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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 | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
VSAT Viasat US$83.0669.5% overvalued intrinsic discount 34.1%7D 54.7%3M | ||||||
SESG SES €8.265.6% overvalued intrinsic discount 24.1%7D 30.1%3M | ||||||
IRDM Iridium Communications US$53.7541.9% overvalued intrinsic discount 23.5%7D 63.6%3M | ||||||
ASTS AST SpaceMobile US$85.1349.9% undervalued intrinsic discount 19.1%7D -8.1%3M | ||||||
RKLB Rocket Lab US$100.4633.0% undervalued intrinsic discount 18.8%7D 48.3%3M | ||||||
MDA MDA Space CA$59.346.5% undervalued intrinsic discount 17.6%7D 56.8%3M | ||||||
SATL Satellogic US$5.4322.4% undervalued intrinsic discount 17.5%7D -19.8%3M | ||||||
KTOS Kratos Defense & Security Solutions US$55.3550.7% undervalued intrinsic discount 17.2%7D -17.8%3M | ||||||
VOYG Voyager Technologies US$34.2291.1% undervalued intrinsic discount 17.0%7D 27.6%3M | ||||||
PL Planet Labs PBC US$31.3821.6% undervalued intrinsic discount 15.9%7D -12.5%3M | ||||||
PLTR Palantir Technologies US$129.3030.4% undervalued intrinsic discount 14.5%7D -12.9%3M | ||||||
SPIR Spire Global US$18.4411.7% undervalued intrinsic discount 13.2%7D 15.9%3M | ||||||
FLY Firefly Aerospace US$28.9093.3% undervalued intrinsic discount 13.2%7D -12.2%3M | ||||||
BKSY BlackSky Technology US$27.8831.2% undervalued intrinsic discount 12.6%7D -9.5%3M | ||||||
LHX L3Harris Technologies US$302.0720.9% undervalued intrinsic discount 3.7%7D -15.1%3M | ||||||
RDW Redwire US$11.3111.8% undervalued intrinsic discount 3.5%7D 16.2%3M | ||||||
HAWK HawkEye 360 US$21.1444.2% undervalued intrinsic discount -0.5%7D n/a3M | ||||||
LUNR Intuitive Machines US$19.5848.5% undervalued intrinsic discount -1.1%7D -18.4%3M | ||||||
YSS York Space Systems US$24.9030.4% undervalued intrinsic discount -5.2%7D -11.2%3M | ||||||
MNTS Momentus US$5.91n/aintrinsic discount -16.2%7D 80.2%3M |
Watching
20
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
VSAT Viasat 34.1%7D 54.7%3M | US$83.06 69.5% overvalued intrinsic discount | PS 2.4x | E -45.0% | US$94.56 | ||
SESG SES 24.1%7D 30.1%3M | €8.26 5.6% overvalued intrinsic discount | PS 1.2x | E 66.1% | €7.76 | ||
IRDM Iridium Communications 23.5%7D 63.6%3M | US$53.75 41.9% overvalued intrinsic discount | PE 53.8x | E 9.0% | US$45.00 | ||
ASTS AST SpaceMobile 19.1%7D -8.1%3M | US$85.13 49.9% undervalued intrinsic discount | PB 12.2x | E 115.3% | US$81.47 | ||
RKLB Rocket Lab 18.8%7D 48.3%3M | US$100.46 33.0% undervalued intrinsic discount | PB 25.7x | E 61.6% | US$114.10 | ||
MDA MDA Space 17.6%7D 56.8%3M | CA$59.34 6.5% undervalued intrinsic discount | PE 78.3x | E 18.3% | CA$68.45 | ||
SATL Satellogic 17.5%7D -19.8%3M | US$5.43 22.4% undervalued intrinsic discount | PS 39.4x | E 70.8% | US$11.28 | ||
KTOS Kratos Defense & Security Solutions 17.2%7D -17.8%3M | US$55.35 50.7% undervalued intrinsic discount | PS 7.3x | E 34.3% | US$109.86 | ||
VOYG Voyager Technologies 17.0%7D 27.6%3M | US$34.22 91.1% undervalued intrinsic discount | PS 12.1x | E 51.0% | US$43.45 | ||
PL Planet Labs PBC 15.9%7D -12.5%3M | US$31.38 21.6% undervalued intrinsic discount | PS 33.3x | E 65.9% | US$39.80 | ||
PLTR Palantir Technologies 14.5%7D -12.9%3M | US$129.30 30.4% undervalued intrinsic discount | PE 135.9x | E 31.9% | US$183.12 | ||
SPIR Spire Global 13.2%7D 15.9%3M | US$18.44 11.7% undervalued intrinsic discount | PE 14.6x | E -98.6% | US$20.88 | ||
FLY Firefly Aerospace 13.2%7D -12.2%3M | US$28.90 93.3% undervalued intrinsic discount | PS 25x | E 55.5% | US$48.22 | ||
BKSY BlackSky Technology 12.6%7D -9.5%3M | US$27.88 31.2% undervalued intrinsic discount | PS 10.6x | E 70.2% | US$40.50 | ||
LHX L3Harris Technologies 3.7%7D -15.1%3M | US$302.07 20.9% undervalued intrinsic discount | PE 32.5x | E 14.3% | US$381.00 | ||
RDW Redwire 3.5%7D 16.2%3M | US$11.31 11.8% undervalued intrinsic discount | PS 6x | E 81.4% | US$15.67 | ||
HAWK HawkEye 360 -0.5%7D n/a3M | US$21.14 44.2% undervalued intrinsic discount | PS 14.3x | E 56.5% | US$37.86 | ||
LUNR Intuitive Machines -1.1%7D -18.4%3M | US$19.58 48.5% undervalued intrinsic discount | PS 9.4x | E 68.3% | US$40.78 | ||
YSS York Space Systems -5.2%7D -11.2%3M | US$24.90 30.4% undervalued intrinsic discount | PS 8.1x | E 104.9% | US$34.89 | ||
MNTS Momentus -16.2%7D 80.2%3M | US$5.91 n/aintrinsic discount | PS 23.9x | S n/a | n/a |