HAWKEYE 360 INC (HAWK)
NYSEInformation TechnologyAerospace & DefenseSnapshot 2026-10-16
$12.44-3.49%
Close 2026-10-16 · 1-day change
NYSEInformation TechnologyAerospace & DefenseSnapshot 2026-10-16
Research Workspace
Put HAWK beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue growth from satellite data services: Direct metric needs a verified mapping.
View ThesisThis stock is volatile — it swings about 3% on a typical day and fell roughly 64% in its worst 12-month stretch.
View RiskHAWK’s bet rests on continued growth in satellite data services. Revenue grew 87.0% year over year, and Q2 FY2026 earnings beat estimates. The price is roughly in line with forecast growth. No clean current multiple or peer multiple is available. The specific risk is satellite-data revenue growth, whose metric lacks verified mapping. Our model puts the next-quarter miss probability near 36.0%. Peer multiples imply a price about 46% above where it trades. This read is provisional.
Trailing returns as of 2026-10-16. HAWK is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering HAWK (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for HAWK in the last 4 months.
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Compare HAWK with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| HAWK Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-10-16. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put HAWK next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive revenue growth in satellite data services
Securing contracts drives revenue growth in satellite data services.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-16. EPS is implied from price ÷ P/E. Not investment advice.
Current $12.44
The last 12 months of price, then the range of analyst 12-month targets from today’s $12.44.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Valuation concerns could hinder revenue growth efforts.
Advances: Drive revenue growth in satellite data services
New contracts directly drive revenue growth in satellite data services.
Advances: Drive revenue growth in satellite data services
Upgrade indicates confidence in revenue growth potential.
Advances: Drive revenue growth in satellite data services
Initiation of buy rating supports revenue growth potential.
Advances: Drive revenue growth in satellite data services
New contract supports revenue growth in satellite data services.
Advances: Drive revenue growth in satellite data services
Revenue outlook aligns with growth objectives.
Multi-year contract enhances strategic partnerships and revenue.
