- 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 | |
|---|---|---|---|---|---|---|
VSAT Viasat US$83.0269.4% overvalued intrinsic discount 33.4%7D 54.6%3M | ||||||
IRDM Iridium Communications US$55.7247.1% overvalued intrinsic discount 31.8%7D 69.6%3M | ||||||
ASTS AST SpaceMobile US$86.1049.4% undervalued intrinsic discount 26.6%7D -7.0%3M | ||||||
PL Planet Labs PBC US$31.6121.0% undervalued intrinsic discount 20.2%7D -11.9%3M | ||||||
RKLB Rocket Lab US$100.0733.3% undervalued intrinsic discount 17.2%7D 47.7%3M | ||||||
BKSY BlackSky Technology US$28.7429.0% undervalued intrinsic discount 14.0%7D -6.7%3M | ||||||
SESG SES €7.890.9% overvalued intrinsic discount 13.9%7D 24.3%3M | ||||||
FLY Firefly Aerospace US$28.3793.4% undervalued intrinsic discount 13.6%7D -13.8%3M | ||||||
VOYG Voyager Technologies US$33.8191.2% undervalued intrinsic discount 11.4%7D 26.1%3M | ||||||
PLTR Palantir Technologies US$125.7332.3% undervalued intrinsic discount 10.8%7D -15.3%3M | ||||||
KTOS Kratos Defense & Security Solutions US$53.0452.7% undervalued intrinsic discount 10.6%7D -21.2%3M | ||||||
SATL Satellogic US$5.5420.9% undervalued intrinsic discount 9.9%7D -18.2%3M | ||||||
SPIR Spire Global US$18.3812.0% undervalued intrinsic discount 7.3%7D 15.5%3M | ||||||
MDA MDA Space CA$58.607.7% undervalued intrinsic discount 6.4%7D 62.7%3M | ||||||
LUNR Intuitive Machines US$20.2046.8% undervalued intrinsic discount 5.6%7D -15.8%3M | ||||||
RDW Redwire US$11.976.6% undervalued intrinsic discount 5.2%7D 23.0%3M | ||||||
LHX L3Harris Technologies US$292.2323.5% undervalued intrinsic discount 1.7%7D -17.9%3M | ||||||
YSS York Space Systems US$24.5931.3% undervalued intrinsic discount 0.2%7D -12.3%3M | ||||||
HAWK HawkEye 360 US$20.3746.2% undervalued intrinsic discount -2.4%7D n/a3M | ||||||
MNTS Momentus US$6.50n/aintrinsic discount -16.7%7D 98.2%3M |
Watching
20
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
VSAT Viasat 33.4%7D 54.6%3M | US$83.02 69.4% overvalued intrinsic discount | PS 2.4x | E -45.0% | US$94.56 | ||
IRDM Iridium Communications 31.8%7D 69.6%3M | US$55.72 47.1% overvalued intrinsic discount | PE 55.8x | E 9.0% | US$45.00 | ||
ASTS AST SpaceMobile 26.6%7D -7.0%3M | US$86.10 49.4% undervalued intrinsic discount | PB 12.4x | E 115.3% | US$81.47 | ||
PL Planet Labs PBC 20.2%7D -11.9%3M | US$31.61 21.0% undervalued intrinsic discount | PS 33.6x | E 65.9% | US$39.80 | ||
RKLB Rocket Lab 17.2%7D 47.7%3M | US$100.07 33.3% undervalued intrinsic discount | PB 25.6x | E 60.5% | US$111.86 | ||
BKSY BlackSky Technology 14.0%7D -6.7%3M | US$28.74 29.0% undervalued intrinsic discount | PS 10.9x | E 70.2% | US$40.50 | ||
SESG SES 13.9%7D 24.3%3M | €7.89 0.9% overvalued intrinsic discount | PS 1.1x | E 66.1% | €7.72 | ||
FLY Firefly Aerospace 13.6%7D -13.8%3M | US$28.37 93.4% undervalued intrinsic discount | PS 24.6x | E 55.5% | US$48.22 | ||
VOYG Voyager Technologies 11.4%7D 26.1%3M | US$33.81 91.2% undervalued intrinsic discount | PS 12x | E 51.0% | US$43.45 | ||
PLTR Palantir Technologies 10.8%7D -15.3%3M | US$125.73 32.3% undervalued intrinsic discount | PE 132.1x | E 31.9% | US$182.75 | ||
KTOS Kratos Defense & Security Solutions 10.6%7D -21.2%3M | US$53.04 52.7% undervalued intrinsic discount | PS 7x | E 34.3% | US$109.86 | ||
SATL Satellogic 9.9%7D -18.2%3M | US$5.54 20.9% undervalued intrinsic discount | PS 40.2x | E 70.8% | US$11.28 | ||
SPIR Spire Global 7.3%7D 15.5%3M | US$18.38 12.0% undervalued intrinsic discount | PE 14.5x | E -98.6% | US$20.88 | ||
MDA MDA Space 6.4%7D 62.7%3M | CA$58.60 7.7% undervalued intrinsic discount | PE 77.3x | E 18.3% | CA$68.45 | ||
LUNR Intuitive Machines 5.6%7D -15.8%3M | US$20.20 46.8% undervalued intrinsic discount | PS 9.7x | E 68.3% | US$40.78 | ||
RDW Redwire 5.2%7D 23.0%3M | US$11.97 6.6% undervalued intrinsic discount | PS 6.4x | E 81.4% | US$15.67 | ||
LHX L3Harris Technologies 1.7%7D -17.9%3M | US$292.23 23.5% undervalued intrinsic discount | PE 31.4x | E 14.3% | US$381.00 | ||
YSS York Space Systems 0.2%7D -12.3%3M | US$24.59 31.3% undervalued intrinsic discount | PS 8x | E 104.9% | US$34.89 | ||
HAWK HawkEye 360 -2.4%7D n/a3M | US$20.37 46.2% undervalued intrinsic discount | PS 13.8x | E 56.5% | US$37.86 | ||
MNTS Momentus -16.7%7D 98.2%3M | US$6.50 n/aintrinsic discount | PS 26.3x | S n/a | n/a |