- A 60‑day shareholder lock‑up tied to Ondas’ September financing expires today (Nov. 8)—a potential liquidity event traders are watching. [1]
- The company reports Q3 2025 on Thursday, Nov. 13 at 8:30 a.m. ET, with a live call and webcast. [2]
- Earlier this week, Ondas announced a definitive agreement to acquire Sentrycs, expanding its counter‑UAS portfolio and global reach. [3]
- Friday’s stock action: ONDS closed $5.81 (+10.67%), with after‑hours indications near $6.39 and heavy volume flagged by several outlets. [4]
- Zacks highlighted ONDS as its “Bull of the Day” on Friday, adding visibility ahead of earnings. [5]
What changed today (Nov. 8)
Lock‑up expiration arrives
A 60‑day lock‑up covering executive officers, directors and certain significant stockholders—tied to Ondas’ September 9 prospectus supplement—expires today. Market notices published late Friday flagged the lock‑up on warrants, options and RSUs as ending on Nov. 8, 2025. Practically, that can add tradable supply and sometimes amplifies near‑term volatility, though it doesn’t mandate selling. [6]
If you want the primary source: Ondas’ September 8‑K includes the form of lock‑up agreement, which sets a “period ending 60 days after the date of the Prospectus.” With the prospectus supplement dated Sept. 9, the 60‑day clock points to Nov. 8. [7]
This week at a glance
Sentrycs acquisition strengthens counter‑UAS stack
On Nov. 4, Ondas said it signed a definitive agreement to acquire Sentrycs, an Israel‑based leader in Cyber‑over‑RF counter‑drone technology deployed in 25+ countries. Management positioned the deal as a “detect‑to‑defeat” complement to Iron Drone Raider, broadening Ondas’ full‑spectrum C‑UAS offering; the company expects closing in November. [8]
Earnings date is set: Nov. 13
Ondas will report Q3 2025 results on Thursday, Nov. 13 at 8:30 a.m. ET via conference call and webcast. Expect discussion on integration progress, order activity across defense and security markets, and any updates tied to recent strategic moves. Dial‑in and webcast links are posted on the IR site. [9]
Coverage spotlight boosted visibility
On Nov. 7, Zacks named Ondas (ONDS) “Bull of the Day,” citing its autonomous systems roadmap and counter‑UAS positioning heading into earnings—another catalyst that helped put the name on more watchlists into the weekend. [10]
Why the lock‑up matters now
- Supply mechanics: When a lock‑up expires, previously restricted holders may sell, increasing float. That doesn’t guarantee selling, but it can influence short‑term price action. Friday’s outsized volume—well above average—suggests positioning ahead of today’s expiry. [11]
- Context from the source document: The SEC‑filed lock‑up form (attached to Ondas’ Sept. 10 8‑K) explicitly bars sales for 60 days after the prospectus date, aligning with today’s timing. [12]
- Offsetting fundamentals: In parallel, the Sentrycs deal (expected to close this month) and the Nov. 13 earnings event keep a pipeline of potential fundamentals‑driven news in view. [13]
What to watch into Thursday’s Q3 print
- Order momentum & pipeline in defense and security (including how Sentrycs could integrate with Iron Drone Raider). [14]
- Margins and cash runway following recent capital actions and any commentary on capital allocation. (Management typically covers this on calls.) [15]
- Backlog and deployments across Ondas Autonomous Systems and Networks, especially where customers are scaling autonomous security operations. [16]
- Share dynamics post‑lock‑up, including any insider or major‑holder disclosures in the days following expiry. [17]
The bottom line
For Nov. 8, 2025, the lock‑up expiration is the headline event for ONDS. It lands just as Ondas heads into an earnings week and builds momentum behind its Sentrycs acquisition, which, if closed this month as planned, would broaden the company’s counter‑UAS capabilities in a market seeing rising demand. Near‑term trading may be choppier around the expiry, but investors will quickly pivot to Thursday’s Q3 call for updates on orders, integration, and 2026 positioning. [18]
Sources
- MarketScreener/S&P Capital IQ notices on Nov. 8 lock‑up end (warrants, options, RSUs). [19]
- SEC filing (Form 8‑K, Sept. 10) with the Form of Lock‑Up Agreement (60‑day period). [20]
- Ondas IR press release (Nov. 4): “Ondas to Acquire Sentrycs…” (deal scope, expected November close). [21]
- Ondas IR press release (Nov. 5): Q3 2025 results call on Nov. 13 at 8:30 a.m. ET. [22]
- Price & volume context: Yahoo Finance historical prices (Nov. 7 close & after‑hours) and MarketBeat intraday recap. [23]
- Zacks “Bull of the Day” coverage (Nov. 7), via Nasdaq syndication. [24]
Editor’s note: It is not investment advice.
References
1. www.marketscreener.com, 2. ir.ondas.com, 3. ir.ondas.com, 4. finance.yahoo.com, 5. www.nasdaq.com, 6. www.marketscreener.com, 7. ir.ondas.com, 8. ir.ondas.com, 9. ir.ondas.com, 10. www.nasdaq.com, 11. www.marketbeat.com, 12. ir.ondas.com, 13. ir.ondas.com, 14. ir.ondas.com, 15. ir.ondas.com, 16. ir.ondas.com, 17. www.marketscreener.com, 18. www.marketscreener.com, 19. www.marketscreener.com, 20. ir.ondas.com, 21. ir.ondas.com, 22. ir.ondas.com, 23. finance.yahoo.com, 24. www.nasdaq.com


