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HYHYLN

Hyliion Holdings Corp.

$HYLN·$545M·Auto - Parts·Consumer Cyclical
$3.05-7.0%YTD+95.2%1Y+34.4%
Price updated 8h ago·X counts updated 5d ago
HYHYLN
$HYLNHyliion Holdings Corp.
$3.05-7.01%65 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HYLN 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.

65X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $HYLN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 89% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-15

Hyliion lands a $41.7M Navy KARNO contract and hikes FY26 revenue guidance 50% to $15M, with Northland moving to Outperform at a $10 PT. Posters see 100-150% upside if a data-center contract follows the Navy validation.

Read what X is saying about $HYLN

  • 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 $HYLN — 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.

Hyliion just landed a $41.7M Navy KARNO contract and hiked FY26 revenue 50% — bulls see 100-150% upside if datacenter follows.

Hyliion Holdings builds the KARNO generator — a fuel-flexible linear generator being pitched for military, data-center, and stationary-power applications. The commercial validation just arrived.

  • The business is pre-ramp: Q1 revenue +479% YoY off a tiny base at a -482% operating margin and PS 211x — standard pre-commercial industrial profile where the P&L is uninformative.
  • The commercial signal is specific: a $41.7M Navy KARNO contract was announced plus FY26 revenue guide hiked 50% to $15M — a dated, named-customer validation that moves the thesis from pitch to proof.
  • 52-week range position is 35% with volume at the 30-day average — mid-range on normal volume, with Northland moving to Outperform at $10 PT and bulls modeling 100-150% upside if a data-center contract follows the Navy validation.

Nov 10 Q3 is the gate — any datacenter KARNO customer confirmation plus continued production ramp extends the move. A Navy-contract execution slip or no datacenter follow-on and the stock gives back some of the massive YTD gain.

Agrees with X sentimentThe thread has substantive drivers — the specific $41.7M Navy KARNO contract, FY26 revenue guide hiked 50% to $15M, Northland Outperform at $10 PT, 100-150% upside framing on datacenter follow-on — all grounded in actual customer and sell-side events.

What to watch: Nov 10 Q3 — Navy KARNO execution update, any datacenter customer announcement, operating-cash trajectory, and FY27 guide. A contract-execution slip or no datacenter follow-on is the clear invalidator.

On the calendar: 2026-11-10 — Q3 earnings

Read the AI verdict on $HYLN

  • 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.

Develops hybrid and fully-electric powertrain solutions for Class 8 commercial trucks, targeting fleet electrification without full vehicle replacement.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $HYLN.

Auto - Parts · Consumer Cyclical

No material change from last week — aging US vehicle fleet (avg 12.

What this means for $HYLN

Partial — Develops hybrid and fully-electric powertrain solutions for Class 8 commercial trucks, targeting fleet electrification without full vehicle replacement.

Industry benchmark

10-name peer basket
-23.2%YTD
-24.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-23.7How 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
-32.6%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
-10.4%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
-5.2%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
211.5Same 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
-26.0%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
-113%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
0.0Total 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 11, 2026$-0.08$-0.08-5.7%
Q1 2026May 12, 2026$-0.07$-0.08+12.5%
Q4 2025Feb 24, 2026$-0.07$-0.08+12.5%
Q3 2025Nov 11, 2025$-0.08$-0.080.0%
Next earningsTue, Nov 10·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.8M+479.1%-67.1%-482%$-0.07$-14.6M
Q4 FY25$712K-52.8%-255%-2166%$-0.07$-13.6M
Q3 FY25$759K—-222%-2025%$-0.08$-21.1M
Q2 FY25$1.5M—-76.2%-1054%$-0.08$-14.2M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.3M$12.6M – $17.4M-$0.31-$0.39 – -$0.261
FY27$31.9M$28.2M – $38.9M-$0.30-$0.39 – -$0.262
FY28$82.3M$72.8M – $100.3M-$0.22-$0.34 – -$0.112
FY29$365.5M$323.1M – $445.3M$0.27$0.23 – $0.351
FY30$374.0M$330.6M – $455.7M$0.24$0.20 – $0.311

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.1.0×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.22%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.-20.2%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.-9.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 123.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β3.575-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.

Insider activity

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

Recent transactions

BuyAug 27Vincent T. CubbageDirector50.0K sh$170K
+ 26 other (17 others · 5 conversions · 4 gifts) in window

See when $HYLN 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-KOfficer or director changeOct 28-K — Item 5.02: Officer or director change
424B5Prospectus supplement (offering)Aug 11424B5
AI summary

Hyliion Holdings (HYLN) filed a prospectus supplement for an at-the-market equity offering of common stock. Sales agents earn up to 3% commission on gross proceeds from each sale. The ATM allows ongoing at-market equity issuance without a fixed deal size for the clean energy trucking company.

8-KShareholder voteMay 198-K — Item 5.07: Shareholder vote
AI summary

Hyliion Holdings Corp. held its 2026 Annual Meeting of Stockholders on May 19, 2026. Shareholders elected three Class III directors (Rodger Boehm, Mary Gustanski, Robert Knight Jr.) for terms through 2029, ratified Grant Thornton LLP as independent auditor, approved executive compensation on an advisory basis, and approved an amendment to the 2024 Equity Incentive Plan (72.5M for vs. 8.6M against, with 48M broker non-votes). All proposals passed with solid majorities. This is a routine governance filing with no material business transactions.

+ 10 other (2 10-Qs · 2 earnings 8-Ks · 1 CERT · 1 8-A12B) in window

Recent news

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

Kaplan Fox Alerts Investors of Hyliion Holdings Corp. (HYLN) to a Federal Securities Class Action - Deadline is October 27, 2026newsfilecorp.com·14h agoKaplan Fox Urges Investors of Hyliion Holdings Corp. (NYSE: HYLN) to Seek a Leadership Role Before October 27, 2026globenewswire.com·20h agoHYLN DEADLINE: ROSEN, NATIONAL INVESTOR COUNSEL, Encourages Hyliion Holdings Corp. Investors with Losses in Excess of $100K to Secure Counsel Before Important October 27 Deadline in Securities Class Action - HYLNnewsfilecorp.com·1d agoKaplan Fox Encourages Hyliion Holdings Corp. (HYLN) Investors With Substantial Losses to Contact the Firm Before October 27, 2026newsfilecorp.com·2d agoHYLN Deadline Alert: SueWallSt Reminds Hyliion Holdings Corp. (HYLN) Investors of Securities Class Action Deadline on October 27, 2026prnewswire.com·2d ago

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