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.

Company

Price & Valuation

FV & Narrative

Valuation

Growth

Analyst Target

VSAT

Viasat

US$73.69n/a

5.5%7D

16.8%3M

The author hasn't set a fair value for VSAT

PLTR

Palantir Technologies

US$132.66n/a

-0.8%7D

-13.1%3M

The author hasn't set a fair value for PLTR

LUNR

Intuitive Machines

US$14.64n/a

-1.8%7D

-51.1%3M

The author hasn't set a fair value for LUNR

FLY

Firefly Aerospace

US$21.1195.1% undervalued

-2.0%7D

-49.1%3M

US$432.79

10 Oct

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

RDW

Redwire

US$9.42n/a

-3.3%7D

-21.0%3M

The author hasn't set a fair value for RDW

IRDM

Iridium Communications

US$47.24n/a

-3.3%7D

16.9%3M

The author hasn't set a fair value for IRDM

LHX

L3Harris Technologies

US$277.71n/a

-4.2%7D

-16.3%3M

The author hasn't set a fair value for LHX

KTOS

Kratos Defense & Security Solutions

US$48.21n/a

-4.3%7D

-29.7%3M

The author hasn't set a fair value for KTOS

HAWK

HawkEye 360

US$18.40n/a

-5.2%7D

n/a3M

The author hasn't set a fair value for HAWK

SESG

SES

€7.27n/a

-5.2%7D

10.7%3M

The author hasn't set a fair value for SESG

MDA

MDA Space

CA$44.53n/a

-6.6%7D

-5.8%3M

The author hasn't set a fair value for MDA

ASTS

AST SpaceMobile

US$63.34n/a

-8.0%7D

-25.2%3M

The author hasn't set a fair value for ASTS

BKSY

BlackSky Technology

US$23.61n/a

-8.0%7D

-41.9%3M

The author hasn't set a fair value for BKSY

MNTS

Momentus

US$4.97n/a

-9.1%7D

-11.9%3M

The author hasn't set a fair value for MNTS

SATL

Satellogic

US$3.90n/a

-9.5%7D

-46.1%3M

The author hasn't set a fair value for SATL

VOYG

Voyager Technologies

US$26.94n/a

-9.5%7D

-15.3%3M

The author hasn't set a fair value for VOYG

Planet Labs PBC

US$23.10n/a

-9.6%7D

-41.5%3M

The author hasn't set a fair value for PL

RKLB

Rocket Lab

US$69.12n/a

-12.3%7D

-23.2%3M

The author hasn't set a fair value for RKLB

YSS

York Space Systems

US$17.98n/a

-15.4%7D

-58.6%3M

The author hasn't set a fair value for YSS

SPIR

Spire Global

US$11.66n/a

-19.6%7D

-36.2%3M

The author hasn't set a fair value for SPIR

Company

Price & Valuation

FV & Narrative

Valuation

Growth

Analyst Target

VSAT

Viasat

5.5%7D

16.8%3M

US$73.69

n/a

The author hasn't set a fair value for VSAT

PS 2.2x

E -45.0%

US$94.56

PLTR

Palantir Technologies

-0.8%7D

-13.1%3M

US$132.66

n/a

The author hasn't set a fair value for PLTR

PE 139.4x

E 31.9%

US$183.12

LUNR

Intuitive Machines

-1.8%7D

-51.1%3M

US$14.64

n/a

The author hasn't set a fair value for LUNR

PS 7x

E 68.7%

US$40.78

FLY

Firefly Aerospace

-2.0%7D

-49.1%3M

US$21.11

95.1% undervalued

US$432.79

10 Oct

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

PS 18.3x

E 55.5%

US$48.11

RDW

Redwire

-3.3%7D

-21.0%3M

US$9.42

n/a

The author hasn't set a fair value for RDW

PS 6x

E 80.4%

US$14.88

IRDM

Iridium Communications

-3.3%7D

16.9%3M

US$47.24

n/a

The author hasn't set a fair value for IRDM

PE 47.4x

E 9.0%

US$45.00

LHX

L3Harris Technologies

-4.2%7D

-16.3%3M

US$277.71

n/a

The author hasn't set a fair value for LHX

PE 29.9x

E 15.2%

US$375.11

KTOS

Kratos Defense & Security Solutions

-4.3%7D

-29.7%3M

US$48.21

n/a

The author hasn't set a fair value for KTOS

PS 6.4x

E 34.8%

US$109.33

HAWK

HawkEye 360

-5.2%7D

n/a3M

US$18.40

n/a

The author hasn't set a fair value for HAWK

PS 12.5x

E 57.2%

US$37.14

SESG

SES

-5.2%7D

10.7%3M

€7.27

n/a

The author hasn't set a fair value for SESG

PS 1x

E 64.7%

€8.25

MDA

MDA Space

-6.6%7D

-5.8%3M

CA$44.53

n/a

The author hasn't set a fair value for MDA

PE 68.5x

E 33.7%

CA$67.27

ASTS

AST SpaceMobile

-8.0%7D

-25.2%3M

US$63.34

n/a

The author hasn't set a fair value for ASTS

PB 9.1x

E 104.9%

US$83.32

BKSY

BlackSky Technology

-8.0%7D

-41.9%3M

US$23.61

n/a

The author hasn't set a fair value for BKSY

PS 9x

E 70.2%

US$40.50

MNTS

Momentus

-9.1%7D

-11.9%3M

US$4.97

n/a

The author hasn't set a fair value for MNTS

PS 20.1x

S n/a

n/a

SATL

Satellogic

-9.5%7D

-46.1%3M

US$3.90

n/a

The author hasn't set a fair value for SATL

PS 28.3x

E 70.8%

US$11.28

VOYG

Voyager Technologies

-9.5%7D

-15.3%3M

US$26.94

n/a

The author hasn't set a fair value for VOYG

PS 9.6x

E 51.0%

US$43.45

Planet Labs PBC

-9.6%7D

-41.5%3M

US$23.10

n/a

The author hasn't set a fair value for PL

PS 24.5x

E 65.9%

US$40.10

RKLB

Rocket Lab

-12.3%7D

-23.2%3M

US$69.12

n/a

The author hasn't set a fair value for RKLB

PB 18.3x

E 61.5%

US$114.33

YSS

York Space Systems

-15.4%7D

-58.6%3M

US$17.98

n/a

The author hasn't set a fair value for YSS

PS 6x

E 104.9%

US$34.60

SPIR

Spire Global

-19.6%7D

-36.2%3M

US$11.66

n/a

The author hasn't set a fair value for SPIR

PE 9.2x

E -98.6%

US$20.88

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
VSAT Viasat US$73.69n/aintrinsic discount 5.5%7D 16.8%3M The author hasn't set a fair value for VSAT
PLTR Palantir Technologies US$132.66n/aintrinsic discount -0.8%7D -13.1%3M The author hasn't set a fair value for PLTR
LUNR Intuitive Machines US$14.64n/aintrinsic discount -1.8%7D -51.1%3M The author hasn't set a fair value for LUNR
FLY Firefly Aerospace US$21.1195.1% undervalued intrinsic discount -2.0%7D -49.1%3M RO US$432.79author fair value 10 Octauthor updated this narrative Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash
RDW Redwire US$9.42n/aintrinsic discount -3.3%7D -21.0%3M The author hasn't set a fair value for RDW
IRDM Iridium Communications US$47.24n/aintrinsic discount -3.3%7D 16.9%3M The author hasn't set a fair value for IRDM
LHX L3Harris Technologies US$277.71n/aintrinsic discount -4.2%7D -16.3%3M The author hasn't set a fair value for LHX
KTOS Kratos Defense & Security Solutions US$48.21n/aintrinsic discount -4.3%7D -29.7%3M The author hasn't set a fair value for KTOS
HAWK HawkEye 360 US$18.40n/aintrinsic discount -5.2%7D n/a3M The author hasn't set a fair value for HAWK
SESG SES €7.27n/aintrinsic discount -5.2%7D 10.7%3M The author hasn't set a fair value for SESG
MDA MDA Space CA$44.53n/aintrinsic discount -6.6%7D -5.8%3M The author hasn't set a fair value for MDA
ASTS AST SpaceMobile US$63.34n/aintrinsic discount -8.0%7D -25.2%3M The author hasn't set a fair value for ASTS
BKSY BlackSky Technology US$23.61n/aintrinsic discount -8.0%7D -41.9%3M The author hasn't set a fair value for BKSY
MNTS Momentus US$4.97n/aintrinsic discount -9.1%7D -11.9%3M The author hasn't set a fair value for MNTS
SATL Satellogic US$3.90n/aintrinsic discount -9.5%7D -46.1%3M The author hasn't set a fair value for SATL
VOYG Voyager Technologies US$26.94n/aintrinsic discount -9.5%7D -15.3%3M The author hasn't set a fair value for VOYG
PL Planet Labs PBC US$23.10n/aintrinsic discount -9.6%7D -41.5%3M The author hasn't set a fair value for PL
RKLB Rocket Lab US$69.12n/aintrinsic discount -12.3%7D -23.2%3M The author hasn't set a fair value for RKLB
YSS York Space Systems US$17.98n/aintrinsic discount -15.4%7D -58.6%3M The author hasn't set a fair value for YSS
SPIR Spire Global US$11.66n/aintrinsic discount -19.6%7D -36.2%3M The author hasn't set a fair value for SPIR

Beyond the Moon - 20 compelling space companies!

Watching

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

Watching

Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
VSAT Viasat 5.5%7D 16.8%3M	US$73.69 n/aintrinsic discount	The author hasn't set a fair value for VSAT	PS 2.2x	E -45.0%	US$94.56
PLTR Palantir Technologies -0.8%7D -13.1%3M	US$132.66 n/aintrinsic discount	The author hasn't set a fair value for PLTR	PE 139.4x	E 31.9%	US$183.12
LUNR Intuitive Machines -1.8%7D -51.1%3M	US$14.64 n/aintrinsic discount	The author hasn't set a fair value for LUNR	PS 7x	E 68.7%	US$40.78
FLY Firefly Aerospace -2.0%7D -49.1%3M	US$21.11 95.1% undervalued intrinsic discount	RO US$432.79author fair value 10 Octauthor updated this narrative Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash	PS 18.3x	E 55.5%	US$48.11
RDW Redwire -3.3%7D -21.0%3M	US$9.42 n/aintrinsic discount	The author hasn't set a fair value for RDW	PS 6x	E 80.4%	US$14.88
IRDM Iridium Communications -3.3%7D 16.9%3M	US$47.24 n/aintrinsic discount	The author hasn't set a fair value for IRDM	PE 47.4x	E 9.0%	US$45.00
LHX L3Harris Technologies -4.2%7D -16.3%3M	US$277.71 n/aintrinsic discount	The author hasn't set a fair value for LHX	PE 29.9x	E 15.2%	US$375.11
KTOS Kratos Defense & Security Solutions -4.3%7D -29.7%3M	US$48.21 n/aintrinsic discount	The author hasn't set a fair value for KTOS	PS 6.4x	E 34.8%	US$109.33
HAWK HawkEye 360 -5.2%7D n/a3M	US$18.40 n/aintrinsic discount	The author hasn't set a fair value for HAWK	PS 12.5x	E 57.2%	US$37.14
SESG SES -5.2%7D 10.7%3M	€7.27 n/aintrinsic discount	The author hasn't set a fair value for SESG	PS 1x	E 64.7%	€8.25
MDA MDA Space -6.6%7D -5.8%3M	CA$44.53 n/aintrinsic discount	The author hasn't set a fair value for MDA	PE 68.5x	E 33.7%	CA$67.27
ASTS AST SpaceMobile -8.0%7D -25.2%3M	US$63.34 n/aintrinsic discount	The author hasn't set a fair value for ASTS	PB 9.1x	E 104.9%	US$83.32
BKSY BlackSky Technology -8.0%7D -41.9%3M	US$23.61 n/aintrinsic discount	The author hasn't set a fair value for BKSY	PS 9x	E 70.2%	US$40.50
MNTS Momentus -9.1%7D -11.9%3M	US$4.97 n/aintrinsic discount	The author hasn't set a fair value for MNTS	PS 20.1x	S n/a	n/a
SATL Satellogic -9.5%7D -46.1%3M	US$3.90 n/aintrinsic discount	The author hasn't set a fair value for SATL	PS 28.3x	E 70.8%	US$11.28
VOYG Voyager Technologies -9.5%7D -15.3%3M	US$26.94 n/aintrinsic discount	The author hasn't set a fair value for VOYG	PS 9.6x	E 51.0%	US$43.45
PL Planet Labs PBC -9.6%7D -41.5%3M	US$23.10 n/aintrinsic discount	The author hasn't set a fair value for PL	PS 24.5x	E 65.9%	US$40.10
RKLB Rocket Lab -12.3%7D -23.2%3M	US$69.12 n/aintrinsic discount	The author hasn't set a fair value for RKLB	PB 18.3x	E 61.5%	US$114.33
YSS York Space Systems -15.4%7D -58.6%3M	US$17.98 n/aintrinsic discount	The author hasn't set a fair value for YSS	PS 6x	E 104.9%	US$34.60
SPIR Spire Global -19.6%7D -36.2%3M	US$11.66 n/aintrinsic discount	The author hasn't set a fair value for SPIR	PE 9.2x	E -98.6%	US$20.88