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HAWK

HawkEye 360 Inc

BUY 2026-08-01 Updated today USD 21.20 Industrials - Aerospace & DefenseIN BUY ZONE
66

Position levels

Currenttoday
USD 21.20
Buy <=wait / entry
USD 22.00
Trim >=take some off
USD 32.00
Thesis breakTwo consecutive quarters of material backlog-conversion slippage or a signalled ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • International contract wins totaling over $100 million in 2026
  • Record Q1 2026 revenue of $49.8 million (+116.5% YoY) with $285 million backlog
  • Successful IPO completion raising $435.9 million net proceeds in May 2026
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.