Ondas to Host OAS Investor Day on January 16, 2026, Highlighting Updated Business Plan, Core+ Strategic Growth Program, and 2026 Financial Outlook

Rhea-AI Summary

Ondas (Nasdaq:ONDS) will host a virtual OAS Investor Day on January 16, 2026 at 10:00 AM ET presenting an updated 2026 business plan and financial outlook. Management will review the Core+ strategic growth program, capital allocation framework, and operating model after 2025 execution milestones.

The event will cover anticipated 2026 revenue growth, key financial assumptions, investment priorities, and progress toward improved operating leverage as the company scales. Presentations will also update OAS product lines (unmanned aerial and ground systems, counter-UAS), global customer engagements, production scaling, and international deployments, followed by a Q&A with senior management.

News Market Reaction

+13.70% 1.7x vol

23 alerts

+13.70% News Effect

+3.1% Peak in 2 hr 33 min

+$573M Valuation Impact

$4.76B Market Cap

1.7x Rel. Volume

On the day this news was published, ONDS gained 13.70%, reflecting a significant positive market reaction. Argus tracked a peak move of +3.1% during that session. Our momentum scanner triggered 23 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $573M to the company's valuation, bringing the market cap to $4.76B at that time. Trading volume was above average at 1.7x the daily average, suggesting increased trading activity.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Investor Day date: January 16, 2026 Investor Day time: 10:00 AM ET Share price: $11.02 +5 more

8 metrics

Investor Day date January 16, 2026 Scheduled OAS Investor Day 2026

Investor Day time 10:00 AM ET Start time for virtual event

Share price $11.02 Pre-news current price from market context

1-day move 12.91% Price change over prior 24 hours

52-week range $0.57 – $11.6999 Low to high over last 52 weeks

Market cap $3,705,466,228 Pre-news market capitalization

20-day avg volume 79,721,314 shares Average trading volume over last 20 days

Today’s volume 135,198,225 shares Pre-news trading volume

Market Reality Check

Price: $12.62 Vol: Volume 135,198,225 vs 20-...

high vol

$12.62 Last Close

Volume Volume 135,198,225 vs 20-day average 79,721,314 (about 1.7x), showing elevated activity ahead of the event. high

Technical Price 11.02 is trading above the 200-day MA of 4.34, reflecting a strong pre-news uptrend.

Peers on Argus

ONDS gained 12.91% with elevated volume, while key communication-equipment peers...

1 Up

ONDS gained 12.91% with elevated volume, while key communication-equipment peers were mixed: VSAT up 7.27%, BDC up 1.29%, VIAV up 0.55%, and EXTR/COMM down. Momentum scanner only flagged AAOI (+4.17%) separately, indicating ONDS’s move appears stock-specific rather than a broad sector rotation.

Historical Context

5 past events · Latest: Dec 31 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 31	New orders	Positive	+8.6%	Announced ~$10M in new autonomous systems purchase orders across key portfolios.
Dec 18	AI pilot results	Positive	+5.8%	Completed Middle East AI-powered demining pilot demonstrating advanced hazard identification.
Dec 18	Leadership change	Positive	+5.8%	Appointed retired Brigadier General as COO to drive operational scale and growth.
Dec 17	Acquisition close	Positive	-8.9%	Completed acquisition of Roboteam, adding rugged tactical UGVs to OAS portfolio.
Dec 17	Strategic MOU	Positive	-8.9%	Signed MOU with HEIDELBERG to pursue European cooperation on C‑UAV and ISR systems.

Pattern Detected

Recent ONDS news tied to new orders, strategic pilots, and leadership changes tended to see positive price reactions, while larger strategic transactions and cooperation announcements saw negative reactions, indicating selective investor response to different growth initiatives.

Recent Company History

Over the last few weeks, Ondas has reported multiple milestones. On Dec 31, 2025, it announced about $10M in new autonomous systems purchase orders, which coincided with an 8.57% gain. Earlier, an AI-powered demining pilot in the Middle East and the appointment of a new COO on Dec 18, 2025 were followed by 5.83% moves. In contrast, completion of the Roboteam acquisition and a cooperation MOU on Dec 17, 2025 saw -8.9% reactions, showing mixed responses to strategic deals versus operational wins.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-09-09

The company has an effective S-3ASR shelf registration dated Sep 9, 2025, allowing it to offer various securities (equity, debt, warrants, and units) via prospectus supplements as needed. Recent usage includes multiple 424B7 filings in late 2025, highlighting an established framework to raise capital opportunistically.

Market Pulse Summary

The stock surged +13.7% in the session following this news. A strong positive reaction aligns with t...

Analysis

The stock surged +13.7% in the session following this news. A strong positive reaction aligns with the recent pattern where ONDS often moved higher on operational and order-related updates, such as the 8.57% gain on new autonomous systems orders. The pre-event rally of 12.91% with volume about 1.7x its 20-day average suggests elevated expectations into the Investor Day. However, prior strategic deals triggered negative moves, and an effective S-3ASR shelf leaves scope for future capital raising, which could later influence sentiment.

Key Terms

operating leverage, capital allocation framework, unmanned aerial and ground systems, counter-uas, +2 more

6 terms

operating leverage financial

"progress toward improved operating leverage as the Company scales"

Operating leverage measures how much a company's profits are affected by changes in sales volume. When a business has high operating leverage, small increases in sales can lead to much larger increases in profit, much like a lever amplifies force. It matters to investors because it indicates how sensitive a company's earnings are to fluctuations in sales, affecting risk and potential returns.

capital allocation framework financial

"strategic priorities, operating model, and capital allocation framework as Ondas enters"

A capital allocation framework is a set of guiding principles that a company uses to decide how to distribute its financial resources among various needs, such as investing in growth, paying dividends, or reducing debt. It helps ensure that the company's money is used efficiently to create value over time. For investors, understanding this framework offers insight into how a company plans to grow and manage its finances sustainably.

unmanned aerial and ground systems technical

"update on OAS' product portfolio, including its unmanned aerial and ground systems and"

Unmanned aerial and ground systems are remote-controlled or autonomous vehicles—like drones in the air and robotic vehicles on land—that carry sensors, cargo or tools instead of a human operator on board. Investors care because these systems open new markets (surveillance, delivery, defense, agriculture), drive hardware and software sales, and face regulation, safety and export risks that can sharply affect company revenues and profit prospects, much like a factory adopting robots.

counter-uas technical

"including its unmanned aerial and ground systems and counter-UAS platforms, progress in"

Counter-UAS (counter-unmanned aircraft systems) are tools and tactics used to detect, track, and disable or divert drones that pose a threat to people, property, or operations. Think of them as a combination of a security camera, alarm system, and net that can find an unwanted flying device and stop it before it causes harm. Investors care because demand, regulation, and deployment of these systems affect revenue, contract opportunities, legal risk, and the valuation of companies that build or use them.

operating platform technical

"transformation into a scaled, high-growth operating platform following significant execution"

An operating platform is the core combination of systems, people, processes and technology a company uses to run its day‑to‑day business—like a kitchen’s layout and appliances that determine how fast and well meals get made. For investors, the quality of that platform matters because it affects how efficiently a company can grow, cut costs, handle more customers or integrate acquisitions, which in turn influences profitability and the risk of execution problems.

capital formation financial

"spanning technology, manufacturing, go-to-market execution, and capital formation-positions"

Capital formation is the process by which businesses and economies gather money needed to grow and operate, for example through reinvesting profits, selling shares, or taking on loans. Think of it as filling a fuel tank that powers expansion, product development, or new projects. For investors, how effectively and cheaply capital is raised affects a company’s growth prospects, profit potential and the risk or dilution of existing holdings.

AI-generated analysis. Not financial advice.

Investor update will focus on Ondas' transformation into a scaled, high-growth operating platform following significant execution milestones in 2025

2026 outlook to include anticipated revenue growth, key financial assumptions, investment priorities, and progress toward improved operating leverage as the Company scales

WEST PALM BEACH, FL / ACCESS Newswire / January 5, 2026 / Ondas Holdings Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas Networks, today announced that it will host OAS Investor Day 2026 on Friday, January 16, 2026.

The virtual Investor Day will feature a comprehensive update on Ondas' 2026 business plan, with a primary focus on OAS and the Company's evolution in 2025 into a high-growth, integrated operating platform. Senior leadership will outline the Company's strategic priorities, operating model, and capital allocation framework as Ondas enters its next phase of scaled execution.

Management will review the Company's Core+ Strategic Growth Program for 2026 and beyond, detailing how Ondas is combining disciplined execution of its core businesses with targeted strategic investments, partnerships, and acquisitions to accelerate growth, expand global market reach, and enhance long-term shareholder value. The presentation will highlight how Ondas' operating platform-spanning technology, manufacturing, go-to-market execution, and capital formation-positions the Company to support increasing customer demand across defense, homeland security, and critical infrastructure markets.

In addition, Ondas expects to provide a financial update and outlook for 2026, including discussion of anticipated revenue growth, investment priorities, and progress toward improved operating leverage as the Company scales. Management will outline key financial assumptions underpinning the 2026 plan, capital requirements to support growth initiatives, and the Company's approach to balancing near-term investment with long-term value creation for shareholders.

The Investor Day will also provide an update on OAS' product portfolio, including its unmanned aerial and ground systems and counter-UAS platforms, progress in global customer engagements, and the Company's roadmap for scaling production, field operations, and international deployments. Management will discuss how investments made in 2025 have strengthened Ondas' ability to execute as a unified, global operating company.

A question-and-answer session with senior management will follow the formal presentation.

Event Details:

• Date: Friday, January 16, 2026

• Time: 10:00 AM ET

• Location: Virtual Investor Day

• Registration: Here

About Ondas Holdings Inc.

Ondas Holdings Inc. (Nasdaq:ONDS) is a leading provider of autonomous systems and private wireless solutions through its business units Ondas Autonomous Systems (OAS), Ondas Capital and Ondas Networks. Ondas' technologies offer a powerful combination of aerial intelligence and next-generation connectivity to enhance security, operational efficiency, and data-driven decision-making across essential industries.

Ondas Autonomous Systems ("OAS") delivers a portfolio of AI-powered defense and security platforms deployed globally to protect sensitive sites, populations, and critical infrastructure. Through its operating companies-American Robotics, Airobotics, Apeiro Motion, Roboteam Ltd., and Sentrycs-OAS provides an integrated suite of autonomous aerial, ground, and counter-UAS solutions. These include the Optimus System, the first FAA-certified small UAS for fully automated aerial security and data capture; Iron Drone Raider, an autonomous counter-UAS interception platform; Roboteam's combat-proven tactical ground robotic systems for special operations and other military forces; Apeiro Motion's advanced ground robotics and tethered UAV systems with proprietary navigation and communications technologies; and Sentrycs' Cyber-over-RF (CoRF) and protocol-manipulation counter-UAS solutions.

Ondas Capital plans to combine advisory services and strategic investment management services to accelerate the rapid scaling and global deployment of unmanned and autonomous systems to Allied defense and security markets.

Ondas Networks provides software-defined wireless broadband technology through its FullMAX platform, based on the IEEE 802.16t standard. This standards-based system delivers high-performance connectivity for mission-critical IoT applications in markets such as rail, utilities, oil and gas, transportation, and government.

For additional information on Ondas Holdings Inc.: www.ondas.com, X and LinkedIn

For Ondas Autonomous Systems: LinkedIn

For Airobotics: www.airoboticsdrones.com, X and LinkedIn

For American Robotics: www.american-robotics.com, X and LinkedIn

For Stenrycs: www.sentrycs.com, X and LinkedIn

For Roboteam: www.robo-team.com,X and LinkedIn

For Apeiro Motion: www.apeiro-motion.com, LinkedIn

For Ondas Networks: www.ondasnetworks.com, X and LinkedIn

Forward-Looking Statements

Statements made in this release that are not statements of historical or current facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. We caution readers that forward-looking statements are predictions based on our current expectations about future events. These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict. Our actual results, performance, or achievements could differ materially from those expressed or implied by the forward-looking statements as a result of a number of factors, including the risks discussed under the heading "Risk Factors" discussed under the caption "Item 1A. Risk Factors" in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption "Item 1A. Risk Factors" in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise that occur after that date, except as required by law.

Contacts

IR Contact for Ondas Holdings Inc.
888-657-2377
ir@ondas.com

Media Contact for Ondas Holdings Inc.
Escalate PR
ondas@escalatepr.com

Preston Grimes
Marketing Manager, Ondas Holdings Inc.
preston.grimes@ondas.com

SOURCE: Ondas Holdings Inc.

View the original press release on ACCESS Newswire

FAQ

When is Ondas (ONDS) hosting the OAS Investor Day and how can I attend?

The virtual event is on January 16, 2026 at 10:00 AM ET; interested parties register via the company's investor relations registration link.

What will Ondas (ONDS) disclose in its 2026 financial outlook at Investor Day?

Management will discuss anticipated 2026 revenue growth, key financial assumptions, investment priorities, and plans to improve operating leverage as the company scales.

What is Ondas' Core+ Strategic Growth Program mentioned for 2026?

Core+ combines disciplined execution of core businesses with targeted strategic investments, partnerships, and acquisitions to accelerate growth and expand global reach.

Will Ondas (ONDS) provide product and commercialization updates at the Investor Day?

Yes; the company will update OAS product portfolio progress, including unmanned aerial and ground systems, counter-UAS platforms, production scaling, field operations, and international deployments.

How will Ondas' Investor Day address capital allocation and funding for 2026 initiatives?

Management will outline the capital allocation framework, capital requirements to support growth initiatives, and the approach to balancing near-term investment with long-term shareholder value.

Will there be an opportunity to ask questions to Ondas (ONDS) management during the Investor Day?

Yes; a question-and-answer session with senior management will follow the formal presentation.