Ondas Inc. shares surge 48.11% on rebranding, $10M defense orders

The share price rose to its highest level so far this month today, with an intraday gain of 13.79%.

Ondas Holdings Inc., rebranding as Ondas Inc. in early 2026, has repositioned itself as a global defense and industrial technology platform, driving a 48.11% surge in its stock over four days. The company cited a $10 million influx in purchase orders for autonomous systems and counter-drone solutions, aligning with heightened demand for security technologies. Relocating its headquarters to West Palm Beach, Florida, the firm emphasized strategic advantages in defense procurement and regulatory environments. Analysts note the rebranding and operational updates signal a pivot toward integrated, scalable offerings in a sector gaining traction amid evolving security threats.

Upcoming financial catalysts, however, introduce volatility. A January 5 securities exchange will issue 2.39 million shares, potentially diluting shareholder value, while a January 15 debt maturity extension raises liquidity concerns. Insider activity further complicates the outlook: director Ron Stern’s planned sale of 100,000 shares contrasts with newly appointed executives’ vested RSUs, reflecting mixed signals. Despite these risks, the stock’s climb to a 52-week high underscores investor confidence in Ondas’ long-term positioning within the defense and autonomy sectors, though near-term execution will be critical to sustaining momentum.