- 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 | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
VOYG Voyager Technologies US$33.49n/aintrinsic discount 30.6%7D 25.8%3M The author hasn't set a fair value for VOYG | ||||||
RDW Redwire US$10.6317.1% undervalued intrinsic discount 24.0%7D 10.3%3M | ||||||
SATL Satellogic US$4.4970.1% undervalued intrinsic discount 35.6%7D -32.2%3M | ||||||
PLTR Palantir Technologies US$162.6655.0% undervalued intrinsic discount 32.2%7D 18.7%3M | ||||||
ASTS AST SpaceMobile US$70.3158.6% undervalued intrinsic discount 24.3%7D -0.5%3M | ||||||
RKLB Rocket Lab US$74.4812.4% undervalued intrinsic discount 27.1%7D -5.2%3M | ||||||
KTOS Kratos Defense & Security Solutions US$51.8752.2% undervalued intrinsic discount 6.6%7D -15.7%3M | ||||||
FLY Firefly Aerospace US$23.3394.6% undervalued intrinsic discount 20.8%7D -32.5%3M | ||||||
SPIR Spire Global US$13.4843.8% undervalued intrinsic discount 18.6%7D -26.3%3M | ||||||
BKSY BlackSky Technology US$25.4125.3% undervalued intrinsic discount 15.8%7D -37.3%3M | ||||||
LUNR Intuitive Machines US$13.9667.0% undervalued intrinsic discount 12.9%7D -47.0%3M | ||||||
PL Planet Labs PBC US$22.8356.9% undervalued intrinsic discount 11.8%7D -42.5%3M | ||||||
VSAT Viasat US$86.1638.5% undervalued intrinsic discount 22.8%7D 29.9%3M | ||||||
IRDM Iridium Communications US$49.6117.3% undervalued intrinsic discount 9.2%7D 22.2%3M | ||||||
LHX L3Harris Technologies US$285.3023.7% undervalued intrinsic discount -6.5%7D -5.6%3M | ||||||
YSS York Space Systems US$15.3166.0% undervalued intrinsic discount -14.0%7D -58.5%3M | ||||||
SESG SES €5.6531.5% undervalued intrinsic discount -17.3%7D -26.3%3M |
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
VOYG Voyager Technologies 30.6%7D 25.8%3M | US$33.49 n/aintrinsic discount | The author hasn't set a fair value for VOYG | PS 11.4x | E 50.4% | US$43.45 | |
RDW Redwire 24.0%7D 10.3%3M | US$10.63 17.1% undervalued intrinsic discount | PS 6.8x | E 80.8% | US$14.88 | ||
SATL Satellogic 35.6%7D -32.2%3M | US$4.49 70.1% undervalued intrinsic discount | PS 32.6x | E 70.8% | US$11.28 | ||
PLTR Palantir Technologies 32.2%7D 18.7%3M | US$162.66 55.0% undervalued intrinsic discount | PE 129.6x | E 32.3% | US$188.83 | ||
ASTS AST SpaceMobile 24.3%7D -0.5%3M | US$70.31 58.6% undervalued intrinsic discount | PB 10.1x | E 107.6% | US$80.48 | ||
RKLB Rocket Lab 27.1%7D -5.2%3M | US$74.48 12.4% undervalued intrinsic discount | PB 19.7x | E 60.0% | US$111.31 | ||
KTOS Kratos Defense & Security Solutions 6.6%7D -15.7%3M | US$51.87 52.2% undervalued intrinsic discount | PS 6.9x | E 35.0% | US$108.62 | ||
FLY Firefly Aerospace 20.8%7D -32.5%3M | US$23.33 94.6% undervalued intrinsic discount | PS 20.7x | E 50.3% | US$45.80 | ||
HAWK HawkEye 360 20.1%7D n/a3M | US$24.30 n/aintrinsic discount | The author hasn't set a fair value for HAWK | PS 16.5x | E 57.2% | US$35.63 | |
SPIR Spire Global 18.6%7D -26.3%3M | US$13.48 43.8% undervalued intrinsic discount | PE 10.7x | E -98.6% | US$20.88 | ||
BKSY BlackSky Technology 15.8%7D -37.3%3M | US$25.41 25.3% undervalued intrinsic discount | PS 10.6x | E 70.2% | US$40.50 | ||
LUNR Intuitive Machines 12.9%7D -47.0%3M | US$13.96 67.0% undervalued intrinsic discount | PS 6.7x | E 68.0% | US$39.22 | ||
PL Planet Labs PBC 11.8%7D -42.5%3M | US$22.83 56.9% undervalued intrinsic discount | PS 24.2x | E 65.9% | US$40.10 | ||
MDA MDA Space 13.8%7D 9.3%3M | CA$48.10 n/aintrinsic discount | The author hasn't set a fair value for MDA | PE 74.1x | E 33.7% | CA$67.27 | |
VSAT Viasat 22.8%7D 29.9%3M | US$86.16 38.5% undervalued intrinsic discount | PS 2.6x | E -45.0% | US$94.14 | ||
IRDM Iridium Communications 9.2%7D 22.2%3M | US$49.61 17.3% undervalued intrinsic discount | PE 56.4x | E 19.0% | US$42.00 | ||
MNTS Momentus 0.4%7D -5.2%3M | US$4.55 n/aintrinsic discount | The author hasn't set a fair value for MNTS | PS 18.4x | S n/a | n/a | |
LHX L3Harris Technologies -6.5%7D -5.6%3M | US$285.30 23.7% undervalued intrinsic discount | PE 28.6x | E 12.3% | US$343.27 | ||
YSS York Space Systems -14.0%7D -58.5%3M | US$15.31 66.0% undervalued intrinsic discount | PS 5.1x | E 103.3% | US$33.44 | ||
SESG SES -17.3%7D -26.3%3M | €5.65 31.5% undervalued intrinsic discount | PS 0.7x | E 80.6% | €8.12 |