ONDS Ondas Inc.

NEUTRAL Impact: 3/10 8-K
Horizon days Filed May 22, 2026 Processed 18d 18h ago SEC 0001213900-26-060322
8-K context-dependent: Items 3.02, 8.01
Latest settled — T+5d ⚠ clustered
ONDS ▲ +48.57% at T+5d
NEUTRAL call ✓ call won +48.57% · α vs SPY +46.89% · entry $9.06 → $13.46
Next anchor: T+20d in 13d
Last close $10.30 (close Jun 8) · +13.69% from $9.06 entry
Entry anchored
May 22, 08:39 AM ET
via Databento tick
T+1d
+7.84%
call +7.84% · α +7.25%
$9.77
settled 15d ago
T+5d
+48.57%
call +48.57% · α +46.89%
$13.46
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Ondas Inc. filed a prospectus supplement registering 2,738,224 shares of common stock for resale by selling stockholders who acquired the shares in the March 2026 acquisition of Mistral, Inc. The shares were originally issued in a private placement exempt under Regulation D and are now being registered for public resale. This is an administrative step to facilitate the Mistral acquisition consideration, not a new capital raise for the company.

Actionable Insight

This is a routine resale registration for shares already issued in the Mistral acquisition. No new dilution or capital raise. Monitor for any selling by the Mistral stockholders in the coming weeks, but the filing itself is administrative and should not move the stock.

Key Facts

  • Prospectus supplement filed May 22, 2026 covering resale of 2,738,224 shares by selling stockholders
  • Shares were issued in connection with the March 8, 2026 acquisition of Mistral, Inc.
  • Registration statement on Form S-3ASR (File No. 333-290121) became effective September 9, 2025
  • Shares were originally issued in a private placement exempt under Regulation D
  • No new shares are being issued; this is a resale registration for existing shares held by acquisition counterparties

Financial Impact

Registration of 2,738,224 shares for resale; no new capital raised. At a $4.6B market cap, this represents approximately 0.06% of outstanding shares (assuming ~4.6B shares outstanding based on $4.6B market cap and ~$1 stock price), though exact dilution percentage is not calculable from filing data alone.

dilution

Risk Factors

  • Potential overhang if selling stockholders execute large block trades

Market Snapshot

Exchange
Nasdaq
Sector
Radio & Tv Broadcasting & Communications Equipment
Analyst Consensus
93% bullish (14 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-060322
Document: ea029185701ex5-1.htm0001213900-26-060322
Document: 0001213900-26-060322-index-headers.html0001213900-26-060322
Document: 0001213900-26-060322-index.html0001213900-26-060322
Document: 0001213900-26-060322.txt0001213900-26-060322
25 reports for ONDS
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+60▲ +39.71%Mar 9, 2026
Filters
Rows
Reports for ONDS — sortable, filterable
Type Now
Jun 9, 2026
today
8-K
NEUTRAL ★ 2/10
$10.55 awaiting T+1awaiting T+1$10.30 (−2.37%)
Jun 3, 2026
6d ago
8-K
NEUTRAL ★ 3/10
$11.61 $11.97▲ +3.10%▲ +2.70%$10.30 (−11.28%)
May 29, 2026
11d ago
8-K
NEUTRAL ★ 2/10
$13.46 $13.58▲ +0.89%▲ +0.74%$10.30 (−23.48%)
May 28, 2026
12d ago
8-K
NEUTRAL ★ 4/10
$13.25 $13.22▼ −0.23%▼ −0.47%$10.30 (−22.26%)
May 22, 2026
18d ago
DEFA14A
NEUTRAL ★ 4/10
$9.77 $10.80▲ +10.54%▲ +10.53%$10.30 (+5.42%)
May 22, 2026
18d ago
8-K
NEUTRAL ★ 3/10
$9.06 $9.77▲ +7.84%▲ +7.25%$10.30 (+13.69%)
May 21, 2026
19d ago
8-K
MIXED ★ 6/10
$9.18 $9.06▼ −1.31%▼ −1.75%$10.30 (+12.20%)
May 21, 2026
20d ago
144
NEUTRAL ★ 2/10
$9.18 $9.06▼ −1.31%▼ −1.75%$10.30 (+12.20%)
May 21, 2026
20d ago
144
NEUTRAL ★ 2/10
$9.18 $9.06▼ −1.31%▼ −1.75%$10.30 (+12.20%)
May 18, 2026
22d ago
DEFA14A
NEUTRAL ★ 3/10
$9.13 $9.36▲ +2.58%▲ +1.54%$10.30 (+12.88%)
Showing 10 of 25

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