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Updated 1m ago
HAWK logo

HawkEye 360, Inc.NYSE:HAWK Stock Report

Market Cap US$1.6b
Updated 1m ago
Share Price
n/a
1Yn/a
7D-6.1%
1D-0.7%
Portfolio Value
​
View

HawkEye 360, Inc.

NYSE:HAWK Stock Report

Market Cap: US$1.6b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

HawkEye 360 (HAWK) Stock Overview

Operates as a space-enabled defense technology company in the United States. More details

HAWK fundamental analysis
Snowflake Score
Valuation2/6
Future Growth5/6
Past Performance0/6
Financial Health5/6
Dividends0/6

Rewards

Trading at 71.8% below our estimate of its fair value

Earnings are forecast to grow 60.68% per year

Revenue grew by 81.4% over the past year

Risk Analysis

Volatile share price over the past 3 months compared to the US market


HAWK Community Fair Values

Create Narrative

See what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
53.4% undervalued intrinsic discount
AnalystConsensusTarget
•15d ago

Electromagnetic Spectrum Demand And Satellite Expansion Will Support This Bullish Long Term Thesis

12
0
2
AN
AnalystHighTarget
60.2% undervalued intrinsic discount
AnalystHighTarget
•29d ago

Electromagnetic Spectrum Demand And Satellite Expansion Will Drive Stronger Long-Term Earnings Potential

39
0
1
AN
AnalystLowTarget
32.1% undervalued intrinsic discount
AnalystLowTarget
•1d ago

Satellite Expansion Risks And Procurement Delays Will Eventually Support Stronger RF Intelligence Demand

2
0
0

Top Analyst Narratives

AN
AnalystConsensusTarget
53.4% undervalued intrinsic discount
AnalystConsensusTarget
•15d ago

Electromagnetic Spectrum Demand And Satellite Expansion Will Support This Bullish Long Term Thesis

12
0
2
AN
AnalystHighTarget
60.2% undervalued intrinsic discount
AnalystHighTarget
•29d ago

Electromagnetic Spectrum Demand And Satellite Expansion Will Drive Stronger Long-Term Earnings Potential

39
0
1
AN
AnalystLowTarget
32.1% undervalued intrinsic discount
AnalystLowTarget
•1d ago

Satellite Expansion Risks And Procurement Delays Will Eventually Support Stronger RF Intelligence Demand

2
0
0
View all narratives

HawkEye 360, Inc. Competitors

Lyntris

Symbol: NYSE:LYNX
Market cap: US$1.4b

AEVEX

Symbol: NYSE:AVEX
Market cap: US$1.8b

Applied Aerospace & Defense

Symbol: NYSE:AADX
Market cap: US$2.0b

Voyager Technologies

Symbol: NYSE:VOYG
Market cap: US$2.1b

Price History & Performance

Summary of share price highs, lows and changes for HawkEye 360
Historical stock prices
Current Share PriceUS$16.30
52 Week HighUS$35.73
52 Week LowUS$16.04
Beta0
1 Month Change-28.45%
3 Month Change-35.11%
1 Year Changen/a
3 Year Changen/a
5 Year Changen/a
Change since IPO-52.06%

Recent News & Updates

User avatar
New Narrative • Sep 11

Satellite Expansion Risks And Procurement Delays Will Eventually Support Stronger RF Intelligence Demand

Catalysts About HawkEye 360 HawkEye 360 provides radio frequency signals intelligence and analytics to defense, intelligence, and allied government customers using a proprietary satellite and processing platform. What are the underlying business or industry changes driving this perspective?
User avatar
New Narrative • Aug 28

Electromagnetic Spectrum Demand And Satellite Expansion Will Support This Bullish Long Term Thesis

Catalysts About HawkEye 360 HawkEye 360 provides radio frequency based signals intelligence and analytics to defense, intelligence, and allied government customers using a proprietary satellite and processing platform. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Aug 14

HawkEye 360: Mixed Signals

Summary HawkEye 360 is trading below its IPO price as sequential revenue and backlog growth stall, despite continued top-line expansion. HawkEye's current valuation of 8-9x sales is challenged by flattish sequential revenue, limited margin gains, and persistent operating losses. Organic growth slowed to just 33% in Q2, with most headline growth driven by the ISA acquisition rather than core business momentum. Caution prevails due to a slowing backlog, limited customer base, long sales cycles, and uncertain defense budgets. I remain on the sidelines. Read the full article on Seeking Alpha
User avatar
New Narrative • Aug 14

Electromagnetic Spectrum Demand And Satellite Expansion Will Drive Stronger Long-Term Earnings Potential

Catalysts About HawkEye 360 HawkEye 360 provides commercial radio frequency signals intelligence to U.S. and allied defense, intelligence, and civil customers. What are the underlying business or industry changes driving this perspective?

Recent updates

User avatar
New Narrative • Sep 11

Satellite Expansion Risks And Procurement Delays Will Eventually Support Stronger RF Intelligence Demand

Catalysts About HawkEye 360 HawkEye 360 provides radio frequency signals intelligence and analytics to defense, intelligence, and allied government customers using a proprietary satellite and processing platform. What are the underlying business or industry changes driving this perspective?
User avatar
New Narrative • Aug 28

Electromagnetic Spectrum Demand And Satellite Expansion Will Support This Bullish Long Term Thesis

Catalysts About HawkEye 360 HawkEye 360 provides radio frequency based signals intelligence and analytics to defense, intelligence, and allied government customers using a proprietary satellite and processing platform. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Aug 14

HawkEye 360: Mixed Signals

Summary HawkEye 360 is trading below its IPO price as sequential revenue and backlog growth stall, despite continued top-line expansion. HawkEye's current valuation of 8-9x sales is challenged by flattish sequential revenue, limited margin gains, and persistent operating losses. Organic growth slowed to just 33% in Q2, with most headline growth driven by the ISA acquisition rather than core business momentum. Caution prevails due to a slowing backlog, limited customer base, long sales cycles, and uncertain defense budgets. I remain on the sidelines. Read the full article on Seeking Alpha
User avatar
New Narrative • Aug 14

Electromagnetic Spectrum Demand And Satellite Expansion Will Drive Stronger Long-Term Earnings Potential

Catalysts About HawkEye 360 HawkEye 360 provides commercial radio frequency signals intelligence to U.S. and allied defense, intelligence, and civil customers. What are the underlying business or industry changes driving this perspective?

Shareholder Returns

HAWKUS Aerospace & DefenseUS Market
7D-6.1%-2.9%-1.0%
1Yn/a8.8%14.1%

Return vs Industry: Insufficient data to determine how HAWK performed against the US Aerospace & Defense industry.

Return vs Market: Insufficient data to determine how HAWK performed against the US Market.

Price Volatility

Is HAWK's price volatile compared to industry and market?
HAWK volatility
HAWK Average Weekly Movement10.4%
Aerospace & Defense Industry Average Movement8.8%
Market Average Movement6.9%
10% most volatile stocks in US Market15.3%
10% least volatile stocks in US Market2.9%

Stable Share Price: HAWK's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: Insufficient data to determine HAWK's volatility change over the past year.

About the Company

FoundedEmployeesCEOWebsite
2015395John Serafiniwww.he360.com

HawkEye 360, Inc. operates as a space-enabled defense technology company in the United States. The company offers a shareable, battlefield-proven RF intelligence platform and database for warfighters during varied cycles of geopolitical volatility. The company's solutions include customized SIGINT solutions including hardware, algorithms, and software capabilities; monitoring maritime activity in a customer’s regional domain; tracking military radar and air defense systems; tracking extremist group communications, movement, and activity; maintaining border security and providing tactical ISR on battlefield environments; ensuring navigational integrity of GNSS; and core signal processing algorithms used in national government SIGINT systems.

HawkEye 360, Inc. Fundamentals Summary

How do HawkEye 360's earnings and revenue compare to its market cap?
HAWK fundamental statistics
Market capUS$1.60b
Earnings (TTM)-US$12.76m
Revenue (TTM)US$167.64m
9.5x
P/S Ratio
-125.1x
P/E Ratio

Is HAWK overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
HAWK income statement (TTM)
RevenueUS$167.64m
Cost of RevenueUS$42.76m
Gross ProfitUS$124.88m
Other ExpensesUS$137.64m
Earnings-US$12.76m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-0.13
Gross Margin74.49%
Net Profit Margin-7.61%
Debt/Equity Ratio0%

How did HAWK perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/13 01:46
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

HawkEye 360, Inc. is covered by 11 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter ArmentBaird
Michael FilatovBerenberg
Ronald EpsteinBofA Global Research

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