TLDR
- Ondas Holdings stock jumped 13.5% to $12.53 on Monday after filing to register 2.4 million shares for resale
- The company will host an investor day on January 16 to reveal 2026 revenue targets and profitability plans
- Revenue is projected to triple from $36 million in 2025 to $110 million in 2026
- All eight analysts covering ONDS rate it a buy with an average price target of $11.50
- Ondas ended Q3 with $840.4 million in cash and created a $150 million investment division
Ondas Holdings stock surged 13.5% Monday, closing at $12.53. The gain followed an SEC filing that registered shares for resale by existing holders.
Ondas Holdings Inc., ONDS
Trading volume reached 142 million shares. The stock moved between $11.01 and $12.54 during the session.
The filing covers 2,389,203 shares distributed to stockholders through exchange agreements. These shares relate to the company’s autonomous systems unit.
Ondas won’t receive proceeds from any sales under this registration. Each holder can sell only 5% of average daily volume to limit market pressure.
January 16 Webcast to Reveal 2026 Strategy
Management scheduled a virtual investor day for January 16 at 10 a.m. ET. The presentation will detail 2026 business plans and financial outlook.
Executives will discuss revenue projections, capital needs, and operating leverage. The timing matters for Ondas stock, which climbed 280% in 2025.
The company estimates 2025 sales reached $36 million. For 2026, revenue is projected to more than triple to $110 million.
The drone market supports these targets. Industry forecasts show growth from $69 billion today to $147.8 billion by 2036.
Analyst Support Drives ONDS Stock Outlook
Eight Wall Street analysts cover Ondas Holdings stock. All eight rate it buy or strong buy. The average price target of $11.50 suggests 18% upside from 2025’s close.
Analysts have raised their price targets in recent months. The upward revisions signal confidence in company execution.
Ondas ended Q3 with $840.4 million in pro forma cash. That balance sheet strength funded a $150 million investment division.
CEO Eric Brock announced the company will rename itself Ondas Inc. The headquarters is relocating to West Palm Beach, Florida.
Director Ron Stern filed notice to sell up to 176,944 shares from exercising stock options. The filing showed several sales over the past three months.
Ondas Networks extended maturity on certain notes to January 15. That date creates a near-term catalyst for refinancing news.
After-hours trading showed flat price action. Investors are focused on the January 15 note maturity and January 16 investor presentation.
The resale registration introduces potential selling pressure. Daily volume restrictions limit how quickly shares can enter the market.
Ondas stock finished 2025 with a market cap around $4.7 billion. The January 16 webcast will determine whether management can support current valuations with concrete 2026 guidance.
The post Ondas (ONDS) Stock: Analysts See 18% Upside Despite Recent Rally appeared first on Blockonomi.
Source: https://blockonomi.com/ondas-onds-stock-analysts-see-18-upside-despite-recent-rally/