- User Profile
- Watchlists
- Beyond the Moon - 20 compelling space companies!
Beyond the Moon - 20 compelling space companies!
20 publicly traded space companies across D2D, ISR, broadband, lunar, and manufacturing. Mapped by moat, momentum, and upside. From proven compounders to binary bets. The SpaceX IPO makes this the most important sector watchlist of 2026.
Watching
20
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MNTS Momentus US$16.85n/aintrinsic discount 128.3%7D 307.0%3M | ||||||
RDW Redwire US$24.5770.1% overvalued intrinsic discount 40.5%7D 158.1%3M | ||||||
PL Planet Labs PBC US$51.1440.8% overvalued intrinsic discount 15.3%7D 94.0%3M | ||||||
LUNR Intuitive Machines US$43.833.6% overvalued intrinsic discount 14.6%7D 143.6%3M | ||||||
PLTR Palantir Technologies US$156.5415.7% undervalued intrinsic discount 14.4%7D 7.8%3M | ||||||
KTOS Kratos Defense & Security Solutions US$64.1345.4% undervalued intrinsic discount 14.2%7D -29.3%3M | ||||||
YSS York Space Systems US$32.648.8% undervalued intrinsic discount 12.4%7D 25.5%3M | ||||||
VOYG Voyager Technologies US$49.5348.6% undervalued intrinsic discount 11.0%7D 76.2%3M | ||||||
HAWK HawkEye 360 US$33.01n/aintrinsic discount 8.4%7D n/a3M | ||||||
VSAT Viasat US$80.6257.6% overvalued intrinsic discount 8.1%7D 70.7%3M | ||||||
SPIR Spire Global US$22.8412.1% overvalued intrinsic discount 7.9%7D 150.4%3M | ||||||
ASTS AST SpaceMobile US$113.41183.5% overvalued intrinsic discount 7.1%7D 30.5%3M | ||||||
IRDM Iridium Communications US$51.7834.1% overvalued intrinsic discount 6.0%7D 109.0%3M | ||||||
RKLB Rocket Lab US$143.4838.1% overvalued intrinsic discount 5.7%7D 102.2%3M | ||||||
SESG SES €9.4510.0% undervalued intrinsic discount 5.5%7D 40.8%3M | ||||||
MDA MDA Space CA$61.4815.8% overvalued intrinsic discount 3.3%7D 46.2%3M | ||||||
BKSY BlackSky Technology US$48.4719.7% overvalued intrinsic discount 1.3%7D 124.3%3M | ||||||
LHX L3Harris Technologies US$315.1817.6% undervalued intrinsic discount 1.0%7D -16.7%3M | ||||||
FLY Firefly Aerospace US$46.4989.3% undervalued intrinsic discount -6.1%7D 122.2%3M | ||||||
SATL Satellogic US$9.5135.9% overvalued intrinsic discount -10.4%7D 200.0%3M |
Watching
20
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MNTS Momentus 128.3%7D 307.0%3M | US$16.85 n/aintrinsic discount | PS 26x | S n/a | n/a | ||
RDW Redwire 40.5%7D 158.1%3M | US$24.57 70.1% overvalued intrinsic discount | PS 13.1x | E 81.4% | US$14.44 | ||
PL Planet Labs PBC 15.3%7D 94.0%3M | US$51.14 40.8% overvalued intrinsic discount | PB 96.7x | E 55.7% | US$35.50 | ||
LUNR Intuitive Machines 14.6%7D 143.6%3M | US$43.83 3.6% overvalued intrinsic discount | PS 21x | E 68.3% | US$40.78 | ||
PLTR Palantir Technologies 14.4%7D 7.8%3M | US$156.54 15.7% undervalued intrinsic discount | PB 44.4x | E 31.8% | US$183.73 | ||
KTOS Kratos Defense & Security Solutions 14.2%7D -29.3%3M | US$64.13 45.4% undervalued intrinsic discount | PS 8.5x | E 34.5% | US$113.05 | ||
YSS York Space Systems 12.4%7D 25.5%3M | US$32.64 8.8% undervalued intrinsic discount | PS 10.7x | E 104.9% | US$34.67 | ||
VOYG Voyager Technologies 11.0%7D 76.2%3M | US$49.53 48.6% undervalued intrinsic discount | PS 17.6x | E 33.6% | US$39.70 | ||
HAWK HawkEye 360 8.4%7D n/a3M | US$33.01 n/aintrinsic discount | PS 26.1x | S n/a | n/a | ||
VSAT Viasat 8.1%7D 70.7%3M | US$80.62 57.6% overvalued intrinsic discount | PS 2.4x | E -32.0% | US$78.75 | ||
SPIR Spire Global 7.9%7D 150.4%3M | US$22.84 12.1% overvalued intrinsic discount | PE 18.1x | E -98.6% | US$20.38 | ||
ASTS AST SpaceMobile 7.1%7D 30.5%3M | US$113.41 183.5% overvalued intrinsic discount | PB 16.3x | E 115.3% | US$82.24 | ||
IRDM Iridium Communications 6.0%7D 109.0%3M | US$51.78 34.1% overvalued intrinsic discount | PE 51.9x | E 17.3% | US$36.38 | ||
RKLB Rocket Lab 5.7%7D 102.2%3M | US$143.48 38.1% overvalued intrinsic discount | PB 36.7x | E 59.6% | US$103.91 | ||
SESG SES 5.5%7D 40.8%3M | €9.45 10.0% undervalued intrinsic discount | PS 1.3x | E 65.1% | €7.54 | ||
MDA MDA Space 3.3%7D 46.2%3M | CA$61.48 15.8% overvalued intrinsic discount | PE 81.1x | E 16.6% | CA$60.09 | ||
BKSY BlackSky Technology 1.3%7D 124.3%3M | US$48.47 19.7% overvalued intrinsic discount | PS 18.4x | E 70.2% | US$40.50 | ||
LHX L3Harris Technologies 1.0%7D -16.7%3M | US$315.18 17.6% undervalued intrinsic discount | PE 33.9x | E 14.3% | US$381.95 | ||
FLY Firefly Aerospace -6.1%7D 122.2%3M | US$46.49 89.3% undervalued intrinsic discount | PS 40.3x | E 44.5% | US$47.13 | ||
SATL Satellogic -10.4%7D 200.0%3M | US$9.51 35.9% overvalued intrinsic discount | PB -55.2x | E 69.1% | US$10.98 |