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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 | ||||||
RDW Redwire US$11.837.7% undervalued intrinsic discount 39.7%7D 6.9%3M | ||||||
SATL Satellogic US$5.0466.4% undervalued intrinsic discount 44.4%7D -33.4%3M | ||||||
PLTR Palantir Technologies US$155.9256.9% undervalued intrinsic discount 27.5%7D 13.1%3M | ||||||
LUNR Intuitive Machines US$13.9966.9% undervalued intrinsic discount 22.8%7D -42.0%3M | ||||||
KTOS Kratos Defense & Security Solutions US$57.4147.1% undervalued intrinsic discount 24.3%7D -0.8%3M | ||||||
FLY Firefly Aerospace US$22.8494.7% undervalued intrinsic discount 28.0%7D -29.4%3M | ||||||
BKSY BlackSky Technology US$27.7918.3% undervalued intrinsic discount 23.7%7D -29.6%3M | ||||||
RKLB Rocket Lab US$75.6711.0% undervalued intrinsic discount 17.0%7D -28.3%3M | ||||||
SPIR Spire Global US$13.3844.2% undervalued intrinsic discount 17.8%7D -27.6%3M | ||||||
ASTS AST SpaceMobile US$67.3660.4% undervalued intrinsic discount 15.3%7D -10.2%3M | ||||||
HAWK HawkEye 360 US$24.71n/aintrinsic discount 19.7%7D -25.6%3M The author hasn't set a fair value for HAWK | ||||||
PL Planet Labs PBC US$22.7257.1% undervalued intrinsic discount 12.4%7D -41.8%3M | ||||||
IRDM Iridium Communications US$48.3119.5% undervalued intrinsic discount 1.4%7D 16.5%3M | ||||||
VSAT Viasat US$81.9941.4% undervalued intrinsic discount 5.7%7D 17.1%3M | ||||||
LHX L3Harris Technologies US$289.5322.6% undervalued intrinsic discount 6.5%7D -3.4%3M | ||||||
SESG SES €5.4334.1% undervalued intrinsic discount -3.4%7D -27.3%3M | ||||||
YSS York Space Systems US$10.8975.8% undervalued intrinsic discount -28.6%7D -68.7%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 | |
RDW Redwire 39.7%7D 6.9%3M | US$11.83 7.7% undervalued intrinsic discount | PS 7.9x | E 80.8% | US$15.44 | ||
SATL Satellogic 44.4%7D -33.4%3M | US$5.04 66.4% undervalued intrinsic discount | PS 23.4x | E 72.7% | US$10.08 | ||
PLTR Palantir Technologies 27.5%7D 13.1%3M | US$155.92 56.9% undervalued intrinsic discount | PE 124.2x | E 32.3% | US$189.90 | ||
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 | ||
KTOS Kratos Defense & Security Solutions 24.3%7D -0.8%3M | US$57.41 47.1% undervalued intrinsic discount | PS 7.1x | E 36.8% | US$107.14 | ||
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 | ||
BKSY BlackSky Technology 23.7%7D -29.6%3M | US$27.79 18.3% undervalued intrinsic discount | PS 11.6x | E 79.9% | US$40.50 | ||
RKLB Rocket Lab 17.0%7D -28.3%3M | US$75.67 11.0% undervalued intrinsic discount | PB 20x | E 60.0% | US$111.31 | ||
SPIR Spire Global 17.8%7D -27.6%3M | US$13.38 44.2% undervalued intrinsic discount | PE 10.6x | E -98.6% | US$20.88 | ||
ASTS AST SpaceMobile 15.3%7D -10.2%3M | US$67.36 60.4% undervalued intrinsic discount | PB 9.7x | E 107.6% | US$80.48 | ||
MNTS Momentus -2.9%7D -19.6%3M | US$4.39 n/aintrinsic discount | The author hasn't set a fair value for MNTS | PS 17.8x | S n/a | n/a | |
HAWK HawkEye 360 19.7%7D -25.6%3M | US$24.71 n/aintrinsic discount | The author hasn't set a fair value for HAWK | PS 16.8x | E 57.2% | US$35.63 | |
PL Planet Labs PBC 12.4%7D -41.8%3M | US$22.72 57.1% undervalued intrinsic discount | PS 24.1x | E 65.9% | US$40.10 | ||
MDA MDA Space 13.5%7D 1.8%3M | CA$48.11 n/aintrinsic discount | The author hasn't set a fair value for MDA | PE 74.1x | E 33.8% | CA$67.27 | |
IRDM Iridium Communications 1.4%7D 16.5%3M | US$48.31 19.5% undervalued intrinsic discount | PE 54.9x | E 19.0% | US$42.00 | ||
VSAT Viasat 5.7%7D 17.1%3M | US$81.99 41.4% undervalued intrinsic discount | PS 2.4x | E -27.5% | US$97.04 | ||
LHX L3Harris Technologies 6.5%7D -3.4%3M | US$289.53 22.6% undervalued intrinsic discount | PE 29x | E 12.4% | US$343.27 | ||
SESG SES -3.4%7D -27.3%3M | €5.43 34.1% undervalued intrinsic discount | PS 0.7x | E 80.6% | €7.93 | ||
YSS York Space Systems -28.6%7D -68.7%3M | US$10.89 75.8% undervalued intrinsic discount | PS 3.6x | E 103.3% | US$33.44 |