New York, January 29, 2026, 15:25 (EST) — Regular session
Ondas Inc shares tumbled roughly 8%, hitting $11.29 by Thursday afternoon. Earlier, the stock fluctuated between $12.44 and $11.16. Trading volume topped 74 million shares.
This shift is significant since defense procurement has evolved beyond just technology. Landing a spot on the government’s cleared list speeds up buying cycles and broadens the range of agencies that can rapidly purchase the equipment—exactly what traders look for in small, quick-turn stocks.
The spotlight intensified when the Defense Innovation Unit announced the Blue UAS Cleared List is moving under the Defense Contract Management Agency’s purview. Buyers are now directed to a DCMA-managed “Blue List” portal. (Defense Innovation Unit)
Ondas announced late Wednesday that its American Robotics unit’s Optimus drone received Blue List status from the DCMA. This puts the drone on a roster of approved, secure, NDAA-compliant unmanned aircraft systems. Chairman and CEO Eric Brock called the move “an important milestone” and said the designation “validates the Optimus drone” for defense applications. (Ondas Inc.)
The stock acted like a momentum play throughout the week. On Tuesday, shares jumped almost 10%, then held steady on Wednesday. Volume stayed heavy, ranging between 90 million and 100 million shares each day, per StockAnalysis data. (StockAnalysis)
Ondas Capital announced plans to hold a private, invitation-only “UXS Showcase” in Tallinn, spotlighting unmanned systems trialed in real-world settings, with insights drawn from Ukraine. (Ondas Inc.)
Investors got a new filing to digest. In an amended current report dated Jan. 27, Ondas disclosed the update includes financial statements and pro forma details related to its finalized acquisition of Israel-based Sentry CS Ltd. The deal was valued at $224.6 million, comprising $134.1 million in cash plus $90.6 million in shares.
Ondas markets autonomous aerial and ground systems via its defense-focused divisions, while its networks unit handles private wireless equipment. The company has aggressively targeted critical infrastructure and government sectors with its drones and counter-drone technology.
Blue List status doesn’t guarantee a contract, and Washington’s purchasing process often drags, even with all the paperwork in order. Delays in awarding contracts or stronger bids from other approved suppliers can push a stock like this to trade more on news buzz than on actual earnings.
Next, traders will be looking for any moves from cleared-list approval moving into procurement actions — and if Ondas updates its calendar, which is currently empty. (Ondas Inc.)
Many investors are eyeing earnings as the next key milestone. According to MarketBeat, Ondas is set to report next on March 11, before the opening bell. (Marketbeat)
