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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 | |
|---|---|---|---|---|---|---|
FLY Firefly Aerospace US$21.8994.9% undervalued intrinsic discount 13.3%7D -36.6%3M | ||||||
RDW Redwire US$9.6424.8% undervalued intrinsic discount 12.5%7D 0%3M | ||||||
ASTS AST SpaceMobile US$63.5262.6% undervalued intrinsic discount 12.3%7D -10.1%3M | ||||||
SATL Satellogic US$3.9673.6% undervalued intrinsic discount 12.0%7D -44.6%3M | ||||||
RKLB Rocket Lab US$70.4317.2% undervalued intrinsic discount 10.2%7D -16.8%3M | ||||||
VSAT Viasat US$81.2941.9% undervalued intrinsic discount 9.7%7D 20.8%3M | ||||||
VOYG Voyager Technologies US$28.01n/aintrinsic discount 9.2%7D 5.2%3M The author hasn't set a fair value for VOYG | ||||||
BKSY BlackSky Technology US$23.9029.7% undervalued intrinsic discount 8.9%7D -41.0%3M | ||||||
SPIR Spire Global US$12.2848.8% undervalued intrinsic discount 8.0%7D -32.9%3M | ||||||
IRDM Iridium Communications US$48.3219.5% undervalued intrinsic discount 6.3%7D 19.0%3M | ||||||
LUNR Intuitive Machines US$13.1069.0% undervalued intrinsic discount 5.9%7D -50.2%3M | ||||||
PL Planet Labs PBC US$21.5359.4% undervalued intrinsic discount 5.4%7D -45.8%3M | ||||||
PLTR Palantir Technologies US$125.6565.2% undervalued intrinsic discount 1.7%7D -6.1%3M | ||||||
KTOS Kratos Defense & Security Solutions US$49.2156.1% undervalued intrinsic discount 1.2%7D -20.0%3M | ||||||
LHX L3Harris Technologies US$277.8625.7% undervalued intrinsic discount -9.0%7D -8.1%3M | ||||||
SESG SES €5.5233.1% undervalued intrinsic discount -19.3%7D -28.0%3M | ||||||
YSS York Space Systems US$14.2868.3% undervalued intrinsic discount -19.8%7D -61.3%3M |
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
FLY Firefly Aerospace 13.3%7D -36.6%3M | US$21.89 94.9% undervalued intrinsic discount | PS 19.4x | E 50.3% | US$45.80 | ||
RDW Redwire 12.5%7D 0%3M | US$9.64 24.8% undervalued intrinsic discount | PS 6.2x | E 80.8% | US$14.88 | ||
ASTS AST SpaceMobile 12.3%7D -10.1%3M | US$63.52 62.6% undervalued intrinsic discount | PB 9.1x | E 107.6% | US$80.48 | ||
SATL Satellogic 12.0%7D -44.6%3M | US$3.96 73.6% undervalued intrinsic discount | PS 28.7x | E 70.8% | US$11.28 | ||
HAWK HawkEye 360 10.5%7D n/a3M | US$22.36 n/aintrinsic discount | The author hasn't set a fair value for HAWK | PS 15.2x | E 57.2% | US$35.63 | |
RKLB Rocket Lab 10.2%7D -16.8%3M | US$70.43 17.2% undervalued intrinsic discount | PB 18.6x | E 60.0% | US$111.31 | ||
VSAT Viasat 9.7%7D 20.8%3M | US$81.29 41.9% undervalued intrinsic discount | PS 2.4x | E -45.0% | US$94.14 | ||
VOYG Voyager Technologies 9.2%7D 5.2%3M | US$28.01 n/aintrinsic discount | The author hasn't set a fair value for VOYG | PS 9.9x | E 51.0% | US$43.45 | |
BKSY BlackSky Technology 8.9%7D -41.0%3M | US$23.90 29.7% undervalued intrinsic discount | PS 10x | E 70.2% | US$40.50 | ||
SPIR Spire Global 8.0%7D -32.9%3M | US$12.28 48.8% undervalued intrinsic discount | PE 9.7x | E -98.6% | US$20.88 | ||
IRDM Iridium Communications 6.3%7D 19.0%3M | US$48.32 19.5% undervalued intrinsic discount | PE 54.9x | E 19.0% | US$42.00 | ||
LUNR Intuitive Machines 5.9%7D -50.2%3M | US$13.10 69.0% undervalued intrinsic discount | PS 6.3x | E 68.0% | US$39.22 | ||
PL Planet Labs PBC 5.4%7D -45.8%3M | US$21.53 59.4% undervalued intrinsic discount | PS 22.9x | E 65.9% | US$40.10 | ||
PLTR Palantir Technologies 1.7%7D -6.1%3M | US$125.65 65.2% undervalued intrinsic discount | PE 132x | E 31.9% | US$182.20 | ||
KTOS Kratos Defense & Security Solutions 1.2%7D -20.0%3M | US$49.21 56.1% undervalued intrinsic discount | PS 6.5x | E 34.8% | US$109.33 | ||
MDA MDA Space 0.4%7D -3.5%3M | CA$42.44 n/aintrinsic discount | The author hasn't set a fair value for MDA | PE 65.4x | E 33.7% | CA$67.27 | |
MNTS Momentus -7.3%7D -12.5%3M | US$4.20 n/aintrinsic discount | The author hasn't set a fair value for MNTS | PS 17x | S n/a | n/a | |
LHX L3Harris Technologies -9.0%7D -8.1%3M | US$277.86 25.7% undervalued intrinsic discount | PE 27.8x | E 12.3% | US$364.50 | ||
SESG SES -19.3%7D -28.0%3M | €5.52 33.1% undervalued intrinsic discount | PS 0.7x | E 80.6% | €8.12 | ||
YSS York Space Systems -19.8%7D -61.3%3M | US$14.28 68.3% undervalued intrinsic discount | PS 4.7x | E 103.3% | US$33.44 |