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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$41.8589.1% undervalued intrinsic discount 70.6%7D 35.8%3M | ||||||
RDW Redwire US$13.596.0% overvalued intrinsic discount 57.7%7D 11.8%3M | ||||||
KTOS Kratos Defense & Security Solutions US$60.7744.1% undervalued intrinsic discount 30.4%7D 5.0%3M | ||||||
SATL Satellogic US$5.3364.5% undervalued intrinsic discount 34.8%7D -29.4%3M | ||||||
LUNR Intuitive Machines US$16.4061.2% undervalued intrinsic discount 32.9%7D -49.4%3M | ||||||
BKSY BlackSky Technology US$29.1614.2% undervalued intrinsic discount 26.5%7D -29.5%3M | ||||||
FLY Firefly Aerospace US$26.7193.8% undervalued intrinsic discount 31.4%7D -30.2%3M | ||||||
PLTR Palantir Technologies US$172.0152.4% undervalued intrinsic discount 39.8%7D 25.7%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 12.7%7D -27.3%3M The author hasn't set a fair value for HAWK | ||||||
LHX L3Harris Technologies US$286.6723.4% undervalued intrinsic discount 3.5%7D -5.2%3M | ||||||
PL Planet Labs PBC US$23.9354.8% undervalued intrinsic discount 16.8%7D -42.8%3M | ||||||
IRDM Iridium Communications US$49.9316.8% undervalued intrinsic discount 5.5%7D 20.4%3M | ||||||
VSAT Viasat US$84.8339.4% undervalued intrinsic discount 4.3%7D 19.5%3M | ||||||
ASTS AST SpaceMobile US$67.3660.4% undervalued intrinsic discount 15.3%7D -10.2%3M | ||||||
SESG SES €5.4733.7% undervalued intrinsic discount -5.0%7D -26.8%3M | ||||||
YSS York Space Systems US$10.4876.7% undervalued intrinsic discount -26.6%7D -67.2%3M |
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
VOYG Voyager Technologies 70.6%7D 35.8%3M | US$41.85 89.1% undervalued intrinsic discount | PS 14.7x | E 55.7% | US$44.18 | ||
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 | ||
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 | ||
SATL Satellogic 34.8%7D -29.4%3M | US$5.33 64.5% undervalued intrinsic discount | PS 25.7x | E 72.5% | US$10.20 | ||
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 | |
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 | ||
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 | ||
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 | ||
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 | ||
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 12.7%7D -27.3%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 | |
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 | |
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 | ||
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 | ||
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 | ||
VSAT Viasat 4.3%7D 19.5%3M | US$84.83 39.4% undervalued intrinsic discount | PS 2.5x | E -27.5% | US$101.44 | ||
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 | ||
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 -26.6%7D -67.2%3M | US$10.48 76.7% undervalued intrinsic discount | PS 3.5x | E 103.3% | US$33.44 |