Ondas Stock Soars To 5-Year Highs On Israel Defense Tie-Ups, Rebrand Buzz — Even As Insiders Cash Out

• According to a Thursday SEC filing, Ron Stern, a director at the company, was selling 300,000 shares through Morgan Stanley for $4 million.
• According to media reports on Thursday, Israel’s Ministry of Defense has selected a subsidiary of Ondas for the “Drone Hives” program.
• Ondas Holdings will be known as Ondas Inc. from the first quarter of 2026.

A name change, an Israel angle, its focus on robotics and drones, and a recent insider sale have put Ondas Holdings firmly on investors' radar, with retail chatter surging and the stock hitting new highs in the new year.

Ondas shares closed up 15% at $14.01 on Thursday, marking a nearly five-year high and the stock's highest level since February 2021. In 2025 alone, the stock surged 281%, making it the company's best year since going public in 2020.

According to a Thursday filing with the SEC, company director Ron Stern sold 300,000 shares through Morgan Stanley for about $4 million. The filing also showed that Stern has sold nearly 2.4 million shares since Nov. 26.

An Israel Focus

According to media reports on Thursday, Israel’s Ministry of Defense has selected a subsidiary of Ondas for the “Drone Hives” program that gives the company orders for automated unmanned aircraft systems to be positioned along the country’s border.

To strengthen its portfolio, in November, Ondas had announced its foray to buy Sentry CS, an Israel-based company in cyber-over-rf and protocol-manipulation counter-unmanned aerial systems (UAS) technology. Adding Sentry will help Ondas work more in the counter-UAS segment and solidify its position as a full-spectrum provider of autonomous defense solutions.

Last year, the company also it was acquiring a controlling interest in 4M Defense, an Israeli company specializing in advanced demining capabilities, including robotic systems with terrestrial and subsurface AI-powered intelligence technologies.

Stock Resale

On Thursday, the company, in another filing, said it was working to offer and sell 1,671,899 shares of its common stock by certain selling stockholders, including Sagitta Holdco SARL and ESOP Management and Trust Services.

The company added that all proceeds from the sales of the shares will go to the selling stockholders, and it will not receive any proceeds. The filing noted that, for the Sentry acquisition, the company paid an additional $2.5 million in cash and stock on Thursday and will pay an additional $5 million in cash, in installments.

The news comes on the heels of the company rebranding as Ondas Inc., starting in the first quarter of 2026 and relocating its corporate headquarters to West Palm Beach, Florida. 

What Is Retail Thinking?

Retail sentiment on Ondas jumped to ‘extremely bullish’ from ‘bullish’ territory a week ago, hitting a near two-month high and message volumes at ‘extremely high’ levels, according to data on Stocktwits.

Shares of Ondas Holdings have jumped over 451% in the last 12 months.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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