Ondas Holdings, Inc. (ONDS)

Ondas Holdings' stock price has increased significantly in the past six months. In November 2025, the stock experienced a decline, but closed higher than the previous year, and Ondas announced a strategic investment in Performance Drone Works and its intent to acquire Roboteam, while completing the acquisition of Sentrycs. Analysts maintained or raised price targets, though Zacks Research downgraded the stock. The company reported Q3 2025 earnings, beating revenue estimates but missing EPS estimates. In October 2025, HC Wainwright & Co. initiated coverage with a "Buy" rating, while Weiss Ratings reissued a "sell" rating. In September 2025, Lake Street Capital raised its price target and maintained a "buy" rating. In August 2025, Ondas Holdings stock surged, and Needham initiated coverage with a "Buy" rating.

The provided search results do not contain explicit information regarding the demand seasonality for Ondas Holdings, Inc.'s products and services. Demand might be driven more by long-term infrastructure projects, regulatory requirements, and technological upgrade cycles rather than typical consumer-driven seasonal patterns. The importance of remote monitoring and connectivity could also indicate a more consistent demand for its solutions.

Ondas Holdings, Inc. is a technology company providing private wireless, drone, and automated data solutions for industrial and government operations, operating through Ondas Networks and Ondas Autonomous Systems. Ondas Networks specializes in private wireless data networks using the FullMAX SDR platform for critical infrastructure industries. Ondas Autonomous Systems focuses on autonomous drone solutions, including the Optimus System, Scout System, Airbase, Insightful, and Raider, and has expanded its defense-autonomy platform through integrations.

Ondas Holdings Inc. provides its solutions in the United States and internationally, with a significant presence in the United States, Israel, and India. Ondas companies also have offices in Massachusetts and California. Their solutions have been installed in the UAE, NATO Europe, Israel, and Asia, and they have increased their installed base in the US Department of Defense through partners. The company is headquartered in Boston, Massachusetts.

Ondas Holdings is recognized as a leading provider of technology platforms for digitizing industrial and government operations, working with "blue-chip customers and partners". The company is seen as a pioneer in developing mission-critical wireless networks and autonomous drone technologies. Recent product launches, strategic partnerships, and FAA approval for BVLOS drone operations have contributed positively to its reputation. However, the company has faced challenges with profitability, reporting negative operating and net margins, which has raised investor concern.

Ondas Holdings Inc. has a mixed ownership structure, including institutional, retail, and insider investors. Institutional investors own approximately 8.58% to 17.89% of the company's stock, with major shareholders including Hood River Capital Management LLC and The Vanguard Group, Inc. Individual investors hold a significant portion of shares, giving them influence over policy decisions. Insiders own approximately 1.42% to 1.78% of the company's stock, with CEO Eric Brock owning 1.1% of the shares.