New York, Jan 22, 2026, 19:47 (EST) — After-hours
- Ondas shares rose roughly 0.5% in after-hours trading, following a choppy session marked by heavy volume
- The company has filed to register 1.62 million shares for resale related to its acquisition of Sentry CS
- Investors are also watching an auditor change and a director’s upcoming sale notification as Friday’s session approaches
Ondas Inc shares ticked up 0.5% to $12.62 in after-hours trading Thursday following the filing of a prospectus supplement that registers 1.62 million shares for resale tied to its Sentry CS acquisition. Earlier in the day, the stock fluctuated between $12.36 and $13.33, with volume topping 117 million shares.
Resale registrations are crucial for traders since they convert restricted stock into shares eligible for open market sales. With a name this volatile, it’s not just the block size that counts — it’s whether supply hits the market before demand can absorb it.
Ondas detailed the payment terms for the Sentry deal in its prospectus supplement. The company handed over $117.5 million in cash and issued 4.1 million shares at the closing on Nov. 17. In January, it made two further $2.5 million cash payments, along with issuing more shares, including the batch sold on Thursday. Ondas noted it won’t see any proceeds from these resales, and the sellers face a daily trading limit capped at 10% of average volume.
Ondas is switching auditors alongside its recent filings. The company’s audit committee signed off on dismissing Rosenberg Rich Baker Berman, P.A. after finishing the 2025 audit and submitting the 2025 annual report. BDO USA will take over as auditor for fiscal 2026. Reports from the previous auditor for 2023 and 2024 flagged substantial doubt about Ondas’s ability to continue as a going concern but noted no disputes over accounting or auditing issues.
A separate SEC filing revealed that director Ron Stern submitted a Form 144, signaling a planned sale of up to 100,000 shares valued around $1.42 million. The filing noted approximately 368.5 million shares outstanding and identified Morgan Stanley Smith Barney as the broker. (Ondas Inc.)
Oppenheimer’s Timothy Horan boosted his price target for Ondas to $16 from $12, maintaining an Outperform rating, TheFly reported. He highlighted the company’s investor day, noting that management’s long-term guidance seemed conservative given the expansion of its “system of systems” platform. (TipRanks)
Ondas’ investor day last week set the tone for the recent run-up and subsequent volatility. The company raised its 2026 revenue forecast to $170 million–$180 million and offered preliminary 2025 guidance. That included Q4 revenue of $27 million to $29 million, full-year revenue between $47.6 million and $49.6 million, and a year-end backlog of $65.3 million. Ondas said pro-forma cash topped $1.5 billion and expects to release full results in March. (Ondas Inc.)
Ondas bolstered its cash reserves with a $1 billion registered direct offering that wrapped up on Jan. 12. The company sold 19 million shares along with pre-funded warrants covering up to roughly 41.8 million shares, plus warrants to purchase additional stock. It expects net proceeds around $959.2 million, earmarked for corporate development and strategic growth initiatives, including acquisitions. (Ondas Inc.)
The company is overhauling its public image. In early January, it announced plans to rename itself Ondas Inc and shifted its headquarters to West Palm Beach, Florida. CEO Eric Brock called the business a “scaled, global defense and security technology platform.” (Ondas Inc.)
The near-term trade still hinges on supply and follow-through. Resale registrations linked to acquisitions, insider sale alerts, and a hefty warrant overhang can pressure a stock prone to sharp intraday swings. Ambitious targets carry risks too: a misstep in integrating recent buys or a drop in deliveries could swiftly sour sentiment.
Friday’s session will focus on whether the newly registered Sentry-linked shares begin trading and if insider selling picks up pace. Investors are also eyeing the company’s full-year 2025 results, set for March, along with the next payment tranche under the Sentry purchase agreement, which kicks in after the 120-day period following the Nov. 17 closing.
