Ondas (ONDS)
Builds autonomous defense systems and private wireless networks for government and industrial customers.
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Sells autonomous aerial, ground, counter-UAS and ISR systems through Ondas Autonomous Systems, alongside FullMAX private wireless networks through Ondas Networks. Its portfolio has expanded through acquisitions, while Ondas Capital remains a non-material business unit.
Combines Ondas Autonomous Systems (OAS) with Ondas Networks. OAS brings together autonomous aerial systems, counter-UAS platforms, tactical ground robotics, high-altitude ISR and autonomous-defense capabilities for defense and security missions.
Ondas Networks supplies the FullMAX software-defined private-wireless platform to rail, utilities, oil and gas, transportation and government users with mission-critical IoT needs. The business serves government and industrial customers, and Ondas Capital was not material in the latest fiscal-year segment results.
Recent acquisitions added World View's stratospheric sensing and DZYNE's multi-domain ISR, counter-UAS, autonomous effects, aerial security, precision strike, autonomous logistics and AI-enabled mission orchestration.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | Oppenheimer | Reiterate | Rating: —Target: $16 | Target: $18 |
| Jul 7, 2026 | Needham | Reiterate | Rating: —Target: $12 | Target: $19 |
| Mar 26, 2026 | Northland Securities | Target | Target: $16 | Target: $18 |
| Mar 26, 2026 | Maxim Group | Target | Target: $1.50 | Target: $22 |
| Mar 10, 2026 | H.C. Wainwright | Target | Target: $25 | Target: $17 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.38B · Total debt $6.4M · Total assets $2.99B · Shareholders' equity $1.57B
- Revenue
- $83.8M
- Operating income
- −$162.9M
- Net income
- −$88.2M
No dividends on record.
| Institutions | ≈ 48.42% | 276.25M shares | |
|---|---|---|---|
| 460 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 5.88% | 33.55M shares | |
| 6 holders · as of Aug 20, 2026 | |||
| Other | ≈ 45.70% | 260.75M shares | |
| remainder | |||
570.55M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 6.92% | 39.50M | as of Jun 30, 2026 |
Laurence E. HirschInsider | 5.73% | 32.69M | filed Jul 6, 2026 |
Vanguard Capital Management LLCInstitution | 3.84% | 21.91M | as of Jun 30, 2026 |
State Street CorpInstitution | 2.73% | 15.58M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.23% | 12.72M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Richard M. Cohen | director | −7,500 | $8.96 |
| Jun 2, 2026 | Eric A. Brock | director, officer: Chairman, CEO and President | −2,378,245 | $13.43 |
| May 19, 2026 | Randy Seidl | director | −10,000 | $9.83 |
| May 20, 2026 | Richard M. Cohen | director | −7,500 | $9.50 |
| Dec 31, 2025 | Eric A. Brock | director, officer: Chairman, CEO and President | −475,000 | $9.71 |
- AeroVironment
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ondas | $7.55 | +2.30% | $4.21B | 111.5 | — | 24.2 | +1,235.4% |
| AeroVironment | $157.70 | −1.99% | $8.14B | — | 46.5 | 4.1 | +5.7% |
| Kratos Defense & Security Solutions | $47.09 | −3.10% | $9.11B | 285.2 | 50.1 | 6.0 | +30.5% |
| Red Cat | $6.92 | −0.50% | $1.06B | — | — | 14.8 | +527.3% |
| Aviat Networks | $20.07 | −1.13% | $262.7M | 105.5 | 7.3 | 0.6 | +7.3% |
| Median | 195.3 | 46.5 | 5.0 | +18.9% |