Ondas Holdings Faces Challenges Ahead of Earnings Report

Menlo Park, California — Ondas Holdings is navigating a difficult period marked by financial uncertainties and strategic maneuvers. The company is set to release its Third Quarter 2025 Financial Results on November 13, 2025, and investor sentiment remains cautious due to predicted losses and concerns about share dilution.

Analysts expect Ondas to announce a loss of 5 cents per share, despite revenue projections showing growth. This follows a history where the firm has missed earnings estimates in three out of the last four quarters. The upcoming report is crucial for Ondas, especially as it faces skepticism due to a recent stock drop of nearly 23% attributed to technical indicators and weak market performance.

Recent moves by Ondas, including the acquisition of Sentrycs on November 4 and a strategic investment of $14 million in Safe Pro Group, have sparked mixed reactions among investors. These actions are crucial as they align with Ondas’s goal to enhance its presence in the defense and autonomous systems sectors. However, following the investment in Safe Pro Group, Ondas shares saw a decline of 3.1% on November 6, signaling investor apprehension towards substantial expenditures.

Furthermore, the company is facing dilution risks as a proposed amendment to double its authorized common shares is up for a vote on November 18, 2025. If passed, this could potentially impact existing shareholders unless revenue improves significantly to offset the dilution.

Ondas Holdings anticipates reaching $151.6 million in revenue by 2028, assuming a robust annual growth rate. However, achieving this goal depends heavily on successful integration of recent acquisitions and generating sustainable profitability. The current financial landscape remains challenging, with the company reporting a $10.75 million loss for the quarter ending June 30, 2025.

Despite the negative market sentiment, some analysts highlight potential positives, especially if Ondas manages to secure new contracts in the defense sector. As the company progresses, industry experts suggest that maintaining open communication about growth strategies will be crucial for rebuilding investor confidence. Ondas Holdings stands at a critical juncture, where its ability to turn challenges into opportunities will determine its future success.