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$134.37n/a

15.2%7D

-4.5%3M

The author hasn't set a fair value for PLTR

LHX

L3Harris Technologies

US$295.40n/a

1.7%7D

-18.4%3M

The author hasn't set a fair value for LHX

KTOS

Kratos Defense & Security Solutions

US$50.34n/a

1.0%7D

-32.4%3M

The author hasn't set a fair value for KTOS

SESG

SES

€7.88n/a

-0.2%7D

23.3%3M

The author hasn't set a fair value for SESG

VOYG

Voyager Technologies

US$31.89n/a

-1.1%7D

13.4%3M

The author hasn't set a fair value for VOYG

HAWK

HawkEye 360

US$19.84n/a

-1.9%7D

n/a3M

The author hasn't set a fair value for HAWK

MDA

MDA Space

CA$56.32n/a

-3.9%7D

38.3%3M

The author hasn't set a fair value for MDA

IRDM

Iridium Communications

US$51.09n/a

-6.9%7D

47.6%3M

The author hasn't set a fair value for IRDM

YSS

York Space Systems

US$22.92n/a

-6.9%7D

-18.0%3M

The author hasn't set a fair value for YSS

MNTS

Momentus

US$6.22n/a

-7.4%7D

70.9%3M

The author hasn't set a fair value for MNTS

BKSY

BlackSky Technology

US$25.46n/a

-8.8%7D

-23.8%3M

The author hasn't set a fair value for BKSY

SPIR

Spire Global

US$16.84n/a

-9.5%7D

-17.9%3M

The author hasn't set a fair value for SPIR

FLY

Firefly Aerospace

US$25.6694.1% undervalued

-12.7%7D

-32.7%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

Planet Labs PBC

US$28.66n/a

-13.5%7D

-21.6%3M

The author hasn't set a fair value for PL

VSAT

Viasat

US$76.72n/a

-14.6%7D

36.2%3M

The author hasn't set a fair value for VSAT

SATL

Satellogic

US$4.82n/a

-15.7%7D

-30.0%3M

The author hasn't set a fair value for SATL

ASTS

AST SpaceMobile

US$74.21n/a

-16.5%7D

-23.1%3M

The author hasn't set a fair value for ASTS

RDW

Redwire

US$10.21n/a

-16.5%7D

6.2%3M

The author hasn't set a fair value for RDW

LUNR

Intuitive Machines

US$17.85n/a

-16.5%7D

-23.7%3M

The author hasn't set a fair value for LUNR

RKLB

Rocket Lab

US$83.41n/a

-17.9%7D

20.7%3M

The author hasn't set a fair value for RKLB

Company

Price & Valuation

FV & Narrative

Valuation

Growth

Analyst Target

PLTR

Palantir Technologies

15.2%7D

-4.5%3M

US$134.37

n/a

The author hasn't set a fair value for PLTR

PE 141.2x

E 31.9%

US$183.12

LHX

L3Harris Technologies

1.7%7D

-18.4%3M

US$295.40

n/a

The author hasn't set a fair value for LHX

PE 31.8x

E 14.3%

US$380.21

KTOS

Kratos Defense & Security Solutions

1.0%7D

-32.4%3M

US$50.34

n/a

The author hasn't set a fair value for KTOS

PS 6.7x

E 34.3%

US$109.86

SESG

SES

-0.2%7D

23.3%3M

€7.88

n/a

The author hasn't set a fair value for SESG

PS 1.1x

E 63.9%

€7.91

VOYG

Voyager Technologies

-1.1%7D

13.4%3M

US$31.89

n/a

The author hasn't set a fair value for VOYG

PS 11.3x

E 51.0%

US$43.45

HAWK

HawkEye 360

-1.9%7D

n/a3M

US$19.84

n/a

The author hasn't set a fair value for HAWK

PS 13.5x

E 56.5%

US$37.86

MDA

MDA Space

-3.9%7D

38.3%3M

CA$56.32

n/a

The author hasn't set a fair value for MDA

PE 74.3x

E 18.3%

CA$68.45

IRDM

Iridium Communications

-6.9%7D

47.6%3M

US$51.09

n/a

The author hasn't set a fair value for IRDM

PE 51.3x

E 9.0%

US$45.00

YSS

York Space Systems

-6.9%7D

-18.0%3M

US$22.92

n/a

The author hasn't set a fair value for YSS

PS 7.5x

E 104.9%

US$34.89

MNTS

Momentus

-7.4%7D

70.9%3M

US$6.22

n/a

The author hasn't set a fair value for MNTS

PS 25.2x

S n/a

n/a

BKSY

BlackSky Technology

-8.8%7D

-23.8%3M

US$25.46

n/a

The author hasn't set a fair value for BKSY

PS 9.7x

E 70.2%

US$40.50

SPIR

Spire Global

-9.5%7D

-17.9%3M

US$16.84

n/a

The author hasn't set a fair value for SPIR

PE 13.3x

E -98.6%

US$20.88

FLY

Firefly Aerospace

-12.7%7D

-32.7%3M

US$25.66

94.1% 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 22.2x

E 55.5%

US$48.22

Planet Labs PBC

-13.5%7D

-21.6%3M

US$28.66

n/a

The author hasn't set a fair value for PL

PS 30.4x

E 65.9%

US$39.80

VSAT

Viasat

-14.6%7D

36.2%3M

US$76.72

n/a

The author hasn't set a fair value for VSAT

PS 2.3x

E -45.0%

US$94.56

SATL

Satellogic

-15.7%7D

-30.0%3M

US$4.82

n/a

The author hasn't set a fair value for SATL

PS 35x

E 70.8%

US$11.28

ASTS

AST SpaceMobile

-16.5%7D

-23.1%3M

US$74.21

n/a

The author hasn't set a fair value for ASTS

PB 10.7x

E 115.3%

US$81.47

RDW

Redwire

-16.5%7D

6.2%3M

US$10.21

n/a

The author hasn't set a fair value for RDW

PS 6.5x

E 81.4%

US$15.67

LUNR

Intuitive Machines

-16.5%7D

-23.7%3M

US$17.85

n/a

The author hasn't set a fair value for LUNR

PS 8.6x

E 68.3%

US$40.78

RKLB

Rocket Lab

-17.9%7D

20.7%3M

US$83.41

n/a

The author hasn't set a fair value for RKLB

PB 21.3x

E 61.9%

US$116.50

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
PLTR Palantir Technologies US$134.37n/aintrinsic discount 15.2%7D -4.5%3M The author hasn't set a fair value for PLTR
LHX L3Harris Technologies US$295.40n/aintrinsic discount 1.7%7D -18.4%3M The author hasn't set a fair value for LHX
KTOS Kratos Defense & Security Solutions US$50.34n/aintrinsic discount 1.0%7D -32.4%3M The author hasn't set a fair value for KTOS
SESG SES €7.88n/aintrinsic discount -0.2%7D 23.3%3M The author hasn't set a fair value for SESG
VOYG Voyager Technologies US$31.89n/aintrinsic discount -1.1%7D 13.4%3M The author hasn't set a fair value for VOYG
HAWK HawkEye 360 US$19.84n/aintrinsic discount -1.9%7D n/a3M The author hasn't set a fair value for HAWK
MDA MDA Space CA$56.32n/aintrinsic discount -3.9%7D 38.3%3M The author hasn't set a fair value for MDA
IRDM Iridium Communications US$51.09n/aintrinsic discount -6.9%7D 47.6%3M The author hasn't set a fair value for IRDM
YSS York Space Systems US$22.92n/aintrinsic discount -6.9%7D -18.0%3M The author hasn't set a fair value for YSS
MNTS Momentus US$6.22n/aintrinsic discount -7.4%7D 70.9%3M The author hasn't set a fair value for MNTS
BKSY BlackSky Technology US$25.46n/aintrinsic discount -8.8%7D -23.8%3M The author hasn't set a fair value for BKSY
SPIR Spire Global US$16.84n/aintrinsic discount -9.5%7D -17.9%3M The author hasn't set a fair value for SPIR
FLY Firefly Aerospace US$25.6694.1% undervalued intrinsic discount -12.7%7D -32.7%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
PL Planet Labs PBC US$28.66n/aintrinsic discount -13.5%7D -21.6%3M The author hasn't set a fair value for PL
VSAT Viasat US$76.72n/aintrinsic discount -14.6%7D 36.2%3M The author hasn't set a fair value for VSAT
SATL Satellogic US$4.82n/aintrinsic discount -15.7%7D -30.0%3M The author hasn't set a fair value for SATL
ASTS AST SpaceMobile US$74.21n/aintrinsic discount -16.5%7D -23.1%3M The author hasn't set a fair value for ASTS
RDW Redwire US$10.21n/aintrinsic discount -16.5%7D 6.2%3M The author hasn't set a fair value for RDW
LUNR Intuitive Machines US$17.85n/aintrinsic discount -16.5%7D -23.7%3M The author hasn't set a fair value for LUNR
RKLB Rocket Lab US$83.41n/aintrinsic discount -17.9%7D 20.7%3M The author hasn't set a fair value for RKLB

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 15.2%7D -4.5%3M	US$134.37 n/aintrinsic discount	The author hasn't set a fair value for PLTR	PE 141.2x	E 31.9%	US$183.12
LHX L3Harris Technologies 1.7%7D -18.4%3M	US$295.40 n/aintrinsic discount	The author hasn't set a fair value for LHX	PE 31.8x	E 14.3%	US$380.21
KTOS Kratos Defense & Security Solutions 1.0%7D -32.4%3M	US$50.34 n/aintrinsic discount	The author hasn't set a fair value for KTOS	PS 6.7x	E 34.3%	US$109.86
SESG SES -0.2%7D 23.3%3M	€7.88 n/aintrinsic discount	The author hasn't set a fair value for SESG	PS 1.1x	E 63.9%	€7.91
VOYG Voyager Technologies -1.1%7D 13.4%3M	US$31.89 n/aintrinsic discount	The author hasn't set a fair value for VOYG	PS 11.3x	E 51.0%	US$43.45
HAWK HawkEye 360 -1.9%7D n/a3M	US$19.84 n/aintrinsic discount	The author hasn't set a fair value for HAWK	PS 13.5x	E 56.5%	US$37.86
MDA MDA Space -3.9%7D 38.3%3M	CA$56.32 n/aintrinsic discount	The author hasn't set a fair value for MDA	PE 74.3x	E 18.3%	CA$68.45
IRDM Iridium Communications -6.9%7D 47.6%3M	US$51.09 n/aintrinsic discount	The author hasn't set a fair value for IRDM	PE 51.3x	E 9.0%	US$45.00
YSS York Space Systems -6.9%7D -18.0%3M	US$22.92 n/aintrinsic discount	The author hasn't set a fair value for YSS	PS 7.5x	E 104.9%	US$34.89
MNTS Momentus -7.4%7D 70.9%3M	US$6.22 n/aintrinsic discount	The author hasn't set a fair value for MNTS	PS 25.2x	S n/a	n/a
BKSY BlackSky Technology -8.8%7D -23.8%3M	US$25.46 n/aintrinsic discount	The author hasn't set a fair value for BKSY	PS 9.7x	E 70.2%	US$40.50
SPIR Spire Global -9.5%7D -17.9%3M	US$16.84 n/aintrinsic discount	The author hasn't set a fair value for SPIR	PE 13.3x	E -98.6%	US$20.88
FLY Firefly Aerospace -12.7%7D -32.7%3M	US$25.66 94.1% 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 22.2x	E 55.5%	US$48.22
PL Planet Labs PBC -13.5%7D -21.6%3M	US$28.66 n/aintrinsic discount	The author hasn't set a fair value for PL	PS 30.4x	E 65.9%	US$39.80
VSAT Viasat -14.6%7D 36.2%3M	US$76.72 n/aintrinsic discount	The author hasn't set a fair value for VSAT	PS 2.3x	E -45.0%	US$94.56
SATL Satellogic -15.7%7D -30.0%3M	US$4.82 n/aintrinsic discount	The author hasn't set a fair value for SATL	PS 35x	E 70.8%	US$11.28
ASTS AST SpaceMobile -16.5%7D -23.1%3M	US$74.21 n/aintrinsic discount	The author hasn't set a fair value for ASTS	PB 10.7x	E 115.3%	US$81.47
RDW Redwire -16.5%7D 6.2%3M	US$10.21 n/aintrinsic discount	The author hasn't set a fair value for RDW	PS 6.5x	E 81.4%	US$15.67
LUNR Intuitive Machines -16.5%7D -23.7%3M	US$17.85 n/aintrinsic discount	The author hasn't set a fair value for LUNR	PS 8.6x	E 68.3%	US$40.78
RKLB Rocket Lab -17.9%7D 20.7%3M	US$83.41 n/aintrinsic discount	The author hasn't set a fair value for RKLB	PB 21.3x	E 61.9%	US$116.50