Ondas Inc. · Brief

Next report

8 days

Nov 12 · before openest.Q3 FY26

Expected move

±8.1%implied · report alone

5.326.26

straddle ±14.1%

spot 5.79exp Nov 13ATM strike 6ATM straddle 0.96IV 122%

Nov 3 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±11.8%▼−8.80%×0.74

quarterimplied−15%0+15%realized×

Q2 FY26±11.8%▼−8.80%×0.74

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 12 report · est.

Bull2 of 3

425broad manager participation in the latest quarterly institutional filings13F · Jun 30 '26

+52.25%ten largest reporting managers materially increased their aggregate shares last quarter13F · Jun 30 '26

Bear1

32managers whose positions together account for most of the reported value13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

ONDS report session

No linked exposure.

Oct 29impliedImplied move: ±12.6% into Nov 12 earnings (Oct 29 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.