$HAWKHawkEye 360, Inc. · Aerospace & Defense · $2.1B
Street Buy · PT $37.57 (+0.8%)
$21.45
-0.7%
Event thread
Key events, in time order
14 items
Earnings
HawkEye 360 Q2 Revenue Up 87%, Stock Falls After Hours
Post-earnings drop amid valuation concerns; 10-Q due tomorrow
D1 -6.5% · +5d -5.8%
›2 waves of this story
2026-08-14 Revenue beat, record international sales, margin compression
2026-08-15 Post-earnings drop amid valuation concerns; 10-Q due tomorrow
Earnings
Earnings report
D1 -6.5% · +5d -5.8%
12 earlier events›
8-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 -6.5% · +5d -5.8%
Earnings
Earnings report
D1 -1.5% · +5d -11.3%
Earnings
HawkEye 360 to Hold First-Ever Earnings Call on August 13
Company confirms Q2 earnings call on Aug 13, marking its first-ever such event.
D1 +8.7% · +5d +3.3%
›2 waves of this story
2026-08-04 Company officially sets date for Q2 financial results release and conference call, providing investors a clear timeline.
2026-08-04 Company confirms Q2 earnings call on Aug 13, marking its first-ever such event.
CompanyBull
HawkEye 360 Geolocates Interfering Transmitter, Restores Spectrum for NOAA GOES
Successfully geolocated a long-occupying transmitter on GOES uplink, demonstrating SIGINT capability with direct operational value
D1 -6.1% · +5d +23.8%
AnalystBull
HawkEye 360 Awarded Multi-Year Contract for Indian Ocean Maritime Domain Awareness
Multi-year contract with Indian Navy, part of previously announced $100M international awards, not incremental
D1 -1.9% · +5d -15.3%
›6 waves of this story
2026-06-16 Stock rises 5.5% on upgrade; firm calls recent dip a buying opportunity
2026-06-26 Analyst commentary plus market cap milestone and financials extend the existing rating-upgrade event line
2026-07-08 Partnership aims to expand RF data advantages for joint forces during Valiant Shield exercise, marking new phase of business expansion
2026-07-10 Two new contract wins extend the RF data integration pipeline following Lockheed Martin partnership
2026-07-17 Partnered with Lockheed Martin in U.S. Pacific Command exercise, successfully demonstrated tactical direct downlink in EMCON environment
2026-07-23 Multi-year contract with Indian Navy, part of previously announced $100M international awards, not incremental
Earnings
Earnings report
D1 -2.7% · +5d -2.6%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -2.7% · +5d -2.6%
AnalystBull
Jefferies upgrades to Buy
D1 +5.5% · +5d -8.0%
CompanyBull
HawkEye 360 announces over $100M in new international contract awards YTD
Early announcement may signal more good news; backlog in focus
D1 -7.4% · +5d +1.3%
Earnings
Earnings report
D1 -11.8% · +5d -9.8%
8-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01
D1 -3.5% · +5d +11.4%
8-K filing
8-K: Item 5.03, Item 9.01
D1 -2.4% · +5d -2.7%
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Event thread
Key events, in time order
14 items
Earnings
HawkEye 360 Q2 Revenue Up 87%, Stock Falls After Hours
Post-earnings drop amid valuation concerns; 10-Q due tomorrow
D1 -6.5% · +5d -5.8%
›2 waves of this story
2026-08-14 Revenue beat, record international sales, margin compression
2026-08-15 Post-earnings drop amid valuation concerns; 10-Q due tomorrow
Earnings
Earnings report
D1 -6.5% · +5d -5.8%
8-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 -6.5% · +5d -5.8%
Earnings
Earnings report
D1 -1.5% · +5d -11.3%
Earnings
HawkEye 360 to Hold First-Ever Earnings Call on August 13
Company confirms Q2 earnings call on Aug 13, marking its first-ever such event.
D1 +8.7% · +5d +3.3%
›2 waves of this story
2026-08-04 Company officially sets date for Q2 financial results release and conference call, providing investors a clear timeline.
2026-08-04 Company confirms Q2 earnings call on Aug 13, marking its first-ever such event.
9 earlier events›
CompanyBull
HawkEye 360 Geolocates Interfering Transmitter, Restores Spectrum for NOAA GOES
Successfully geolocated a long-occupying transmitter on GOES uplink, demonstrating SIGINT capability with direct operational value
D1 -6.1% · +5d +23.8%
AnalystBull
HawkEye 360 Awarded Multi-Year Contract for Indian Ocean Maritime Domain Awareness
Multi-year contract with Indian Navy, part of previously announced $100M international awards, not incremental
D1 -1.9% · +5d -15.3%
›6 waves of this story
2026-06-16 Stock rises 5.5% on upgrade; firm calls recent dip a buying opportunity
2026-06-26 Analyst commentary plus market cap milestone and financials extend the existing rating-upgrade event line
2026-07-08 Partnership aims to expand RF data advantages for joint forces during Valiant Shield exercise, marking new phase of business expansion
2026-07-10 Two new contract wins extend the RF data integration pipeline following Lockheed Martin partnership
2026-07-17 Partnered with Lockheed Martin in U.S. Pacific Command exercise, successfully demonstrated tactical direct downlink in EMCON environment
2026-07-23 Multi-year contract with Indian Navy, part of previously announced $100M international awards, not incremental
Earnings
Earnings report
D1 -2.7% · +5d -2.6%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -2.7% · +5d -2.6%
AnalystBull
Jefferies upgrades to Buy
D1 +5.5% · +5d -8.0%
CompanyBull
HawkEye 360 announces over $100M in new international contract awards YTD
Early announcement may signal more good news; backlog in focus
D1 -7.4% · +5d +1.3%
Earnings
Earnings report
D1 -11.8% · +5d -9.8%
8-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01
D1 -3.5% · +5d +11.4%
8-K filing
8-K: Item 5.03, Item 9.01
D1 -2.4% · +5d -2.7%
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About the company
HawkEye 360 runs a satellite constellation that listens to radio signals, turning them into maps and alerts for spotting ships, illegal activity, or spectrum use. Think of it as a space-based radio detective for governments and telecoms.
Revenue comes from selling RF data analytics subscriptions and custom intelligence reports, with annual revenue at USD 0.12B and gross margins around 61.84%. The business is still unprofitable, with net margin at -5.38%, so it's early-stage recurring revenue.
The satellite constellation and proprietary RF processing algorithms create a hard-to-replicate asset, but competitors like Capella Space and Planet Labs could build similar capabilities. Moat is eroding as commercial space analytics becomes more crowded and f
