specific equity issuance terms or other-event details are disclosed.

8-KUnregistered equity saleJun 98-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Ondas Inc. (ONDS) filed an 8-K on June 9, 2026, disclosing the registration for resale of 2,701,420 shares of common stock issued in connection with its acquisition of Omnisys Ltd. (Israel), which closed around May 21, 2026. The shares were issued to Omnisys sellers as acquisition consideration and are being registered under Ondas's existing Form S-3ASR shelf (File No. 333-290121) via a prospectus supplement. This filing unlocks secondary liquidity for the Omnisys sellers and signals potential near-term selling pressure on ONDS shares.

8-KUnregistered equity saleJun 38-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Ondas Inc. filed a prospectus supplement under its existing S-3ASR shelf registration (File No. 333-290121) to register the resale of 2,112,674 shares of common stock (par value $0.0001) by former stockholders of Omnisys Ltd., an Israeli company acquired by Ondas. The shares were issued as acquisition consideration and are being registered for resale; this does not represent new capital raised by Ondas. The acquisition of Omnisys Ltd. was previously disclosed on May 21, 2026. This filing enables selling stockholders to exit their position — not dilutive in terms of new share issuance, but adds to tradeable float.

8-KUnregistered equity saleMay 298-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Ondas Inc. (ONDS) filed a prospectus supplement to its existing Form S-3ASR shelf (File No. 333-290121) registering for resale 297 shares of common stock previously acquired by certain stockholders on April 1, 2026 via a Regulation D private placement. The 297-share resale registration is administratively immaterial to Ondas's share count. Routine housekeeping resale registration with effectively zero dilutive impact.

+ 69 other (39 8-Ks · 6 13Gs · 6 earnings 8-Ks · 5 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Squeeze Watch: 10 Stocks Bears Love to Hate Most Right Nowbenzinga.com·5d agoCan Ondas Drive Growth Through AI-Powered Defense Systems?zacks.com·5d agoOndas Snaps Up DZYNE in $875M Deal, Boosts Autonomous Defense Revenue Targetmarketbeat.com·7d agoOndas Stock Up 261% in a Year: Should Investors Buy, Hold or Sell?zacks.com·8d agoWorld Cup 2026 Sees Physical AI in Actionetftrends.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesRobotics & Humanoids

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