New York, Feb 13, 2026, 07:47 EST — Premarket
- ONDS slips 0.7% premarket after a resale registration filing catches investors’ attention.
- SEC filings show a refreshed investor deck and a statement from Rotron Aerospace regarding the planned tie-up.
- Traders are watching for possible selling pressure, keeping an eye on both the Rotron deal and when the next results drop.
Ondas Inc slipped about 0.7% to $8.91 before the bell Friday, trimming some of its gains from earlier in the week. Investors digested a new filing that could allow some holders to resell their shares. The stock ended Thursday at $8.97. (Public)
This filing matters: Ondas has swung hard this month among small-cap defense tech stocks, often on barely any news. Just the hint of more shares—existing holders or not—can rattle sentiment quickly, particularly before trading kicks off.
Ondas disclosed in a Feb. 12 SEC filing that it filed a prospectus supplement, linked to its shelf registration statement, allowing certain stockholders to resell up to 528,652 common shares at their discretion. According to the company, these holders picked up the shares through an acquisition. Ondas also said the initial issuance qualified for exemptions under Regulation S and Regulation D.
A prospectus supplement updates an existing “shelf” registration with specifics about a particular deal. That registration allows securities to be sold over an extended period. Filing one doesn’t guarantee the shares hit the market right away, though traders frequently see it as a possible overhang.
On Feb. 11, Ondas put out a revised investor presentation, filing under Regulation FD—the U.S. rule designed to curb selective disclosure. In the slide deck, the company laid out its “Ondas Capital” plan: a multi-year push intending to deploy $150 million. The idea centers on bringing “battle-tested” unmanned and dual-use tech from Ukraine and allied countries into U.S. and European production lines, along with a handful of other objectives.
Ondas, in a Feb. 11 filing, shared a statement from Rotron Aerospace, a UK firm, pitching the merger as a way to bring scalable, affordable long-range autonomous defense tech to the UK and its allies. Rotron’s founder and CTO Gilo Cardozo called it a “defining moment.” Mark Green, who leads deals for Ondas, said Rotron brings “elite engineering talent” and propulsion tech to help expand Ondas’ defense lineup. (SEC)
Rotron said in its statement the deal still needs regulatory signoff and standard closing checks. Payment will come in a mix of cash and stock, according to the release. After the sale wraps up, Rotron plans to stay in the UK and hold onto its engineering and manufacturing staff. (SEC)
Ondas positions itself in both autonomous systems and private wireless, offering products from drones and anti-drone technology to ground robotics. Its approach centers on a “systems of systems” strategy—combining sensors, command-and-control software, and various platforms into a single package. (SEC)
The path forward isn’t straightforward. A resale registration still has the potential to weigh on the stock, should holders decide to take advantage of rallies. As for the Rotron deal, it’s not without its own complications — the usual hurdles like sign-offs, closing details, and then the challenge of bringing everything together. In a stock that draws a lot of retail action, shares can swing on headlines, though those spikes don’t always stick around.
After the open, eyes go to any follow-up filings linked to the resale prospectus, plus fresh details on the Rotron deal’s closing timeline. Ondas has its next earnings set for March 18—numbers then should indicate if this acquisition-and-investment pitch is paying off. (Investing)
