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.

Company

Price & Valuation

FV & Narrative

Valuation

Growth

Analyst Target

PLTR

Palantir Technologies

US$130.05n/a

-1.9%7D

-4.2%3M

The author hasn't set a fair value for PLTR

HAWK

HawkEye 360

US$19.54n/a

-2.2%7D

n/a3M

The author hasn't set a fair value for HAWK

BKSY

BlackSky Technology

US$26.07n/a

-4.0%7D

-18.6%3M

The author hasn't set a fair value for BKSY

LHX

L3Harris Technologies

US$288.69n/a

-4.2%7D

-18.8%3M

The author hasn't set a fair value for LHX

SESG

SES

€7.64n/a

-5.8%7D

22.7%3M

The author hasn't set a fair value for SESG

IRDM

Iridium Communications

US$48.59n/a

-7.6%7D

34.5%3M

The author hasn't set a fair value for IRDM

KTOS

Kratos Defense & Security Solutions

US$46.96n/a

-12.3%7D

-36.2%3M

The author hasn't set a fair value for KTOS

VOYG

Voyager Technologies

US$29.66n/a

-12.5%7D

-1.6%3M

The author hasn't set a fair value for VOYG

FLY

Firefly Aerospace

US$24.0994.4% undervalued

-14.0%7D

-34.2%3M

US$432.79

10 Oct

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

LUNR

Intuitive Machines

US$16.14n/a

-14.6%7D

-31.8%3M

The author hasn't set a fair value for LUNR

MNTS

Momentus

US$5.59n/a

-15.0%7D

12.7%3M

The author hasn't set a fair value for MNTS

RDW

Redwire

US$9.59n/a

-15.6%7D

-2.2%3M

The author hasn't set a fair value for RDW

Planet Labs PBC

US$25.96n/a

-15.9%7D

-23.5%3M

The author hasn't set a fair value for PL

ASTS

AST SpaceMobile

US$67.58n/a

-16.2%7D

-23.7%3M

The author hasn't set a fair value for ASTS

SATL

Satellogic

US$4.33n/a

-16.4%7D

-40.7%3M

The author hasn't set a fair value for SATL

VSAT

Viasat

US$69.54n/a

-17.0%7D

22.0%3M

The author hasn't set a fair value for VSAT

RKLB

Rocket Lab

US$76.73n/a

-17.6%7D

6.2%3M

The author hasn't set a fair value for RKLB

YSS

York Space Systems

US$19.13n/a

-18.8%7D

-44.5%3M

The author hasn't set a fair value for YSS

SPIR

Spire Global

US$13.99n/a

-20.7%7D

-32.5%3M

The author hasn't set a fair value for SPIR

MDA

MDA Space

CA$44.68n/a

-25.1%7D

-3.2%3M

The author hasn't set a fair value for MDA

Company

Price & Valuation

FV & Narrative

Valuation

Growth

Analyst Target

PLTR

Palantir Technologies

-1.9%7D

-4.2%3M

US$130.05

n/a

The author hasn't set a fair value for PLTR

PE 136.7x

E 31.9%

US$183.12

HAWK

HawkEye 360

-2.2%7D

n/a3M

US$19.54

n/a

The author hasn't set a fair value for HAWK

PS 13.3x

E 57.2%

US$37.14

BKSY

BlackSky Technology

-4.0%7D

-18.6%3M

US$26.07

n/a

The author hasn't set a fair value for BKSY

PS 9.9x

E 70.2%

US$40.50

LHX

L3Harris Technologies

-4.2%7D

-18.8%3M

US$288.69

n/a

The author hasn't set a fair value for LHX

PE 31.1x

E 15.5%

US$379.67

SESG

SES

-5.8%7D

22.7%3M

€7.64

n/a

The author hasn't set a fair value for SESG

PS 1.1x

E 63.9%

€8.05

IRDM

Iridium Communications

-7.6%7D

34.5%3M

US$48.59

n/a

The author hasn't set a fair value for IRDM

PE 48.8x

E 9.0%

US$45.00

KTOS

Kratos Defense & Security Solutions

-12.3%7D

-36.2%3M

US$46.96

n/a

The author hasn't set a fair value for KTOS

PS 6.2x

E 34.8%

US$109.33

VOYG

Voyager Technologies

-12.5%7D

-1.6%3M

US$29.66

n/a

The author hasn't set a fair value for VOYG

PS 10.5x

E 51.0%

US$43.45

FLY

Firefly Aerospace

-14.0%7D

-34.2%3M

US$24.09

94.4% undervalued

US$432.79

10 Oct

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

PS 20.9x

E 55.5%

US$48.22

LUNR

Intuitive Machines

-14.6%7D

-31.8%3M

US$16.14

n/a

The author hasn't set a fair value for LUNR

PS 7.7x

E 68.7%

US$40.78

MNTS

Momentus

-15.0%7D

12.7%3M

US$5.59

n/a

The author hasn't set a fair value for MNTS

PS 22.6x

S n/a

n/a

RDW

Redwire

-15.6%7D

-2.2%3M

US$9.59

n/a

The author hasn't set a fair value for RDW

PS 6.1x

E 81.4%

US$15.67

Planet Labs PBC

-15.9%7D

-23.5%3M

US$25.96

n/a

The author hasn't set a fair value for PL

PS 27.6x

E 65.9%

US$40.10

ASTS

AST SpaceMobile

-16.2%7D

-23.7%3M

US$67.58

n/a

The author hasn't set a fair value for ASTS

PB 9.7x

E 115.3%

US$81.47

SATL

Satellogic

-16.4%7D

-40.7%3M

US$4.33

n/a

The author hasn't set a fair value for SATL

PS 31.4x

E 70.8%

US$11.28

VSAT

Viasat

-17.0%7D

22.0%3M

US$69.54

n/a

The author hasn't set a fair value for VSAT

PS 2x

E -45.0%

US$94.56

RKLB

Rocket Lab

-17.6%7D

6.2%3M

US$76.73

n/a

The author hasn't set a fair value for RKLB

PB 20.3x

E 62.3%

US$116.57

YSS

York Space Systems

-18.8%7D

-44.5%3M

US$19.13

n/a

The author hasn't set a fair value for YSS

PS 6.3x

E 104.9%

US$34.60

SPIR

Spire Global

-20.7%7D

-32.5%3M

US$13.99

n/a

The author hasn't set a fair value for SPIR

PE 11.1x

E -98.6%

US$20.88

MDA

MDA Space

-25.1%7D

-3.2%3M

CA$44.68

n/a

The author hasn't set a fair value for MDA

PE 68.8x

E 18.8%

CA$68.33

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
PLTR Palantir Technologies US$130.05n/aintrinsic discount -1.9%7D -4.2%3M The author hasn't set a fair value for PLTR
HAWK HawkEye 360 US$19.54n/aintrinsic discount -2.2%7D n/a3M The author hasn't set a fair value for HAWK
BKSY BlackSky Technology US$26.07n/aintrinsic discount -4.0%7D -18.6%3M The author hasn't set a fair value for BKSY
LHX L3Harris Technologies US$288.69n/aintrinsic discount -4.2%7D -18.8%3M The author hasn't set a fair value for LHX
SESG SES €7.64n/aintrinsic discount -5.8%7D 22.7%3M The author hasn't set a fair value for SESG
IRDM Iridium Communications US$48.59n/aintrinsic discount -7.6%7D 34.5%3M The author hasn't set a fair value for IRDM
KTOS Kratos Defense & Security Solutions US$46.96n/aintrinsic discount -12.3%7D -36.2%3M The author hasn't set a fair value for KTOS
VOYG Voyager Technologies US$29.66n/aintrinsic discount -12.5%7D -1.6%3M The author hasn't set a fair value for VOYG
FLY Firefly Aerospace US$24.0994.4% undervalued intrinsic discount -14.0%7D -34.2%3M RO US$432.79author fair value 10 Octauthor updated this narrative Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash
LUNR Intuitive Machines US$16.14n/aintrinsic discount -14.6%7D -31.8%3M The author hasn't set a fair value for LUNR
MNTS Momentus US$5.59n/aintrinsic discount -15.0%7D 12.7%3M The author hasn't set a fair value for MNTS
RDW Redwire US$9.59n/aintrinsic discount -15.6%7D -2.2%3M The author hasn't set a fair value for RDW
PL Planet Labs PBC US$25.96n/aintrinsic discount -15.9%7D -23.5%3M The author hasn't set a fair value for PL
ASTS AST SpaceMobile US$67.58n/aintrinsic discount -16.2%7D -23.7%3M The author hasn't set a fair value for ASTS
SATL Satellogic US$4.33n/aintrinsic discount -16.4%7D -40.7%3M The author hasn't set a fair value for SATL
VSAT Viasat US$69.54n/aintrinsic discount -17.0%7D 22.0%3M The author hasn't set a fair value for VSAT
RKLB Rocket Lab US$76.73n/aintrinsic discount -17.6%7D 6.2%3M The author hasn't set a fair value for RKLB
YSS York Space Systems US$19.13n/aintrinsic discount -18.8%7D -44.5%3M The author hasn't set a fair value for YSS
SPIR Spire Global US$13.99n/aintrinsic discount -20.7%7D -32.5%3M The author hasn't set a fair value for SPIR
MDA MDA Space CA$44.68n/aintrinsic discount -25.1%7D -3.2%3M The author hasn't set a fair value for MDA

Beyond the Moon - 20 compelling space companies!

Watching

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

Watching

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
PLTR Palantir Technologies -1.9%7D -4.2%3M	US$130.05 n/aintrinsic discount	The author hasn't set a fair value for PLTR	PE 136.7x	E 31.9%	US$183.12
HAWK HawkEye 360 -2.2%7D n/a3M	US$19.54 n/aintrinsic discount	The author hasn't set a fair value for HAWK	PS 13.3x	E 57.2%	US$37.14
BKSY BlackSky Technology -4.0%7D -18.6%3M	US$26.07 n/aintrinsic discount	The author hasn't set a fair value for BKSY	PS 9.9x	E 70.2%	US$40.50
LHX L3Harris Technologies -4.2%7D -18.8%3M	US$288.69 n/aintrinsic discount	The author hasn't set a fair value for LHX	PE 31.1x	E 15.5%	US$379.67
SESG SES -5.8%7D 22.7%3M	€7.64 n/aintrinsic discount	The author hasn't set a fair value for SESG	PS 1.1x	E 63.9%	€8.05
IRDM Iridium Communications -7.6%7D 34.5%3M	US$48.59 n/aintrinsic discount	The author hasn't set a fair value for IRDM	PE 48.8x	E 9.0%	US$45.00
KTOS Kratos Defense & Security Solutions -12.3%7D -36.2%3M	US$46.96 n/aintrinsic discount	The author hasn't set a fair value for KTOS	PS 6.2x	E 34.8%	US$109.33
VOYG Voyager Technologies -12.5%7D -1.6%3M	US$29.66 n/aintrinsic discount	The author hasn't set a fair value for VOYG	PS 10.5x	E 51.0%	US$43.45
FLY Firefly Aerospace -14.0%7D -34.2%3M	US$24.09 94.4% undervalued intrinsic discount	RO US$432.79author fair value 10 Octauthor updated this narrative Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash	PS 20.9x	E 55.5%	US$48.22
LUNR Intuitive Machines -14.6%7D -31.8%3M	US$16.14 n/aintrinsic discount	The author hasn't set a fair value for LUNR	PS 7.7x	E 68.7%	US$40.78
MNTS Momentus -15.0%7D 12.7%3M	US$5.59 n/aintrinsic discount	The author hasn't set a fair value for MNTS	PS 22.6x	S n/a	n/a
RDW Redwire -15.6%7D -2.2%3M	US$9.59 n/aintrinsic discount	The author hasn't set a fair value for RDW	PS 6.1x	E 81.4%	US$15.67
PL Planet Labs PBC -15.9%7D -23.5%3M	US$25.96 n/aintrinsic discount	The author hasn't set a fair value for PL	PS 27.6x	E 65.9%	US$40.10
ASTS AST SpaceMobile -16.2%7D -23.7%3M	US$67.58 n/aintrinsic discount	The author hasn't set a fair value for ASTS	PB 9.7x	E 115.3%	US$81.47
SATL Satellogic -16.4%7D -40.7%3M	US$4.33 n/aintrinsic discount	The author hasn't set a fair value for SATL	PS 31.4x	E 70.8%	US$11.28
VSAT Viasat -17.0%7D 22.0%3M	US$69.54 n/aintrinsic discount	The author hasn't set a fair value for VSAT	PS 2x	E -45.0%	US$94.56
RKLB Rocket Lab -17.6%7D 6.2%3M	US$76.73 n/aintrinsic discount	The author hasn't set a fair value for RKLB	PB 20.3x	E 62.3%	US$116.57
YSS York Space Systems -18.8%7D -44.5%3M	US$19.13 n/aintrinsic discount	The author hasn't set a fair value for YSS	PS 6.3x	E 104.9%	US$34.60
SPIR Spire Global -20.7%7D -32.5%3M	US$13.99 n/aintrinsic discount	The author hasn't set a fair value for SPIR	PE 11.1x	E -98.6%	US$20.88
MDA MDA Space -25.1%7D -3.2%3M	CA$44.68 n/aintrinsic discount	The author hasn't set a fair value for MDA	PE 68.8x	E 18.8%	CA$68.33