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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 | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
PLTR Palantir Technologies US$134.85n/aintrinsic discount 3.7%7D -7.6%3M The author hasn't set a fair value for PLTR | ||||||
KTOS Kratos Defense & Security Solutions US$45.94n/aintrinsic discount -2.2%7D -33.0%3M The author hasn't set a fair value for KTOS | ||||||
LHX L3Harris Technologies US$280.55n/aintrinsic discount -2.8%7D -17.6%3M The author hasn't set a fair value for LHX | ||||||
IRDM Iridium Communications US$46.41n/aintrinsic discount -4.5%7D 8.1%3M The author hasn't set a fair value for IRDM | ||||||
LUNR Intuitive Machines US$13.83n/aintrinsic discount -8.7%7D -50.3%3M The author hasn't set a fair value for LUNR | ||||||
YSS York Space Systems US$17.42n/aintrinsic discount -8.9%7D -57.9%3M The author hasn't set a fair value for YSS | ||||||
HAWK HawkEye 360 US$17.44n/aintrinsic discount -10.7%7D n/a3M The author hasn't set a fair value for HAWK | ||||||
FLY Firefly Aerospace US$19.6795.5% undervalued intrinsic discount -11.7%7D -53.3%3M | ||||||
RKLB Rocket Lab US$65.74n/aintrinsic discount -14.3%7D -24.1%3M The author hasn't set a fair value for RKLB | ||||||
PL Planet Labs PBC US$22.15n/aintrinsic discount -14.7%7D -41.8%3M The author hasn't set a fair value for PL | ||||||
ASTS AST SpaceMobile US$57.42n/aintrinsic discount -15.0%7D -28.2%3M The author hasn't set a fair value for ASTS | ||||||
VOYG Voyager Technologies US$24.96n/aintrinsic discount -15.8%7D -19.7%3M The author hasn't set a fair value for VOYG | ||||||
BKSY BlackSky Technology US$21.86n/aintrinsic discount -16.1%7D -43.9%3M The author hasn't set a fair value for BKSY | ||||||
SATL Satellogic US$3.57n/aintrinsic discount -17.6%7D -50.5%3M The author hasn't set a fair value for SATL | ||||||
SPIR Spire Global US$10.96n/aintrinsic discount -21.7%7D -41.5%3M The author hasn't set a fair value for SPIR |
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
PLTR Palantir Technologies 3.7%7D -7.6%3M | US$134.85 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 141.7x | E 31.9% | US$183.12 | |
VSAT Viasat -0.04%7D 11.2%3M | US$69.51 n/aintrinsic discount | The author hasn't set a fair value for VSAT | PS 2x | E -45.0% | US$94.56 | |
KTOS Kratos Defense & Security Solutions -2.2%7D -33.0%3M | US$45.94 n/aintrinsic discount | The author hasn't set a fair value for KTOS | PS 6.1x | E 34.8% | US$109.33 | |
LHX L3Harris Technologies -2.8%7D -17.6%3M | US$280.55 n/aintrinsic discount | The author hasn't set a fair value for LHX | PE 30.2x | E 15.2% | US$378.17 | |
IRDM Iridium Communications -4.5%7D 8.1%3M | US$46.41 n/aintrinsic discount | The author hasn't set a fair value for IRDM | PE 46.6x | E 9.0% | US$45.00 | |
SESG SES -5.2%7D 10.7%3M | €7.27 n/aintrinsic discount | The author hasn't set a fair value for SESG | PS 1x | E 64.7% | €8.25 | |
MDA MDA Space -5.6%7D -8.7%3M | CA$42.17 n/aintrinsic discount | The author hasn't set a fair value for MDA | PE 64.9x | E 33.7% | CA$67.27 | |
LUNR Intuitive Machines -8.7%7D -50.3%3M | US$13.83 n/aintrinsic discount | The author hasn't set a fair value for LUNR | PS 6.6x | E 68.7% | US$40.78 | |
YSS York Space Systems -8.9%7D -57.9%3M | US$17.42 n/aintrinsic discount | The author hasn't set a fair value for YSS | PS 5.7x | E 104.9% | US$34.60 | |
RDW Redwire -10.3%7D -16.6%3M | US$8.60 n/aintrinsic discount | The author hasn't set a fair value for RDW | PS 5.5x | E 80.4% | US$14.88 | |
HAWK HawkEye 360 -10.7%7D n/a3M | US$17.44 n/aintrinsic discount | The author hasn't set a fair value for HAWK | PS 11.8x | E 57.2% | US$37.14 | |
FLY Firefly Aerospace -11.7%7D -53.3%3M | US$19.67 95.5% undervalued intrinsic discount | PS 17x | E 55.5% | US$48.11 | ||
MNTS Momentus -13.8%7D -15.1%3M | US$4.82 n/aintrinsic discount | The author hasn't set a fair value for MNTS | PS 19.5x | S n/a | n/a | |
RKLB Rocket Lab -14.3%7D -24.1%3M | US$65.74 n/aintrinsic discount | The author hasn't set a fair value for RKLB | PB 17.4x | E 61.5% | US$114.33 | |
PL Planet Labs PBC -14.7%7D -41.8%3M | US$22.15 n/aintrinsic discount | The author hasn't set a fair value for PL | PS 23.5x | E 65.9% | US$40.10 | |
ASTS AST SpaceMobile -15.0%7D -28.2%3M | US$57.42 n/aintrinsic discount | The author hasn't set a fair value for ASTS | PB 8.2x | E 104.9% | US$83.32 | |
VOYG Voyager Technologies -15.8%7D -19.7%3M | US$24.96 n/aintrinsic discount | The author hasn't set a fair value for VOYG | PS 8.8x | E 51.0% | US$43.45 | |
BKSY BlackSky Technology -16.1%7D -43.9%3M | US$21.86 n/aintrinsic discount | The author hasn't set a fair value for BKSY | PS 8.3x | E 70.2% | US$40.50 | |
SATL Satellogic -17.6%7D -50.5%3M | US$3.57 n/aintrinsic discount | The author hasn't set a fair value for SATL | PS 25.9x | E 70.8% | US$11.28 | |
SPIR Spire Global -21.7%7D -41.5%3M | US$10.96 n/aintrinsic discount | The author hasn't set a fair value for SPIR | PE 8.7x | E -98.6% | US$20.88 |