HAWK HawkEye 360, Inc.

BULLISH Impact: 7/10 EFFECT
Horizon immediate Filed May 7, 2026 Processed 1mo ago SEC 9999999995-26-001520
IPO/offering going effective
Latest settled — T+20d ⚠ clustered
HAWK ▼ -23.79% at T+20d
LONG call ✗ call lost -23.79% · α vs SPY -26.93% · entry $34.00 → $25.91
Next anchor: T+60d in 8w
Last close $26.29 (close Jun 8) · -22.68% from $34.00 entry
Entry anchored
May 7, 2026
via day open
T+1d
-2.35%
call -2.35% · α -3.18%
$33.20
settled 5w ago
T+5d
-0.91%
call -0.91% · α -2.42%
$33.69
settled 27d ago
T+20d
-23.79%
call -23.79% · α -26.93%
$25.91
settled 5d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

The SEC declared HawkEye 360's S-1 registration statement effective on May 6, 2026, clearing the way for its IPO of 16,000,000 shares. The company, a commercial space-based SIGINT provider, reported strong growth with $117.7M in 2025 revenue (up 74% YoY) and net income of $2.7M. Pricing and trading on the NYSE under 'HAWK' are expected imminently.

Actionable Insight

IPO pricing and first trade likely within 1-2 days. Monitor the final offer price and first-day pop. Strong revenue growth and recent profitability suggest demand, but the prior historical performance on HAWK shows a -20% T+5 move on a prior high-score call — temper expectations for immediate upside.

Key Facts

  • IPO of 16,000,000 shares declared effective by SEC on May 6, 2026
  • Estimated price range $24-$26 per share (from prior S-1/A filings)
  • Net proceeds of ~$363M at midpoint to repay $48.6M debt and fund growth
  • 2025 revenue of $117.7M, up 74% YoY; net income of $2.7M
  • Listing on NYSE under ticker 'HAWK' expected upon completion

Financial Impact

~$363M net proceeds at $25 midpoint, with $48.6M debt repayment

revenuenet incomedebtdilution

Risk Factors

  • IPO pricing below range or weak first-day trading could signal tepid demand
  • Dilution from 16M new shares; post-IPO float may pressure near-term price
  • Prior high-score call on this ticker saw -20% T+5 move — historical pattern of over-optimism

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
EFFECT Filing (Primary)9999999995-26-001520
Document: 9999999995-26-001520-index.html9999999995-26-001520
Document: 9999999995-26-001520.txt9999999995-26-001520
8 reports for HAWK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for HAWK — sortable, filterable
Type Now
May 21, 2026
19d ago
8-K
NEUTRAL ★ 5/10
$29.63 $31.97▲ +7.90%▲ +6.30%$26.29 (−11.27%)
May 7, 2026
4w ago
EFFECT
BULLISH ★ 7/10
$34.00 $33.69▼ −0.91%▼ −2.42%$26.29 (−22.68%)
May 7, 2026
4w ago
3
NEUTRAL ★ 2/10
$34.00 $33.69▼ −0.91%▼ −2.42%$26.29 (−22.68%)
May 7, 2026
4w ago
3
NEUTRAL ★ 2/10
$34.00 $33.69▼ −0.91%▼ −2.42%$26.29 (−22.68%)
May 7, 2026
4w ago
3
NEUTRAL ★ 2/10
$34.00 $33.69▼ −0.91%▼ −2.42%$26.29 (−22.68%)
May 7, 2026
4w ago
3
NEUTRAL ★ 2/10
$34.00 $33.69▼ −0.91%▼ −2.42%$26.29 (−22.68%)
May 1, 2026
5w ago
S-1/A
BULLISH ★ 7/10
awaiting T+5
Apr 27, 2026
6w ago
S-1/A
BULLISH ★ 8/10
$0.0500 $0.0400▼ −20.00%▼ −20.68%$26.29 (+52480.00%)
Showing 8 of 8

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