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HYHYLN

Hyliion Holdings Corp.

$HYLN·$736M·Auto - Parts·Consumer Cyclical
$3.95-3.4%YTD+118.7%1Y+172.4%
Mentions · last 7 days
2026-07-08: 10 posts2026-07-09: 13 posts2026-07-10: 14 posts2026-07-11: 5 posts2026-07-12: 2 posts2026-07-13: 15 posts2026-07-14: 16 posts75+9%
Price updated 3h ago·X counts updated 1d ago
HYHYLN
$HYLNHyliion Holdings Corp.
$3.95-3.42%75 posts+9%
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 $HYLN, 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.

Driven by hypeCooling offAI verdict · as of 2026-07-14

Catching its breath after a run — could pick back up or fade from here.

Hyliion is up 166% TTM as the KARNO modular power play — a $700M cap at 100x sales with Needham $9 says the multi-catalyst setup is real.

Hyliion Holdings is the specialty energy company whose KARNO modular power-generation technology has been the specific reason the stock has 2.6x'd over TTM. The tape is 24% below the 50-day but 39% above the 200-day into Aug 11 Q2 earnings.

  • The Q1 print showed real acceleration off a small base: revenue grew 479% YoY to $2.8M at a -482% operating margin (essentially all costs), and Q4 fell 53% at -2,166% margin — meaning the top-line trajectory is genuinely nascent, and the FY26 EPS estimate of -$0.09 for Q2 reflects continued invest-through-scale burn.
  • The strategic positioning is genuinely thematic: KARNO's showcasing at the 2026 Pennsylvania Defense and Innovation Summit plus the appointment of defense-innovation leader Abdul Subhani as a strategic advisor — meaning defense-adjacent power-generation demand is a specific catalyst, and Needham's Buy at $9 (135% upside implied) reflects the analyst-side ratification.
  • The setup is what tempers the enthusiasm: $700M market cap at 100x sales with no cash flow or commercial product (per the honest skeptic in sentiment) plus the July 9 Pomerantz Law Firm investigation notice — meaning the equity is priced entirely on the KARNO commercialization arc, and any slip materially resets the trajectory.

Aug 11 Q2 earnings is the confirming print — need continued revenue acceleration plus specific KARNO commercial-contract commentary to break the -24% below-50-day pattern; a soft print or a KARNO-timing slip extends the drift. The Needham $9 target is real optionality; commercial conversion is what actually matters.

Agrees with X sentimentSentiment is mixed and honestly reflects the setup — the defense-positioning and Needham Buy $9 are real; the skeptic's 100x sales with no cash flow is also real. Both are true. Lean cautiously with the operational read but flag that the KARNO commercial conversion is what actually needs to show up.

What to watch: Aug 11 Q2 earnings — need continued revenue acceleration plus specific KARNO commercial-contract commentary to break the -24% below-50-day pattern. A soft print or KARNO-timing slip extends the drift.

On the calendar: 2026-08-11 — Q2 earnings

X sentiment

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

Bullish sentiment10 posts analyzed · as of 2026-07-15

Hyliion chatter is bullish. HYLN will showcase KARNO Technology at the 2026 Pennsylvania Defense and Innovation Summit - Thomas Healy CEO invited to speak. Needham rated HYLN Buy with $9 PT (stock at ~$4) citing power generation for data centers and power-hungry AI applications. Community sees HYLN as an alternative to BE for power generation without the recent short-report scandal. FirehawkAero and Hyliion appointed the same strategic advisor - a signal of aligned defense/AI-power vision. Community broadly long.

Read the AI verdict + X sentiment for $HYLN

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  • 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.

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 — solid-state batteries (QS) and advanced LiDAR (AEVA) are the enabling technology layer for next-generation EVs, while MOD's thermal management serves both AI..

What this means for $HYLN

Neutral — Develops hybrid and fully-electric powertrain solutions for Class 8 commercial trucks, targeting fleet electrification without full vehicle replacement; this business's revenue is largely decoupled from the solid-state battery and advanced LiDAR enabling technology cycle.

Industry benchmark

8-name peer basket
+9.2%YTD
+4.0%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
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%
Q2 2025Aug 12, 2025$-0.08$-0.09+11.1%
Next earningsTue, Aug 11·consensus EPS $-0.09

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$11.7M$9.8M – $14.2M-$0.31-$0.39 – -$0.241
FY27$29.6M$24.9M – $35.9M-$0.37-$0.47 – -$0.292
FY28$87.5M$73.7M – $106.3M-$0.16-$0.25 – -$0.082
FY29$231.5M$194.9M – $281.2M-$0.01-$0.01 – -$0.011
FY30$374.0M$314.9M – $454.3M$0.24$0.19 – $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.0.4×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.38%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.-20.4%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.+47.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 123.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% 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.β3.475-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

No open-market buys or sells in the last 180 days.

+ 34 other (19 others · 13 awards · 2 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-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.

S-3Shelf registrationFeb 25S-3
+ 9 other (2 earnings 8-Ks · 1 SD · 1 10-Q · 1 proxy) in window

Recent news

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

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Hyliion Holdings Corp. - HYLNglobenewswire.com·1d agoHyliion to Showcase KARNO Technology at 2026 Pennsylvania Defense and Innovation Summitbusinesswire.com·6d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Hyliion Holdings Corp. - HYLNprnewswire.com·6d agoHYLN Investor Notice: Johnson Fistel Investigates Hyliion Holdings Corp.globenewswire.com·8d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Hyliion Holdings Corp. - HYLNglobenewswire.com·8d ago

In themes

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

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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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