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

HAWK

HawkEye 360

US$20.00n/a

0.2%7D

n/a3M

The author hasn't set a fair value for HAWK

LHX

L3Harris Technologies

US$290.77n/a

-3.5%7D

-18.2%3M

The author hasn't set a fair value for LHX

PLTR

Palantir Technologies

US$126.79n/a

-4.3%7D

-6.6%3M

The author hasn't set a fair value for PLTR

IRDM

Iridium Communications

US$50.06n/a

-4.8%7D

38.6%3M

The author hasn't set a fair value for IRDM

SESG

SES

€7.71n/a

-5.0%7D

23.8%3M

The author hasn't set a fair value for SESG

BKSY

BlackSky Technology

US$25.02n/a

-7.9%7D

-21.9%3M

The author hasn't set a fair value for BKSY

MNTS

Momentus

US$6.06n/a

-8.0%7D

22.1%3M

The author hasn't set a fair value for MNTS

VOYG

Voyager Technologies

US$31.16n/a

-8.1%7D

3.4%3M

The author hasn't set a fair value for VOYG

ASTS

AST SpaceMobile

US$73.32n/a

-9.1%7D

-17.2%3M

The author hasn't set a fair value for ASTS

KTOS

Kratos Defense & Security Solutions

US$48.19n/a

-10.0%7D

-34.6%3M

The author hasn't set a fair value for KTOS

RDW

Redwire

US$10.18n/a

-10.4%7D

3.8%3M

The author hasn't set a fair value for RDW

VSAT

Viasat

US$73.56n/a

-12.2%7D

29.1%3M

The author hasn't set a fair value for VSAT

SATL

Satellogic

US$4.54n/a

-12.4%7D

-37.8%3M

The author hasn't set a fair value for SATL

RKLB

Rocket Lab

US$81.04n/a

-12.9%7D

12.2%3M

The author hasn't set a fair value for RKLB

FLY

Firefly Aerospace

US$24.0994.4% undervalued

-14.0%7D

-34.2%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

LUNR

Intuitive Machines

US$16.14n/a

-14.6%7D

-31.8%3M

The author hasn't set a fair value for LUNR

Planet Labs PBC

US$26.05n/a

-15.6%7D

-23.2%3M

The author hasn't set a fair value for PL

YSS

York Space Systems

US$19.89n/a

-15.6%7D

-42.3%3M

The author hasn't set a fair value for YSS

SPIR

Spire Global

US$14.70n/a

-16.7%7D

-29.1%3M

The author hasn't set a fair value for SPIR

MDA

MDA Space

CA$48.17n/a

-19.3%7D

4.3%3M

The author hasn't set a fair value for MDA

Company

Price & Valuation

FV & Narrative

Valuation

Growth

Analyst Target

HAWK

HawkEye 360

0.2%7D

n/a3M

US$20.00

n/a

The author hasn't set a fair value for HAWK

PS 13.6x

E 56.5%

US$37.86

LHX

L3Harris Technologies

-3.5%7D

-18.2%3M

US$290.77

n/a

The author hasn't set a fair value for LHX

PE 31.3x

E 15.5%

US$379.67

PLTR

Palantir Technologies

-4.3%7D

-6.6%3M

US$126.79

n/a

The author hasn't set a fair value for PLTR

PE 133.2x

E 31.9%

US$183.12

IRDM

Iridium Communications

-4.8%7D

38.6%3M

US$50.06

n/a

The author hasn't set a fair value for IRDM

PE 50.3x

E 9.0%

US$45.00

SESG

SES

-5.0%7D

23.8%3M

€7.71

n/a

The author hasn't set a fair value for SESG

PS 1.1x

E 63.9%

€8.05

BKSY

BlackSky Technology

-7.9%7D

-21.9%3M

US$25.02

n/a

The author hasn't set a fair value for BKSY

PS 9.5x

E 70.2%

US$40.50

MNTS

Momentus

-8.0%7D

22.1%3M

US$6.06

n/a

The author hasn't set a fair value for MNTS

PS 24.5x

S n/a

n/a

VOYG

Voyager Technologies

-8.1%7D

3.4%3M

US$31.16

n/a

The author hasn't set a fair value for VOYG

PS 11x

E 51.0%

US$43.45

ASTS

AST SpaceMobile

-9.1%7D

-17.2%3M

US$73.32

n/a

The author hasn't set a fair value for ASTS

PB 10.5x

E 115.3%

US$81.47

KTOS

Kratos Defense & Security Solutions

-10.0%7D

-34.6%3M

US$48.19

n/a

The author hasn't set a fair value for KTOS

PS 6.4x

E 34.7%

US$109.86

RDW

Redwire

-10.4%7D

3.8%3M

US$10.18

n/a

The author hasn't set a fair value for RDW

PS 6.5x

E 81.4%

US$15.67

VSAT

Viasat

-12.2%7D

29.1%3M

US$73.56

n/a

The author hasn't set a fair value for VSAT

PS 2.2x

E -45.0%

US$94.56

SATL

Satellogic

-12.4%7D

-37.8%3M

US$4.54

n/a

The author hasn't set a fair value for SATL

PS 32.9x

E 70.8%

US$11.28

RKLB

Rocket Lab

-12.9%7D

12.2%3M

US$81.04

n/a

The author hasn't set a fair value for RKLB

PB 21.4x

E 61.1%

US$116.50

FLY

Firefly Aerospace

-14.0%7D

-34.2%3M

US$24.09

94.4% 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 20.9x

E 55.5%

US$48.22

LUNR

Intuitive Machines

-14.6%7D

-31.8%3M

US$16.14

n/a

The author hasn't set a fair value for LUNR

PS 7.7x

E 68.7%

US$40.78

Planet Labs PBC

-15.6%7D

-23.2%3M

US$26.05

n/a

The author hasn't set a fair value for PL

PS 27.7x

E 65.9%

US$39.80

YSS

York Space Systems

-15.6%7D

-42.3%3M

US$19.89

n/a

The author hasn't set a fair value for YSS

PS 6.5x

E 104.9%

US$34.89

SPIR

Spire Global

-16.7%7D

-29.1%3M

US$14.70

n/a

The author hasn't set a fair value for SPIR

PE 11.6x

E -98.6%

US$20.88

MDA

MDA Space

-19.3%7D

4.3%3M

CA$48.17

n/a

The author hasn't set a fair value for MDA

PE 74.1x

E 18.8%

CA$68.33

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
HAWK HawkEye 360 US$20.00n/aintrinsic discount 0.2%7D n/a3M The author hasn't set a fair value for HAWK
LHX L3Harris Technologies US$290.77n/aintrinsic discount -3.5%7D -18.2%3M The author hasn't set a fair value for LHX
PLTR Palantir Technologies US$126.79n/aintrinsic discount -4.3%7D -6.6%3M The author hasn't set a fair value for PLTR
IRDM Iridium Communications US$50.06n/aintrinsic discount -4.8%7D 38.6%3M The author hasn't set a fair value for IRDM
SESG SES €7.71n/aintrinsic discount -5.0%7D 23.8%3M The author hasn't set a fair value for SESG
BKSY BlackSky Technology US$25.02n/aintrinsic discount -7.9%7D -21.9%3M The author hasn't set a fair value for BKSY
MNTS Momentus US$6.06n/aintrinsic discount -8.0%7D 22.1%3M The author hasn't set a fair value for MNTS
VOYG Voyager Technologies US$31.16n/aintrinsic discount -8.1%7D 3.4%3M The author hasn't set a fair value for VOYG
ASTS AST SpaceMobile US$73.32n/aintrinsic discount -9.1%7D -17.2%3M The author hasn't set a fair value for ASTS
KTOS Kratos Defense & Security Solutions US$48.19n/aintrinsic discount -10.0%7D -34.6%3M The author hasn't set a fair value for KTOS
RDW Redwire US$10.18n/aintrinsic discount -10.4%7D 3.8%3M The author hasn't set a fair value for RDW
VSAT Viasat US$73.56n/aintrinsic discount -12.2%7D 29.1%3M The author hasn't set a fair value for VSAT
SATL Satellogic US$4.54n/aintrinsic discount -12.4%7D -37.8%3M The author hasn't set a fair value for SATL
RKLB Rocket Lab US$81.04n/aintrinsic discount -12.9%7D 12.2%3M The author hasn't set a fair value for RKLB
FLY Firefly Aerospace US$24.0994.4% undervalued intrinsic discount -14.0%7D -34.2%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
LUNR Intuitive Machines US$16.14n/aintrinsic discount -14.6%7D -31.8%3M The author hasn't set a fair value for LUNR
PL Planet Labs PBC US$26.05n/aintrinsic discount -15.6%7D -23.2%3M The author hasn't set a fair value for PL
YSS York Space Systems US$19.89n/aintrinsic discount -15.6%7D -42.3%3M The author hasn't set a fair value for YSS
SPIR Spire Global US$14.70n/aintrinsic discount -16.7%7D -29.1%3M The author hasn't set a fair value for SPIR
MDA MDA Space CA$48.17n/aintrinsic discount -19.3%7D 4.3%3M The author hasn't set a fair value for MDA

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
HAWK HawkEye 360 0.2%7D n/a3M	US$20.00 n/aintrinsic discount	The author hasn't set a fair value for HAWK	PS 13.6x	E 56.5%	US$37.86
LHX L3Harris Technologies -3.5%7D -18.2%3M	US$290.77 n/aintrinsic discount	The author hasn't set a fair value for LHX	PE 31.3x	E 15.5%	US$379.67
PLTR Palantir Technologies -4.3%7D -6.6%3M	US$126.79 n/aintrinsic discount	The author hasn't set a fair value for PLTR	PE 133.2x	E 31.9%	US$183.12
IRDM Iridium Communications -4.8%7D 38.6%3M	US$50.06 n/aintrinsic discount	The author hasn't set a fair value for IRDM	PE 50.3x	E 9.0%	US$45.00
SESG SES -5.0%7D 23.8%3M	€7.71 n/aintrinsic discount	The author hasn't set a fair value for SESG	PS 1.1x	E 63.9%	€8.05
BKSY BlackSky Technology -7.9%7D -21.9%3M	US$25.02 n/aintrinsic discount	The author hasn't set a fair value for BKSY	PS 9.5x	E 70.2%	US$40.50
MNTS Momentus -8.0%7D 22.1%3M	US$6.06 n/aintrinsic discount	The author hasn't set a fair value for MNTS	PS 24.5x	S n/a	n/a
VOYG Voyager Technologies -8.1%7D 3.4%3M	US$31.16 n/aintrinsic discount	The author hasn't set a fair value for VOYG	PS 11x	E 51.0%	US$43.45
ASTS AST SpaceMobile -9.1%7D -17.2%3M	US$73.32 n/aintrinsic discount	The author hasn't set a fair value for ASTS	PB 10.5x	E 115.3%	US$81.47
KTOS Kratos Defense & Security Solutions -10.0%7D -34.6%3M	US$48.19 n/aintrinsic discount	The author hasn't set a fair value for KTOS	PS 6.4x	E 34.7%	US$109.86
RDW Redwire -10.4%7D 3.8%3M	US$10.18 n/aintrinsic discount	The author hasn't set a fair value for RDW	PS 6.5x	E 81.4%	US$15.67
VSAT Viasat -12.2%7D 29.1%3M	US$73.56 n/aintrinsic discount	The author hasn't set a fair value for VSAT	PS 2.2x	E -45.0%	US$94.56
SATL Satellogic -12.4%7D -37.8%3M	US$4.54 n/aintrinsic discount	The author hasn't set a fair value for SATL	PS 32.9x	E 70.8%	US$11.28
RKLB Rocket Lab -12.9%7D 12.2%3M	US$81.04 n/aintrinsic discount	The author hasn't set a fair value for RKLB	PB 21.4x	E 61.1%	US$116.50
FLY Firefly Aerospace -14.0%7D -34.2%3M	US$24.09 94.4% 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 20.9x	E 55.5%	US$48.22
LUNR Intuitive Machines -14.6%7D -31.8%3M	US$16.14 n/aintrinsic discount	The author hasn't set a fair value for LUNR	PS 7.7x	E 68.7%	US$40.78
PL Planet Labs PBC -15.6%7D -23.2%3M	US$26.05 n/aintrinsic discount	The author hasn't set a fair value for PL	PS 27.7x	E 65.9%	US$39.80
YSS York Space Systems -15.6%7D -42.3%3M	US$19.89 n/aintrinsic discount	The author hasn't set a fair value for YSS	PS 6.5x	E 104.9%	US$34.89
SPIR Spire Global -16.7%7D -29.1%3M	US$14.70 n/aintrinsic discount	The author hasn't set a fair value for SPIR	PE 11.6x	E -98.6%	US$20.88
MDA MDA Space -19.3%7D 4.3%3M	CA$48.17 n/aintrinsic discount	The author hasn't set a fair value for MDA	PE 74.1x	E 18.8%	CA$68.33