U.S. stock night market volatility: Ondas Holdings fell 7.27% in after-hours trading, despite record revenue and favorable orders

Tracking Unusual Activity
2025.11.18 03:36
portai
I'm PortAI, I can summarize articles.

Ondas fell 7.27% in the after-hours market; Lumentum Holdings fell 0.44% in the after-hours market, with a transaction volume of USD 782,500; Cisco rose 0.15% in the after-hours market, with a transaction volume of USD 200,900; Arista Networks fell 0.64% in the after-hours market, with a transaction volume of USD 60,100

U.S. Stock Night Market Movements

Ondas fell 7.27% in the night market. Based on recent news,

  1. On November 15, Ondas Holdings reported a record third-quarter revenue of $10.1 million, with a net loss reduced by 17.7%. This news drove the stock price up nearly 20%.

  2. On November 15, Oppenheimer upgraded Ondas Holdings' rating to "Outperform" and raised the sales guidance for the fiscal year 2025. This positive news further boosted market confidence.

  3. On November 17, Ondas Holdings announced it received an $8.2 million order from a European safety agency and will deploy the Iron Drone system at European airports. This news positively impacted the company's future growth prospects. Ondas Holdings has performed strongly recently but faces profitability challenges.

Stocks with High Trading Volume in the Industry

Lumentum Holdings fell 0.44% in the night market. Based on recent key news:

  1. On November 17, Lumentum Holdings Vice President Kim Jae submitted Form 144, planning to sell restricted securities. This move may raise market concerns about insider confidence in the company, leading to stock price volatility.

  2. On November 17, export controls and geopolitical tensions may affect sales or component procurement. Although Lumentum's transformation in cloud and AI networks shows potential, risks related to customer concentration, pricing, and supply chains still exist, impacting market confidence.

  3. On November 17, Lumentum's advantages in InP lasers, high-speed data communication optics, and early OCS systems align with the demand from hyperscale data centers. Despite the decline in the 3D sensing business, the company's growth potential in cloud and AI networks is viewed positively by the market. The industry transformation coexists with geopolitical risks.

Cisco rose 0.15% in the night market. Based on recent news,

  1. On November 15, Cisco announced the acquisition of Splunk, which will leverage Cisco's scale and market position to expand its service market. This news boosted investor confidence, driving the stock price up.

  2. On November 16, Cisco released its first-quarter financial report, showing revenue of $14.88 billion and earnings per share of $1, both exceeding analyst expectations, further driving the stock price up.

  3. On November 14, several Cisco executives submitted applications to sell restricted stock; nevertheless, the market remains optimistic about the company's future performance, and the stock price was not significantly affected. The overall industry performed well, supported by macroeconomic data.

Arista Networks fell 0.64% in the night market. Based on recent key news:

  1. On November 16th, Erste Group downgraded Arista Networks' rating from "Buy" to "Hold." Analysts pointed out that the company is building a cross-vendor ecosystem to integrate AI networks with computing infrastructure, which is expected to drive high revenue growth, but the downgrade negatively impacted the stock price.

  2. On November 15th, despite strong demand for Arista Networks' networking solutions, it failed to translate into an improvement in growth rates, leading the market to adopt a cautious attitude towards its future growth, which put pressure on the stock price.

  3. On November 15th, MarketBeat noted that top analysts believe there are five stocks more worthy of buying than Arista Networks, despite Arista Networks currently having a "Moderate Buy" rating among analysts, which has a certain impact on investor confidence. The integration of AI networks is expected to drive revenue growth