NEW YORK, Jan 2, 2026, 07:03 ET — Premarket
Ondas Holdings Inc shares rose 3.5% to $10.11 in premarket trading on Friday, extending a sharp late-December rally after the company reported about $10 million in new purchase orders for its autonomous systems business. The stock closed at $9.76 on Dec. 31, up 8.6%, after trading as high as $10.53 on volume of about 156 million shares.
The move matters now because Ondas has become a fast-moving retail and momentum name, with investors treating incremental order news as a read-through on demand for counter-drone and autonomous security systems. The next test is whether the company can turn purchase orders into steady, recurring deliveries as it scales.
Friday’s early gains come as traders weigh a bullish catalyst against fresh evidence of insider selling and the prospect of more shares entering the market. Thin premarket liquidity can also exaggerate moves before the regular U.S. session opens at 9:30 a.m. ET.
Ondas said on Dec. 31 that it received approximately $10 million in orders across its autonomous systems portfolio, including counter-UAS (counter–unmanned aircraft systems, or counter-drone) offerings for critical infrastructure operators, integrated autonomous drone systems and robotic ground platforms for government security customers.
“These new orders underscore the sustained, global demand we are seeing for autonomous air and ground systems,” Chairman and CEO Eric Brock said.
The company also pointed to prior program activity, including counter-UAS deployments at large European airports that it said generated $16.4 million in fourth-quarter orders, and a border-protection effort where it said an initial purchase order is expected in January 2026.
A Form 4 filing with the U.S. Securities and Exchange Commission showed Brock sold 475,000 Ondas shares on Dec. 31 at a weighted average price of about $9.71. Form 4 filings disclose trades by company insiders such as executives and directors.
The filing said the sale was made to cover tax obligations tied to shares issued in connection with an exchange agreement involving Ondas Autonomous Systems, a subsidiary.
In a prior regulatory filing, Ondas said it planned to issue roughly 2.39 million shares on Jan. 5 as part of those exchange agreements and expected to record an estimated $56.6 million one-time non-cash charge for the quarter ended Dec. 31. A non-cash charge is an accounting expense that does not directly use cash but can weigh on reported earnings.
For scale, the $10 million order figure is roughly in line with the $10.1 million in revenue Ondas reported for the third quarter ended Sept. 30, 2025, underscoring why even modest contract updates can move the shares.
Ondas operates through business units that include Ondas Autonomous Systems, which sells drones, counter-drone capabilities and ground robotics, and Ondas Networks, which focuses on private wireless connectivity for industrial customers.
The order update lands in a crowded field where investors also track other defense and drone-adjacent names for sentiment on procurement cycles and security spending, even if individual contract timing can be lumpy.
