Ondas Holdings (ONDS) Jumps as Lock‑Up Expires; Zacks Names ‘Bull of the Day’ and Fresh Fund Buying Sets the Stage Ahead of Nov. 13 Earnings

Ondas Holdings Skyrockets into the U.S. Defense Drone Race – Is ONDS the Next Tech Titan?

8 November 2025

Date: November 8, 2025

Summary: Ondas Holdings Inc. (NASDAQ: ONDS) capped the week with a sharp Friday rally and a burst of coverage and flow‑of‑funds headlines. A 60‑day lock‑up tied to recent financing expired on Saturday, Nov. 8, while Zacks highlighted the company as its “Bull of the Day” on Friday. Options markets are pricing a double‑digit swing into Thursday’s Q3 report, and at least one wealth manager disclosed a new ONDS stake. Below is everything that moved the story between Nov. 7–8, 2025. ^[1]

What moved ONDS on Friday

Shares spiked on heavy volume. ONDS jumped roughly 8.9% intraday Friday, hitting an intraday high of $5.76 as trading volume swelled to about 61.95 million shares (≈142% above average), according to MarketBeat’s real‑time alert. That flurry of activity followed a week of brisk news around acquisitions and upcoming results. ^[2]

Zacks named Ondas its “Bull of the Day.” In a Friday write‑up syndicated on Nasdaq.com, Zacks framed Ondas as a leading play across autonomous systems and counter‑UAS, spotlighting its OAS (Ondas Autonomous Systems) portfolio and recent strategic moves. The feature helped keep the ticker on traders’ radar into the weekend. ^[3]

Lock‑up expiration arrived Nov. 8. After Friday’s close, a 60‑day lock‑up governing certain warrants, RSUs and stock options tied to Ondas’ fall financing reached its Nov. 8 end date, per S&P Capital IQ data compiled by MarketScreener. Lock‑up expirations don’t automatically change supply/demand dynamics, but they are widely watched as potential overhangs. ^[4]

Fresh flows and positioning to watch

New institutional position disclosed. A Friday item from MarketBeat highlighted that Arkadios Wealth Advisors initiated a new ONDS position (75,000 shares, ≈$144,000) in Q2, per the firm’s latest 13F filing. While modest in size, the disclosure adds to a string of fund activity around the name. ^[5]

Options market leans toward a sizable earnings move. GuruFocus’ Friday afternoon note flagged elevated options activity, a low put/call ratio (~0.23) and implied volatility consistent with a ±~12.3% move around next week’s earnings release. Traders should expect brisk premiums and potentially wider post‑print ranges. ^[6]

Weekly scorecard: a rally… but still a red week. Despite Friday’s pop, ONDS finished the week down ~10%, according to Quiver Quantitative’s weekly wrap using Polygon price data—underscoring how volatile the tape has been into the print. ^[7]

Strategic backdrop: acquisitions and catalysts

Sentrycs acquisition: closing targeted for November. Earlier this week, Ondas said it entered a definitive agreement to acquire Sentrycs, an Israel‑based leader in cyber‑over‑RF counter‑UAS tech deployed in 25+ countries. The company expects the deal to close in November 2025, expanding its detect‑to‑defeat C‑UAS stack alongside Iron Drone Raider. Friday’s strength arrived with that backdrop in focus. ^[8]

Earnings date is set. Ondas will report Q3 2025 and host its call on Thursday, Nov. 13 at 8:30 a.m. ET. Management has indicated results will be released before the call. Analysts and investors will be listening for progress updates on integration, margins, order flow and visibility across defense and security end markets. ^[9]

News roundup (Nov. 7–8, 2025)

Nov. 7 — Intraday surge: ONDS +8.9% intraday, high $5.76, volume ~61.95M (≈142% of average). ^[10]
Nov. 7 — Zacks feature: “Bull of the Day: Ondas Holdings (ONDS),” highlighting OAS platforms and defense/security focus. ^[11]
Nov. 7 — Options & activity: GuruFocus notes bullish options skew and ±~12.3% implied move into earnings. ^[12]
Nov. 7 — New fund stake:Arkadios Wealth Advisors discloses 75,000‑share ONDS position in latest 13F. ^[13]
Nov. 7 — Lock‑up alert:60‑day lock‑up on certain warrants, RSUs and options set to expire Nov. 8. ^[14]
Nov. 8 — Weekly wrap: Despite Friday’s rally, ONDS −~10% on the week, per Quiver Quantitative. ^[15]

Why it matters for investors

Supply overhang watch. With a lock‑up expiration now behind it, ONDS enters earnings week without that technical milestone looming. Investors will monitor whether any incremental selling pressure materializes—or whether a “clearing event” narrative supports sentiment. ^[16]

Sentiment tailwinds vs. volatility risks. The Zacks spotlight and new institutional interest can attract incremental attention, but options pricing implies a meaningful post‑earnings swing. Position sizing and risk controls matter if you’re trading the print. ^[17]

Execution lens for Nov. 13. Expect questions around: integration cadence (including Sentrycs), gross margin trajectory, revenue mix between OAS and Networks, and capital deployment plans following this fall’s financing. The company’s own schedule confirms the Nov. 13 call timing. ^[18]

The next key dates

Thursday, Nov. 13, 2025 — Q3 2025 results & conference call (8:30 a.m. ET). ^[19]
November 2025 — Expected close of Sentrycs acquisition (company guidance). ^[20]

Editor’s note & disclosure

This article aggregates all notable ONDS developments from Nov. 7–8, 2025 drawn from primary and reputable financial sources. It is for informational purposes only and not investment advice. Always do your own research and consider consulting a licensed financial adviser.

Sources: MarketBeat intraday and fund‑flow alerts; Zacks feature (via Nasdaq.com); GuruFocus options and volatility snapshot; MarketScreener (S&P Capital IQ) lock‑up notice; Ondas Holdings’ investor relations press releases; Quiver Quantitative weekly wrap. ^[21]

About Ondas Holdings: Ondas builds autonomous aerial/ground systems and private wireless solutions across defense, security and critical infrastructure markets through its Ondas Autonomous Systems and Ondas Networks business units. (Company description summarized from investor relations materials.) ^[22]

Overlooked Stock: ONDS Up Over 1,100% Y/Y

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References

1. ir.ondas.com, 2. www.marketbeat.com, 3. www.nasdaq.com, 4. www.marketscreener.com, 5. www.marketbeat.com, 6. www.gurufocus.com, 7. www.quiverquant.com, 8. ir.ondas.com, 9. ir.ondas.com, 10. www.marketbeat.com, 11. www.nasdaq.com, 12. www.gurufocus.com, 13. www.marketbeat.com, 14. www.marketscreener.com, 15. www.quiverquant.com, 16. www.marketscreener.com, 17. www.nasdaq.com, 18. ir.ondas.com, 19. ir.ondas.com, 20. ir.ondas.com, 21. www.marketbeat.com, 22. ir.ondas.com

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