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ONONDS

Ondas Holdings Inc.

Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth
$ONDS·$5.2B·Communication Equipment·Technology
$7.12-7.0%YTD-12.6%1Y+40.2%
Mentions · last 7 days
2026-08-22: 167 posts3,448+5%
Price updated 4m ago·X counts updated 10d ago
ONONDS
$ONDSOndas Holdings Inc.
$7.12-6.97%3.4k posts+5%
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 hypeSelling offAI verdict · as of 2026-08-31

Falling on heavy selling — points lower unless it turns around.

Counter-UAS story with 13x revenue growth and a valuation running well ahead of the execution — drone-group pressure just broke the tape.

Ondas is a private-wireless and defense-drone company that has ridden the counter-UAS wave into a multi-billion-dollar market cap on genuinely explosive revenue growth. The stock just dropped 10% in a session as the entire drone group came under pressure, and the numbers don't yet justify the multiple.

  • Revenue growth is real but off a tiny base: Q2 printed $83.8M — roughly 13x year-over-year — and management raised the FY26 guide to $525-550M, so the underlying story is a small company scaling into a real defense budget line, not a stalled one.
  • The multiple is doing a lot of work though: at ~$5.2B market cap against that guide, ONDS trades near 10x forward sales, which is fine when growth is 13x and dangerous when it decelerates — and today's drone-group weakness is exactly that fear pricing in.
  • Operating margin is deeply negative — Q1 op margin was -85%, and the last four earnings surprises alternated wildly between beats (1600% one quarter) and misses (-111% the next), so quarter-to-quarter execution isn't smooth.
  • Insider activity leans negative: multiple S-Sale filings from officers with no offsetting open-market buys, which reads soft when a stock is under distribution pressure and the story needs an insider conviction signal to defend the multiple.

The story extends if the raised guide holds and counter-UAS revenue accelerates into FY27 — those are the numbers the multiple needs. What seals the break-down: a guide cut at the November print, another drone-group deleveraging leg, or fresh dilution that confirms the fundraise pipeline isn't matching the capex plan.

Differs from X sentimentBulls are right about the 13x revenue ramp and the raised FY26 guide, but the bearish minority — insider sells, drone-group pressure, negative op margin — is closer to the tape today; the multiple needs perfect execution to defend and this print didn't give it.

What to watch: November 12 earnings — need the FY26 guide reaffirmed or raised with counter-UAS pipeline visibility. A guide cut or another drone-group de-rating leg confirms the break-down; a clean beat with margin improvement gets it back on the bid.

On the calendar: 2026-11-12 — Q3 earnings

defense dronehigh growth negative margininsider sellingsector pressure

X sentiment

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

Bullish sentiment165 posts analyzed · as of 2026-08-30

Ondas holders are leaning bullish on the defense-drone and counter-UAS story, citing Q2 revenue of $83.8M (roughly 13x year-over-year), a raised FY26 guide of $525-550M, Sheriff Capital's $18 target, a new Taiwan distribution partner in Chuang Hong, and institutional ownership at all-time highs. A skeptical minority calls the recent 10% drop a warning of a slide toward $6, flags insider selling and dilution worry, and one poster labels it "a dying stock."

Read the AI verdict + X sentiment for $ONDS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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

AI networking — the Ethernet and InfiniBand infrastructure connecting GPU clusters — is the high-growth demand driver; CSCO's AI backlog and Arista's data center wins confirm the cycle. Traditional enterprise networking refresh is slower; AI infrastructure is where the incremental spending is.

What this means for $ONDS

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Makes private wireless networks for railroads and autonomous drone and data collection systems for critical infrastructu.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+27.1%YTD
+37.3%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
Q2 2026Aug 13, 2026$-0.19$-0.09-111.1%
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%
Next earningsThu, Nov 12·consensus EPS $-0.09

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.0.3×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.27%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.-5.3%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.-19.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 463.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.3% 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.β2.755-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

SellAug 18Richard M CohenDirector7.5K sh$67KSellJun 2Eric A BrockCEO2.4M sh$31.9MSellMay 20Richard M CohenDirector7.5K sh$71KSellMay 19Randy SeidlDirector10.0K sh$98K
+ 24 other (12 exempts · 8 inkinds · 4 awards) in window

See when $ONDS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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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-KUnregistered equity saleAug 288-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Ondas Holdings (ONDS) filed an 8-K disclosing a prospectus supplement for the resale of 99,105 shares of common stock issued in connection with its acquisition of World View Enterprises. The shares are being offered by selling stockholders, not by Ondas directly, so the company receives no proceeds from this resale. The offering was originally conducted as a private placement exempt under Regulation D. This filing formalizes secondary-market tradability for the acquisition consideration shares, a routine step following an all-stock or part-stock deal.

8-KAcquisition completedAug 108-K — Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Ondas Inc. (ONDS) filed an 8-K on August 11, 2026 (event date August 10) under Items 2.01, 3.02, and 8.01, reporting the completion of an acquisition, a share cancellation (reduction in outstanding shares), and other events. The multi-item filing signals a complex transaction: Ondas completed an acquisition (2.01) while simultaneously reducing its share count (3.02), which is unusual and may reflect a reverse merger structure or share exchange as part of the deal. Ondas develops autonomous drone and remote operations systems. The transaction details, including acquired entity and consideration, are in the filing body.

8-KOfficer or director changeAug 78-K — Item 5.02: Officer or director change
AI summary

Ondas Inc. (ONDS) disclosed an officer or director change (Item 5.02) on 2026-08-07. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No financial terms were disclosed in this filing.

8-KUnregistered equity saleJul 248-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Ondas Inc. (Nevada; West Palm Beach, FL) filed an 8-K on July 24, 2026 under Items 3.02 (unregistered sales of equity securities) and 8.01 (other events), indicating a private placement alongside a corporate announcement. The combination suggests a capital raise tied to a contract award or strategic partnership. The share count, price, counterparty, and the nature of the other event are in the attached exhibits.

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.

+ 64 other (34 8-Ks · 7 earnings 8-Ks · 5 proxys · 4 Ds) in window

Recent news

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

Why Is Ondas Stock Falling on Monday?benzinga.com·1d agoDrone Stocks Drop While Broad Market Rises: Unusual Machines Sinks 9%, Ondas Falls 6%, Red Cat Slides 5%247wallst.com·4d agoUnusual Machines Jumps 8%, Ondas Holdings Rises 6% as Risk Appetite Returns to Drone Stocks247wallst.com·5d agoDrone Stocks Slide as Risk Appetite Fades: Unusual Machines Tumbles 9%, Red Cat Falls 7%, Ondas Declines 5%247wallst.com·8d agoOndas Holdings: I Like The Story, But Not The Math Yetseekingalpha.com·8d ago

In themes

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

Defense & DronesRobotics & Humanoids

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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