← HawkEye 360 overview

HawkEye 360 vs Parsons: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

HawkEye 360, Inc. (HAWK)

Q3 2026
▲4

HawkEye 360: record results, strong guidance, and new European defense deals

  • Record Q1 revenue and $100M+ international contracts HawkEye 360 reported record fiscal Q1 2026 revenue of $49.8 million, up 116.5% year-over-year, with adjusted EBITDA of $7.4 million and $285 million backlog. It also won over $100 million in new international contracts, including a $75 million electronic warfare program with a European defense ministry. Strong demand and execution support the stock.

    This is the core fundamental driver: record revenue and large new contracts show the business is growing fast.

  • 2026 guidance of $215M-$220M revenue Management guided full-year 2026 revenue to $215-$220 million and adjusted EBITDA to $30-$36 million. Q2 revenue rose 87% to $49.8 million, helped by the ISA acquisition, with $292 million backlog. The guidance gives investors a clear path to continued strong growth.

    Forward guidance is a key driver because it tells investors how much the company expects to grow this year.

  • Morgan Stanley names HAWK top space pick Morgan Stanley named HawkEye 360 its top space investment, citing launch milestones, improving order trends, and NASA's commercial ISS procurement. The endorsement from a major bank can bring more investor attention and buying interest to the stock.

    A top-pick call from a major brokerage can directly boost investor demand for the shares.

  • European defense partnerships with Leonardo and ERA HawkEye 360 signed an MoU with Leonardo to embed its radio-frequency sensing into European sovereign intelligence services, and a collaboration with ERA to deliver radar products to European defense customers. These deals expand its international footprint and open new revenue streams.

    New European defense partnerships show growing demand and market expansion, which can drive future revenue.

August 2026
▲4

HawkEye 360: record results, strong guidance, and new European defense deals

  • Record Q1 revenue and $100M+ international contracts HawkEye 360 reported record fiscal Q1 2026 revenue of $49.8 million, up 116.5% year-over-year, with adjusted EBITDA of $7.4 million and $285 million backlog. It also won over $100 million in new international contracts, including a $75 million electronic warfare program with a European defense ministry. Strong demand and execution support the stock.

    This is the core fundamental driver: record revenue and large new contracts show the business is growing fast.

  • 2026 guidance of $215M-$220M revenue Management guided full-year 2026 revenue to $215-$220 million and adjusted EBITDA to $30-$36 million. Q2 revenue rose 87% to $49.8 million, helped by the ISA acquisition, with $292 million backlog. The guidance gives investors a clear path to continued strong growth.

    Forward guidance is a key driver because it tells investors how much the company expects to grow this year.

  • Morgan Stanley names HAWK top space pick Morgan Stanley named HawkEye 360 its top space investment, citing launch milestones, improving order trends, and NASA's commercial ISS procurement. The endorsement from a major bank can bring more investor attention and buying interest to the stock.

    A top-pick call from a major brokerage can directly boost investor demand for the shares.

  • European defense partnerships with Leonardo and ERA HawkEye 360 signed an MoU with Leonardo to embed its radio-frequency sensing into European sovereign intelligence services, and a collaboration with ERA to deliver radar products to European defense customers. These deals expand its international footprint and open new revenue streams.

    New European defense partnerships show growing demand and market expansion, which can drive future revenue.

Latest
▲4

HawkEye 360: record results, strong guidance, and new European defense deals

  • Record Q1 revenue and $100M+ international contracts HawkEye 360 reported record fiscal Q1 2026 revenue of $49.8 million, up 116.5% year-over-year, with adjusted EBITDA of $7.4 million and $285 million backlog. It also won over $100 million in new international contracts, including a $75 million electronic warfare program with a European defense ministry. Strong demand and execution support the stock.

    This is the core fundamental driver: record revenue and large new contracts show the business is growing fast.

  • 2026 guidance of $215M-$220M revenue Management guided full-year 2026 revenue to $215-$220 million and adjusted EBITDA to $30-$36 million. Q2 revenue rose 87% to $49.8 million, helped by the ISA acquisition, with $292 million backlog. The guidance gives investors a clear path to continued strong growth.

    Forward guidance is a key driver because it tells investors how much the company expects to grow this year.

  • Morgan Stanley names HAWK top space pick Morgan Stanley named HawkEye 360 its top space investment, citing launch milestones, improving order trends, and NASA's commercial ISS procurement. The endorsement from a major bank can bring more investor attention and buying interest to the stock.

    A top-pick call from a major brokerage can directly boost investor demand for the shares.

  • European defense partnerships with Leonardo and ERA HawkEye 360 signed an MoU with Leonardo to embed its radio-frequency sensing into European sovereign intelligence services, and a collaboration with ERA to deliver radar products to European defense customers. These deals expand its international footprint and open new revenue streams.

    New European defense partnerships show growing demand and market expansion, which can drive future revenue.

Parsons Corp (PSN)

Q3 2026
▲2▼2

Parsons Slashes 2026 Guidance, Triggers 38% Plunge and Investigations

  • 2026 Guidance Cut and Q2 Miss Parsons cut full-year 2026 revenue and profit guidance and reported a surprise net loss, sending shares down 38%. The company blamed divestitures and delayed awards, but investors fear weaker future earnings.

    This is the main new event that directly caused the stock to plummet and changes the earnings outlook.

  • Securities Investigations Launched Multiple law firms are investigating whether Parsons misled investors about its 2026 outlook. This adds legal uncertainty and could lead to fines or lawsuits, further pressuring the stock.

    New investigations are a direct consequence of the guidance cut and add a new risk factor for investors.

  • New Army Cyber Contract Parsons won a contract to provide cybersecurity for the U.S. Army Research Lab, deepening its role in high-value defense tech. This supports long-term revenue but is overshadowed by the guidance cut.

    This is a new positive development that shows underlying demand, but its impact is muted by the larger negative news.

  • Industrial Modernization Demand Parsons highlighted a $169.5M Army contract and growing demand for industrial base modernization. This shows a healthy pipeline, but near-term execution issues and guidance cut dominate investor sentiment.

    This new contract and demand signal are positive but not enough to offset the negative guidance revision.

July 2026
▲2▼2

Parsons Slashes 2026 Guidance, Triggers 38% Plunge and Investigations

  • 2026 Guidance Cut and Q2 Miss Parsons cut full-year 2026 revenue and profit guidance and reported a surprise net loss, sending shares down 38%. The company blamed divestitures and delayed awards, but investors fear weaker future earnings.

    This is the main new event that directly caused the stock to plummet and changes the earnings outlook.

  • Securities Investigations Launched Multiple law firms are investigating whether Parsons misled investors about its 2026 outlook. This adds legal uncertainty and could lead to fines or lawsuits, further pressuring the stock.

    New investigations are a direct consequence of the guidance cut and add a new risk factor for investors.

  • New Army Cyber Contract Parsons won a contract to provide cybersecurity for the U.S. Army Research Lab, deepening its role in high-value defense tech. This supports long-term revenue but is overshadowed by the guidance cut.

    This is a new positive development that shows underlying demand, but its impact is muted by the larger negative news.

  • Industrial Modernization Demand Parsons highlighted a $169.5M Army contract and growing demand for industrial base modernization. This shows a healthy pipeline, but near-term execution issues and guidance cut dominate investor sentiment.

    This new contract and demand signal are positive but not enough to offset the negative guidance revision.

Latest
▲2▼2

Parsons Slashes 2026 Guidance, Triggers 38% Plunge and Investigations

  • 2026 Guidance Cut and Q2 Miss Parsons cut full-year 2026 revenue and profit guidance and reported a surprise net loss, sending shares down 38%. The company blamed divestitures and delayed awards, but investors fear weaker future earnings.

    This is the main new event that directly caused the stock to plummet and changes the earnings outlook.

  • Securities Investigations Launched Multiple law firms are investigating whether Parsons misled investors about its 2026 outlook. This adds legal uncertainty and could lead to fines or lawsuits, further pressuring the stock.

    New investigations are a direct consequence of the guidance cut and add a new risk factor for investors.

  • New Army Cyber Contract Parsons won a contract to provide cybersecurity for the U.S. Army Research Lab, deepening its role in high-value defense tech. This supports long-term revenue but is overshadowed by the guidance cut.

    This is a new positive development that shows underlying demand, but its impact is muted by the larger negative news.

  • Industrial Modernization Demand Parsons highlighted a $169.5M Army contract and growing demand for industrial base modernization. This shows a healthy pipeline, but near-term execution issues and guidance cut dominate investor sentiment.

    This new contract and demand signal are positive but not enough to offset the negative guidance revision.

Q2 2026
▲4

Parsons Wins New Defense Contracts and Launches Biometrics Platform

  • New $245M Naval Research Lab Contract Parsons won a $245 million contract to support satellite ground systems for the U.S. Naval Research Laboratory over five years. This directly adds revenue and extends a 30-year relationship, giving investors more confidence in future earnings.

    This is a concrete new contract that directly boosts Parsons' revenue outlook.

  • AresNXT Biometrics Platform Launch Parsons launched AresNXT, a new biometrics platform for secure identity checks. It already has pilot use with a federal law enforcement client. New products can open new revenue streams and show Parsons is innovating, which supports the stock price.

    This is a new product launch that could drive future growth and shows innovation.

  • PFAS Remediation Expansion Parsons announced expansion of its PFAS cleanup services, with recent wins at military bases and major airports. This shows growing demand for its environmental services, which can lead to more contracts and revenue.

    This is a new business expansion that signals increased demand for Parsons' services.

  • Strong Demand for Cyber and Electromagnetic Capabilities Parsons highlighted strong government demand for its cyber and electromagnetic warfare solutions. While this is a general update, it reinforces that Parsons is well-positioned in a growing defense area, which supports long-term revenue growth.

    This points to ongoing demand in a key growth area for Parsons.

June 2026
▲4

Parsons Wins New Defense Contracts and Launches Biometrics Platform

  • New $245M Naval Research Lab Contract Parsons won a $245 million contract to support satellite ground systems for the U.S. Naval Research Laboratory over five years. This directly adds revenue and extends a 30-year relationship, giving investors more confidence in future earnings.

    This is a concrete new contract that directly boosts Parsons' revenue outlook.

  • AresNXT Biometrics Platform Launch Parsons launched AresNXT, a new biometrics platform for secure identity checks. It already has pilot use with a federal law enforcement client. New products can open new revenue streams and show Parsons is innovating, which supports the stock price.

    This is a new product launch that could drive future growth and shows innovation.

  • PFAS Remediation Expansion Parsons announced expansion of its PFAS cleanup services, with recent wins at military bases and major airports. This shows growing demand for its environmental services, which can lead to more contracts and revenue.

    This is a new business expansion that signals increased demand for Parsons' services.

  • Strong Demand for Cyber and Electromagnetic Capabilities Parsons highlighted strong government demand for its cyber and electromagnetic warfare solutions. While this is a general update, it reinforces that Parsons is well-positioned in a growing defense area, which supports long-term revenue growth.

    This points to ongoing demand in a key growth area for Parsons.

▲4

Parsons Wins New Defense Contracts and Launches Biometrics Platform

  • New $245M Naval Research Lab Contract Parsons won a $245 million contract to support satellite ground systems for the U.S. Naval Research Laboratory over five years. This directly adds revenue and extends a 30-year relationship, giving investors more confidence in future earnings.

    This is a concrete new contract that directly boosts Parsons' revenue outlook.

  • AresNXT Biometrics Platform Launch Parsons launched AresNXT, a new biometrics platform for secure identity checks. It already has pilot use with a federal law enforcement client. New products can open new revenue streams and show Parsons is innovating, which supports the stock price.

    This is a new product launch that could drive future growth and shows innovation.

  • PFAS Remediation Expansion Parsons announced expansion of its PFAS cleanup services, with recent wins at military bases and major airports. This shows growing demand for its environmental services, which can lead to more contracts and revenue.

    This is a new business expansion that signals increased demand for Parsons' services.

  • Strong Demand for Cyber and Electromagnetic Capabilities Parsons highlighted strong government demand for its cyber and electromagnetic warfare solutions. While this is a general update, it reinforces that Parsons is well-positioned in a growing defense area, which supports long-term revenue growth.

    This points to ongoing demand in a key growth area for Parsons.

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