NEW YORK, Dec. 28, 2025, 5:09 p.m. ET — Market Closed
Ondas Holdings Inc. (NASDAQ: ONDS) heads into the final week of the year with its stock under renewed scrutiny after a sharp Friday pullback, a fresh round of insider-trading headlines tied to SEC filings, and ongoing investor debate about near-term share-supply dynamics from a recent resale registration.
With U.S. markets closed for the weekend, investors are now positioning for Monday’s reopening—watching whether ONDS can stabilize after heavy turnover and whether momentum buyers return following the latest regulatory and insider updates.
Where ONDS stock stands after Friday’s close
Ondas shares ended the last regular session at $8.48, down 7.12% on the day, after trading between $8.43 and $9.17. Trading volume was elevated, with roughly 48.8 million shares changing hands. [1]
In late trading data, ONDS was quoted around $8.46 in after-hours pricing (as of the last update available from Friday evening). [2]
The abrupt late-week drop is notable because ONDS has been one of 2025’s more volatile defense-tech and autonomous-systems names, with large swings often tied to contract announcements, acquisition news, and capital-structure developments.
The newest 24–48 hour headlines: insider filing coverage and weekend positioning
While Ondas itself has not posted a new corporate press release in the last several days, market coverage over the past 24–48 hours has centered on regulatory filings—particularly insider transactions and the company’s recently disclosed exchange-related share issuance/resale structure. [3]
Insider Form 4: what the filing actually shows
A key story being circulated this weekend is tied to an SEC Form 4 filed for Jaspreet K. Sood, listed as a director and 10% owner in the filing. The Form 4 reflects multiple same-day transactions dated Dec. 22, 2025, including share deliveries tied to RSU vesting and a series of sales at $9.48 per share. [4]
Crucially, the filing’s own “Explanation of Responses” indicates the shares were sold by the company to fund tax liability attributable to the vesting of RSUs, a detail that can get lost in headline summaries. [5]
Several market summaries published this weekend highlight the total sold as 29,698 shares for $281,537.04 (based on the filing), with direct holdings reported as 217,622 shares after the transactions. [6]
Coverage also appeared via outlets that track insider filings and translate them for retail audiences, including The Motley Fool’s filings-focused coverage. [7]
Why this matters for Monday: In a momentum stock, insider-sale headlines can pressure sentiment—even when the underlying mechanics are tax-withholding sales tied to RSU vesting rather than an outright discretionary “open market” exit. The nuance can shape how traders interpret the signal in premarket chatter.
A weekend snapshot: ONDS down on the week
Weekend market recaps have also noted ONDS finishing the week lower (roughly high single digits by some summaries), reinforcing the view that the name remains high-beta into year-end positioning. [8]
The bigger overhang investors keep circling: resale registration, added shares, and a Jan. 5 issuance date
Beyond the insider filing headlines, many investors continue to focus on Ondas’ December 17 disclosures around an exchange transaction that resulted in newly issued shares and a resale registration for selling stockholders—an issue that can influence near-term supply/demand, particularly when the stock is actively traded.
What the company disclosed in its filings
In an 8-K dated Dec. 17, 2025, Ondas described exchange agreements involving Ondas Autonomous Systems (OAS) and certain holders of notes/warrants. The company reported it issued 5,299,482 shares on Dec. 17 and expects to issue approximately 2,389,203 additional shares on Jan. 5, 2026 (based on a specified pricing reference). [9]
Ondas also disclosed it expects to record a one-time, non-cash charge estimated at approximately $56.6 million in the quarter ending Dec. 31, 2025, reflecting its updated preliminary analysis of the exchange’s impact. [10]
What the prospectus supplement says about who gets the proceeds
In a related prospectus supplement (Rule 424(b)(7)), Ondas states the shares are being registered for resale and that all proceeds from sales of the shares go to the selling stockholders, while Ondas will not receive any proceeds from those resale transactions. [11]
Trading limitation: a built-in throttle, but still worth watching
The prospectus supplement also describes a daily trading volume limitation for each selling stockholder: they may not sell shares in any single day beyond 5% of the average daily trading volume calculated over the prior 10 trading days (as defined in the filing). [12]
Why this matters before Monday’s open:
Even with a trading limitation, investors often model potential supply when new shares are registered for resale—especially in smaller, fast-moving stocks. With ONDS printing tens of millions of shares in daily volume recently, traders may argue the limit is meaningful but not necessarily “tight,” depending on how many selling stockholders participate and how volume evolves. [13]
And with Jan. 5, 2026 explicitly referenced for additional share issuance, many market participants will be watching the calendar closely over the next several sessions. [14]
Company fundamentals and recent catalysts still framing the narrative
Although the last 48 hours have been more filing-driven than press-release-driven, Ondas’ broader thesis in defense/security autonomy remains the backdrop.
Ondas describes itself as a provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems unit and private wireless solutions through Ondas Networks, and it has been actively expanding via M&A and partnerships. [15]
In mid-December, Ondas announced it completed the acquisition of Roboteam, positioning the deal as an expansion of its multi-domain autonomy portfolio; CEO Eric Brock said the acquisition adds proven ground robotic capabilities to the company’s autonomous systems offering. [16]
Ondas also highlighted defense/security deployments and collaborations in other December updates, including a demining pilot program involving AI-powered hazard identification and quotes from Brock about integrating capabilities within its ecosystem. [17]
For investors, these operational headlines help explain why ONDS has attracted momentum capital in 2025—while the capital-structure items (registered resale shares, upcoming issuance dates, accounting impacts) can explain why the stock can drop quickly when supply concerns resurface.
Technical and sentiment check: signals leaning “oversold,” but volatility remains high
Technical dashboards this weekend have leaned bearish/oversold in the near term. For example, Investing.com’s indicator summary (timestamped early Dec. 28 GMT) lists RSI(14) around 39 with several oscillators marked “oversold,” alongside a broader technical “Strong Sell” summary. [18]
That doesn’t predict Monday’s direction on its own—but it helps describe the current setup: a stock that sold off hard into the weekend, where dip-buyers may look for stabilization while short-term traders monitor whether selling pressure persists.
Analyst forecasts and price targets: where Wall Street is clustered
Despite the near-term volatility, the analyst community covering ONDS remains broadly constructive, with price targets generally above the latest close (depending on the source and count of analysts included).
- MarketBeat’s consensus snapshot lists an average target around $10.43, with a wide range (low single digits to low teens). [19]
- StockAnalysis lists an average price target around $10 and a “Strong Buy” consensus (based on its tracked set of analysts). [20]
Named analysts and firms recently cited in coverage
Recent analyst items (from November–December) frequently referenced in current coverage include:
- Needham analyst Austin Bohlig, who raised a price target to $12 while maintaining a Buy rating, according to multiple analyst-note summaries. [21]
- Lake Street Capital Markets analyst Max Michaelis, who raised a target to $10 while maintaining a Buy rating (in coverage tied to acquisition-related updates). [22]
- Oppenheimer analyst Tim Horan, who upgraded Ondas to Outperform with a $12 price target in November coverage. [23]
- Stifel initiated coverage with a Buy rating and a $13 price target in December coverage summaries. [24]
How to read this going into Monday: The Street’s target band suggests analysts see meaningful upside potential—but ONDS is trading in a regime where positioning, liquidity, and share-supply narratives can dominate day-to-day price action as much as the longer-term autonomous-systems growth story.
What investors should know before the next session (Monday)
Because the market is closed today, the next actionable window is Monday’s premarket and regular session. Here are the key items likely to influence ONDS at the open:
- Insider-filing headlines vs. filing mechanics: The Form 4 details indicate tax-withholding sales associated with RSU vesting. Whether traders treat that as “routine” or “bearish signal” can shape Monday sentiment. [25]
- Resale registration overhang: The prospectus supplement clearly states resale proceeds go to selling stockholders, not the company—important context for dilution/supply debates. [26]
- Calendar risk into Jan. 5: Ondas’ 8-K points to additional shares expected to be issued around Jan. 5, 2026, which can keep event-driven traders active in the days leading up to that date. [27]
- Volume and volatility: Recent sessions have seen outsized volume for ONDS, meaning price can move quickly on relatively small news flow. [28]
- Watch for new filings or updates: Ondas’ investor relations feed shows the most recent corporate press releases were mid-December; any new announcement could meaningfully reset the narrative, given how headline-sensitive the stock has been. [29]
Bottom line
Ondas Holdings stock enters Monday with a split screen: bullish long-term analyst targets and defense-autonomy catalysts on one side, and near-term supply and sentiment headwinds—including resale registration dynamics, a disclosed Q4 non-cash charge estimate, and fresh insider-filing headlines—on the other. [30]
For investors, the next session will likely be less about “what happened over the weekend” and more about whether ONDS can find a floor after Friday’s high-volume drop—and whether the market continues to price in (or look past) the company’s exchange-related share issuance timeline. [31]
References
1. stockanalysis.com, 2. www.marketwatch.com, 3. ir.ondas.com, 4. www.sec.gov, 5. www.sec.gov, 6. www.sec.gov, 7. www.fool.com, 8. www.quiverquant.com, 9. ir.ondas.com, 10. ir.ondas.com, 11. www.sec.gov, 12. www.sec.gov, 13. stockanalysis.com, 14. ir.ondas.com, 15. ir.ondas.com, 16. ir.ondas.com, 17. ir.ondas.com, 18. www.investing.com, 19. www.marketbeat.com, 20. stockanalysis.com, 21. www.tipranks.com, 22. www.tipranks.com, 23. www.investing.com, 24. www.investing.com, 25. www.sec.gov, 26. www.sec.gov, 27. ir.ondas.com, 28. stockanalysis.com, 29. ir.ondas.com, 30. www.marketbeat.com, 31. stockanalysis.com
