ONDS Ondas Inc.

BULLISH Impact: 8/10 8-K
Horizon months Filed Apr 24, 2026 Processed 1mo ago SEC 0001213900-26-047289
8-K material event: Items 2.01
Latest settled — T+20d ⚠ clustered
ONDS ▼ -12.99% at T+20d
LONG call ✗ call lost -12.99% · α vs SPY -17.01% · entry $10.55 → $9.18
Next anchor: T+60d in 5w
Currently $9.33 · -11.56% from $10.55 entry
Entry anchored
Apr 24, 09:07 AM ET
via Databento tick
T+1d
+3.79%
call +3.79% · α +3.63%
$10.95
settled 7w ago
T+5d
-4.83%
call -4.83% · α -5.74%
$10.04
settled 6w ago
T+20d
-12.99%
call -12.99% · α -17.01%
$9.18
settled 22d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

Ondas Inc. completed its $175 million acquisition of Mistral, Inc., a U.S. defense prime contractor, issuing 2.6 million shares of common stock. The company also established registration rights for the seller, enabling future resale of the shares. The deal expands Ondas' defense contracting capabilities and adds $264 million in backlog.

Key Financial Metrics

Offering Size
$175.0M
Dilution
2.8%

Actionable Insight

The stock-based acquisition expands Ondas' defense contracting footprint without diluting cash reserves, but traders should monitor the overhang from 2.6 million freely tradable shares. The addition of $264 million in backlog provides near-term revenue visibility and strengthens the company's position in the defense sector.

Key Facts

  • Completed acquisition of Mistral, Inc. for $175 million, paid entirely in stock
  • Issued 2,612,891 shares of common stock to complete the transaction
  • Mistral brings $264 million in contracted backlog and access to U.S. Army contract vehicles
  • Established registration rights allowing the seller to resell shares through a shelf registration
  • Daily resale limited to 10% of average daily trading volume to prevent market disruption

Financial Impact

Acquisition valued at $175 million with no cash component; adds $264 million in backlog from Mistral

revenuebacklogdilutionstrategic positioning

Risk Factors

  • Potential share price pressure from the resale of 2.6 million shares by the seller
  • Integration risk of combining two defense technology companies
  • Dependence on successful execution of the combined company's strategy

Market Snapshot

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

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-047289
Document: ea0286979-8k_ondas.htm0001213900-26-047289
Document: ea028697901ex99-1.htm0001213900-26-047289
Document: ea028697901ex5-1.htm0001213900-26-047289
Document: 0001213900-26-047289-index-headers.html0001213900-26-047289
Document: 0001213900-26-047289-index.html0001213900-26-047289
Document: 0001213900-26-047289.txt0001213900-26-047289
27 reports for ONDS
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +39.71%Mar 9, 2026
Filters
Rows
Reports for ONDS — sortable, filterable
Type Now
Jun 11, 2026
2d ago
Institutional Cluster
NEUTRAL ★ 4/10
$9.71 awaiting T+1awaiting T+1$9.33 (−3.91%)
Jun 11, 2026
2d ago
Institutional Cluster
MIXED ★ 4/10
$9.71 awaiting T+1awaiting T+1$9.33 (−3.91%)
Jun 9, 2026
3d ago
8-K
NEUTRAL ★ 2/10
$10.55 awaiting T+1awaiting T+1$9.33 (−11.56%)
Jun 3, 2026
9d ago
8-K
NEUTRAL ★ 3/10
$11.61 $11.97▲ +3.10%▲ +2.70%$9.33 (−19.64%)
May 29, 2026
14d ago
8-K
NEUTRAL ★ 2/10
$13.46 $13.58▲ +0.89%▲ +0.74%$9.33 (−30.68%)
May 28, 2026
15d ago
8-K
NEUTRAL ★ 4/10
$13.25 $13.22▼ −0.23%▼ −0.47%$9.33 (−29.58%)
May 22, 2026
21d ago
DEFA14A
NEUTRAL ★ 4/10
$9.77 $10.80▲ +10.54%▲ +10.53%$9.33 (−4.50%)
May 22, 2026
21d ago
8-K
NEUTRAL ★ 3/10
$9.06 $9.77▲ +7.84%▲ +7.25%$9.33 (+2.98%)
May 21, 2026
22d ago
8-K
MIXED ★ 6/10
$9.18 $9.06▼ −1.31%▼ −1.75%$9.33 (+1.63%)
May 21, 2026
23d ago
144
NEUTRAL ★ 2/10
$9.18 $9.06▼ −1.31%▼ −1.75%$9.33 (+1.63%)
Showing 10 of 27

US Market Status

Market Closed — Opens Mon (49h 37m)

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