New York, May 29, 2026, 04:13 (EDT)
- Ondas was last seen at $13.25 after drone and defense-tech names rallied hard Thursday.
- Ondas disclosed in a May 28 SEC filing the resale of 2.7 million shares connected to its Omnisys deal.
- Investors bought drone stocks after reports of potential U.S. government funding for the sector.
Shares of Ondas Inc. jumped Thursday, with traders picking up drone and autonomous-defense names. New filings also showed Ondas adding more acquisition shares to its resale registration.
Ondas shares last changed hands at $13.25, market data showed, following a trade recorded after the close of Thursday’s U.S. session. The move brought the stock close to the top of its recent range ahead of Friday’s Nasdaq session.
Ondas is trading as a high-beta play on interest in drones and automation tech. Nasdaq’s calendar for 2026 shows May 29 isn’t a market holiday. The last market closure was Memorial Day, May 25. Next is Juneteenth, June 19.
U.S. drone stocks moved higher Thursday, with Red Cat, AeroVironment and Kratos Defense & Security all trading up along with Ondas. The move followed reports the Trump administration is weighing funding deals with American drone makers to help step up production and bring down weapons-system costs.
Ondas filed an 8-K on May 28, disclosing it registered 2,714,285 common shares for resale by some stockholders. The company said these shares came from its acquisition of Israel-based Omnisys Ltd.
Ondas said in the prospectus supplement it won’t get proceeds from the resale. According to the filing, the Omnisys deal was about $196.6 million, paid in Ondas stock. The May 28 shares were a second installment, issued after the deal closed on May 21.
Ondas isn’t just doing an ordinary new cash raise here. Traders still watch this, as resale registrations mean more possible shares could hit the market. The company said holders selling under the registration can only sell up to 15% of the average daily volume from the last 10 sessions each day.
The company said in a separate May 28 filing that shareholders voted to increase the number of shares available under its 2021 stock incentive plan, moving the total to 81 million from 61 million. They also elected four directors and approved BDO USA as auditor for fiscal 2026.
Ondas says its business is focused on autonomous systems, counter-UAS, and defense robotics. The company reported first-quarter revenue of $50.1 million, over ten times higher than a year ago, and bumped its 2026 revenue target to at least $390 million.
Ondas CEO Eric Brock said in a release the company had “delivered record results in the first quarter of 2026,” with revenue up tenfold and backlog hitting $457 million. Brock said demand was strong in counter-UAS and defense robotics. Ondas Inc.
Ondas gets more software capability with the Omnisys acquisition. Brock said the Omnisys Battle Resource Optimization platform will boost integration with current defense systems. Oshri Lugassy, co-CEO of Ondas Autonomous Systems, said it brings an “AI decision and battlefield orchestration engine” into Ondas’ setup. Ondas Inc.
Gains in the S&P 500 and Nasdaq Composite gave a lift, with both indexes pushing further into record territory Thursday. The Nasdaq gained 0.9%. Investors were also watching talks over an Iran ceasefire extension and a drop in Treasury yields.
Risks are out in the open. Ondas is counting on acquisitions, new shares, and surging defense demand all at once. A hit to orders, trouble merging new businesses, or sales from recently registered deal shares could hit the stock. In its own prospectus, the company flagged big risks tied to its common stock and said the share price could fall if those risks land.
