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HawkEye 360 Jumps 30% in NYSE Debut After $416 Million IPO

Strong demand for defense-space stocks signals renewed investor appetite for national security technology.

Overview

  • The RF-sensing satellite firm, which began trading Thursday under HAWK, opened at $33.80 for a gain of about 30% that valued it near $3.15 billion.
  • The IPO was priced at $26 for 16 million new shares, generating $416 million in gross proceeds with a 30-day option for 2.4 million more that could lift the total to about $478 million.
  • HawkEye plans to use the cash to retire roughly $49.8 million of debt and pay a $7.5 million deferred cost from its Innovative Signal Analysis buy, with the rest for working capital.
  • The company reported 2025 revenue of $117.7 million and a $302.7 million funded backlog, reflecting demand for its 30-plus satellites that pinpoint radio signals for U.S. and allied agencies.
  • Entities affiliated with Insight Partners will own about 15% after the offering, as a syndicate led by Goldman Sachs and Morgan Stanley brought the deal to market.