New York, February 17, 2026, 05:33 EST — Premarket
- Ondas shares were down about 0.6% in premarket trade after a sharp gain in the last session
- The company last week flagged a new multi-million dollar European order for its Iron Drone Raider counter-drone system
- Recent SEC filings include a prospectus tied to potential share resales and a large CEO equity grant
Ondas Inc shares slipped in premarket trading on Tuesday, giving back a fraction of Friday’s jump, as U.S. markets reopened after a long weekend. The stock was down about 0.6% at $9.25 before the bell. (Investing)
The move matters because Ondas has become a high-beta defense-tech name. It swings hard on contract headlines, and traders have been quick to fade rallies when fresh paper hits the market.
That tension is back in focus going into the week: investors are weighing recent order momentum against a run of filings that highlight potential stock supply and heavy equity-based pay.
On Friday, Ondas said its Airobotics unit landed a new multi-million dollar order from a major European customer in a NATO country for its Iron Drone Raider counter-UAS system — technology designed to detect and stop hostile drones. Chief Executive Eric Brock said airports and urban infrastructure “require counter-UAS systems that operate safely,” while OAS co-CEO Oshri Lugassy pointed to operational deployment at a major European aviation hub. (Ondas Inc.)
Ondas ended the last regular session up 3.79% at $9.31, according to the company’s market-data feed, after trading between $8.82 and $9.68. (Ondas Inc.)
In an SEC filing dated Feb. 12, Ondas said it had filed a prospectus supplement covering the resale “from time to time” by certain stockholders of 528,652 shares tied to a prior acquisition — the kind of document that can signal a coming overhang if holders choose to sell.
A separate filing said the board’s compensation committee approved a restricted stock unit award to Brock equivalent to about 13.5 million shares, roughly 3% of shares outstanding, with vesting stretched out through 2029.
The company has also been stitching together a broader defense-and-security portfolio. Earlier this month it announced an agreement to acquire UK-based Rotron Aero, pitching the deal as a way to expand long-range unmanned capabilities. (Nasdaq)
But premarket trade can be thin, and Ondas has shown how quickly momentum can flip when investors start to focus on dilution risk, integration execution, or the timing of when “orders” turn into booked revenue.
Next up, traders are looking for the company to set a date for fourth-quarter results and fresh detail on backlog and cash burn. Ondas has not confirmed the timing, MarketBeat said, while MarketScreener lists a projected earnings release on March 17. (MarketBeat)
