NEW YORK, December 31, 2025, 5:00 ET — After-hours
- Ondas Holdings (Nasdaq: ONDS) shares rose about 8.6% to $9.76 in after-hours trading.
- The company said it received about $10 million in new autonomous systems purchase orders spanning counter-drone, drone and robotic ground platforms.
- SEC filings showed CEO Eric Brock and director Ron Stern filed Form 144 notices covering up to 475,000 and 400,000 shares, respectively.
Ondas Holdings Inc. shares climbed in after-hours trading on Wednesday after the company announced new purchase orders for its autonomous systems portfolio.
The update matters because order flow is one of the clearest near-term signals for small defense-technology suppliers that are still proving repeatable demand. Investors are looking for contract wins that can translate into shipments and revenue over the next few quarters.
Ondas said the roughly $10 million in new orders spans counter-UAS systems, integrated autonomous drone systems and robotic ground platforms. Counter-UAS, short for counter-unmanned aircraft systems, refers to equipment used to detect, track or disable unwanted drones.
The stock traded in a wide range on Wednesday, hitting $10.50 at the high and $8.91 at the low. Volume ran to about 156 million shares.
“These new orders underscore the sustained, global demand we are seeing for autonomous air and ground systems,” Chairman and CEO Eric Brock said in the company’s statement.
Ondas did not identify the customers in its announcement or detail delivery schedules. Purchase orders are commitments to buy; revenue typically lands when hardware ships and is accepted.
In the same release, the company pointed to prior counter-UAS deployments at large European airports and said it expects an initial purchase order in January 2026 tied to a border-protection program that would deploy thousands of drones.
Separate Form 144 filings dated Wednesday showed Brock and director Ron Stern disclosed potential share sales. A Form 144 is an SEC notice tied to certain sales by affiliates under Rule 144, and traders track the filings for possible added supply.
The filings do not guarantee the shares will be sold, and they do not speak to timing beyond an “approximate date of sale.” Still, they can influence sentiment when a stock is moving sharply.
Ondas’ rally keeps it in the spotlight among companies positioned around the defense drone and counter-drone buildout, an arena that also includes firms such as AeroVironment and Kratos Defense & Security Solutions.
What investors watch next is execution: whether the new orders convert to deliveries and follow-on deals, and whether Ondas provides more detail on customer programs as they scale. The company’s own focus on January as a potential next purchase-order milestone puts a date on the near-term news cycle.
Ondas’ investor relations calendar showed no upcoming events scheduled as of Wednesday, leaving the next quarterly update as the next known checkpoint for guidance and pipeline detail.
Traders will also watch technical levels after the stock briefly cleared $10.50 earlier in the session. After a volume spike, the durability of the move often hinges on whether contract headlines keep coming.
