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Ondas slides as investors appear to take profits despite fresh drone-order update

Investivoq PriceTracker

Ondas Inc. (ONDS) is down 6.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop does not appear to be tied to an obvious negative corporate announcement. This could be because investors are taking profits or de-risking ahead of Ondas’ November 12, 2026 earnings report, even after the company announced a new purchase order tied to its tactical attack drone program.

Details:

  • Ondas announced on November 10 that it received a purchase order under its previously awarded Digital Bat program for development and production of next-generation low-cost tactical attack drones.
  • The company said the order advances the program toward manufacturing and that it is targeting a much larger market opportunity with potential demand for thousands of systems.
  • Ondas also said it plans to report third-quarter 2026 financial results on November 12, leaving investors only a short window before a potentially volatile earnings event.
  • In its most recent quarterly materials, Ondas highlighted rapid revenue growth but also sizable operating losses and an ongoing push toward future adjusted EBITDA profitability, which may be keeping sentiment cautious.

    • Sources:

    Ondas investor relations, SEC, Stock Titan

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $ONDS Insider Trading Activity

    ONDS Insider Trades

    $ONDS insiders have traded $ONDS stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

    Here’s a breakdown of recent trading of $ONDS stock by insiders over the last 6 months:

    • ERIC A BROCK (Chairman, CEO and President) sold 2,378,245 shares for an estimated $31,939,830
    • RICHARD M COHEN has made 0 purchases and 2 sales selling 15,000 shares for an estimated $138,426.
    • RANDY SEIDL sold 10,000 shares for an estimated $98,300
    • NEIL J LAIRD (CFO and Treasurer) sold 4,952 shares for an estimated $38,328

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $ONDS Hedge Fund Activity

    We have seen 287 institutional investors add shares of $ONDS stock to their portfolio, and 191 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • BLACKROCK, INC. added 30,188,317 shares (+324.2%) to their portfolio in Q2 2026, for an estimated $248,751,732
    • DEFIANCE ETFS, LLC removed 9,063,375 shares (-87.6%) from their portfolio in Q2 2026, for an estimated $74,682,210
    • JPMORGAN CHASE & CO added 6,593,434 shares (+inf%) to their portfolio in Q2 2026, for an estimated $54,329,896
    • MILLENNIUM MANAGEMENT LLC removed 5,616,989 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $46,283,989
    • MORGAN STANLEY added 5,038,920 shares (+78.7%) to their portfolio in Q2 2026, for an estimated $41,520,700
    • UBS GROUP AG removed 4,757,718 shares (-69.2%) from their portfolio in Q3 2026, for an estimated $34,874,072
    • MARSHALL WACE, LLP removed 4,406,976 shares (-90.4%) from their portfolio in Q2 2026, for an estimated $36,313,482

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.