New York, Jan 6, 2026, 09:59 EST — Regular session
- ONDS shares were down about 1% in early trade after fresh SEC filings on potential stock sales
- Prospectus supplement registers 2.39 million shares for resale by certain holders
- Investors are also looking ahead to Ondas’ Jan. 16 investor day and 2026 outlook
Ondas Holdings Inc shares fell about 1% in early trade on Tuesday after the drone and private wireless equipment maker disclosed new filings that could add stock supply to the market. The shares were down about 1% at $12.40 at 9:44 a.m. ET, after closing at $12.53 on Monday, and traded between $12.00 and $12.49.
The filings land as investors brace for a company-hosted investor day on Jan. 16, when Ondas said it plans to detail its updated business plan and provide a 2026 financial outlook. The company said the presentation will address key assumptions behind its 2026 plan, investment priorities and capital requirements, with a question-and-answer session to follow.
In a prospectus supplement filed on Monday — an SEC document that can allow existing holders to sell registered shares — Ondas registered 2,389,203 shares for resale by stockholders tied to exchange agreements involving its Ondas Autonomous Systems unit, a filing showed. Ondas said it will not receive proceeds from any sales, and each seller agreed to a daily cap equal to 5% of the stock’s average 10-day trading volume. Privet Ventures LLC, an investment company owned by CEO Eric Brock, is listed among the selling stockholders; the filing said Ondas owns about 99% of Ondas Autonomous Systems on a fully diluted basis, meaning after assuming options and warrants are converted.
Separately, a Form 144 notice — a required filing that signals a proposed sale under Rule 144 — showed Ron Stern, listed on the form as a director, planned to sell up to 176,944 shares after exercising stock options on Jan. 5. The filing also listed common stock sales over the past three months, including 400,000 shares on Dec. 31 and 100,000 shares on Jan. 2.
Ondas, which sells autonomous drone, counter-drone and robotics systems through its OAS unit and private wireless broadband gear through Ondas Networks, has also been reshaping its corporate profile. It said on Jan. 2 it planned to change its name to Ondas Inc. and moved its corporate headquarters to West Palm Beach, Florida; “today, we operate as a scaled, global defense and security technology platform,” Brock said. Ondas Holdings Inc.
For traders, the setup is a tug-of-war between near-term selling pressure and the chance that management uses investor day to reset expectations with clearer targets for revenue growth, operating leverage and spending. The stock’s quick swings around the $12 level show how sensitive the name remains to flow-driven moves.
The risk for bulls is straightforward: registered resale stock and insider selling plans can weigh on shares if demand does not keep pace, especially if management’s 2026 outlook falls short of what the recent run-up implies. If the investor day highlights higher capital needs than investors expect, dilution worries could return.
