New York time check: It’s 2:50 a.m. ET on Saturday, December 27, 2025, which means U.S. stock markets (including Nasdaq, where Ondas trades) are closed right now.
That timing matters for Ondas Holdings Inc. because ONDS has been trading like a classic “high-catalyst” small-cap: big news flow, big contract headlines, major M&A, and—most visibly—huge volume and sharp daily swings.
As of the latest available quote, Ondas Holdings (ONDS) last traded around $8.48, down roughly 7.23% from the prior close, with reported volume near 49 million shares—an unusually heavy print for a company of its size.
Below is what’s driving the story right now, what analysts are modeling, and what investors may want to have on their radar before the next regular session on Monday, December 29, 2025 (9:30 a.m. ET).
Why ONDS is in focus: Ondas is assembling a “multi-domain” defense robotics platform
Ondas Holdings has been rapidly building out its Ondas Autonomous Systems (OAS) segment—pairing autonomous drones and counter-drone systems with cyber/electronic takeover, ground robotics, and now even AI-driven demining intelligence. The company’s recent releases consistently frame this as a “system-of-systems” approach for defense, homeland security, and critical infrastructure protection. [1]
This is not quiet, incremental product development. It’s an aggressive scale-up via acquisitions, investments, and contract wins, and that’s a big reason the stock has been volatile.
The latest Ondas news: December headlines that could move ONDS
1) Demining + AI hazard identification pilot completed in Israel (Dec. 18)
One of the newest developments is Ondas’ announcement that its 4M Defense unit and partner Safe Pro Group completed an eight-week pilot in Israel using AI to detect explosive hazards in aerial imagery. Ondas said the pilot covered more than 22 acres and identified nearly 150 hazardous items/indicators, including about 60 confirmed landmines and UXO (unexploded ordnance). [2]
Ondas CEO Eric Brock said the pilot showed “impressive performance” and highlighted the opportunity to integrate AI detection into 4M’s land-intelligence and mission-planning workflows. Safe Pro CEO Dan Erdberg also emphasized faster, scalable land assessment for reconstruction planning. [3]
Why markets care: even if early-stage, it broadens Ondas’ narrative from “drones/counter-drones” into reconstruction + humanitarian demining tech, a theme with large addressable markets and government buyers—plus a lot of headlines.
2) Roboteam acquisition completed (Dec. 16) after an $80M cash deal announcement
Ondas filed that it completed the acquisition of Robo‑Team Holdings Ltd. on December 16, 2025, for a purchase price of approximately $81.7 million in cash. [4]
Earlier, Ondas disclosed the underlying agreement structure: an $80 million cash payment (subject to adjustments) to acquire 100% of Robo‑Team. [5]
In its communications around the deal, Ondas said Roboteam’s ground robotics are deployed by defense forces globally and projected the acquisition could contribute $3–$4 million of revenue in Q4 2025 and at least $30 million in 2026. [6]
Why markets care: this is a real, check-written acquisition—meaning investors will likely focus on (1) integration execution, (2) margin profile, and (3) whether projected 2026 revenue contribution shows up in reported numbers.
3) Ondas and HEIDELBERG enter negotiations for European cooperation (Dec. 17)
Ondas said it signed an MOU and entered negotiations with Heidelberger Druckmaschinen AG (HEIDELBERG) to explore cooperation focused on counter-UAV (C-UAV) and ISR systems, including potential European manufacturing/integration capacity. [7]
Why markets care: Europe has been accelerating procurement interest in counter-drone and autonomous defense technologies. A manufacturing-linked partnership can be read as a step toward scaling deliveries (not just prototypes and pilots).
4) Border-protection tender: “thousands of drones,” initial purchase order expected January 2026 (Dec. 3)
Ondas announced it was selected as prime contractor for a multi-year, multi-phase government program to develop and deploy an autonomous border-protection system, with the company stating the program could culminate in deployment of thousands of autonomous drones. It also said an initial purchase order is anticipated in January 2026. [8]
Why markets care: that “initial purchase order expected” line effectively sets up a near-term catalyst window. If the market believes the PO lands (or doesn’t), you can see outsized moves.
5) Counter-UAS orders: two ~$8.2M airport deployments in Europe (Nov. 17 and Dec. 1)
Ondas reported an order valued at approximately $8.2 million from a European security agency to deploy multiple Iron Drone Raider counter-UAS systems at one of Europe’s largest airports (Nov. 17). [9]
It then announced a second order also valued around $8.2 million from the same customer for another major European airport (Dec. 1). [10]
Why markets care: repeat orders can signal that a product has moved from “demo” to “deployment playbook,” which often matters more than a single pilot win.
6) Sentrycs acquisition completed: $225M deal adds “cyber-over-RF” drone takeover (Nov. 17–18)
Ondas announced it completed the acquisition of Sentrycs, describing its technology as Cyber-over-RF (CoRF) and “protocol manipulation” that can identify, track, and take control of unauthorized drones without jamming. [11]
In its SEC filing, Ondas disclosed an aggregate purchase price of $225 million, including $125 million in cash and up to $100 million in Ondas stock, with a staged structure for cash and stock components. [12]
Why markets care: combining “soft-kill” (cyber takeover) with “hard-kill / capture” (interceptor drones) is the kind of layered solution government buyers increasingly prefer—especially for airports and dense urban infrastructure.
What Ondas last reported financially: record Q3, raised outlook, and a transformed balance sheet
Ondas’ most recent quarterly report (Q3 2025) is a key anchor for forecasts because it’s where the company argued that demand is accelerating.
Highlights from the company’s Q3 2025 release include:
- Revenue of $10.1 million, up 582% from $1.5 million a year earlier (company’s stated figure). [13]
- Consolidated backlog of $22.2 million at quarter-end, versus $1.1 million a year earlier (company’s stated figure). [14]
- Raised 2025 revenue forecast to at least $36 million (from $30 million previously), and set an initial 2026 revenue forecast of at least $110 million. [15]
- The company also said it raised approximately $855 million in 2025 through equity offerings and exercises (as described in its earnings materials). [16]
That last point—capital raised—is a big deal for how investors frame Ondas: it suggests the company has pursued a “fund the roll-up + scale deployments” strategy, which can support rapid expansion but often comes with share dilution and “prove it in execution” pressure.
Analyst forecasts and price targets for ONDS: what Wall Street is modeling
Because ONDS is a smaller-cap stock with high volatility, published analyst targets vary by source and update timing. Still, several consistent themes show up across recent coverage:
Recent upgrades / reiterations
- Oppenheimer upgraded Ondas from Perform to Outperform (reported via Fintel/Nasdaq). [17]
- Market coverage summaries also report Oppenheimer set a $12 target price in connection with that upgrade. [18]
- Lake Street raised its target to $10 from $9 and maintained a Buy rating (reported by Investing.com). [19]
Consensus target ranges (illustrative, not a guarantee)
- MarketBeat lists a consensus price target around $10.43, with a high target near $13 (and a wide low-end range in its dataset). [20]
- MarketWatch’s analyst estimates page shows targets clustered around $10–$13, with an average near $11.33 (as displayed). [21]
- TradingView’s analyst-compiled view shows a target around $11.33, with max $13 and min $10 (as displayed). [22]
Important reality check: price targets on fast-moving small caps often lag the actual tape. They’re best used as a map of assumptions (growth, margins, adoption, integration), not as a promise.
If you’re watching ONDS before Monday’s open: the practical checklist
Because the market is closed right now, the next price discovery will happen when liquidity returns on Monday, Dec. 29. Here are the items most likely to matter into the next session:
1) Watch for updates tied to near-term catalysts
- The border-protection tender includes an “initial purchase order anticipated in January 2026.” Any update—confirmation, delay, scope change—could move the stock. [23]
- Integration updates after the Roboteam closing may matter, especially if Ondas provides more color on pipeline conversion. [24]
2) Track the “layered counter-UAS” narrative
The market is clearly rewarding companies that can credibly offer detect → identify → take over/jam → intercept capabilities, especially for airports and critical infrastructure. Ondas’ Sentrycs + Iron Drone Raider pairing is central to that pitch. [25]
3) Earnings timing
Different trackers estimate Ondas’ next earnings report in March 2026, with some sources pointing to March 11, 2026 as an expected date (often based on historical patterns). [26]
Treat dates as subject to change unless confirmed by the company’s IR calendar. [27]
4) Expect volatility (especially around year-end)
With year-end positioning, thin holiday liquidity, and heavy retail + momentum participation in “defense-tech” names, moves can be exaggerated. ONDS’ latest quote already reflects that reality with a sharp daily drop paired with massive volume.
5) Risk factors investors tend to focus on in this setup
- Integration risk: multiple acquisitions and partnerships in a compressed timeframe. [28]
- Contract timing risk: government and security procurement can be lumpy, and “anticipated” orders don’t always arrive on schedule. [29]
- Capital structure / dilution: the company described large 2025 capital raises, which can fund growth but may also pressure per-share metrics if growth doesn’t keep pace. [30]
The bottom line on Ondas stock right now
Ondas Holdings (ONDS) is trading in a news-heavy moment: counter-drone deployments, border-security ambitions, AI-driven demining pilots, and a rapid consolidation of robotics and cyber capabilities through acquisitions like Sentrycs and Roboteam. [31]
With markets closed as of early Saturday in New York, the next actionable moment is Monday’s session—where investors will likely weigh (1) the recent wave of announcements, (2) the company’s raised revenue targets, and (3) how much execution is already priced in after a year in which Ondas has been singled out as a top-performing aerospace/defense name by some outlets. [32]
References
1. ir.ondas.com, 2. ir.ondas.com, 3. ir.ondas.com, 4. ir.ondas.com, 5. www.sec.gov, 6. ir.ondas.com, 7. ir.ondas.com, 8. ir.ondas.com, 9. pr.report, 10. ir.ondas.com, 11. ir.ondas.com, 12. ir.ondas.com, 13. ir.ondas.com, 14. ir.ondas.com, 15. ir.ondas.com, 16. ir.ondas.com, 17. www.nasdaq.com, 18. www.marketbeat.com, 19. www.investing.com, 20. www.marketbeat.com, 21. www.marketwatch.com, 22. www.tradingview.com, 23. ir.ondas.com, 24. ir.ondas.com, 25. ir.ondas.com, 26. www.zacks.com, 27. ir.ondas.com, 28. ir.ondas.com, 29. ir.ondas.com, 30. ir.ondas.com, 31. ir.ondas.com, 32. www.investors.com
