Ondas Inc.
In the published model solve dated 2026-Q2, anchored at $8.85, Ondas Inc. (ONDS) is priced for today's economics sustained for ~39.8 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
The number that defines Ondas is revenue growth. Q1 2026 revenue was $50.1 million, roughly ten times the prior-year quarter, and management raised the full-year 2026 forecast to at least $390 million. If that trajectory holds, the company is scaling from nothing to material revenue in two years. The price discounts far more than the methods support. At $9.29 no valuation family reaches the price; the supported range is near $2.30 on a revenue-multiple basis. Backing the price out implies susta
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355 institutional managers reported holding ONDS in 13F filings for the quarter ended 2026-03-31. Together they hold about 42% of the company; the top 10 hold 20%. 153 opened new positions that quarter. Held by Vanguard Group, BlackRock, Susquehanna International Group, among others. On the short side, 167.5M shares were sold short as of the 2026-06-15 count, about 36% of shares outstanding (2.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at ONDS over the trailing three years: 2023: 6 buys totaling $945k; 2024: 6 buys totaling $2.18M. 6 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ONDS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-15 | -1.8% | -57.3% |
| 2023-11-15 | +22.2% | +68.2% |
| 2024-04-02 | +13.4% | -37.4% |
| 2024-05-16 | -9.7% | +14.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ONDS's latest 8-K filings: 2026-08-10 (items 2.01, 3.02, 8.01, 9.01); 2026-08-07 (items 5.02, 9.01); 2026-07-24 (items 3.02, 8.01, 9.01); 2026-07-06 (items 1.01, 2.01, 3.02, 7.01, 8.01, 9.01); 2026-06-26 (items 3.02, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.