New York, February 2, 2026, 09:13 ET — Premarket
- Ondas shares dropped roughly 8% in premarket trading following news of its acquisition of UK-based drone maker Rotron Aero
- The company said the consideration will involve both cash and stock, pending regulatory approvals for the deal
- Attention now shifts to possible dilution and the speed at which Ondas reveals the complete terms
Ondas Inc shares slipped about 8%, hitting $10.36 in U.S. premarket Monday following news of its acquisition of Rotron Aero. The stock closed the previous session near $11.27. (Streetinsider)
Ondas plans to boost its defense and security capabilities through this acquisition, bringing in long-range unmanned aircraft and propulsion tech while strengthening its UK presence, the company said. “Modern conflicts demand systems that can operate at range,” Eric Brock noted. Gilo Cardozo described the deal as “a transformative milestone.” Payment will be made in cash and stock, pending usual closing steps and regulatory green lights. Financial details were not disclosed. (ACCESS Newswire)
Why it matters now: Ondas is aiming to build a “system-of-systems” — connecting drones, sensors, and command software — while long-range “attritable” platforms are gaining traction in defense buying. Put simply, “attritable” refers to systems meant to be expendable. (Stock Titan)
Rotron specializes in long-range drone and propulsion tech, focusing on vertical take-off and landing (VTOL) aircraft — drones that ascend like helicopters instead of using runways. The firm also offers propulsion systems tailored for extended-range missions. (Rotron Aerospace)
Ondas operates in autonomous drones and private wireless broadband equipment. Its investor profile highlights “drone-in-a-box” systems offered through a robot-as-a-service model and points to regulatory wins like beyond-visual-line-of-sight approvals from the Federal Aviation Administration. (Ondas Inc.)
The initial drop in the stock signals investors are hungry for specifics. They want to know the cash amount, the number of shares Ondas intends to issue, and if the deal shifts the timeline for products already on the market.
Execution risk remains a factor. Defense and security sales often come in uneven bursts, and smaller suppliers may face delays if procurement schedules or export regulations change.
Regulators add another layer of uncertainty. Routine approvals alone can drag out integration, and the longer the stretch from announcement to close, the more the market tends to factor in dilution and growing deal fatigue.
During the regular session, traders will keep an eye on whether the shares find stability as liquidity picks up. They’ll also look for Ondas to clarify how fast Rotron’s platforms will integrate into its wider product lineup.
A key near-term trigger is disclosure. The U.S. Securities and Exchange Commission requires that a Form 8-K outlining a material agreement typically be filed within four business days after signing — meaning the deadline would fall near Feb. 6 if the deal meets that criterion. (Sec)
