Needham & Company LLC Reiterates Buy Rating for Ondas (NASDAQ:ONDS)

Ondas (NASDAQ:ONDS)‘s stock had its “buy” rating reiterated by investment analysts at Needham & Company LLC in a report issued on Tuesday,Benzinga reports. They presently have a $17.00 price objective on the stock. Needham & Company LLC’s target price points to a potential upside of 74.90% from the company’s current price.

A number of other equities research analysts have also weighed in on the company. Northland Securities set a $16.00 price objective on Ondas in a report on Tuesday, January 20th. HC Wainwright upped their target price on Ondas from $12.00 to $25.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Lake Street Capital raised their target price on shares of Ondas from $10.00 to $19.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Zacks Research cut Ondas from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, Oppenheimer lifted their price target on shares of Ondas from $12.00 to $16.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $17.29.

Ondas Stock Performance

Shares of NASDAQ:ONDS opened at $9.72 on Tuesday. Ondas has a one year low of $0.57 and a one year high of $15.28. The company has a 50-day simple moving average of $11.05 and a 200-day simple moving average of $8.72. The stock has a market capitalization of $4.11 billion, a price-to-earnings ratio of -24.30 and a beta of 2.47.

Insider Transactions at Ondas

In other Ondas news, CEO Eric A. Brock sold 475,000 shares of the company’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $9.71, for a total value of $4,612,250.00. Following the completion of the transaction, the chief executive officer owned 1,461,255 shares in the company, valued at approximately $14,188,786.05. This represents a 24.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Jaspreet K. Sood sold 29,698 shares of Ondas stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $9.48, for a total value of $281,537.04. Following the sale, the director directly owned 175,631 shares in the company, valued at $1,664,981.88. The trade was a 14.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 556,605 shares of company stock valued at $5,385,865 over the last three months. 1.60% of the stock is currently owned by company insiders.

Institutional Trading of Ondas

Several hedge funds and other institutional investors have recently modified their holdings of ONDS. SBI Securities Co. Ltd. grew its position in Ondas by 154.9% during the second quarter. SBI Securities Co. Ltd. now owns 16,299 shares of the company’s stock valued at $31,000 after purchasing an additional 9,904 shares in the last quarter. IFP Advisors Inc boosted its position in shares of Ondas by 231.4% in the third quarter. IFP Advisors Inc now owns 4,142 shares of the company’s stock valued at $32,000 after acquiring an additional 2,892 shares during the period. Avion Wealth increased its position in Ondas by 100.0% during the fourth quarter. Avion Wealth now owns 4,000 shares of the company’s stock worth $39,000 after acquiring an additional 2,000 shares during the period. Federation des caisses Desjardins du Quebec increased its holdings in shares of Ondas by 228.6% during the 4th quarter. Federation des caisses Desjardins du Quebec now owns 4,403 shares of the company’s stock worth $43,000 after purchasing an additional 3,063 shares during the period. Finally, Steward Partners Investment Advisory LLC grew its position in Ondas by 1,005.0% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 4,398 shares of the company’s stock worth $43,000 after buying an additional 4,000 shares in the last quarter. Institutional investors and hedge funds own 37.73% of the company’s stock.

Key Stories Impacting Ondas

Here are the key news stories impacting Ondas this week:

• Positive Sentiment: Merger with Mistral gives Ondas direct access to U.S. prime contracts, an onshore manufacturing footprint and established federal/state contracting relationships — a strategic shortcut to win larger DoD and public‑safety programs. Ondas To Acquire Mistral, Giving Access To U.S. Prime Contracts, Manufacturing Footprint
• Positive Sentiment: Company announced a merger agreement with Mistral Inc.; Mistral remains contract‑administrator post‑close and brings decades of prime‑contract experience and claimed participation on $1B+ of IDIQ/DoD contracts, which materially accelerates Ondas’ U.S. defense TAM. Ondas Reaches Merger Agreement with U.S. Defense Prime Contractor Mistral Inc., Expanding Direct Prime Participation Across U.S. Department of Defense Programs
• Positive Sentiment: Preliminary Q4 and full‑year 2025 revenues topped prior guidance (Q4: $29.1–$30.1M; FY: $49.7–$50.7M) and the company raised its near‑term revenue outlook, signaling stronger organic demand ahead of final results on March 25. That beat is a clear near‑term earnings catalyst. Ondas Reports Preliminary Fourth Quarter and Full Year 2025 Financial Results and will Report Final Results on March 25, 2026 at 8:30 a.m. ET
• Positive Sentiment: New $6M counter‑drone orders from Middle East defense customers reinforce secular demand for Ondas’ cyber‑RF drone defeat systems and provide near‑term revenue visibility outside the U.S. market. Are Escalating Middle East Drone Threats a Revenue Tailwind for Ondas?
• Neutral Sentiment: Management reiterated FY2026 revenue outlook of $170–$180M (pre‑acquisition impact) and provided updated FY2025/FY2026 revenue ranges that are generally in line with or modestly ahead of street estimates — helpful for modeling but dependent on successful Mistral integration. Ondas Merger With Mistral Recasts Growth Prospects In Defense And Security
• Negative Sentiment: Risks remain: the merger must close and integrate smoothly (possible dilution, execution and contract‑transfer risk), final Q4/FY2025 numbers and more detail on pro‑forma financials arrive March 25, and the company still posts a negative P/E and elevated volatility. Investors should weigh near‑term revenue beats against integration and execution risk. ONDS stock garners buzz after company raises Q4 revenue outlook, signs merger agreement with Mistral

Ondas Company Profile

Ondas Holdings, Inc (NASDAQ: ONDS) develops secure private wireless networking solutions and unmanned aircraft systems tailored to mission-critical industrial applications. Its Ondas Networks division offers the proprietary FullMAX platform, a long-range, high-bandwidth broadband network designed to support real-time data transmission, remote monitoring and IoT deployments across rail, maritime and infrastructure environments. The broadband platform integrates edge-to-cloud architecture to ensure operational resilience and regulatory compliance for transportation and utility operators.

The company’s Ondas Autonomous Systems segment builds heavy-lift cargo drones and uncrewed aircraft platforms for logistics, pipeline and infrastructure inspection, emergency response and other government and commercial use cases.