HAWK · NYSE · Aerospace & Defense

HawkEye 360 (HAWK)

Provides space-based RF intelligence and analytics for defense, maritime, and security missions.

$15.57
vs last close−0.69 (−4.24%)
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HawkEye 360, Inc.HAWK
Industrials

Designs, builds, and operates RF-detection satellites, then sells processed signals intelligence, analytics, and mission support to U.S. government agencies, allied governments, and selected commercial users. A vertically integrated collection-to-analysis model links satellite operations, algorithms, data delivery, and customer integration.

Designs, builds, and operates a formation-flying low-Earth-orbit satellite constellation that captures radio-frequency emissions, then turns them into classified and unclassified signals-intelligence data, analytics, algorithms, hardware, and mission support. Spectrum Monitoring, Maritime Intelligence, Air Defense Radar Monitoring, GNSS Interference Detection, and Communications Mapping serve U.S. defense, intelligence, diplomatic, and national-security agencies, allied governments, and selected commercial users.

Combines satellite collection with proprietary signal processing, an emitter library, AI-enabled analytics, secure cloud delivery, and customer APIs. Revenue is primarily government-contract based, including fixed-price work, subscriptions, tasked collections, engineering, training, and archived data. Operations depend on government procurement and appropriations, export and communications licenses, security clearances, satellite launches, and certain single-source suppliers.

Company facts

CEOJohn Serafini
ListedMay 7, 2026
ExchangeNYSE
HeadquartersHerndon, VA
CountryUnited States
Employees403
CIK0001750704
ISINUS4202011056

Market cap$1.59B
EPS (ttm)−$1.18
P/E (ttm)−13.76
ROE-6.2%
P/B2.00
P/S9.50
Dividend yieldDiv yield
Beta

Price target$40.00+146.0%Average of 3 analysts
ConsensusBuy3 of 3 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 17, 2026B of A SecuritiesUpgrade
Rating: Neutral
Rating: Buy
Sep 2, 2026Berenberg BankTarget
Target:
Target: $24
Jul 27, 2026Craig-HallumInitiate
Rating: Target:
Rating: BuyTarget: $25
Jun 22, 2026Cowen & Co.Downgrade
Rating:
Rating: Hold
Jun 22, 2026KeyBancInitiate
Rating:
Rating: Sector Weight

Next report
Nov 12, 26
in 51 days
EPS estimate
−$0.01
Revenue estimate
$56.6M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Jun '26Aug '26Nov '26
Reported−$0.45−$0.07Pending
Estimate−$0.08−$0.11−$0.01
Surprise−462.5%+34.9%

RevenueReportedEstimate

Jun '26Aug '26Nov '26
Reported$49.2M$49.8MPending
Estimate$49.2M$45.6M$56.6M
Surprise−0.1%+9.2%
Estimate−$0.01
ReportedDue Nov 12, 2026
Estimate$56.6M
ReportedDue Nov 12, 2026
View details

Debt to equity2.10%
Current ratio979.60%

ProfitabilityRevenueNet incomeNet margin

Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$32.2M$35.8M$49.8M$49.8M
Net income$1.7M$972.0K−$9.0M−$15.3M
Net margin5.2%2.7%0.0%0.0%

GrowthOperating income

Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$2.3M−$4.4M−$5.6M−$11.5M
YoY growth

Balance sheet, Jun 30, 2026Cash & short-term investments $503.4M · Total debt $16.7M · Total assets $904.2M · Shareholders' equity $794.8M

Revenue
$49.8M
Operating income
−$11.5M
Net income
−$15.3M
View details

No dividends on record.

Institutions37.46%36.70M shares
107 holders · as of Jun 30, 2026
Other62.54%61.26M shares
remainder

97.96M company shares as of Aug 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Insight Holdings Group, LLCInstitution
9.26%9.07Mas of Jun 30, 2026
FMR LLCInstitution
2.68%2.63Mas of Jun 30, 2026
Adage Capital Partners GP, L.L.C.Institution
2.68%2.62Mas of Jun 30, 2026
Point72 Asset Management, L.P.Institution
2.34%2.29Mas of Jun 30, 2026
Longaeva Partners L.P.Institution
1.63%1.60Mas of Jun 30, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

  • MDA Space

    Broad substitute in multi-sensor maritime geointelligence.

  • L3Harris Technologies

    Large defense incumbent in space ISR and spectrum dominance.

  • BlackSky Technology

    Direct alternative for real-time GEOINT monitoring subscriptions.

  • Planet Labs

    Substitute source for persistent satellite intelligence and analytics.

Compare

CompanyPriceChange
HawkEye 360$15.57−4.24%$1.59B9.5
MDA Space$31.41−1.20%$5.15B55.830.53.8+28.0%
L3Harris Technologies$240.12−2.76%$45.98B24.919.42.0+8.4%
BlackSky Technology$22.41−3.28%$948.2M8.7+50.1%
Planet Labs$16.78−1.70%$5.68B15.0+58.1%
Median40.425.06.3+39.1%