NEW YORK, January 1, 2026, 07:26 ET — Market closed
- Ondas shares last closed up 8.6% at $9.76, after touching $10.53 intraday on heavy volume.
- The company said it received about $10 million in new purchase orders for its autonomous systems portfolio.
- An SEC filing showed CEO Eric Brock sold shares to cover tax obligations tied to a recent exchange agreement.
Ondas Holdings Inc shares ended the year’s final U.S. session up 8.6% at $9.76, after the company announced about $10 million in new autonomous systems orders. The stock hit an intraday high of $10.53 and traded about 156.2 million shares, according to data compiled by StockAnalysis.
The move matters because Ondas has become a high-beta, event-driven name, where fresh order flow can quickly reset expectations for near-term revenue. For smaller defense-tech suppliers, investors tend to treat purchase orders — written commitments to buy products or services — as a harder signal than pipeline commentary.
It also lands as new trading vehicles widen the audience for single-stock volatility. With U.S. markets shut Thursday for the New Year’s Day holiday, positioning for Friday’s reopen is likely to focus on whether Wednesday’s surge holds when normal liquidity returns.
Ondas said the new purchase orders span counter-UAS systems — technology that detects and disrupts drones — alongside integrated autonomous drone systems and robotic ground platforms for government and critical infrastructure customers. “2025 has been a defining year for Ondas, with record results, expanding customer programs, and clear validation of our multi-domain autonomy strategy,” Chairman and CEO Eric Brock said. The company also pointed to $16.4 million in fourth-quarter orders tied to counter-UAS deployments at large European airports and said an initial purchase order for a border-protection program is expected in January 2026. Ondas Holdings Inc.
A separate catalyst is the debut of a leveraged single-stock exchange-traded fund tied to Ondas. The Defiance Daily Target 2X Long ONDS ETF, ticker ONDL, was listed on Dec. 30 and seeks to deliver 200% of Ondas’ daily share-price move — a structure that resets each day and can magnify swings in both directions.
Ondas operates through an autonomous systems unit and a private wireless business, targeting defense, security and mission-critical industrial customers. The counter-drone and military robotics market also includes companies such as AeroVironment and Kratos Defense & Security Solutions, where contract announcements and procurement timelines can drive sharp, sentiment-led moves.
An SEC Form 4 filing showed Brock sold 475,000 shares on Dec. 31 at a weighted average price of $9.7081. The filing said the sale was made to cover tax obligations related to an exchange agreement involving Ondas Autonomous Systems, and it listed Brock as holding 1,461,255 shares after the transaction.
Ondas’ investor relations filings page also showed additional Form 144 submissions dated Dec. 31. A Form 144 is a notice of a proposed sale of restricted or control securities, and it can put short-term focus on insider supply — even when it does not guarantee sales will occur.
U.S. stock markets are closed Thursday for New Year’s Day, and trading is set to resume Friday.
Before the next session, traders will be watching whether ONDS can hold above the mid-$9 area after the spike in volume, and whether it retests Wednesday’s $10-plus zone. MarketBeat data showed a 52-week range of $0.57 to $11.70, with the stock’s 50-day moving average near $7.62 and its 200-day moving average near $5.73.
Macro data could also affect risk appetite for smaller, fast-moving defense-tech names early in the new year. ISM said its next Manufacturing PMI report is due at 10:00 a.m. ET on Monday, Jan. 5, while the Labor Department’s December employment report is scheduled for Friday, Jan. 9.
