New York, Feb 1, 2026, 05:55 ET — Market closed
- Ondas shares fell roughly 8% Friday, ending at $10.36 on around 79 million shares changing hands.
- The company revealed it will introduce a new “Defense and Security” offering at the Singapore Airshow, scheduled for Feb. 3-8.
- New filings also revealed shifts in executive compensation and showed Vanguard’s stake surpassing 5%.
Ondas Inc shares ended Friday down around 8%, closing at $10.36. The stock fluctuated between $10.17 and $11.44 on volume near 79 million shares.
Ondas is gearing up to unveil a new Defense and Security product at the Singapore Airshow from Feb. 3-8. This move puts the small defense-tech firm directly in the spotlight for global aerospace and military buyers.
That’s key since investors want to see real progress — contracts signed, pilot programs launched, distribution deals nailed down — not just more marketing hype. With a stock that jumps on news, a big industry event can flip the narrative fast, or it can fall flat.
Ondas revealed in an 8-K filing — the U.S. disclosure for major events — that it plans to launch the offering at the airshow, accompanied by updated branding and a 2026 product and technology roadmap. The company is promoting a unified “command-and-control” layer that integrates unmanned aerial and ground systems. Chairman and CEO Eric Brock commented, “Modern threats are no longer confined to air or ground.” Oshri Lugassy, co-CEO of Ondas Autonomous Systems, described the initiative as “simplifying complexity while increasing control.”
Separate filings revealed compensation moves. The company’s paperwork showed the compensation committee increased CFO Neil Laird’s base salary to $375,000 starting Jan. 1. They also approved a one-time $200,000 cash bonus linked to his 2025 performance. Additionally, a $50,000 one-time bonus was greenlit for COO, general counsel, and corporate secretary Patrick Huston.
Form 4 filings revealed equity awards related to the latest compensation cycle. Laird was granted stock options for 240,000 shares at an exercise price of $12.26, along with 160,000 restricted stock units. Huston received 50,000 restricted stock units, according to the filings. (Ondas Inc.)
Institutional ownership saw an update this week. The Vanguard Group disclosed beneficial ownership of 18.77 million shares, representing 5.09% of Ondas’ common stock, in a Schedule 13G filed Friday with a Dec. 31 reporting date. A 13G is the short-form filing investors use when declaring passive stakes. (Ondas Inc.)
The Singapore Airshow is set to focus heavily on defense, spotlighting drones, counter-drone tech, and surveillance systems as regional security concerns keep budgets high. Byron Callan, managing partner at Capital Alpha Partners, told Reuters in a separate preview that “the main question is how will Asian countries assess what the U.S. defence commitment is to the region.” (Reuters)
Yet showing off at airshows doesn’t translate directly into sales. Procurement can drag on, with buyers often taking months to shift from demos to actual contracts — a lag that leaves small-cap defense firms exposed if expectations outpace real updates.
As U.S. markets reopen Monday, all eyes will be on whether Ondas can maintain its Friday lows and if the company provides further insights into customer interest in its new Defense and Security package. The Singapore Airshow, kicking off Feb. 3, stands as the next major event to watch.
