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HAHAWK

HawkEye 360, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volume
$HAWK·$1.3B·Aerospace & Defense·Industrials
$12.44-3.5%1Y-63.4%
Price updated 7h ago·X counts updated 5d ago
HAHAWK
$HAWKHawkEye 360, Inc.
$12.44-3.49%236 posts5×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HAWK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

236X posts · last 7 days
Sep 29Oct 11
Chatter Meter
5×
QuietNormal · 1×Loud

How loud $HAWK's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 99% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-07

HawkEye 360 announced preliminary inclusion in the Russell 2000 index effective September. Traders add on the dip calling the selloff overdone, technical setup shows a double bottom with 'badass tech,' and 'starter entry' framing is common. Modest positioning gains.

Read what X is saying about $HAWK

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HAWK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

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

HawkEye 360 just got Russell 2000 inclusion — small-cap space-ISR name with a double-bottom setup into Nov 12.

HawkEye 360 operates a constellation of RF-geolocation satellites — tracking radio-frequency emissions worldwide for defense and intelligence customers. The company recently got preliminary Russell 2000 inclusion effective September.

  • Operations are improving: operating margin is positive at 2.9%, ROIC positive at 4.8%, PS 1.05 — unusually good fundamentals for a small-cap space name, which typically trade at deep operating losses.
  • The Russell inclusion is the near-term catalyst: index demand plus technical setup (double bottom with a "starter entry" framing) is drawing fresh positioning on the dip, with vol multiplier 1.23 confirming participation.
  • As a recent IPO the chart doesn't have a full year of 52-week range data — treat position reads with caution, but T12M is -57%, so the recent reclaim is off a meaningful drawdown.

Nov 12 Q3 is the gate — any new defense or intelligence contract plus continued operating-margin improvement extends the move off the double bottom. A contract-timing slip or margin reversion and the setup fails back into the drawdown.

Agrees with X sentimentThe thread has substantive drivers — Russell 2000 inclusion, double-bottom setup, starter-entry framing — all grounded in real events rather than pure chart-chasing on a recent IPO.

What to watch: Nov 12 Q3 — new defense / intelligence contracts, operating-margin trajectory, and any constellation-expansion commentary. A contract slip or dilutive raise is the clear invalidator.

On the calendar: 2026-11-12 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $HAWK

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

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%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
Q2 2026Aug 13, 2026$-0.07$-0.11+34.9%
Q1 2026Jun 22, 2026$-0.45$-0.08-462.5%
Next earningsThu, Nov 12·consensus EPS $-0.01

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$217.4M$217.2M – $217.6M-$0.17-$0.41 – -$0.037
FY27$271.7M$269.2M – $274.6M$0.03$0.02 – $0.047
FY28$336.3M$332.5M – $340.0M$0.38$0.37 – $0.407
FY29$408.7M$402.1M – $414.4M$0.77$0.75 – $0.783
FY30$487.6M$479.8M – $494.4M$1.71$1.67 – $1.745

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.0.8×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.-30.1%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 · 70.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β1.425-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 1Serafini John SheldonCEO92.3K sh$1.4MSellSep 16Michael S. TurnerChief Legal Officer18.3K sh$296KSellSep 15Michael S. TurnerChief Legal Officer8.3K sh$134KSellSep 15Searle Craig Chih-mengCFO9.2K sh$150KSellSep 11Arthur L MoneyDirector50.0K sh$821K
+ 3 other (3 exempts) in window

See when $HAWK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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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.

+ 28 other (15 3s · 3 13Gs · 2 10-Qs · 2 S-1/As) in window

Recent news

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

HawkEye 360 Secures $36 million in New International Contracts Driven by Increasing Demand for Signals Intelligenceprnewswire.com·2d agoHawkEye 360 Appoints Christina Hoggatt Senior Vice President of Global Communicationsprnewswire.com·4d agoHawkEye 360 Appoints John Monahan as Senior Vice President of U.S. Governmentprnewswire.com·9d agoHawkEye 360 (NYSE:HAWK) Sets New 12-Month Low on Insider Sellingdefenseworld.net·12d agoHawkEye 360 Secures Approximately $18 Million in Middle East Contract Awardsprnewswire.com·23d ago

In themes

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

Trending on XSpace EconomyDefense & Drones

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Voices on X · last 7 days

No standout posts about $HAWK on X in the last 7 days.

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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