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

HAWK

HawkEye 360

US$20.25n/a

7.1%7D

n/a3M

The author hasn't set a fair value for HAWK

PLTR

Palantir Technologies

US$133.76n/a

1.2%7D

-6.3%3M

The author hasn't set a fair value for PLTR

KTOS

Kratos Defense & Security Solutions

US$49.68n/a

-1.4%7D

-33.2%3M

The author hasn't set a fair value for KTOS

LHX

L3Harris Technologies

US$286.82n/a

-2.3%7D

-18.8%3M

The author hasn't set a fair value for LHX

IRDM

Iridium Communications

US$48.67n/a

-3.6%7D

12.1%3M

The author hasn't set a fair value for IRDM

SESG

SES

€7.46n/a

-4.2%7D

15.8%3M

The author hasn't set a fair value for SESG

VSAT

Viasat

US$70.44n/a

-4.8%7D

15.0%3M

The author hasn't set a fair value for VSAT

BKSY

BlackSky Technology

US$24.30n/a

-6.1%7D

-37.7%3M

The author hasn't set a fair value for BKSY

YSS

York Space Systems

US$19.27n/a

-8.2%7D

-49.7%3M

The author hasn't set a fair value for YSS

RKLB

Rocket Lab

US$76.20n/a

-8.6%7D

-8.1%3M

The author hasn't set a fair value for RKLB

MNTS

Momentus

US$5.47n/a

-9.4%7D

-28.3%3M

The author hasn't set a fair value for MNTS

Planet Labs PBC

US$24.90n/a

-10.3%7D

-37.6%3M

The author hasn't set a fair value for PL

ASTS

AST SpaceMobile

US$66.31n/a

-11.5%7D

-27.1%3M

The author hasn't set a fair value for ASTS

RDW

Redwire

US$9.36n/a

-11.5%7D

-16.6%3M

The author hasn't set a fair value for RDW

LUNR

Intuitive Machines

US$14.85n/a

-12.7%7D

-45.6%3M

The author hasn't set a fair value for LUNR

MDA

MDA Space

CA$46.60n/a

-15.1%7D

-3.9%3M

The author hasn't set a fair value for MDA

SPIR

Spire Global

US$13.63n/a

-16.1%7D

-36.0%3M

The author hasn't set a fair value for SPIR

SATL

Satellogic

US$3.96n/a

-16.3%7D

-47.3%3M

The author hasn't set a fair value for SATL

FLY

Firefly Aerospace

US$20.9495.2% undervalued

-19.1%7D

-52.6%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

VOYG

Voyager Technologies

US$26.60n/a

-22.0%7D

-18.3%3M

The author hasn't set a fair value for VOYG

Company

Price & Valuation

FV & Narrative

Valuation

Growth

Analyst Target

HAWK

HawkEye 360

7.1%7D

n/a3M

US$20.25

n/a

The author hasn't set a fair value for HAWK

PS 13.7x

E 57.2%

US$37.14

PLTR

Palantir Technologies

1.2%7D

-6.3%3M

US$133.76

n/a

The author hasn't set a fair value for PLTR

PE 140.5x

E 31.9%

US$183.12

KTOS

Kratos Defense & Security Solutions

-1.4%7D

-33.2%3M

US$49.68

n/a

The author hasn't set a fair value for KTOS

PS 6.6x

E 34.8%

US$109.33

LHX

L3Harris Technologies

-2.3%7D

-18.8%3M

US$286.82

n/a

The author hasn't set a fair value for LHX

PE 30.9x

E 15.2%

US$378.17

IRDM

Iridium Communications

-3.6%7D

12.1%3M

US$48.67

n/a

The author hasn't set a fair value for IRDM

PE 48.9x

E 9.0%

US$45.00

SESG

SES

-4.2%7D

15.8%3M

€7.46

n/a

The author hasn't set a fair value for SESG

PS 1x

E 64.7%

€8.25

VSAT

Viasat

-4.8%7D

15.0%3M

US$70.44

n/a

The author hasn't set a fair value for VSAT

PS 2.1x

E -45.0%

US$94.56

BKSY

BlackSky Technology

-6.1%7D

-37.7%3M

US$24.30

n/a

The author hasn't set a fair value for BKSY

PS 9.2x

E 70.2%

US$40.50

YSS

York Space Systems

-8.2%7D

-49.7%3M

US$19.27

n/a

The author hasn't set a fair value for YSS

PS 6.3x

E 104.9%

US$34.60

RKLB

Rocket Lab

-8.6%7D

-8.1%3M

US$76.20

n/a

The author hasn't set a fair value for RKLB

PB 20.1x

E 62.3%

US$116.57

MNTS

Momentus

-9.4%7D

-28.3%3M

US$5.47

n/a

The author hasn't set a fair value for MNTS

PS 22.2x

S n/a

n/a

Planet Labs PBC

-10.3%7D

-37.6%3M

US$24.90

n/a

The author hasn't set a fair value for PL

PS 26.4x

E 65.9%

US$40.10

ASTS

AST SpaceMobile

-11.5%7D

-27.1%3M

US$66.31

n/a

The author hasn't set a fair value for ASTS

PB 9.5x

E 115.3%

US$79.78

RDW

Redwire

-11.5%7D

-16.6%3M

US$9.36

n/a

The author hasn't set a fair value for RDW

PS 6x

E 80.4%

US$14.88

LUNR

Intuitive Machines

-12.7%7D

-45.6%3M

US$14.85

n/a

The author hasn't set a fair value for LUNR

PS 7.1x

E 68.7%

US$40.78

MDA

MDA Space

-15.1%7D

-3.9%3M

CA$46.60

n/a

The author hasn't set a fair value for MDA

PE 71.7x

E 19.3%

CA$68.27

SPIR

Spire Global

-16.1%7D

-36.0%3M

US$13.63

n/a

The author hasn't set a fair value for SPIR

PE 10.8x

E -98.6%

US$20.88

SATL

Satellogic

-16.3%7D

-47.3%3M

US$3.96

n/a

The author hasn't set a fair value for SATL

PS 28.7x

E 70.8%

US$11.28

FLY

Firefly Aerospace

-19.1%7D

-52.6%3M

US$20.94

95.2% 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 18.1x

E 55.5%

US$48.11

VOYG

Voyager Technologies

-22.0%7D

-18.3%3M

US$26.60

n/a

The author hasn't set a fair value for VOYG

PS 9.4x

E 51.0%

US$43.45

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
HAWK HawkEye 360 US$20.25n/aintrinsic discount 7.1%7D n/a3M The author hasn't set a fair value for HAWK
PLTR Palantir Technologies US$133.76n/aintrinsic discount 1.2%7D -6.3%3M The author hasn't set a fair value for PLTR
KTOS Kratos Defense & Security Solutions US$49.68n/aintrinsic discount -1.4%7D -33.2%3M The author hasn't set a fair value for KTOS
LHX L3Harris Technologies US$286.82n/aintrinsic discount -2.3%7D -18.8%3M The author hasn't set a fair value for LHX
IRDM Iridium Communications US$48.67n/aintrinsic discount -3.6%7D 12.1%3M The author hasn't set a fair value for IRDM
SESG SES €7.46n/aintrinsic discount -4.2%7D 15.8%3M The author hasn't set a fair value for SESG
VSAT Viasat US$70.44n/aintrinsic discount -4.8%7D 15.0%3M The author hasn't set a fair value for VSAT
BKSY BlackSky Technology US$24.30n/aintrinsic discount -6.1%7D -37.7%3M The author hasn't set a fair value for BKSY
YSS York Space Systems US$19.27n/aintrinsic discount -8.2%7D -49.7%3M The author hasn't set a fair value for YSS
RKLB Rocket Lab US$76.20n/aintrinsic discount -8.6%7D -8.1%3M The author hasn't set a fair value for RKLB
MNTS Momentus US$5.47n/aintrinsic discount -9.4%7D -28.3%3M The author hasn't set a fair value for MNTS
PL Planet Labs PBC US$24.90n/aintrinsic discount -10.3%7D -37.6%3M The author hasn't set a fair value for PL
ASTS AST SpaceMobile US$66.31n/aintrinsic discount -11.5%7D -27.1%3M The author hasn't set a fair value for ASTS
RDW Redwire US$9.36n/aintrinsic discount -11.5%7D -16.6%3M The author hasn't set a fair value for RDW
LUNR Intuitive Machines US$14.85n/aintrinsic discount -12.7%7D -45.6%3M The author hasn't set a fair value for LUNR
MDA MDA Space CA$46.60n/aintrinsic discount -15.1%7D -3.9%3M The author hasn't set a fair value for MDA
SPIR Spire Global US$13.63n/aintrinsic discount -16.1%7D -36.0%3M The author hasn't set a fair value for SPIR
SATL Satellogic US$3.96n/aintrinsic discount -16.3%7D -47.3%3M The author hasn't set a fair value for SATL
FLY Firefly Aerospace US$20.9495.2% undervalued intrinsic discount -19.1%7D -52.6%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
VOYG Voyager Technologies US$26.60n/aintrinsic discount -22.0%7D -18.3%3M The author hasn't set a fair value for VOYG

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
HAWK HawkEye 360 7.1%7D n/a3M	US$20.25 n/aintrinsic discount	The author hasn't set a fair value for HAWK	PS 13.7x	E 57.2%	US$37.14
PLTR Palantir Technologies 1.2%7D -6.3%3M	US$133.76 n/aintrinsic discount	The author hasn't set a fair value for PLTR	PE 140.5x	E 31.9%	US$183.12
KTOS Kratos Defense & Security Solutions -1.4%7D -33.2%3M	US$49.68 n/aintrinsic discount	The author hasn't set a fair value for KTOS	PS 6.6x	E 34.8%	US$109.33
LHX L3Harris Technologies -2.3%7D -18.8%3M	US$286.82 n/aintrinsic discount	The author hasn't set a fair value for LHX	PE 30.9x	E 15.2%	US$378.17
IRDM Iridium Communications -3.6%7D 12.1%3M	US$48.67 n/aintrinsic discount	The author hasn't set a fair value for IRDM	PE 48.9x	E 9.0%	US$45.00
SESG SES -4.2%7D 15.8%3M	€7.46 n/aintrinsic discount	The author hasn't set a fair value for SESG	PS 1x	E 64.7%	€8.25
VSAT Viasat -4.8%7D 15.0%3M	US$70.44 n/aintrinsic discount	The author hasn't set a fair value for VSAT	PS 2.1x	E -45.0%	US$94.56
BKSY BlackSky Technology -6.1%7D -37.7%3M	US$24.30 n/aintrinsic discount	The author hasn't set a fair value for BKSY	PS 9.2x	E 70.2%	US$40.50
YSS York Space Systems -8.2%7D -49.7%3M	US$19.27 n/aintrinsic discount	The author hasn't set a fair value for YSS	PS 6.3x	E 104.9%	US$34.60
RKLB Rocket Lab -8.6%7D -8.1%3M	US$76.20 n/aintrinsic discount	The author hasn't set a fair value for RKLB	PB 20.1x	E 62.3%	US$116.57
MNTS Momentus -9.4%7D -28.3%3M	US$5.47 n/aintrinsic discount	The author hasn't set a fair value for MNTS	PS 22.2x	S n/a	n/a
PL Planet Labs PBC -10.3%7D -37.6%3M	US$24.90 n/aintrinsic discount	The author hasn't set a fair value for PL	PS 26.4x	E 65.9%	US$40.10
ASTS AST SpaceMobile -11.5%7D -27.1%3M	US$66.31 n/aintrinsic discount	The author hasn't set a fair value for ASTS	PB 9.5x	E 115.3%	US$79.78
RDW Redwire -11.5%7D -16.6%3M	US$9.36 n/aintrinsic discount	The author hasn't set a fair value for RDW	PS 6x	E 80.4%	US$14.88
LUNR Intuitive Machines -12.7%7D -45.6%3M	US$14.85 n/aintrinsic discount	The author hasn't set a fair value for LUNR	PS 7.1x	E 68.7%	US$40.78
MDA MDA Space -15.1%7D -3.9%3M	CA$46.60 n/aintrinsic discount	The author hasn't set a fair value for MDA	PE 71.7x	E 19.3%	CA$68.27
SPIR Spire Global -16.1%7D -36.0%3M	US$13.63 n/aintrinsic discount	The author hasn't set a fair value for SPIR	PE 10.8x	E -98.6%	US$20.88
SATL Satellogic -16.3%7D -47.3%3M	US$3.96 n/aintrinsic discount	The author hasn't set a fair value for SATL	PS 28.7x	E 70.8%	US$11.28
FLY Firefly Aerospace -19.1%7D -52.6%3M	US$20.94 95.2% 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 18.1x	E 55.5%	US$48.11
VOYG Voyager Technologies -22.0%7D -18.3%3M	US$26.60 n/aintrinsic discount	The author hasn't set a fair value for VOYG	PS 9.4x	E 51.0%	US$43.45