NEW YORK, December 31, 2025, 12:30 ET — Regular session.
- ONDS up nearly 12% midday after Ondas reported about $10 million in new autonomous systems purchase orders.
- Company says orders span counter-drone systems, autonomous drones and robotic ground platforms for government and critical infrastructure customers.
- Investors are watching for follow-on orders in January and the timing of additional share issuance flagged in a recent SEC filing.
Ondas Holdings Inc shares rose 11.9% to $10.06 by 12:30 p.m. ET on Wednesday, after earlier touching $10.32. The company said it received about $10 million in new purchase orders for its autonomous systems portfolio, including counter-UAS systems — technology designed to detect and disable hostile drones — along with autonomous drone and robotic ground platforms. “These new orders underscore the sustained, global demand we are seeing for autonomous air and ground systems,” Chairman and CEO Eric Brock said. Ondas Holdings
The order update gives investors a fresh data point on demand for counter-drone and autonomous security products, a niche where revenue can be lumpy and tied to government and critical-infrastructure spending cycles.
Ondas has become a high-volatility defense-technology name in recent months, with sharp swings around contract and financing headlines. Traders are watching whether the latest purchase orders translate into repeat business and clearer revenue visibility.
In the same statement, Ondas pointed to $16.4 million in fourth-quarter orders tied to counter-UAS deployments at large European airports and said it expects an initial purchase order in January 2026 from a border-protection tender deploying thousands of drones.
The move came against a softer tape. The S&P 500 and Nasdaq were both down about 0.3% at midday.
Drone and defense-tech peers were mixed: AeroVironment slipped 0.6%, Kratos Defense was flat, and Red Cat Holdings rose 2.7%.
Volume has been heavy. Ondas traded 56.8 million shares on Tuesday and nearly 29.7 million on Monday, compared with a Tuesday close of $8.99, according to exchange data.
The company sells autonomous drone systems and counter-drone products through its Ondas Autonomous Systems unit, alongside private wireless networking gear via Ondas Networks, according to its investor relations site.
Investors are also tracking potential dilution. A Dec. 17 SEC filing said Ondas issued about 5.3 million shares in an exchange transaction and plans to issue roughly 2.4 million more on Jan. 5; it also flagged a one-time, non-cash charge estimated at about $56.6 million for the fourth quarter.
A non-cash charge is an accounting expense that does not immediately use cash, but it can weigh on reported earnings and draw scrutiny on how transactions affect the share count.
With Ondas’ market value around $3.4 billion, the stock is trading not far from its 52-week high of $11.70, after rebounding from a 52-week low of $0.57, according to Barchart.
Before the January trading restart after the New Year’s Day holiday, traders will look for follow-up customer details, delivery timing and any fresh order disclosures tied to the company’s defense programs.
For the rest of Wednesday’s session, the focus remains on whether the stock can hold the $10 level on elevated volume and keep its year-end gains.
