Ondas stock jumps after rebrand plan, West Palm Beach HQ shift and fresh defense orders

Ondas stock jumps after rebrand plan, West Palm Beach HQ shift and fresh defense orders

NEW YORK, Jan 2, 2026, 6:37 PM ET — After-hours

  • Ondas Holdings shares rose about 13% in after-hours trading after the company disclosed a planned corporate name change and a headquarters relocation to Florida.
  • A separate SEC filing showed Ondas Networks extended maturities on several notes to Jan. 15, 2026.
  • The company also flagged about $10 million in new autonomous-systems orders disclosed on Dec. 31.

Shares of Ondas Holdings Inc (ONDS) rose 13.1% to $11.02 in after-hours trading on Friday after the company said it has moved its corporate headquarters to West Palm Beach, Florida, and plans to change its corporate name to Ondas Inc. The stock traded between $9.92 and $11.04 earlier in the day and volume was about 136 million shares. 1

The rebrand and relocation arrive as Ondas tries to sharpen its pitch as a defense and security technology supplier, a theme that can move valuations quickly in smaller drone and counter-drone companies. Investors have been leaning on order flow as a near-term scoreboard.

On Dec. 31, the company said it had received about $10 million in new purchase orders across its autonomous systems portfolio, including counter-UAS and other security products. It also pointed to an initial purchase order expected in January for a large-scale autonomous border-protection program. 2

Counter-UAS is shorthand for counter-unmanned aircraft systems — technology designed to detect, track or stop drones. Ondas sells autonomous drones and unmanned ground vehicles, or robotic vehicles, through its Ondas Autonomous Systems unit, and private wireless networking equipment through Ondas Networks.

Chairman and Chief Executive Eric Brock said the new name would “better align our corporate identity with the operating platform we have built and the global, dual-use markets we serve.” The company said the name change is expected to take effect in the first quarter of 2026 and that the headquarters move is not expected to disrupt operations. 3

Headquarters moves and name changes rarely alter demand on their own, but they can shape how investors value a company chasing long-duration government work and bigger institutional checks.

In a separate Form 8-K filed on Friday, Ondas said its Ondas Networks subsidiary signed a letter agreement with noteholders to extend the maturity date of several notes to Jan. 15, 2026. The filing listed convertible and secured notes held by Charles & Potomac Capital and a private investor group. 4

The maturity extension buys time, but it also keeps the focus on funding as Ondas scales manufacturing and deliveries. Any new financing terms will likely set the tone for the next leg in the stock.

Ondas competes in a crowded market for drones and counter-drone technology that includes defense contractors and specialist drone makers such as AeroVironment and Kratos Defense & Security Solutions. For smaller suppliers, contract timing often drives revenue swings quarter to quarter.

Traders will be watching for confirmation of the January border-protection purchase order the company highlighted, and for updates on the $10 million order book. They will also look for details on when the company expects to complete the corporate name change and any ticker updates.

After Friday’s $9.92-to-$11.04 range, technical traders will be watching whether the stock holds the $10 level when regular trading resumes. A break below that area would put the day’s low back on the radar.

For Monday’s session, the question is whether the burst in volume reflects fresh institutional demand or short-term momentum trading. Either way, Ondas’ next filings and order announcements now carry more weight than the rebrand itself.

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