Ondas Holdings (ONDS) Stock Today – Defense Robotics Frenzy Sends Shares Soaring on November 24, 2025

Date: November 24, 2025
Ticker: Ondas Holdings Inc. (NASDAQ: ONDS)

Ondas Holdings stock is on fire today. By Monday afternoon, November 24, 2025, ONDS was trading in the mid‑$8 range, up roughly 25–27% on the day, after opening in the high‑$6s and swinging between about $6.7 and $8.7 per share. ^[1]

The surge caps a stunning year for the defense‑ and drone‑focused company: ONDS has gained well over 200% year‑to‑date and more than 1,000% over the past 12 months, pushing its market cap to around $3.1 billion. ^[2]

Today’s move isn’t random. A wave of fresh coverage from Benzinga, MarketBeat, Stocktwits, TipRanks and Parameter has spotlighted a cluster of catalysts—including a $35 million combat‑robotics investment, a completed counter‑drone acquisition, a major European airport contract, and blowout third‑quarter results. ^[3]

Below is a deep dive into what’s driving ONDS today, how the latest deals fit into the company’s long‑term strategy, and what the risk/reward looks like from here.

ONDS Stock Performance on November 24, 2025

Screeners and real‑time quote services show ONDS:

Last trade: around $8.4–$8.6 this afternoon
Daily gain: roughly +25% to +27% vs. Friday’s close around $6.74
Day’s range: approximately $6.67 – $8.66 ^[4]
52‑week range:$0.57 – $11.70 ^[5]
Market cap: about $3.1 billion with ~368 million shares outstanding ^[6]
Average volume: ~69.6 million shares; today’s turnover is heavy, but still in line with its new “high‑octane” trading pattern ^[7]

Volatility is extreme. Finviz data pegs ONDS with daily volatility north of 20% and a beta above 2, while other services estimate an even higher beta, underlining how sharply the stock can move compared with the market. ^[8]

From a technical standpoint, ONDS is trading well above its 200‑day moving average (around the mid‑$3s) and has recently crossed back over its 50‑day line multiple times, a classic pattern of an aggressive momentum name rather than a slow‑and‑steady industrial stock. ^[9]

All the Big ONDS Headlines Published Today (Nov 24, 2025)

A flurry of same‑day coverage is helping broadcast the Ondas story to a far wider audience. Here’s what today’s key articles highlight:

1. Benzinga: “Ondas (ONDS) Stock Soars: What’s Behind The Surge?”

Benzinga frames today’s move as the culmination of “a week of strategic acquisitions and commercial milestones.” The article points to three main catalysts: ^[10]

Completed acquisition of Sentrycs – an Israel‑based leader in Cyber‑over‑RF counter‑UAS (drone‑defense) technology that can remotely identify and take control of rogue drones.
A new $8.2 million order from a major European security agency to deploy multiple Iron Drone Raider counter‑drone systems at one of Europe’s largest airports.
A $35 million strategic investment in Performance Drone Works (PDW), a combat‑robotics manufacturer serving U.S. military customers.

Benzinga also notes that the rally is backed by fundamentals, citing:

Record Q3 revenue and backlog
Raised revenue outlook for 2025 and 2026
A near‑perfect Momentum score of ~99.7 in Benzinga’s internal ranking system

At the time of Benzinga’s publication, ONDS was up about 24% at $8.37. ^[11]

2. Parameter: “Ondas (ONDS) Stock Rises 24% on Defense Robotics Investment”

Parameter’s Trader Edge team focuses heavily on valuation and balance sheet metrics. Key points: ^[12]

ONDS jumped 24.6% to $8.39 following the PDW investment and share‑structure amendments.
Trailing 12‑month revenue stands near $24.8 million, but the company remains unprofitable, with operating margins around ‑176% and net margins close to ‑173%.
Liquidity is extremely strong, with a current ratio above 15 and little debt, suggesting ample cash to fund growth.
Screeners show very high valuation ratios, with price‑to‑sales estimated anywhere from ~50x to over 120x, depending on data source. ^[13]

Parameter also highlights that Ondas operates two primary segments—Ondas Networks (private wireless) and Ondas Autonomous Systems (OAS) (drones and robotics)—with OAS driving most of the growth.

3. Stocktwits: “Ondas Stock Surges As Defense Deals, Investments Fuel Investor Optimism”

Stocktwits’ newsroom leans into the defense‑and‑drone narrative and social sentiment: ^[14]

Recaps the $35 million PDW investment announced on November 20.
Emphasizes the $8.2 million European airport order for Iron Drone Raider systems, which are designed to detect, intercept, and neutralize malicious drones. ^[15]
Notes that Q3 2025 revenue jumped more than sixfold year‑on‑year to $10.1 million, with a loss of $0.03 per share, and that OAS was the key driver. ^[16]
Reports ONDS trading over 27% higher this afternoon and flags a shift in retail sentiment from “extremely bullish” to a still‑positive “bullish,” alongside high message volume on the platform. ^[17]

4. MarketBeat: “Ondas (NASDAQ:ONDS) Trading Up 17.4% – Time to Buy?”

MarketBeat’s instant alert focuses on trading stats and Wall Street coverage: ^[18]

Says ONDS shares were up 17.4% earlier in the session, with intraday trades near $7.9 and volume around 14.4 million shares, compared with its own average of ~30.9 million.
Highlights a “Moderate Buy” consensus rating from analysts and an average price target of about $9.20, reflecting modest upside from current levels.
Notes recent rating moves, including:
- Oppenheimer upgrading Ondas from “market perform” to “outperform” with a $12 price target
- Needham and HC Wainwright launching or reiterating Buy ratings
- Zacks moving the stock from “strong buy” to “hold” after the latest run. ^[19]

MarketBeat also recaps Q3 numbers—revenue of about $10.1 million and a small EPS miss versus consensus—and underlines that, despite growth, Ondas still posts significant net losses. ^[20]

5. TipRanks: “Ondas Holdings Stock Soars Amid Strategic Investment”

TipRanks’ auto‑generated breaking news links today’s volatility directly to the $35 million PDW deal and capital‑structure moves. ^[21]

It cites:
- The PDW investment
- Stock and share amendments
- A surge in call‑option activity and a low put/call ratio, signaling bulls crowding into the name.
TipRanks also shows:
- Year‑to‑date price performance above 150%
- A market cap in the $2.5–3.1 billion range depending on when measured
- A “Buy” technical sentiment signal on its platform. ^[22]

Taken together, these articles are all telling the same story: investors are waking up to a newly cashed‑up, acquisition‑heavy defense‑robotics platform with explosive growth—but very demanding expectations.

The Strategic Story: PDW Investment, Sentrycs Acquisition and Airport Deal

Today’s coverage is really the headline reaction to a set of deals announced over the past two weeks.

$35 Million Strategic Investment in Performance Drone Works (PDW)

On November 20, Ondas announced a $35 million strategic investment in Performance Drone Works, a veteran‑led U.S. defense‑tech company that builds combat‑ready aerial robots used across every branch of the U.S. military. ^[23]

Key details from the company’s own press release:

PDW operates “Drone Factory 01” in Huntsville, Alabama, a 90,000‑square‑foot facility capable of producing up to 100,000 NDAA‑compliant advanced drone systems per year, representing roughly $1 billion in annual production capacity at full scale. ^[24]
Ondas’ capital will be used to scale production, significantly expand engineering headcount, and secure a domestic, NDAA‑compliant supply chain—a big deal as the U.S. military pushes for secure, non‑Chinese drone components. ^[25]
The investment is meant to accelerate PDW’s position as a category leader in combat robotics while strengthening Ondas’ status as a premier AI‑enabled defense and security platform. ^[26]

For ONDS shareholders, the bet is that PDW’s C100 and related platforms could become core building blocks in a new generation of high‑volume, lower‑cost combat drones, and that Ondas will share materially in that growth.

Acquisition of Sentrycs: Cyber Counter‑UAS

Just days earlier, on November 18, Ondas completed the acquisition of Sentrycs, an Israel‑based specialist in Cyber‑over‑RF and protocol‑manipulation counter‑drone technology. ^[27]

Sentrycs’ systems can identify, track and take control of unauthorized drones without jamming or GPS spoofing, a critical capability at airports, dense cities and military bases where traditional jamming can disrupt friendly communications. ^[28]

Ondas plans to integrate Sentrycs into its Iron Drone Raider interception system, fusing:

“Soft‑kill” cyber takeover
“Hard‑kill” autonomous interception
Sensor fusion and AI‑driven decision‑making

This creates a layered counter‑UAS architecture aimed at airports, borders, stadiums and other high‑value infrastructure. ^[29]

$8.2 Million European Airport Order

On November 17, Ondas announced an $8.2 million purchase order from a major European security agency to deploy multiple Iron Drone Raider systems at one of Europe’s largest international airports. ^[30]

Ondas’ Airobotics subsidiary will act as prime contractor, handling integration, installation and operational readiness.
The deployment will provide 24/7 autonomous counter‑drone protection across the airport perimeter, responding to recent drone incidents that have shut down European airports. ^[31]

This order not only validates Sentrycs/Iron Drone Raider’s combined approach but also signals accelerating international demand for Ondas’ portfolio.

Record Q3 Results and Upgraded Guidance

The operational backdrop for all this M&A and deal‑making is a blowout Q3 2025.

In its November 13 earnings release, Ondas reported: ^[32]

Q3 revenue:$10.1 million, more than 6x the same quarter a year ago and about 60% higher sequentially.
Loss per share: roughly ‑$0.03 to ‑$0.06, still negative but improved vs. last year’s deeper losses.
Pro‑forma cash balance: about $840 million, reflecting large equity raises and strategic investments earlier in 2025.
Backlog: OAS’ backlog reached the low‑$20 million range, with management calling it an all‑time high. ^[33]
Guidance:
- 2025 revenue target raised to at least $36 million (from a prior $25 million).
- Initial 2026 revenue target set at at least $110 million, implying another major step‑up in scale.

A separate analysis cited by CoinCentral highlights that Oppenheimer’s upgrade to “Outperform” with a $12 target came on the back of that Q3 beat, six‑fold revenue growth and improving gross margins (26% with potential to trend far higher over time). ^[34]

Fundamentals and Valuation: Enormous Growth… and Enormous Expectations

Despite the explosive stock performance, Ondas is not a mature, profitable defense contractor. It’s still a high‑burn growth story.

According to Finviz and other screeners: ^[35]

Trailing 12‑month sales: ~$24.75 million
Net income: about ‑$47.7 million, translating into net margins near ‑190%
Price‑to‑sales (P/S): roughly 50x–125x depending on source and whether sales are annualized or trailing, far above typical defense or communications equipment peers.
Price‑to‑book (P/B): around 5.7x
Short interest: over 13% of the float, suggesting a meaningful short base betting against the story.

On the flip side, the balance sheet is fortress‑like:

Current ratio: ~15.3
Quick ratio: ~14.8
Debt‑to‑equity: around 0.04, with minimal long‑term debt. ^[36]

Some analytics sources even show an exceptionally high Altman Z‑score, indicating low near‑term bankruptcy risk despite ongoing losses. ^[37]

The obvious takeaway:

Ondas is priced as a hyper‑growth defense & autonomy platform, not as a typical hardware manufacturer.

If management can convert its large cash pile, backlog and acquisition pipeline into scale and margin expansion, today’s stretched multiples might be justified. If growth stumbles, the downside could be severe given how far the stock has already run.

Analyst and Investor Sentiment

Wall Street analysts

Oppenheimer: Upgraded ONDS to “Outperform” with a $12 price target, citing surging demand for drone and counter‑UAS systems, a growing backlog and the potential for gross margins to rise significantly over time. ^[38]
Needham & HC Wainwright: Both initiated or reiterated Buy ratings with double‑digit targets, framing Ondas as a beneficiary of the “drone defense super‑cycle.” ^[39]
Zacks: After a strong run, Zacks trimmed its rating from “strong buy” to “hold,” flagging valuation concerns even as it acknowledges the revenue surge. ^[40]

MarketBeat aggregates these into a “Moderate Buy” consensus with an average target around $9–11, just above today’s price but below some bulls’ expectations. ^[41]

Retail and momentum traders

Stocktwits shows high message volume and sentiment cooling slightly from “extremely bullish” to “bullish,” suggesting some profit‑taking but still strong enthusiasm. ^[42]
Benzinga’s Momentum algorithms give ONDS an almost perfect ~99.7 momentum score, underscoring just how dominant the recent trend has been. ^[43]

Even outside traditional research, outlets like Motley Fool have recently described Ondas as sitting at the intersection of AI, drones and defense, underscoring the narrative appeal that’s drawing in growth‑focused investors. ^[44]

Key Takeaways for ONDS Investors After Today’s Surge

Here’s how today’s news flow and price action distill down:

Bullish pillars

Massive capital and M&A firepower: A huge cash balance and repeated equity raises have allowed Ondas to acquire Sentrycs, Apeiro Motion and other assets while still making a $35M PDW investment. ^[45]
Explosive growth: Q3 revenue is up more than 6x year‑over‑year, and guidance now points to at least $36M in 2025 and $110M+ in 2026. ^[46]
Strategic positioning: Ondas is building a “system‑of‑systems” platform spanning autonomous drones, ground robotics, private wireless networks and layered counter‑UAS—areas likely to benefit from rising global defense and security budgets. ^[47]
Validation from high‑profile deals: The European airport order, multi‑branch U.S. military usage via PDW, and a growing backlog all point to real‑world adoption, not just hype. ^[48]

Risk factors

Extreme valuation: With price‑to‑sales estimates ranging from roughly 50x to over 120x trailing revenue, ONDS is priced for near‑flawless execution. ^[49]
Ongoing losses: Net margins remain deeply negative, and the company will likely need to prove that it can translate scale into sustainable profitability. ^[50]
High volatility & short interest: A beta well above 2, double‑digit short float and daily swings over 20% make ONDS unsuitable for risk‑averse investors or those who can’t stomach big drawdowns. ^[51]
Execution risk on integrations: Folding in Sentrycs, Apeiro, PDW and other assets into one coherent platform is complex; missteps could hurt margins or delay growth. ^[52]

Bottom Line

On November 24, 2025, Ondas Holdings has become one of the most talked‑about small‑cap defense and autonomy stocks on Wall Street and across retail‑trading platforms. Today’s 25%+ jump is not a meme‑style move out of nowhere; it reflects a rapidly evolving business that’s:

Raising huge amounts of capital
Deploying that capital into combat robotics, counter‑drone tech and autonomous systems
Delivering record revenue and backlog, while still being very early in its profitability journey. ^[53]

Whether ONDS is a buy after this run depends entirely on your risk tolerance and time horizon. Bulls see a cash‑rich consolidator at the center of a multi‑year drone‑defense super‑cycle. Bears see a richly valued story stock with a lot to prove.

Either way, today’s price action confirms one thing: Ondas Holdings is now firmly on the market’s radar.

Disclaimer: This article is for informational and educational purposes only and does not constitute financial advice, investment recommendation, or a solicitation to buy or sell any security. Always do your own research or consult a licensed financial advisor before making investment decisions.

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