Ondas Holdings Inc. (ONDS) saw its stock price decline by 5.01%, hitting a 5-day low, despite the broader market's positive performance with the Nasdaq-100 and S&P 500 both up over 0.4%.
The decline comes amid a backdrop of strong market sentiment following Ondas's recent Investor Day, where the company raised its revenue outlook for 2026 to between $170 million and $180 million, a 25% increase from previous estimates. Additionally, Stifel upgraded its price target for Ondas from $17 to $18, highlighting the company's strategic position in the drone and defense sectors. However, the stock's current drop suggests a sector rotation, as investors may be reallocating funds despite the positive news.
This movement indicates a potential short-term volatility for Ondas, which has seen significant interest from analysts and investors alike. The raised revenue expectations and analyst upgrades reflect a strong long-term outlook, but the immediate price action suggests caution among traders.
Wall Street analysts forecast ONDS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ONDS is 12.00 USD with a low forecast of 10.00 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
Wall Street analysts forecast ONDS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ONDS is 12.00 USD with a low forecast of 10.00 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 12.270
Low
10.00
Averages
12.00
High
17.00
Current: 12.270
Low
10.00
Averages
12.00
High
17.00
Stifel
Jonathan Siegmann
Buy
maintain
$17 -> $18
2026-01-21
Reason
Stifel
Jonathan Siegmann
Price Target
$17 -> $18
AI Analysis
2026-01-21
maintain
Buy
Reason
Stifel analyst Jonathan Siegmann raised the firm's price target on Ondas to $18 from $17 and keeps a Buy rating on the shares following last week's virtual investor day to present a teach-in of their Autonomous Systems portfolio and their recently acquired businesses. While Ondas is still in the early days of executing on their business model, the company's targets were "nicely above our estimates and we gained greater appreciation of their differentiated approach to the military drone space," the analyst tells investors following the event.
Oppenheimer
Timothy Horan
Outperform
maintain
$12 -> $16
2026-01-20
Reason
Oppenheimer
Timothy Horan
Price Target
$12 -> $16
2026-01-20
maintain
Outperform
Reason
Oppenheimer analyst Timothy Horan raised the firm's price target on Ondas to $16 from $12 and keeps an Outperform rating on the shares. The company hosted an OAS -- Ondas Autonomous Systems -- Investor Day last week and raised 2026/30 guidance, which the firm sees as conservative. Main message was accelerating momentum and visibility as the company builds out its "system of systems" platform.
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Lake Street
Buy
maintain
$10 -> $19
2026-01-20
Reason
Lake Street
Price Target
$10 -> $19
2026-01-20
maintain
Buy
Reason
Lake Street raised the firm's price target on Ondas to $19 from $10 and keeps a Buy rating on the shares after the company announced significant upside to Q4, its 2026 outlook, and its 2030 financial targets at its OAS virtual investor day last week. The firm came away from the event feeling increasingly confident in the long-term opportunity and raised its 2026 and 2027 estimates, the analyst tells investors.
Northland
Michael Latimore
Outperform
maintain
$10 -> $16
2026-01-20
Reason
Northland
Michael Latimore
Price Target
$10 -> $16
2026-01-20
maintain
Outperform
Reason
Northland analyst Michael Latimore raised the firm's price target on Ondas to $16 from $10 and keeps an Outperform rating on the shares after management guided to a "strong" $170M-$180M in FY26 revenue at their Friday analyst event. The guidance excludes more acquisitions, which the firm says "are likely," adding that it sees an "autonomous aerial and ground systems juggernaut" taking shape.
About ONDS
Ondas Holdings Inc. is a provider of private wireless, drone, and automated data solutions through its subsidiaries, Ondas Networks Inc. (Ondas Networks), Ondas Autonomous Systems Inc. (OAS), Airobotics, Ltd (Airobotics), and American Robotics, Inc. The Company operates through two segments: Ondas Networks and OAS. Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. It designs, develops, manufactures, sells and supports FullMAX, its patented, Software Defined Radio (SDR) platform for secure, licensed, private, wide-area broadband networks. Its OAS segment develops and integrates drone-based solutions, focusing on high-performance critical applications for government and Tier-1 commercial enterprises. Its commercially available platforms include the Optimus System and the Iron Drone Raider. The Company is also focused on manufacturing of precision optical components and systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
