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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 | |
|---|---|---|---|---|---|---|
IRDM Iridium Communications US$54.5944.1% overvalued intrinsic discount 23.6%7D 91.4%3M | ||||||
ASTS AST SpaceMobile US$88.8647.7% undervalued intrinsic discount 21.9%7D 5.8%3M | ||||||
VSAT Viasat US$76.6956.5% overvalued intrinsic discount 19.4%7D 67.4%3M | ||||||
PL Planet Labs PBC US$33.1317.2% undervalued intrinsic discount 16.1%7D 7.9%3M | ||||||
RKLB Rocket Lab US$101.652.2% undervalued intrinsic discount 6.9%7D 55.1%3M | ||||||
FLY Firefly Aerospace US$29.0593.3% undervalued intrinsic discount 6.8%7D -2.4%3M | ||||||
MDA MDA Space CA$58.607.7% undervalued intrinsic discount 6.4%7D 62.7%3M | ||||||
BKSY BlackSky Technology US$27.9231.1% undervalued intrinsic discount 3.8%7D 1.1%3M | ||||||
SATL Satellogic US$5.7218.3% undervalued intrinsic discount 2.9%7D 0.2%3M | ||||||
SPIR Spire Global US$17.6515.4% undervalued intrinsic discount 2.2%7D 40.3%3M | ||||||
RDW Redwire US$12.234.6% undervalued intrinsic discount 0.08%7D 34.7%3M | ||||||
PLTR Palantir Technologies US$116.6037.2% undervalued intrinsic discount -0.09%7D -20.4%3M | ||||||
SESG SES €7.178.4% undervalued intrinsic discount -0.3%7D 14.6%3M | ||||||
LHX L3Harris Technologies US$290.5923.9% undervalued intrinsic discount -1.1%7D -17.9%3M | ||||||
KTOS Kratos Defense & Security Solutions US$49.8655.6% undervalued intrinsic discount -1.9%7D -26.4%3M | ||||||
LUNR Intuitive Machines US$20.9744.8% undervalued intrinsic discount -4.6%7D 13.0%3M | ||||||
HAWK HawkEye 360 US$20.2246.6% undervalued intrinsic discount -12.5%7D n/a3M | ||||||
VOYG Voyager Technologies US$30.1892.2% undervalued intrinsic discount -12.7%7D 29.0%3M | ||||||
YSS York Space Systems US$24.6231.2% undervalued intrinsic discount -13.8%7D 4.3%3M | ||||||
MNTS Momentus US$7.30n/aintrinsic discount -16.7%7D 98.4%3M |
Watching
20
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
IRDM Iridium Communications 23.6%7D 91.4%3M | US$54.59 44.1% overvalued intrinsic discount | PE 54.7x | E 9.0% | US$40.33 | ||
ASTS AST SpaceMobile 21.9%7D 5.8%3M | US$88.86 47.7% undervalued intrinsic discount | PB 12.8x | E 115.3% | US$81.47 | ||
VSAT Viasat 19.4%7D 67.4%3M | US$76.69 56.5% overvalued intrinsic discount | PS 2.3x | E -45.0% | US$94.56 | ||
PL Planet Labs PBC 16.1%7D 7.9%3M | US$33.13 17.2% undervalued intrinsic discount | PS 35.2x | E 65.9% | US$39.80 | ||
RKLB Rocket Lab 6.9%7D 55.1%3M | US$101.65 2.2% undervalued intrinsic discount | PB 26x | E 60.5% | US$111.86 | ||
FLY Firefly Aerospace 6.8%7D -2.4%3M | US$29.05 93.3% undervalued intrinsic discount | PS 25.2x | E 55.5% | US$48.22 | ||
MDA MDA Space 6.4%7D 62.7%3M | CA$58.60 7.7% undervalued intrinsic discount | PE 77.3x | E 18.3% | CA$68.45 | ||
BKSY BlackSky Technology 3.8%7D 1.1%3M | US$27.92 31.1% undervalued intrinsic discount | PS 10.6x | E 70.2% | US$40.50 | ||
SATL Satellogic 2.9%7D 0.2%3M | US$5.72 18.3% undervalued intrinsic discount | PS 41.5x | E 70.8% | US$11.28 | ||
SPIR Spire Global 2.2%7D 40.3%3M | US$17.65 15.4% undervalued intrinsic discount | PE 14x | E -98.6% | US$20.88 | ||
RDW Redwire 0.08%7D 34.7%3M | US$12.23 4.6% undervalued intrinsic discount | PS 6.5x | E 81.4% | US$15.67 | ||
PLTR Palantir Technologies -0.09%7D -20.4%3M | US$116.60 37.2% undervalued intrinsic discount | PE 122.5x | E 31.9% | US$182.75 | ||
SESG SES -0.3%7D 14.6%3M | €7.17 8.4% undervalued intrinsic discount | PS 1x | E 65.4% | €7.82 | ||
LHX L3Harris Technologies -1.1%7D -17.9%3M | US$290.59 23.9% undervalued intrinsic discount | PE 31.3x | E 14.3% | US$381.00 | ||
KTOS Kratos Defense & Security Solutions -1.9%7D -26.4%3M | US$49.86 55.6% undervalued intrinsic discount | PS 6.6x | E 34.4% | US$111.10 | ||
LUNR Intuitive Machines -4.6%7D 13.0%3M | US$20.97 44.8% undervalued intrinsic discount | PS 10.1x | E 68.3% | US$40.78 | ||
HAWK HawkEye 360 -12.5%7D n/a3M | US$20.22 46.6% undervalued intrinsic discount | PS 13.7x | E 56.5% | US$37.86 | ||
VOYG Voyager Technologies -12.7%7D 29.0%3M | US$30.18 92.2% undervalued intrinsic discount | PS 10.7x | E 51.0% | US$44.73 | ||
YSS York Space Systems -13.8%7D 4.3%3M | US$24.62 31.2% undervalued intrinsic discount | PS 8.1x | E 104.9% | US$34.67 | ||
MNTS Momentus -16.7%7D 98.4%3M | US$7.30 n/aintrinsic discount | PS 29.6x | S n/a | n/a |