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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
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
YSS York Space Systems US$9.7675.6% undervalued intrinsic discount 26.6%7D -65.8%3M | ||||||
RKLB Rocket Lab US$69.8917.8% undervalued intrinsic discount 11.7%7D -26.5%3M | ||||||
LUNR Intuitive Machines US$15.7262.8% undervalued intrinsic discount 13.3%7D -17.8%3M | ||||||
FLY Firefly Aerospace US$22.8394.7% undervalued intrinsic discount 6.9%7D -16.1%3M | ||||||
VOYG Voyager Technologies US$37.6690.2% undervalued intrinsic discount 13.8%7D 12.1%3M | ||||||
SATL Satellogic US$5.5849.3% undervalued intrinsic discount 15.1%7D 0.4%3M | ||||||
RDW Redwire US$11.609.5% undervalued intrinsic discount 10.6%7D -5.1%3M | ||||||
PLTR Palantir Technologies US$183.0949.4% undervalued intrinsic discount 6.1%7D 61.3%3M | ||||||
VSAT Viasat US$76.3845.4% undervalued intrinsic discount 6.6%7D 19.6%3M | ||||||
BKSY BlackSky Technology US$23.1731.9% undervalued intrinsic discount 11.4%7D -13.9%3M | ||||||
ASTS AST SpaceMobile US$61.8963.6% undervalued intrinsic discount 3.2%7D -15.1%3M | ||||||
PL Planet Labs PBC US$17.0767.8% undervalued intrinsic discount 5.4%7D -40.2%3M | ||||||
SPIR Spire Global US$11.9650.2% undervalued intrinsic discount 5.5%7D -31.4%3M | ||||||
SESG SES €4.8840.8% undervalued intrinsic discount 3.1%7D -32.1%3M | ||||||
IRDM Iridium Communications US$48.2110.7% undervalued intrinsic discount 4.4%7D 9.2%3M | ||||||
KTOS Kratos Defense & Security Solutions US$48.5954.0% undervalued intrinsic discount 2.1%7D -4.4%3M | ||||||
LHX L3Harris Technologies US$246.9327.9% undervalued intrinsic discount -0.8%7D -15.9%3M | ||||||
HAWK HawkEye 360 US$16.26n/aintrinsic discount -0.7%7D -29.7%3M The author hasn't set a fair value for HAWK |
Watching
20
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
YSS York Space Systems 26.6%7D -65.8%3M | US$9.76 75.6% undervalued intrinsic discount | PS 3.3x | E 82.7% | US$14.85 | ||
MDA MDA Space 11.2%7D -18.9%3M | CA$44.65 n/aintrinsic discount | The author hasn't set a fair value for MDA | PE 68.3x | E 38.2% | CA$66.50 | |
RKLB Rocket Lab 11.7%7D -26.5%3M | US$69.89 17.8% undervalued intrinsic discount | PB 12x | E 64.3% | US$109.37 | ||
LUNR Intuitive Machines 13.3%7D -17.8%3M | US$15.72 62.8% undervalued intrinsic discount | PS 5.6x | E 62.2% | US$29.50 | ||
FLY Firefly Aerospace 6.9%7D -16.1%3M | US$22.83 94.7% undervalued intrinsic discount | PS 13.3x | E 51.1% | US$38.60 | ||
MNTS Momentus 11.4%7D -45.6%3M | US$4.48 n/aintrinsic discount | The author hasn't set a fair value for MNTS | PS 25.6x | S 48.2% | US$8.00 | |
VOYG Voyager Technologies 13.8%7D 12.1%3M | US$37.66 90.2% undervalued intrinsic discount | PS 13.2x | E 58.7% | US$46.55 | ||
SATL Satellogic 15.1%7D 0.4%3M | US$5.58 49.3% undervalued intrinsic discount | PS 26.9x | E 77.2% | US$10.20 | ||
RDW Redwire 10.6%7D -5.1%3M | US$11.60 9.5% undervalued intrinsic discount | PS 6.8x | E 83.4% | US$14.69 | ||
PLTR Palantir Technologies 6.1%7D 61.3%3M | US$183.09 49.4% undervalued intrinsic discount | PE 145.8x | E 32.9% | US$196.84 | ||
VSAT Viasat 6.6%7D 19.6%3M | US$76.38 45.4% undervalued intrinsic discount | PS 2.3x | E -28.1% | US$103.94 | ||
BKSY BlackSky Technology 11.4%7D -13.9%3M | US$23.17 31.9% undervalued intrinsic discount | PS 8.7x | E 67.7% | US$38.42 | ||
ASTS AST SpaceMobile 3.2%7D -15.1%3M | US$61.89 63.6% undervalued intrinsic discount | PB 9.8x | E 58.8% | US$79.61 | ||
PL Planet Labs PBC 5.4%7D -40.2%3M | US$17.07 67.8% undervalued intrinsic discount | PS 16.4x | E 85.7% | US$33.40 | ||
SPIR Spire Global 5.5%7D -31.4%3M | US$11.96 50.2% undervalued intrinsic discount | PS 7.5x | E 55.3% | US$20.88 | ||
SESG SES 3.1%7D -32.1%3M | €4.88 40.8% undervalued intrinsic discount | PS 0.6x | E 87.8% | €8.06 | ||
IRDM Iridium Communications 4.4%7D 9.2%3M | US$48.21 10.7% undervalued intrinsic discount | PE 54.8x | E 21.7% | US$42.00 | ||
KTOS Kratos Defense & Security Solutions 2.1%7D -4.4%3M | US$48.59 54.0% undervalued intrinsic discount | PS 6x | E 36.1% | US$102.76 | ||
LHX L3Harris Technologies -0.8%7D -15.9%3M | US$246.93 27.9% undervalued intrinsic discount | PE 24.7x | E 14.1% | US$342.36 | ||
HAWK HawkEye 360 -0.7%7D -29.7%3M | US$16.26 n/aintrinsic discount | The author hasn't set a fair value for HAWK | PS 9.5x | E 61.1% | US$32.56 |