Ondas Led U.S. Stock Delivery Failures in August

The company recorded the highest failure-to-deliver rate among all U.S. securities during the second half of August 2026.

Updated on Sept. 28, 2026 in Public Companies

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Ondas recorded the highest failure-to-deliver rate among all U.S. securities during the latter half of August 2026, landing the firm on the mandatory threshold list. AI Illustration. Upload story photo >

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Ondas topped the list of U.S. stock delivery failures for the latter half of August 2026. The firm also appeared on the Threshold Security list between August 18 and August 27.

Why it matters

A high failure-to-deliver rate often indicates significant volatility and imbalances in share availability. Investors monitor these figures to understand potential liquidity constraints affecting a security.

Ondas reported $83.8 million in second quarter revenue, an increase of over 13 times compared to the second quarter of 2025. The company currently faces a 22% year-to-date decline in stock value.

The players

Ondas

Ondas is a publicly traded company that has reached a multi-billion dollar market capitalization and trades on the Nasdaq exchange.

The details

Failures-to-deliver occur when a party fails to provide shares by the settlement deadline to complete a trade. Ondas appeared on the mandatory Threshold Security list, which requires a failure-to-deliver volume of at least 0.5% of the total shares outstanding.

Timeline

  1. Ondas recorded baseline quarterly revenue in Q2 2025.

  2. The firm entered the Threshold Security list on August 18, 2026.

  3. Ondas exited the Threshold Security list on August 27, 2026.

  4. The firm led U.S. failure-to-deliver rankings in the second half of August 2026.

Market Landscape

The emergence of Ondas on the list follows the established regulatory pattern for securities experiencing persistent settlement failures under the SEC Threshold Security list requirements. This classification positions the firm within a specialized category of market monitoring that triggers strict compliance oversight.

Investors and shareholders should note that high failure-to-deliver rates can signal unusual activity that may influence short-term price volatility. The company continues to target over $525 million in full-year revenue despite the current stock performance.

The takeaway

Maintaining transparency regarding delivery failures is essential for market integrity during periods of rapid corporate growth. Investors should monitor future quarterly filings to see if the company meets its ambitious annual revenue targets.

Further reading

Learn more about market volatility trends in the Public Companies section.

Source note: This article includes information reported by Protos.

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