HAWK

HawkEye 360 Inc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 14.67 Industrials - Aerospace & DefenseAWAIT ENTRY

ACTIONABLEMethodology gates passed

Position levels

Currenttoday

USD 14.67

Buy <=wait / entry

USD 13.00

Trim >=take some off

USD 19.00

Thesis breakA guidance cut for 2026, the loss of one or more of the newly announced internat...

Scenario-weighted conviction

	Probability	Score	Contribution
Bull case	26%	100 / 100	26.0
Base case	49%	62 / 100	30.4
Bear case	25%	10 / 100	2.5
Weighted conviction			59 / 100 - OPPORTUNISTIC BUY

Top risks

$100M+ new international contract awards
Acquisition of Innovative Signal Analysis and strategic acquisition with Series E funding
Q2 2026 revenue $49.8M and full-year 2026 guidance of $215-220M revenue with positive Adj. EBITDA

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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.