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HAHAWK

HawkEye 360, Inc.

$HAWK·$1.8B·Aerospace & Defense·Industrials
$18.69+3.1%1Y-45.0%
Mentions · last 7 days
2026-07-10: 56 posts2026-07-11: 4 posts2026-07-12: 9 posts2026-07-13: 7 posts2026-07-14: 6 posts2026-07-15: 6 posts2026-07-16: 21 posts113-28%
Price updated 23h ago·X counts updated 2d ago
HAHAWK
$HAWKHawkEye 360, Inc.
$18.69+3.09%113 posts-28%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HAWK, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

HawkEye 360 is the RF-intelligence satellite name with 116% revenue growth and $500M cash — the post-IPO sell-off has created a real entry point.

HawkEye 360 is a US-based commercial-satellite operator providing radio-frequency (RF) signal intelligence — maritime domain awareness, situational awareness and defense-adjacent analytics via a proprietary satellite constellation. The stock is $18.69, down 45% year-over-year post-IPO, with a $1.83B market cap and real operational catalysts.

  • Revenue growth is genuinely explosive: X posters cite revenues +116% YoY plus adjusted EBITDA positive (rare for the space sector) — that specific combination on a scaled RF-intelligence platform is what makes HAWK a differentiated post-IPO opportunity.
  • The cash position provides real runway: X posters cite ~$500M in cash post-IPO plus the specific $75M European agency contract as anchor revenue — that's a real institutional-scale contract that establishes credibility for future defense-adjacent contracts.
  • The recent contract awards continue to stack: HAWK was awarded another $3M contract (small vs the $75M European agency award, but yet another win) plus HawkEye-owned ISA Inc. was selected for a SBIR award to develop an adaptable radar-warning sensor — the specific SBIR is the exact defense-adjacent product-cycle catalyst.
  • The Iran-conflict maritime demand is the specific near-term catalyst: X posters cite consensus estimates for Q2 2026 being 'way too low' given the Iran-conflict-driven maritime intelligence demand from April-June — that specific tailwind is what materially amplifies the Q1 print into a real beat setup.

The September 28 Q2 print is the coil-break: revenue growth extending above +100% with continued maritime-intelligence and defense-contract-award commentary is what pushes the tape toward $30+; a soft maritime-demand disclosure or a specific contract-loss mention sends the stock back through $12 support.

Agrees with X sentimentThe X '+116% YoY revenue, ~$500M cash post-IPO, adjusted EBITDA positive, another $3M contract, ISA SBIR award, and consensus Q2 estimates way too low' framing is directly consistent with the operational trajectory. The specific Iran-conflict maritime tailwind is a fair near-term catalyst.

What to watch: The September 28 Q2 earnings — revenue growth trajectory, maritime-intelligence commentary, and defense-contract-award commentary. Above-100% growth pushes the tape to $30+; a soft disclosure sends the stock through $12.

On the calendar: 2026-09-28 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-15

HawkeAI chatter is emphatically bullish. HAWK now at ~$1.8B market cap, growing revenues +116% YoY, ~$500M in cash post-IPO, and adjusted EBITDA positive (rare for space sector). HAWK was awarded another $3M contract (small compared to recent $75M European agency contract - but yet another). Hawkeye-owned ISA Inc selected for SBIR award to 'develop adaptable radar-warning sensor.' Consensus estimates for Q2 26 are 'way too low' given Iran conflict and maritime business demand from April-June. Community broadly long.

Read the AI verdict + X sentiment for $HAWK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Commercial RF satellite constellation providing maritime domain awareness and spectrum intelligence for defense and commercial clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $HAWK.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $HAWK

Partial — Commercial RF satellite constellation providing maritime domain awareness and spectrum intelligence for defense and commercial clients; the defense budget expansion and space commercialization is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+17.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-9.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-21.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
92.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 22, 2026$-1.14$-0.07-1609.9%
Q1 2026Jun 3, 2026$-0.09$-0.08-12.5%
Next earningsMon, Sep 28·consensus EPS $-0.13

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.—Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 75.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAgreement terminatedMay 218-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

HAWK (HAWK) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $125.0 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

3New insider — initial holdingsMay 113
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of HAWK securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HAWK.

3New insider — initial holdingsMay 113
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of HAWK securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HAWK.

8-KCharter amendmentMay 88-K — Item 5.03: Charter amendment
AI summary

HAWK (HAWK) disclosed an amendment to its articles of incorporation or bylaws under 8-K Item 5.03. Such amendments may involve changes to authorized share count, governance procedures, director election standards, or other structural corporate provisions. Bylaw and charter amendments require board approval and, depending on the nature of the change, may require shareholder approval. These filings are material because they modify the foundational legal documents governing the company's structure and shareholder rights.

424B4Prospectus supplement (offering)May 7424B4
AI summary

HAWK (HAWK) filed a 424B4 final prospectus for a firm-commitment underwritten public offering of common stock. The offering covers 16,000,000 Shares for gross proceeds of approximately $26. Unlike ATM programs, a firm-commitment offering involves underwriters who purchase all offered shares at a set price, providing immediate capital certainty. Net proceeds will be used for general corporate purposes, which may include expansion, acquisitions, or debt repayment.

3New insider — initial holdingsMay 63
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of HAWK securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HAWK.

3New insider — initial holdingsMay 63
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of HAWK securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HAWK.

3New insider — initial holdingsMay 63
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of HAWK securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HAWK.

+ 26 other (15 3s · 2 S-1/As · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HawkEye 360 Proves Commercial Enabled Track Custody at Valiant Shield 2026prnewswire.com·2d agoHawkEye 360 Pathfinder Satellite Model Featured in New Smithsonian's National Air and Space Museum Exhibitprnewswire.com·5d agoHawkEye 360: The Post-IPO Selloff Has Created A Compelling Entry Pointseekingalpha.com·9d agoHawkEye 360 Announces First Quarter 2026 Financial Resultsprnewswire.com·27d agoHawkEye 360 Announces New Leadership for Innovative Signal Analysisprnewswire.com·30d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on XSpace EconomyDefense & Drones

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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