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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$41.85n/aintrinsic discount 70.6%7D 35.8%3M The author hasn't set a fair value for VOYG | ||||||
SATL Satellogic US$5.5263.2% undervalued intrinsic discount 54.2%7D -36.6%3M | ||||||
PLTR Palantir Technologies US$172.0152.4% undervalued intrinsic discount 39.8%7D 25.7%3M | ||||||
RDW Redwire US$13.596.0% overvalued intrinsic discount 57.7%7D 11.8%3M | ||||||
BKSY BlackSky Technology US$29.1614.2% undervalued intrinsic discount 26.5%7D -29.5%3M | ||||||
KTOS Kratos Defense & Security Solutions US$60.7744.1% undervalued intrinsic discount 30.4%7D 5.0%3M | ||||||
LUNR Intuitive Machines US$16.4061.2% undervalued intrinsic discount 32.9%7D -49.4%3M | ||||||
FLY Firefly Aerospace US$26.7193.8% undervalued intrinsic discount 31.4%7D -30.2%3M | ||||||
RKLB Rocket Lab US$75.6711.0% undervalued intrinsic discount 17.0%7D -28.3%3M | ||||||
SPIR Spire Global US$14.3340.3% undervalued intrinsic discount 25.0%7D -23.2%3M | ||||||
HAWK HawkEye 360 US$25.19n/aintrinsic discount 18.8%7D -24.1%3M The author hasn't set a fair value for HAWK | ||||||
PL Planet Labs PBC US$23.9354.8% undervalued intrinsic discount 16.8%7D -42.8%3M | ||||||
ASTS AST SpaceMobile US$67.3660.4% undervalued intrinsic discount 15.3%7D -10.2%3M | ||||||
LHX L3Harris Technologies US$286.6723.4% undervalued intrinsic discount 3.5%7D -5.2%3M | ||||||
VSAT Viasat US$80.3842.6% undervalued intrinsic discount 4.5%7D 14.8%3M | ||||||
IRDM Iridium Communications US$49.9316.8% undervalued intrinsic discount 5.5%7D 20.4%3M | ||||||
SESG SES €5.4733.7% undervalued intrinsic discount -5.0%7D -26.8%3M | ||||||
YSS York Space Systems US$11.4174.6% undervalued intrinsic discount -22.5%7D -68.2%3M |
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
VOYG Voyager Technologies 70.6%7D 35.8%3M | US$41.85 n/aintrinsic discount | The author hasn't set a fair value for VOYG | PS 14.7x | E 55.7% | US$44.18 | |
SATL Satellogic 54.2%7D -36.6%3M | US$5.52 63.2% undervalued intrinsic discount | PS 26.6x | E 72.5% | US$10.20 | ||
PLTR Palantir Technologies 39.8%7D 25.7%3M | US$172.01 52.4% undervalued intrinsic discount | PE 137x | E 32.5% | US$189.90 | ||
RDW Redwire 57.7%7D 11.8%3M | US$13.59 6.0% overvalued intrinsic discount | PS 7.9x | E 78.8% | US$15.79 | ||
BKSY BlackSky Technology 26.5%7D -29.5%3M | US$29.16 14.2% undervalued intrinsic discount | PS 11x | E 67.5% | US$40.50 | ||
KTOS Kratos Defense & Security Solutions 30.4%7D 5.0%3M | US$60.77 44.1% undervalued intrinsic discount | PS 7.5x | E 36.8% | US$107.14 | ||
LUNR Intuitive Machines 32.9%7D -49.4%3M | US$16.40 61.2% undervalued intrinsic discount | PS 7.9x | E 68.0% | US$39.22 | ||
FLY Firefly Aerospace 31.4%7D -30.2%3M | US$26.71 93.8% undervalued intrinsic discount | PS 23.7x | E 50.3% | US$45.80 | ||
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 25.0%7D -23.2%3M | US$14.33 40.3% undervalued intrinsic discount | PE 11.3x | E -98.6% | US$20.88 | ||
HAWK HawkEye 360 18.8%7D -24.1%3M | US$25.19 n/aintrinsic discount | The author hasn't set a fair value for HAWK | PS 17.1x | E 57.2% | US$35.63 | |
MDA MDA Space 13.6%7D -5.8%3M | CA$48.22 n/aintrinsic discount | The author hasn't set a fair value for MDA | PE 73.8x | E 37.2% | CA$67.18 | |
MNTS Momentus 21.5%7D -12.5%3M | US$4.92 n/aintrinsic discount | The author hasn't set a fair value for MNTS | PS 19.9x | S n/a | n/a | |
PL Planet Labs PBC 16.8%7D -42.8%3M | US$23.93 54.8% undervalued intrinsic discount | PS 25.4x | E 65.9% | US$40.10 | ||
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 | ||
LHX L3Harris Technologies 3.5%7D -5.2%3M | US$286.67 23.4% undervalued intrinsic discount | PE 28.7x | E 12.4% | US$343.27 | ||
VSAT Viasat 4.5%7D 14.8%3M | US$80.38 42.6% undervalued intrinsic discount | PS 2.4x | E -27.5% | US$97.04 | ||
IRDM Iridium Communications 5.5%7D 20.4%3M | US$49.93 16.8% undervalued intrinsic discount | PE 56.7x | E 19.0% | US$42.00 | ||
SESG SES -5.0%7D -26.8%3M | €5.47 33.7% undervalued intrinsic discount | PS 0.7x | E 80.6% | €7.93 | ||
YSS York Space Systems -22.5%7D -68.2%3M | US$11.41 74.6% undervalued intrinsic discount | PS 3.8x | E 103.3% | US$33.44 |