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- 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 | |
|---|---|---|---|---|---|---|
IRDM Iridium Communications US$52.0734.9% overvalued intrinsic discount 1.6%7D 116.9%3M | ||||||
PLTR Palantir Technologies US$141.7023.7% undervalued intrinsic discount -1.1%7D -9.8%3M | ||||||
LHX L3Harris Technologies US$309.7818.9% undervalued intrinsic discount -1.6%7D -15.5%3M | ||||||
KTOS Kratos Defense & Security Solutions US$63.4043.9% undervalued intrinsic discount -2.7%7D -27.1%3M | ||||||
YSS York Space Systems US$29.6717.1% undervalued intrinsic discount -7.3%7D 38.6%3M | ||||||
VOYG Voyager Technologies US$47.7050.5% undervalued intrinsic discount -7.9%7D 78.5%3M | ||||||
SESG SES €8.579.5% overvalued intrinsic discount -13.4%7D 43.7%3M | ||||||
MDA MDA Space CA$57.056.9% undervalued intrinsic discount -15.0%7D 41.1%3M | ||||||
PL Planet Labs PBC US$43.5319.8% overvalued intrinsic discount -15.3%7D 72.2%3M | ||||||
VSAT Viasat US$72.9342.6% overvalued intrinsic discount -15.9%7D 66.5%3M | ||||||
HAWK HawkEye 360 US$26.8930.8% undervalued intrinsic discount -15.9%7D n/a3M | ||||||
LUNR Intuitive Machines US$33.8320.0% undervalued intrinsic discount -16.1%7D 91.5%3M | ||||||
SPIR Spire Global US$20.041.6% undervalued intrinsic discount -16.8%7D 109.8%3M | ||||||
RDW Redwire US$21.4348.4% overvalued intrinsic discount -17.3%7D 150.6%3M | ||||||
SATL Satellogic US$8.1416.3% overvalued intrinsic discount -17.4%7D 163.4%3M | ||||||
MNTS Momentus US$15.79n/aintrinsic discount -18.6%7D 281.4%3M | ||||||
RKLB Rocket Lab US$119.9515.4% overvalued intrinsic discount -19.0%7D 71.1%3M | ||||||
ASTS AST SpaceMobile US$107.2936.9% undervalued intrinsic discount -19.4%7D 19.9%3M | ||||||
BKSY BlackSky Technology US$39.662.1% undervalued intrinsic discount -23.2%7D 67.1%3M | ||||||
FLY Firefly Aerospace US$39.7890.8% undervalued intrinsic discount -30.6%7D 95.2%3M |
Watching
20
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
IRDM Iridium Communications 1.6%7D 116.9%3M | US$52.07 34.9% overvalued intrinsic discount | PE 52.2x | E 22.6% | US$37.88 | ||
PLTR Palantir Technologies -1.1%7D -9.8%3M | US$141.70 23.7% undervalued intrinsic discount | PE 148.9x | E 31.8% | US$183.73 | ||
LHX L3Harris Technologies -1.6%7D -15.5%3M | US$309.78 18.9% undervalued intrinsic discount | PE 33.3x | E 14.3% | US$381.95 | ||
KTOS Kratos Defense & Security Solutions -2.7%7D -27.1%3M | US$63.40 43.9% undervalued intrinsic discount | PS 8.4x | E 34.5% | US$113.05 | ||
YSS York Space Systems -7.3%7D 38.6%3M | US$29.67 17.1% undervalued intrinsic discount | PS 9.7x | E 104.9% | US$34.67 | ||
VOYG Voyager Technologies -7.9%7D 78.5%3M | US$47.70 50.5% undervalued intrinsic discount | PS 16.9x | E 33.6% | US$43.70 | ||
SESG SES -13.4%7D 43.7%3M | €8.57 9.5% overvalued intrinsic discount | PS 1.2x | E 65.4% | €7.82 | ||
MDA MDA Space -15.0%7D 41.1%3M | CA$57.05 6.9% undervalued intrinsic discount | PE 75.2x | E 16.8% | CA$62.45 | ||
PL Planet Labs PBC -15.3%7D 72.2%3M | US$43.53 19.8% overvalued intrinsic discount | PB 82.3x | E 55.7% | US$35.50 | ||
VSAT Viasat -15.9%7D 66.5%3M | US$72.93 42.6% overvalued intrinsic discount | PS 2.1x | E -40.9% | US$88.88 | ||
HAWK HawkEye 360 -15.9%7D n/a3M | US$26.89 30.8% undervalued intrinsic discount | PS 21.3x | E 54.8% | US$38.86 | ||
LUNR Intuitive Machines -16.1%7D 91.5%3M | US$33.83 20.0% undervalued intrinsic discount | PS 16.2x | E 68.3% | US$40.78 | ||
SPIR Spire Global -16.8%7D 109.8%3M | US$20.04 1.6% undervalued intrinsic discount | PE 15.8x | E -98.6% | US$20.38 | ||
RDW Redwire -17.3%7D 150.6%3M | US$21.43 48.4% overvalued intrinsic discount | PS 11.4x | E 81.4% | US$15.67 | ||
SATL Satellogic -17.4%7D 163.4%3M | US$8.14 16.3% overvalued intrinsic discount | PB -47.3x | E 69.1% | US$10.98 | ||
MNTS Momentus -18.6%7D 281.4%3M | US$15.79 n/aintrinsic discount | PS 24.4x | S n/a | n/a | ||
RKLB Rocket Lab -19.0%7D 71.1%3M | US$119.95 15.4% overvalued intrinsic discount | PB 30.7x | E 59.6% | US$103.91 | ||
ASTS AST SpaceMobile -19.4%7D 19.9%3M | US$107.29 36.9% undervalued intrinsic discount | PB 15.4x | E 115.3% | US$82.02 | ||
BKSY BlackSky Technology -23.2%7D 67.1%3M | US$39.66 2.1% undervalued intrinsic discount | PS 15x | E 70.2% | US$40.50 | ||
FLY Firefly Aerospace -30.6%7D 95.2%3M | US$39.78 90.8% undervalued intrinsic discount | PS 34.5x | E 55.4% | US$48.00 |