Insider buying last 90 days
No open-market insider purchases were filed for HLIO in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every HLIO insider filing, plotted on the chart in Gekko.Open HLIO in Gekko
NYSE: HLIO
Helios Technologies (HLIO) Stock Analysis & Forecast
Oct 12 close
$68.89−0.64 (−0.9%)
Gekko Brief
AI summaryOct 12 closeThis week's news for Helios Technologies (HLIO) centers on Enovation Controls, one of its operating companies, partnering with C-MAP to add marine capabilities to its No Roads off-highway navigation platform, expanding functionality toward recreational and marine end markets. Alongside this, Form 4 filings disclosed that CEO Sean Bagan converted 771 restricted stock units into common shares on 1 October 2026, with 304 shares withheld for taxes and none sold.
HLIO closed at $68.89, down 0.9%, with the stock sitting between its 50-day average of $73.21 and 200-day average of $72.71, reflecting a mixed trend. Shares are down 2.5% over one month and 15% over three months, though still up 41.5% over the past year. The GekkoIndex reads 62.2, placing HLIO in the Accumulation zone, up 5.1 over five days. Price sits 3.4% above Gekko Fair Value of $66.63.
Over the next 20 trading days, Helios reports earnings on 2 November 2026 after the close, falling inside this holding window; the prior quarter saw an EPS beat of $0.88 versus $0.80 estimated, with a -2.8% reaction, and the company has beaten in 7 of the last 8 quarters, with an average absolute reaction of 10%. Seasonality over this stretch has averaged +6.2% across five years, rising in 3 of them. No insider, Congress or unusual options activity appears in the current window. Three covering analysts rate the stock a buy, with a consensus target of $94.67.
Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.
Helios Technologies price vs fair value
Close $68.89200-day averageGekko Fair Value $66.63
Helios Technologies quick facts
- Market cap
- $2.28B
- P/E ratio
- 32.4
- Forward P/E
- 11.7
- EPS, TTM
- $2.10
- Revenue, TTM
- $891.3M
- Profit margin
- 8%
- Dividend yield
- 0.61%
- Beta
- 1.30
- Volume
- 293,661 avg 405,761
- 1-year return
- +41.5%
- Typical daily move
- ±3%
- Typical 20-day move
- ±7.1%
- 50-day average
- $73.21
- 200-day average
- $72.71
- Next earnings
- Nov 2 after close
- Shares outstanding
- 32.95M
Helios Technologies swing-trade checklist
Helios Technologies scores 2 supportive, 2 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
2 supportive2 mixed1 headwind
- Trendmixed
Averages disagree
Close $68.89 sits between the 50-day ($73.21) and 200-day ($72.71) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
62.2, Accumulation
Reading 62.2 is in the Accumulation zone.
See the GekkoIndex - Fair valuemixed
3.4% above
Price is within 5% of Gekko Fair Value (3.4% above).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings riskheadwind
Reports in 21 days
Reports on Nov 2, 2026, 21 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+6.2% on average
From this point in the calendar, the next 20 trading days averaged +6.2% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Helios Technologies stock chart and price history
Helios Technologies closed at $68.89 on Oct 12, 2026, +41.5% over the past year, inside a 52-week range of $47.01 to $95.05.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −2.5%
- 3 months
- −15.0%
- 6 months
- −3.3%
- 1 year
- +41.5%
The full HLIO chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open HLIO in Gekko
Follow Helios Technologies through every session
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About Helios Technologies
Helios Technologies designs, manufactures, and sells hydraulic and electronic components used in industrial and mobile equipment around the world, with a reach spanning the Americas, Europe, the Middle East, Africa, and Asia Pacific. Its hydraulics offerings include cartridge valves for managing fluid flow and pressure, quick-release couplings used in farming, construction, and industrial settings, and engineering support for machine builders and designers. The electronics side produces displays, control systems, and instrumentation found in off-highway vehicles, marine craft, powersports equipment, agricultural and water pumping machinery, power generation units, wellness equipment, and industrial engines.
The business runs through two segments. Hydraulics operates under brand names such as Sun Hydraulics, Faster, and Custom Fluidpower, reaching customers mainly through value-added distributors as well as direct sales to original equipment manufacturers. Electronics trades under the Enovation Controls, Murphy, and Balboa Water Group names and sells primarily to original equipment manufacturer clients across its various end markets.
The company traces back to 1970, when it started as Sun Hydraulics Corporation, adopting its current name, Helios Technologies, in June 2019. It is headquartered in Sarasota, Florida, and its shares are listed on the NYSE under the ticker HLIO.
- Listed
- NYSE
- Sector
- Producer manufacturing
- Industry
- Industrial machinery
- Website
- heliostechnologies.com
Helios Technologies GekkoIndex: the smart money zone
Helios Technologies’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 62.2, in the Accumulation zone, up 5.1 points over five sessions.
62.2Accumulation
Up 5.1 points over five sessions, from the Neutral zone.
Reading for Oct 12, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days |
|---|---|---|---|
| Buying | 45 | −1.2% | −2.3% |
| Accumulation (current zone) | 195 | +0.4% | −0.8% |
| Neutral | 386 | +0.8% | +4.2% |
| Distribution | 46 | +0.8% | +2.0% |
| Selling | 10 | −0.3% | +3.1% |
Average HLIO share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the HLIO price, zone by zone.Track HLIO in Gekko
Is Helios Technologies stock overvalued? Gekko Fair Value
Helios Technologies trades 3.4% above Gekko Fair Value of $66.63, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Helios Technologies shares are worth, recalculated every trading day.
$66.63
Gekko Fair Value, Oct 10, 2026
3.4% above fair value · About fair value
At the end of Aug 2026 the price was 8.1% above the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open HLIO in Gekko
Helios Technologies insider and Congress trading
No open-market insider purchases were filed for Helios Technologies, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in HLIO were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for HLIO, plotted on the chart in Gekko.Open HLIO in Gekko
Buybacks
Helios Technologies has been buying back its own shares.
- Bought back, quarter ended Jul 4, 2026
- $6.00M
- As a share of market cap
- 0.26%
- Trailing four quarters
- $17.90M
From company filings.
Helios Technologies earnings: next date and track record
Helios Technologies reports on Nov 2, 2026, after the close (21 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Nov 2, 2026
Expected after the close, 21 days away
- EPS estimate
- $0.76
- Revenue estimate
- $220.3M
7 of 8reports beat the EPS estimate
±10%average move across the report
6 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 10, 2026 AI summary
- What they said
- Helios Technologies reported Q2 2026 sales of $232 million at the high end of guidance, with adjusted earnings exceeding the top end of outlook. This marks the fourth consecutive quarter of double-digit pro forma sales and adjusted earnings growth. Record Q2 operating cash flow was generated, enabling balance sheet strengthening, leverage reduction, share repurchases, and dividends. Order intake grew double digits for the fourth consecutive quarter, driven by business wins in Hydraulics and Electronics segments.
- Guidance
- Management raised full year 2026 outlook based on strong first half results and improving visibility, noting 2026 could represent the highest annual sales in Helios history. The company expressed growing confidence in sustained growth into 2027, tracking ahead of organic growth and margin commitments.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 10, 2026 | $0.88 est $0.80 | $231.9M est $230.7M | −2.8% |
| May 11, 2026 | $0.80 est $0.68 | $228.4M est $220.1M | +13.7% |
| Mar 2, 2026 | $0.81 est $0.71 | $210.7M est $197.0M | −0.4% |
| Nov 3, 2025 | $0.72 est $0.65 | $220.3M est $197.0M | +0.2% |
| Aug 4, 2025 | $0.59 est $0.49 | $212.5M est $205.4M | +35.8% |
| May 6, 2025 | $0.44 est $0.36 | $195.5M est $204.4M | +5.1% |
| Feb 24, 2025 | $0.33 est $0.46 | $179.5M est $198.1M | +7.3% |
| Nov 5, 2024 | $0.59 est $0.56 | $194.5M est $176.2M | +14.9% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Helios Technologies stock forecast and analyst price targets
Analysts’ average 12-month price target for Helios Technologies is $94.67, +37.4% from the last close, from 3 firms rating the stock in the last 90 days.
$94.67consensus 12-month target, +37.4% from the last close
Now $68.89Avg $94.67
Low $95High $110
Each firm’s latest rating in the last 90 days: 3 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Aug 21 | J.P. Morgan | $110 | +59.7% |
| Aug 12 | J.P. Morgan | $110 | +59.7% |
| Aug 12 | Stifel Nicolaus | $95 | +37.9% |
| Aug 11 | KeyBanc | $95 | +37.9% |
| Aug 11 | Stifel Nicolaus | $93 | +35.0% |
−0.8%average 20-day move after past Accumulation readings
+6.2%average move over the next 20 trading days in the last 5 years
±3%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Helios Technologies seasonality: the next 20 trading days
Over the next 20 trading days from Oct 10, Helios Technologies averaged +6.2% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +3.5% | 4 of 5 |
| Next 10 trading days | +4.3% | 3 of 5 |
| Next 15 trading days | +5.1% | 3 of 5 |
| Next 20 trading days | +6.2% | 3 of 5 |
| Next 30 trading days | +5.2% | 4 of 5 |
For scale, HLIO’s typical 20-trading-day move in either direction is about 7.1%.
Helios Technologies market cap and key statistics
Helios Technologies’s market cap is $2.28B, with a P/E ratio of 32.4 and revenue of $891.3M over the last twelve months.
Valuation
- Market cap
- $2.28B
- P/E ratio
- 32.4
- Forward P/E
- 11.7
- EPS, TTM
- $2.10
- Gekko Fair Value
- $66.63
Trading
- Volume
- 293,661
- Avg volume, 20 days
- 405,761
- 52-week high
- $95.05
- 52-week low
- $47.01
- Shares outstanding
- 32.95M
Financials
- Revenue, TTM
- $891.3M
- Profit margin
- 8%
- Return on equity
- 7.7%
- Quarterly earnings growth, YoY
- +94.1%
Risk and income
- Beta
- 1.30
- Typical daily move
- ±3%
- Typical 20-day move
- ±7.1%
- Dividend yield
- 0.61%
Helios Technologies stock news this week
Coverage of Helios Technologies this week reads positive: 4 positive, 3 neutral and 0 negative headlines.
- Form 4 Helios Technologies Inc For: 11 October By Investing.comInvesting.com Nigeria, Oct 12
- Congress Asset Management Co. Increases Stock Position in Helios Technologies, Inc $HLIOMarketBeat, Oct 8
- Form 4 Helios Technologies Inc For: 5 October By Investing.comInvesting.com Australia, Oct 6
- Helios Technologies (HLIO) CEO receives 771 shares; 304 are withheld for taxes, with no shares sold.Stock Titan, Oct 6
- Helios' Operating Company Partners With C-MAP to Bring Marine Capabilities to Off-Highway Navigation Platformmarketscreener.com, Oct 5
- Enovation Controls, a Helios Technologies Operating Company, Partners With C-MAP® to Bring Marine Capabilities to No Roads™Voice of Alexandria, Oct 5
Helios Technologies peers
Helios Technologies’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| AMATApplied Materials | Neutral | 9.5% below |
| LRCXLam Research | Neutral | 4.7% above |
| PHParker-Hannifin | Neutral | 2.7% above |
| TTTrane Technologies | Neutral | 19.6% above |
| JCIJohnson Controls International | Neutral | 14.4% above |
| CARRCarrier Global | Accumulation | 4.0% below |
A peer links to its own page where one exists.
Helios Technologies stock FAQ
What is Helios Technologies’s market cap?
Helios Technologies’s market cap is $2.28B at the Oct 12, 2026 close of $68.89, with 32.95M shares outstanding. The shares trade on a P/E ratio of 32.4.
What is the Helios Technologies stock forecast?
The consensus analyst 12-month price target for Helios Technologies is $94.67, +37.4% from the last close. Of the 3 firms that rated the stock in the last 90 days, 3 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Helios Technologies stock overvalued or undervalued?
On Gekko’s estimate Helios Technologies is about fair value: the Oct 12, 2026 close of $68.89 is 3.4% above Gekko Fair Value of $66.63. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Helios Technologies report earnings next?
Helios Technologies is expected to report on Nov 2, 2026, after the market closes (21 days away). Analysts expect earnings of $0.76 per share on revenue of $220.3M. Helios Technologies beat the earnings estimate in 7 of its last 8 reports, moving 10% on average across the report.
What is Helios Technologies’s 52-week high and low?
Helios Technologies’s 52-week high is $95.05 and its 52-week low is $47.01; it closed at $68.89 on Oct 12, 2026, +41.5% over the past year. Over the last five years the shares peaked at $114.89 on Nov 19, 2021.
Is Helios Technologies stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (gekkoindex and seasonality), 2 as mixed (trend and fair value) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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