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HAWK

HawkEye 360 Inc

BUY 2026-08-11 Data 32 days old USD 24.86 Industrials - Aerospace & DefenseAWAIT ENTRY
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 24.86
Buy <=wait / entry
USD 22.00
Trim >=take some off
USD 30.00
Thesis breakPublic disclosure of a material government or international contract termination...
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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, up 116.5% YoY
  • Backlog of $285.0 million as of March 31, 2026
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.