ONDS (ONDS)

🚨 BlackRock $BLK lifts its exposure to ONDAS $ONDS sharply In a Schedule 13G filed on July 29, effective June 30, 2026, it declares: • 38,129,865 shares • 7.2% of Ondas Holdings • 37,278,093 voting‑share‑power shares Comparing the reported figures: 📈 +28.8 million shares versus the prior quarter 📈 Position multiplied by 4.1x 📈 Approximate increase of 309% A strong signal of the robust growth of institutional participation in $ONDS.

$ONDS saw a great recovery from the 0.75 log Gann level support at $6.95, but urgently needs to reclaim the horizontal level of that Gann Square chart around $8.20 for anything positive to happen https://t.co/wV9D8bId7t

📉 Short interest update for Ondas $ONDS According to data as of July 15, the short interest of ONDS would have dropped about 5 percentage points, from roughly 37.9% of the float to around 32.9%. In terms of shares, short positions would have decreased from approximately 197.6 million to 167.5 million, representing coverage of about 30 million shares, or an approximate decline of 15%. At first glance, this could be interpreted as a reduction in short‑squeeze potential. And it’s true there is a bit less fuel than before. But the full analysis is considerably more interesting. Even after that reduction, more than 30% of the float would still be sold short, an extraordinarily high figure. Structural bearish pressure remains very relevant. Moreover, the official figure is only a snapshot of the market on a specific date. After July 15, the loan market tightened sharply again: The annualized cost to go short rose to roughly 18%. The availability observed on Interactive Brokers temporarily fell to zero shares available for borrowing. This does not contradict the reduction in short interest. There may be fewer total short positions and, at the same time, very few shares available to open new bearish positions. In that scenario, going short becomes more expensive and the sellers’ margin of maneuver shrinks. It is also important to clarify that “zero shares available” refers to the inventory observed at a particular broker, not necessarily the entire market. Both availability and borrowing cost can change rapidly during the session. Therefore, the short‑squeeze thesis does not disappear. It simply changes. There is a bit less accumulated fuel than before, but the remaining shorts are still numerous and now operate in a more uncomfortable environment. A new round of contracts, strong results, or a relevant technical breakout could force coverage again. Fewer shorts than before, yes. But still a huge bearish position and an increasingly tense loan market. $ONDS

Ondas $ONDS is showing one of the most constructive signals possible on a beta liquidation day: it should be falling a lot and it isn’t. With the borrowing cost at 18.1% and observed availability at zero for loanable shares, the balance starts to become more uncomfortable for shorts. This combination is exactly what you want to observe before a possible squeeze: the asset stops falling on days when it should be falling a lot. 👀

🚨 Ondas $ONDS could be entering a new stage According to Oppenheimer, after meeting management on July 21, Ondas has largely completed its acquisition targets for 2026. This is key. The thesis would no longer rely mainly on continuing to buy companies, but on demonstrating: • effective portfolio integration • organic growth above 100% • conversion of orders into revenue • margin and EBITDA improvement • capital discipline and lower dilution Oppenheimer maintains a Buy rating and a target price of US$16, with estimates of: • Q2 2026: US$65M • FY2026: US$525M • FY2027: US$1.200M • FY2028: US$1.600M The tone after the meeting was very positive: “Right place, right time”. “The sector is still in its early stages”. “Various products are entering the acceleration phase of their adoption curve”. The most important signal is this: $ONDS could be leaving behind the construction phase via M&A and entering the execution, scaling, and monetization phase. Now the market will demand organic growth, margins, cash generation, and return per share. If Ondas demonstrates this in the coming quarters, the >50% drop from highs could turn out to be a temporary disconnect between price and fundamentals.

🚨 US accelerates defense spending: tailwind for Ondas $ONDS The House passed its version of the FY2027 NDAA at roughly US$1.14 trillion, about 28% more than FY2026. The most relevant point is not just the amount, but where the increase is directed: • Procurement: +58% • Research and development: +52% • Greater funding for persistent ISR • Autonomous Counter-UAS • Ground robotics • Low‑cost munitions and precision strike These priorities line up directly with the portfolio Ondas has consolidated through DZYNE and its other acquisitions: 🔹 ULTRA: long‑duration ISR 🔹 Sentrycs, Iron Drone and DZYNE: Counter‑UAS 🔹 Roboteam and Apeiro: ground systems 🔹 DZYNE and Mistral: precision strike 🔹 SkyWeaver: sensor‑to‑shooter integration Moreover, the NDAA seeks to speed the transition from prototypes to production and to favor non‑traditional tech contractors, one of the biggest potential catalysts for $ONDS. But caution: it is not yet law nor does it represent revenue for Ondas. It still needs the Senate version, reconciliation, the presidential signature, and budget appropriations. My take: The U.S. budget is beginning to align almost point‑by‑point with the technology architecture Ondas is building. 📈 Impact on the thesis: positive for 2027–2029. Real confirmation will come when ULTRA, Counter‑UAS and UGV enter funded programs and generate concrete orders.

$ONDS top is probably in for the short term when I’m seeing posts like this lol

$ONDS It gave a very strong reaction from the green zone https://t.co/MAJdzv70mp

$ONDS nice follow through after yesterday's bounce https://t.co/jcIMutOKIV