New York, February 17, 2026, 05:33 EST — Premarket
- Ondas slipped roughly 0.6% ahead of the bell, pulling back after a strong rally in the previous session.
- Last week, the company pointed to a fresh multi-million dollar European deal for its Iron Drone Raider counter-drone system.
- Among the latest SEC filings: a prospectus outlining possible share resales, plus a hefty equity award for the CEO.
Ondas Inc shares edged lower in premarket trade Tuesday, easing about 0.6% to $9.25 following a sharp rally on Friday. U.S. markets reopened after the long weekend. 1
This is notable: Ondas is now one of those defense-tech stocks with big beta. The shares whip around after contract news; when new paper surfaces, traders aren’t shy about selling into the bounce.
Tension is bubbling up again this week, as investors juggle fresh order momentum with a stack of filings pointing to possible stock supply and sizable equity-linked compensation.
Ondas on Friday announced its Airobotics division secured a multi-million dollar order from a key European client in a NATO member state for the Iron Drone Raider, a system built to spot and neutralize hostile drones. CEO Eric Brock said airports and city infrastructure “require counter-UAS systems that operate safely,” while OAS co-CEO Oshri Lugassy referenced live deployment at a major European airport. 2
Ondas shares wrapped up the last regular session at $9.31, up 3.79%, based on the company’s market-data feed. The stock moved within a range of $8.82 to $9.68. 3
Ondas, according to an SEC filing from Feb. 12, has filed a prospectus supplement that allows certain stockholders to resell up to 528,652 shares linked to an earlier acquisition. The filing covers potential “from time to time” sales, a move that sometimes hints at possible selling pressure if those holders decide to exit.
The company disclosed in a separate filing that Brock received a restricted stock unit grant totaling approximately 13.5 million shares—about 3% of shares outstanding. Vesting extends through 2029, according to the board’s compensation committee.
The company has been piecing together a larger defense-and-security lineup. Earlier this month, it said it would acquire UK-based Rotron Aero, framing the move as a step to boost its long-range unmanned capabilities. 4
Premarket action tends to be pretty thin—Ondas is a case in point. Momentum can reverse fast once investors zero in on dilution risks, integration progress, or the question of exactly when “orders” actually convert into booked revenue.
Now, the focus shifts to when the company will announce its fourth-quarter results and deliver new information on its backlog and cash burn. According to MarketBeat, Ondas hasn’t nailed down the timing yet. Over at MarketScreener, though, the calendar shows a tentative earnings date of March 17. 5
