NEW YORK, January 5, 2026, 11:57 (EST) — Regular session
Ondas Holdings Inc shares rose on Monday after the company set an investor day later this month and disclosed an SEC filing tied to stockholders’ resale of shares. The stock was up 4.2% at $11.48, after touching $11.72 earlier in the session on about 52 million shares traded.
The announcements land as Ondas’ fast-moving shareholder base looks for a clearer 2026 roadmap after recent volatility in small-cap defense and security names. An investor-day “outlook” can reset expectations quickly, especially when management also signals how much capital it expects to deploy to scale production and field operations.
At the same time, the resale paperwork puts near-term attention on share supply. A prospectus supplement filed on Monday registered 2,389,203 shares for resale by certain stockholders — a filing that allows existing holders to sell stock, rather than the company raising fresh cash — with Ondas saying it will not receive proceeds from those sales.
Ondas said it will host a virtual Ondas Autonomous Systems (OAS) Investor Day on Jan. 16 at 10:00 a.m. ET, with management planning to outline its 2026 business plan, capital allocation framework and “Core+ Strategic Growth Program.” The company said it expects to provide a 2026 financial outlook, including revenue-growth assumptions, investment priorities and progress toward improved operating leverage — a measure of how margins can expand as revenue grows. Ondas Holdings Inc.
The registered shares relate to a restructuring around OAS, its autonomous-systems unit. In a December filing, Ondas said certain investors converted notes and warrants tied to OAS and exchanged into Ondas common stock, leaving the company with about 99% of OAS on a fully diluted basis; it also flagged an estimated one-time, non-cash charge of about $56.6 million tied to the exchange in the quarter ended Dec. 31.
For traders, the resale registration can act as an overhang even with a daily trading cap spelled out in the prospectus. The practical question is whether any selling pressure emerges — and how quickly — once the shares are cleared for resale, versus whether holders stay put ahead of the company’s updated 2026 narrative.
Ondas is also in the middle of a corporate reshuffle. The company said on Friday it plans to change its name to Ondas Inc. and has relocated its corporate headquarters to West Palm Beach, Florida, with the name change expected to take effect in the first quarter of 2026. “Today, we operate as a scaled, global defense and security technology platform,” chairman and CEO Eric Brock said in the statement. Ondas Holdings Inc.
Technically, traders will be watching whether the stock holds above Friday’s close near $11.02 and whether it can revisit Monday’s high near $11.72, with $12 in view as the next round-number level if momentum returns.
But the setup cuts both ways. If the Jan. 16 presentation points to higher capital needs, slower conversion of programs into revenue, or heavier spending to scale manufacturing and deployments, the stock’s recent gains could prove fragile.
