NEW YORK, Jan 8, 2026, 09:33 EST — Regular session
- Ondas shares fell about 5% in early trading as investors parsed a fresh prospectus filing tied to its Sentry CS acquisition
- The filing covers 1.67 million shares that can be resold by selling holders, not new stock sold by the company
- Investors are looking to a Needham conference appearance on Jan. 14 and an Ondas investor day on Jan. 16
Ondas Holdings Inc shares slid in early U.S. trading on Thursday after the company filed paperwork registering more stock for potential resale tied to its acquisition of Israeli counter-drone firm Sentry CS. ONDS was down about 5% at $12.18 shortly after the open. 1
The filing matters now because Ondas has been issuing shares as part of a staged payment schedule for Sentry, and the registrations can make it easier for recipients to sell into the market. For thinly traded small caps, that possibility alone can move a stock.
A prospectus supplement dated Jan. 8 covers 1,671,899 shares held by “selling stockholders” and lays out additional cash-and-stock installments that could follow under the purchase agreement. Ondas said it paid $2.5 million in cash and issued the shares on Jan. 8 as part of that schedule. 2
The company is not raising money in this resale registration. “We will not receive any proceeds from the sale of the Shares by the selling stockholders,” the prospectus said. 2
Investors have also been eyeing a run of company events. Ondas said on Wednesday its CEO, Eric Brock, will join a fireside chat at the Needham Growth Conference on Jan. 14. 3
Ondas is set to host a virtual investor day on Jan. 16, where management has said it expects to provide an update on its 2026 business plan and financial outlook. 4
The risk for bulls is simple: more shares become eligible for resale just as the company is asking investors to look ahead to 2026. If selling holders move quickly — or if upcoming installments are paid in stock rather than cash — supply could weigh on the price, even without new operating news.
