SecBot SecBot

HAWK

HawkEye 360, Inc.
NYSE· CIK 0001750704
$12.95 +0.67 (+5.46%)
Oct 26 4:00 PM ET · prev $12.28
Market cap
$1.1B
Small cap
Consensus
Buy
94% Buy or better · 16 analysts
Median target
$26.50
+105% · range $22.00–41.00
Since first trade
−61.9%
from $34.00 · May 7
30 days
−16.5%
from $15.51
Range since listing
$11.67–34.66
−63% from high · low Oct 22
Avg volume 20D
1.37M
shares / day
Short interest
3.61M
≈3.7% of shares · −13.2%
Days to cover
2.5
at average volume
Insider net
−$2.5M
1 buyer · 4 sellers · since May 8
New fund stakes
15
Q2 2026 13F · 0 exits
Filing reports
10
analyzed by SecBot
SecBot read MIXED 3 reports · 90 days
Balance 1 bearish · 1 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 1/3
Strongest BEARISH Two insiders at HawkEye 360 sold a combined $1.12M in open-market sales within a week. Director Arthur Money…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    1 insider bought $250.0K at an average $26.00. 4 insiders sold $2.8M. Price is 50% below their cost.

  • InstitutionsBULLISH

    Q2 2026: 15 added (15 new), 0 trimmed or exited. Largest new: Fmr $53.1M, Adage Capital Partners Gp, L.L.C $53.0M.

  • AnalystsBULLISH

    15 of 16 rate it Buy or better. Every target is above the price.

  • EstimatesFALLING

    Current-quarter EPS estimate $0.048 → $0.017 over 90 days.

  • Short sellersSTEADY

    Short interest −13.2% to 3.61M shares. 2.5 days to cover, ≈3.7% of shares.

  • TrendDOWNTREND

    21% below its 50-day average. New closing low $11.67 on Oct 22.

Who's buying

13F· Q2 2026
15
new positions
0
exits
$334.5M
in new stakes
FundMoveSharesValue
FMR LLCNEW2,625,250$53.1M
ADAGE CAPITAL PARTNERS GP, L.L.C.NEW2,622,991$53.0M
Point72 Asset Management, L.P.NEW2,288,661$46.3M
ALLIANCEBERNSTEIN L.P.NEW1,242,112$25.1M
PRICE T ROWE ASSOCIATES INC /MD/NEW1,191,282$24.1M
Capital International InvestorsNEW790,916$16.0M
PRINCIPAL FINANCIAL GROUP INCNEW734,163$14.8M
Capital Research Global InvestorsNEW700,000$14.2M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

16 analysts
Buy 94% rate it Buy or better
Strong Buy7Buy8Hold1Sell0Strong Sell0
12-month targets · 10 analysts

Price is below the lowest target. Median implies +105%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Oct 15, 2026Piper Sandler
INITIATE
INITIATEOverweight
Sep 30, 2026RBC Capital
MAINTAIN
MAINTAINOutperform
Sep 17, 2026B of A Securities
UPGRADE
UPGRADEBuy
Aug 17, 2026Jefferies
MAINTAIN
MAINTAINBuy
Jul 27, 2026Craig-Hallum
INITIATE
INITIATEBuy
Jun 23, 2026RBC Capital
MAINTAIN
MAINTAINOutperform

Insider ledger

Form 4
$250.0K
bought · 1 insider
$2.8M
sold · 4 insiders
−50.2%
vs their $26.00 cost
DateInsiderTypeValue
Oct 14, 2026
Herndon Charles Christopher
Chief Information Officer
EXERCISE$34.0K
Oct 14, 2026
Herndon Charles Christopher
Chief Information Officer
EXERCISE$15.9K
Oct 1, 2026
Serafini John Sheldon
President and CEO
EXERCISE$21.2K
Oct 1, 2026
Serafini John Sheldon
President and CEO
SELL$1.4M
Sep 16, 2026
Turner Michael S.
Chief Legal Officer
SELL$296.4K
Sep 15, 2026
Searle Craig Chih-Meng
Chief Financial Officer
SELL$150.3K
Sep 15, 2026
Turner Michael S.
Chief Legal Officer
SELL$134.4K
Sep 11, 2026
MONEY ARTHUR L
Director
EXERCISE$11.5K

Earnings setup

Estimates
$0.02
EPS estimate, this quarter
−65%
estimate change, 90 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.02-$0.02–$0.04+11.1%$56.4M
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
3,610,704
shares short
-13.2%
vs prior settlement
2.5
days to cover
≈3.7%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 23, 2026 Other
HawkEye 360 Successfully Launches Cluster 16 with Advanced Collection and Downlink Capabilities
Dedicated satellite cluster introduces advanced antenna technology designed to support simultaneous
Oct 14, 2026 Insider
Herndon Charles Christopher acquired via exercise 8,000 shares
Chief Information Officer @ $4.25 ($34.0K)
Oct 14, 2026 Insider
Herndon Charles Christopher acquired via exercise 5,729 shares
Chief Information Officer @ $2.78 ($15.9K)
Oct 1, 2026 Insider
Serafini John Sheldon acquired via exercise 92,329 shares
President and CEO @ $0.2300 ($21.2K)
Sep 17, 2026 SEC
Two insiders at HawkEye 360 sold a combined $1.12M in open-market sales within a week. Director Arthur Money exercised…
CLUSTER — Impact 5/10
Sep 15, 2026 Press
HawkEye 360 announced a strategic collaboration with ERA a.s., a Czech passive surveillance technology provider, to…
Impact 3/10
Aug 18, 2026 Press
HawkEye 360 announced it has been awarded an operational contract under the NRO's Commercial RF Capability…
Impact 6/10
Jun 30, 2026 Inst.
FMR LLC — NEW
2,625,250 shares ($53.1M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Oct 23, 2026
Press release
HawkEye 360 Successfully Launches Cluster 16 with Advanced Collection and Downlink Capabilities
Dedicated satellite cluster introduces advanced antenna technology designed to support simultaneous RF collection and mission data downlink HERNDON…
Oct 20, 2026
Press release
HawkEye 360 Successfully Launches Cluster 15, Advancing On-Orbit Collection and Data Delivery
New satellite cluster features advanced antenna technology supporting simultaneous RF collection and mission data downlink HERNDON, Va., Oct. 20…
Oct 15, 2026
Press release
HawkEye 360 Secures $36 million in New International Contracts Driven by Increasing Demand for Signals Intelligence
Expanding global partnerships reflect increasing reliance on trusted, mission-critical RF data and analytics to strengthen sovereign defense…
Oct 13, 2026
Press release
HawkEye 360 Appoints Christina Hoggatt Senior Vice President of Global Communications
Experienced aerospace and defense marketing and communications leader joins HawkEye 360 as company expands global reach and customer engagement…
Sep 15, 2026
Press release
HawkEye 360 Establishes First European Subsidiary in Luxembourg
New EU entity reinforces HawkEye 360's long-term commitment to European customers, allies and industry partners PARIS, Sept. 15, 2026 /PRNewswire/…

SecBot reports

10 filings · 2 press releases · 3 bullish · 2 bearish · 5 neutral
All HAWK filing & press-release reports (12)