HRZN Stock Analysis: Horizon Technology Finance | NASDAQ

Asset Management | NASDAQ, USA | Market Cap: 339m USD | 12M Return: -16% | US44045A1025 | Charts, Fundamentals & Technical Analysis

Venture Lending, Secured Debt, Development Capital, Growth Lending
Total Rating 28
Safety 48
Buy Signal -0.75
Asset Management
Industry Rotation: +2.7
Market Cap: 339M
Avg Turnover: 3.06M
Risk 3d forecast
Volatility37.5%
VaR 5th Pctl6.31%
VaR vs Median2.34%
Reward TTM
Sharpe Ratio-0.29
Rel. Str. IBD25
Rel. Str. Peer Group31.4
Character TTM
Beta0.703
Beta Downside0.857
Hurst Exponent0.575
Drawdowns 3y
Max DD59.54%
CAGR/Max DD-0.23
CAGR/Mean DD-0.55
EPS (Earnings per Share) EPS (Earnings per Share) of HRZN over the last years for every Quarter: "2021-06": 0.31, "2021-09": 0.4, "2021-12": 0.39, "2022-03": 0.26, "2022-06": 0.35, "2022-09": 0.43, "2022-12": 0.4, "2023-03": 0.46, "2023-06": 0.54, "2023-09": 0.53, "2023-12": 0.45, "2024-03": 0.38, "2024-06": 0.36, "2024-09": 0.32, "2024-12": 0.27, "2025-03": 0.27, "2025-06": 0.28, "2025-09": 0.31, "2025-12": 0.2748, "2026-03": 0.19, "2026-06": 0.11,
EPS CAGR: -25.33%
EPS Trend: -97.6%
Last SUE: -0.66
Qual. Beats: 0
Revenue Revenue of HRZN over the last years for every Quarter: 2021-06: 11.146, 2021-09: 17.078, 2021-12: 7.115, 2022-03: 8.329, 2022-06: 12.955, 2022-09: 12.539, 2022-12: 12.021, 2023-03: 14.153, 2023-06: 8.871, 2023-09: -3.409, 2023-12: 26.994, 2024-03: 18.72, 2024-06: 0.604, 2024-09: 17.015, 2024-12: -2.396, 2025-03: -10.819, 2025-06: -9.889, 2025-09: 41.56, 2025-12: 19.172, 2026-03: 23.918, 2026-06: 18.923,
Rev. CAGR: 44.76%
Rev. Trend: 95.2%
Last SUE: -0.21
Qual. Beats: 0

Warnings

Strong Share Dilution
Below Avwap Earnings
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.6% 2
Feb +2.1% 14
Mar -6.1% 59
Apr +1.4% 25
May -0.5% 0
Jun +0.9% 25
Jul +6.5% 35
Aug -4.2% 26
Sep -1.2% 37
Oct -3.4% 6
Nov +4.1% 38
Dec -0.1% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: HRZN Horizon Technology Finance

Horizon Technology Finance Corporation (NASDAQ: HRZN) is a business development company (BDC) that provides secured debt and venture lending to venture capital–backed companies in the technology, life science, healthcare information and services, and cleantech and sustainability industries, with investments focused on U.S.-based businesses. As a BDC, HRZN operates under the Investment Company Act of 1940, a regulatory framework that requires it to distribute the majority of its taxable income to shareholders and that allows it to serve as an external source of financing for early- and growth-stage companies typically underserved by traditional banks. By structuring investments as debt rather than equity, the company generates returns primarily through interest income and loan repayments while generally avoiding equity dilution for its portfolio companies.

Headlines to Watch Out For
  • Net interest margin expands on higher base rates
  • Venture loan origination volume accelerates in life sciences
  • Non-accrual rates rise as venture-backed startups struggle
Piotroski VR-10 (Strict) 4.0
Net Income: 5.07m TTM > 0 and > 6% of Revenue
FCF/TA: 0.18 > 0.02 and ΔFCF/TA 11.76 > 1.0
NWC/Revenue: 69.99% < 20% (prev -97.65%; Δ 167.6% < -1%)
CFO/TA 0.18 > 3% & CFO 150.9m > Net Income 5.07m
Net Debt (267.4m) to EBITDA (30.2m): 8.84 < 3
Current Ratio: 1.97 > 1.5 & < 3
Outstanding Shares: last quarter (65.0m) vs 12m ago 57.62% < -2%
Gross Margin: 75.84% > 18% (prev 2.67%; Δ 73.17% > 0.5%)
Asset Turnover: 13.29% > 50% (prev 4.67%; Δ 8.62% > 0%)
Interest Coverage Ratio: 0.85 > 6 (EBIT TTM 27.2m / Interest Expense TTM 31.9m)
Altman Z'' 0.72
A: 0.09 (Total Current Assets 147.6m - Total Current Liabilities 75.1m) / Total Assets 832.0m
B: -0.35 (Retained Earnings -292.8m / Total Assets 832.0m)
C: 0.03 (EBIT TTM 27.2m / Avg Total Assets 779.4m)
D: 1.01 (Book Value of Equity 417.5m / Total Liabilities 414.5m)
Altman-Z'' = 0.72 = B
What is the price of HRZN shares?

As of August 23, 2026, the stock is trading at USD 4.82 with a total of 682,593 shares traded. Over the past week, the price has changed by -2.63%, over one month by +6.98%, over three months by +26.00% and over the past year by -16.04%.

Current recommended Stop Loss: 4.60 (which is 4.6% or 1.4 ATR below the current price).

Is HRZN a buy, sell or hold?

Horizon Technology Finance has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold HRZN.

  • StrongBuy: 0
  • Buy: 1
  • Hold: 6
  • Sell: 1
  • StrongSell: 0

What are the forecasts/targets for the HRZN price?
Analysts Target Price 5.1 4.8%
Horizon Technology Finance (HRZN) - Fundamental Data Overview as of 20 August 2026
Market Cap USD = 338.5m (338.5m USD * 1.0 USD.USD)
P/E Trailing = 13.6486
P/E Forward = 7.7942
P/S = 3.5223
P/B = 0.8012
P/EG = 1.9068
Revenue TTM = 103.6m USD
EBIT TTM = 27.2m USD
EBITDA TTM = 30.2m USD
Long Term Debt = 327.4m USD (estimated: total debt 402.4m - short term 75.1m)
Short Term Debt = 75.1m USD (from shortTermDebt, last quarter)
Debt = 402.4m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 267.4m USD (calculated: Debt 402.4m - CCE 135.0m)
Enterprise Value = 606.0m USD (338.5m + Debt 402.4m - CCE 135.0m)
Interest Coverage Ratio = 0.85 (Ebit TTM 27.2m / Interest Expense TTM 31.9m)
EV/FCF = 4.02x (Enterprise Value 606.0m / FCF TTM 150.9m)
FCF Yield = 24.90% (FCF TTM 150.9m / Enterprise Value 606.0m)
 FCF Margin = 145.7% (FCF TTM 150.9m / Revenue TTM 103.6m)
 Net Margin = 4.89% (Net Income TTM 5.07m / Revenue TTM 103.6m)
Gross Margin = 75.84% ((Revenue TTM 103.6m - Cost of Revenue TTM 25.0m) / Revenue TTM)
Gross Margin QoQ = 81.12% (prev 76.90%)
Tobins Q-Ratio = 0.73 (Enterprise Value 606.0m / Total Assets 832.0m)
Interest Expense / Debt = 7.93% (Interest Expense 31.9m / Debt 402.4m)
Taxrate = 15.70% (845k / 5.38m)
NOPAT = 23.0m (EBIT 27.2m * (1 - 15.70%))
Current Ratio = 1.97 (Total Current Assets 147.6m / Total Current Liabilities 75.1m)
Debt / Equity = 0.96 (Debt 402.4m / totalStockholderEquity, last quarter 417.5m)
Debt / EBITDA = 8.84 (Net Debt 267.4m / EBITDA 30.2m)
Debt / FCF = 1.77 (Net Debt 267.4m / FCF TTM 150.9m)
Total Stockholder Equity = 346.4m (last 4 quarters mean from totalStockholderEquity)
RoA = 0.65% (Net Income 5.07m / Total Assets 832.0m)
RoE = 1.46% (Net Income TTM 5.07m / Total Stockholder Equity 346.4m)
RoCE = 4.04% (EBIT 27.2m / Capital Employed (Equity 346.4m + L.T.Debt 327.4m))
RoIC = 2.78% (NOPAT 23.0m / Invested Capital 826.9m)
WACC = 7.49% (E(338.5m)/V(741.0m) * Re(8.45%) + D(402.4m)/V(741.0m) * Rd(7.93%) * (1-Tc(0.16)))
Discount Rate = 8.45% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 85.30 | Cagr: 34.09%
[DCF] Terminal Value 77.97% ; FCFF base≈109.1m ; Y1≈125.0m ; Y5≈184.0m
[DCF] Fair Price = 37.32 (EV 2.77b - Net Debt 267.4m = Equity 2.50b / Shares 67.0m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -97.55 | EPS CAGR: -25.33% | SUE: -0.66 | # QB: 0
Revenue Correlation: 95.24 | Revenue CAGR: 44.76% | SUE: -0.21 | # QB: 0
EPS current Quarter (2026-09-30): EPS=0.18 | Chg30d=+2.48% | Revisions=+0% | Analysts=4
EPS current Year (2026-12-31): EPS=0.65 | Chg30d=-2.70% | Revisions=+0% | GrowthEPS=-37.9% | GrowthRev=+3.9%
EPS next Year (2027-12-31): EPS=0.73 | Chg30d=-4.73% | Revisions=+0% | GrowthEPS=+11.5% | GrowthRev=+10.5%
[Analyst] Revisions Ratio: +0% (up=3, down=3)