New York, January 5, 2026, 19:07 EST — After-hours
Ondas Holdings Inc shares jumped about 13.5% on Monday, closing at $12.53, after the company filed a prospectus supplement — an SEC document that registers shares for resale by existing holders. The stock traded between $11.01 and $12.54 and was last little changed in after-hours trading after more than 142 million shares changed hands.
The filing matters because it highlights a potential supply overhang at a moment when the small-cap maker of autonomous systems and private wireless gear has been swinging sharply on heavy volume.
It also lands ahead of a management push to reset expectations. Ondas said it will host a virtual investor day on Jan. 16 at 10 a.m. ET to outline its 2026 business plan and financial outlook, including revenue assumptions, capital requirements and operating leverage — improved profitability as sales scale.
In the prospectus supplement, Ondas registered 2,389,203 shares for resale by stockholders who received the shares on Jan. 5 under exchange agreements tied to its Ondas Autonomous Systems unit. The company said it will not receive proceeds from any sales, and it limited daily selling by each holder to 5% of average trading volume; the filing also said the exchange left Ondas owning about 99% of the autonomy unit on a fully diluted basis after it issued another 5,299,482 shares in late December.
Ondas has been sharpening its message around scale and integration. “Renaming the company to Ondas Inc. will better align our corporate identity,” Chairman and CEO Eric Brock said in a Jan. 2 release that also disclosed a headquarters move to West Palm Beach, Florida. Ondas Holdings Inc.
But near-term supply remains a risk. Director Ron Stern filed a Form 144 — a notice of a planned sale under SEC Rule 144 — covering up to 176,944 shares after exercising stock options, and the filing listed several other sales over the past three months.
A separate 8-K filing showed Ondas Networks, a subsidiary, extended the maturity date on several notes to Jan. 15, giving investors another date to watch for refinancing or further amendments.
Traders will look for details on the scale of 2026 growth spending and whether any selling emerges under the newly filed resale registration. The next milestones are the Jan. 15 note maturity and the Jan. 16 investor day webcast.
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