HRZN Stock Analysis: Horizon Technology Finance | NASDAQ

Asset Management | NASDAQ, USA | Market Cap: 323m USD | 12M Return: -24.1% | Charts, Fundamentals & Technical Analysis

Venture Lending, Secured Debt, Development Capital, Growth Lending
Total Rating 28
Safety 49
Buy Signal -0.78
Asset Management
Industry Rotation: -4.3
Market Cap: 323M
Avg Turnover: 3.34M
Risk 3d forecast
Volatility40.6%
VaR 5th Pctl6.73%
VaR vs Median0.77%
Reward TTM
Sharpe Ratio-0.47
Rel. Str. IBD15.4
Rel. Str. Peer Group32.8
Character TTM
Beta0.579
Beta Downside0.705
Hurst Exponent0.615
Drawdowns 3y
Max DD59.54%
CAGR/Max DD-0.27
CAGR/Mean DD-0.67
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": 0.68, "2025-12": 0.2748, "2026-03": 0.19,
EPS CAGR: -13.84%
EPS Trend: -73.0%
Last SUE: 0.07
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,
Rev. CAGR: 44.76%
Rev. Trend: 95.2%
Last SUE: 0.01
Qual. Beats: 0

Warnings

Strong Share Dilution
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) 4.5
Net Income: 21.6m TTM > 0 and > 6% of Revenue
FCF/TA: 0.15 > 0.02 and ΔFCF/TA 14.20 > 1.0
NWC/Revenue: 80.55% < 20% (prev -487.7%; Δ 568.2% < -1%)
CFO/TA 0.15 > 3% & CFO 119.1m > Net Income 21.6m
Net Debt (412.7m) to EBITDA (34.4m): 11.99 < 3
Current Ratio: 3.34 > 1.5 & < 3
Outstanding Shares: last quarter (47.3m) vs 12m ago 17.63% < -2%
Gross Margin: 60.34% > 18% (prev -644.2%; Δ 704.6% > 0.5%)
Asset Turnover: 9.46% > 50% (prev 0.56%; Δ 8.90% > 0%)
Interest Coverage Ratio: 0.99 > 6 (EBIT TTM 31.9m / Interest Expense TTM 32.3m)
Altman Z'' 0.54
A: 0.08 (Total Current Assets 86.0m - Total Current Liabilities 25.8m) / Total Assets 791.6m
B: -0.30 (Retained Earnings -241.4m / Total Assets 791.6m)
C: 0.04 (EBIT TTM 31.9m / Avg Total Assets 790.6m)
D: 0.73 (Book Value of Equity 333.9m / Total Liabilities 457.8m)
Altman-Z'' = 0.54 = B
What is the price of HRZN shares?

As of July 07, 2026, the stock is trading at USD 4.72 with a total of 381,800 shares traded. Over the past week, the price has changed by +7.03%, over one month by +4.77%, over three months by +9.28% and over the past year by -24.13%.

Current recommended Stop Loss: 4.40 (which is 6.8% or 1.8 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 5.4 13.3%
Horizon Technology Finance (HRZN) - Fundamental Data Overview as of 02 July 2026
Market Cap USD = 322.9m (322.9m USD * 1.0 USD.USD)
P/E Forward = 9.0992
P/S = 3.378
P/B = 0.9671
P/EG = 1.9068
Revenue TTM = 74.8m USD
EBIT TTM = 31.9m USD
EBITDA TTM = 34.4m USD
Long Term Debt = 421.4m USD (estimated: total debt 447.2m - short term 25.8m)
Short Term Debt = 25.8m USD (from shortTermDebt, last quarter)
Debt = 447.2m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 412.7m USD (calculated: Debt 447.2m - CCE 34.5m)
Enterprise Value = 735.6m USD (322.9m + Debt 447.2m - CCE 34.5m)
Interest Coverage Ratio = 0.99 (Ebit TTM 31.9m / Interest Expense TTM 32.3m)
EV/FCF = 6.18x (Enterprise Value 735.6m / FCF TTM 119.1m)
FCF Yield = 16.19% (FCF TTM 119.1m / Enterprise Value 735.6m)
 FCF Margin = 159.3% (FCF TTM 119.1m / Revenue TTM 74.8m)
 Net Margin = 28.83% (Net Income TTM 21.6m / Revenue TTM 74.8m)
Gross Margin = 60.34% ((Revenue TTM 74.8m - Cost of Revenue TTM 29.6m) / Revenue TTM)
Gross Margin QoQ = 76.90% (prev 58.14%)
Tobins Q-Ratio = 0.93 (Enterprise Value 735.6m / Total Assets 791.6m)
Interest Expense / Debt = 7.22% (Interest Expense 32.3m / Debt 447.2m)
Taxrate = 4.29% (953k / 22.2m)
NOPAT = 30.5m (EBIT 31.9m * (1 - 4.29%))
Current Ratio = 3.34 (Total Current Assets 86.0m / Total Current Liabilities 25.8m)
Debt / Equity = 1.34 (Debt 447.2m / totalStockholderEquity, last quarter 333.9m)
Debt / EBITDA = 11.99 (Net Debt 412.7m / EBITDA 34.4m)
Debt / FCF = 3.47 (Net Debt 412.7m / FCF TTM 119.1m)
Total Stockholder Equity = 313.0m (last 4 quarters mean from totalStockholderEquity)
RoA = 2.73% (Net Income 21.6m / Total Assets 791.6m)
RoE = 6.89% (Net Income TTM 21.6m / Total Stockholder Equity 313.0m)
RoCE = 4.34% (EBIT 31.9m / Capital Employed (Equity 313.0m + L.T.Debt 421.4m))
RoIC = 3.87% (NOPAT 30.5m / Invested Capital 787.9m)
WACC = 7.38% (E(322.9m)/V(770.0m) * Re(8.02%) + D(447.2m)/V(770.0m) * Rd(7.22%) * (1-Tc(0.04)))
Discount Rate = 8.02% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 91.11 | Cagr: 16.84%
[DCF] Terminal Value 77.97% ; FCFF base≈74.1m ; Y1≈84.9m ; Y5≈125.0m
[DCF] Fair Price = 21.52 (EV 1.88b - Net Debt 412.7m = Equity 1.47b / Shares 68.3m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -72.96 | EPS CAGR: -13.84% | SUE: 0.07 | # QB: 0
Revenue Correlation: 95.24 | Revenue CAGR: 44.76% | SUE: 0.01 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.11 | Chg30d=-36.03% | Revisions=-40% | Analysts=4
EPS next Quarter (2026-09-30): EPS=0.17 | Chg30d=-2.09% | Revisions=+0% | Analysts=4
EPS current Year (2026-12-31): EPS=0.67 | Chg30d=-5.38% | Revisions=+17% | GrowthEPS=-36.1% | GrowthRev=+9.9%
EPS next Year (2027-12-31): EPS=0.76 | Chg30d=-0.09% | Revisions=+17% | GrowthEPS=+13.9% | GrowthRev=+22.3%
[Analyst] Revisions Ratio: +0% (up=5, down=5)