New York, January 5, 2026, 13:05 (ET) — Regular session
- Ondas shares rose as the company set a Jan. 16 investor day focused on its autonomous systems unit and 2026 outlook.
- A separate SEC filing registered 2.39 million shares for resale by existing holders tied to a prior subsidiary securities exchange.
- Traders are watching whether the stock can hold above $11 after a volatile run and ahead of the Jan. 16 event.
Shares of Ondas Holdings Inc (ONDS.O) rose 6.5% to $11.74 in early afternoon trade on Monday after the company set a January 16 investor day and disclosed an SEC resale registration tied to its autonomous systems business.
The investor day matters because Ondas said it expects to lay out an updated 2026 business plan and a financial outlook, including revenue-growth assumptions and investment priorities. That is the next hard catalyst for a stock that has been driven by event risk and incremental disclosures rather than a steady earnings cadence.
The second catalyst is a prospectus supplement — an SEC document that registers shares so existing holders can resell them — covering 2,389,203 shares issued in an exchange involving securities at Ondas Autonomous Systems (OAS), a subsidiary. The company is not selling stock in that filing, but the registration can make it easier for those holders to sell into the market over time.
Ondas said the January 16 virtual event will focus primarily on OAS and include a question-and-answer session with senior management. The company said it will discuss its “Core+ Strategic Growth Program,” capital allocation framework and progress toward improved operating leverage — a measure of how margins can expand as revenue grows. SEC
In the prospectus supplement, Ondas said the shares were issued to “selling stockholders” who elected to defer closing to January 5, after the company issued 5,299,482 shares on December 27 under related exchange agreements. The filing said those stockholders are subject to a daily trading-volume limit set at 5% of the stock’s 10-day average daily volume. Ondas Holdings Inc.
The same document said the underlying exchange traces back to 2024 OAS notes and warrants held by a private investor group that included Privet Ventures LLC, an entity affiliated with Eric Brock, Ondas’ chairman and CEO. After the exchange, Ondas said it owns about 99% of OAS on a fully diluted basis.
Ondas has also been repositioning its corporate profile. In a January 2 press release, Brock said the company now operates as “a scaled, global defense and security technology platform,” and that a planned name change to Ondas Inc. is meant to align its identity with that shift. Ondas Holdings Inc.
On the tape, Ondas traded between $11.01 and $11.81 on Monday, with about 71 million shares changing hands by early afternoon, according to market data. Traders have treated $11 as the near-term line to hold, with the session high around $11.80 the first upside level.
But the setup carries risk. A resale registration can become an overhang if selling accelerates, and the January 16 presentation raises the bar for management’s 2026 assumptions on demand, spending and scaling — areas where any miss can reverse momentum quickly.
Next up is Ondas’ OAS Investor Day on January 16 at 10:00 a.m. ET, where investors will be looking for specific 2026 targets, capital needs and timing on margin improvement — and for any sign that registered holders are beginning to sell into strength.
