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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 | |
|---|---|---|---|---|---|---|
VOYG Voyager Technologies US$34.73n/aintrinsic discount 53.5%7D 35.6%3M The author hasn't set a fair value for VOYG | ||||||
SATL Satellogic US$4.8267.9% undervalued intrinsic discount 45.6%7D -27.2%3M | ||||||
RDW Redwire US$10.7216.4% undervalued intrinsic discount 37.8%7D 16.5%3M | ||||||
ASTS AST SpaceMobile US$68.3859.8% undervalued intrinsic discount 28.9%7D 4.6%3M | ||||||
PLTR Palantir Technologies US$158.4356.2% undervalued intrinsic discount 28.8%7D 15.6%3M | ||||||
FLY Firefly Aerospace US$22.8494.7% undervalued intrinsic discount 28.0%7D -29.4%3M | ||||||
RKLB Rocket Lab US$74.8212.0% undervalued intrinsic discount 27.7%7D -4.8%3M | ||||||
HAWK HawkEye 360 US$23.53n/aintrinsic discount 23.8%7D -30.8%3M The author hasn't set a fair value for HAWK | ||||||
LUNR Intuitive Machines US$13.9966.9% undervalued intrinsic discount 22.8%7D -42.0%3M | ||||||
SPIR Spire Global US$12.9046.3% undervalued intrinsic discount 22.4%7D -20.1%3M | ||||||
BKSY BlackSky Technology US$25.1825.9% undervalued intrinsic discount 22.2%7D -21.9%3M | ||||||
KTOS Kratos Defense & Security Solutions US$55.3449.1% undervalued intrinsic discount 19.9%7D -4.4%3M | ||||||
VSAT Viasat US$81.0342.1% undervalued intrinsic discount 15.4%7D 22.2%3M | ||||||
PL Planet Labs PBC US$22.3557.8% undervalued intrinsic discount 14.8%7D -36.6%3M | ||||||
IRDM Iridium Communications US$48.3719.4% undervalued intrinsic discount 9.0%7D 20.4%3M | ||||||
SESG SES €5.4334.1% undervalued intrinsic discount -3.4%7D -27.3%3M | ||||||
LHX L3Harris Technologies US$286.1223.5% undervalued intrinsic discount -3.8%7D -5.0%3M | ||||||
YSS York Space Systems US$13.1570.8% undervalued intrinsic discount -12.5%7D -60.6%3M |
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
VOYG Voyager Technologies 53.5%7D 35.6%3M | US$34.73 n/aintrinsic discount | The author hasn't set a fair value for VOYG | PS 12.2x | E 54.9% | US$43.27 | |
SATL Satellogic 45.6%7D -27.2%3M | US$4.82 67.9% undervalued intrinsic discount | PS 35x | E 70.8% | US$11.28 | ||
RDW Redwire 37.8%7D 16.5%3M | US$10.72 16.4% undervalued intrinsic discount | PS 6.9x | E 80.8% | US$14.88 | ||
ASTS AST SpaceMobile 28.9%7D 4.6%3M | US$68.38 59.8% undervalued intrinsic discount | PB 9.8x | E 107.6% | US$80.48 | ||
PLTR Palantir Technologies 28.8%7D 15.6%3M | US$158.43 56.2% undervalued intrinsic discount | PE 126.2x | E 32.3% | US$189.90 | ||
FLY Firefly Aerospace 28.0%7D -29.4%3M | US$22.84 94.7% undervalued intrinsic discount | PS 20.3x | E 50.3% | US$45.80 | ||
RKLB Rocket Lab 27.7%7D -4.8%3M | US$74.82 12.0% undervalued intrinsic discount | PB 19.8x | E 60.0% | US$111.31 | ||
HAWK HawkEye 360 23.8%7D -30.8%3M | US$23.53 n/aintrinsic discount | The author hasn't set a fair value for HAWK | PS 16x | E 57.2% | US$35.63 | |
LUNR Intuitive Machines 22.8%7D -42.0%3M | US$13.99 66.9% undervalued intrinsic discount | PS 6.7x | E 68.0% | US$39.22 | ||
SPIR Spire Global 22.4%7D -20.1%3M | US$12.90 46.3% undervalued intrinsic discount | PE 10.2x | E -98.6% | US$20.88 | ||
BKSY BlackSky Technology 22.2%7D -21.9%3M | US$25.18 25.9% undervalued intrinsic discount | PS 10.5x | E 70.2% | US$40.50 | ||
KTOS Kratos Defense & Security Solutions 19.9%7D -4.4%3M | US$55.34 49.1% undervalued intrinsic discount | PS 6.8x | E 38.4% | US$108.05 | ||
MDA MDA Space 17.6%7D 1.8%3M | CA$47.53 n/aintrinsic discount | The author hasn't set a fair value for MDA | PE 73.3x | E 33.8% | CA$67.27 | |
VSAT Viasat 15.4%7D 22.2%3M | US$81.03 42.1% undervalued intrinsic discount | PS 2.4x | E -28.0% | US$97.04 | ||
PL Planet Labs PBC 14.8%7D -36.6%3M | US$22.35 57.8% undervalued intrinsic discount | PS 23.7x | E 65.9% | US$40.10 | ||
IRDM Iridium Communications 9.0%7D 20.4%3M | US$48.37 19.4% undervalued intrinsic discount | PE 55x | E 19.0% | US$42.00 | ||
MNTS Momentus 1.9%7D -3.9%3M | US$4.24 n/aintrinsic discount | The author hasn't set a fair value for MNTS | PS 17.2x | S n/a | n/a | |
SESG SES -3.4%7D -27.3%3M | €5.43 34.1% undervalued intrinsic discount | PS 0.7x | E 80.6% | €7.93 | ||
LHX L3Harris Technologies -3.8%7D -5.0%3M | US$286.12 23.5% undervalued intrinsic discount | PE 28.6x | E 12.3% | US$343.27 | ||
YSS York Space Systems -12.5%7D -60.6%3M | US$13.15 70.8% undervalued intrinsic discount | PS 4.4x | E 103.3% | US$33.44 |