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

PLTR

Palantir Technologies

US$134.44n/a

4.2%7D

-8.2%3M

The author hasn't set a fair value for PLTR

LHX

L3Harris Technologies

US$284.43n/a

-1.9%7D

-18.8%3M

The author hasn't set a fair value for LHX

VSAT

Viasat

US$68.71n/a

-2.4%7D

9.3%3M

The author hasn't set a fair value for VSAT

KTOS

Kratos Defense & Security Solutions

US$46.96n/a

-3.9%7D

-33.8%3M

The author hasn't set a fair value for KTOS

SESG

SES

€7.46n/a

-4.2%7D

15.8%3M

The author hasn't set a fair value for SESG

IRDM

Iridium Communications

US$46.61n/a

-7.9%7D

11.4%3M

The author hasn't set a fair value for IRDM

HAWK

HawkEye 360

US$18.13n/a

-9.9%7D

n/a3M

The author hasn't set a fair value for HAWK

YSS

York Space Systems

US$18.53n/a

-10.0%7D

-48.1%3M

The author hasn't set a fair value for YSS

MDA

MDA Space

CA$44.15n/a

-12.1%7D

-8.3%3M

The author hasn't set a fair value for MDA

LUNR

Intuitive Machines

US$14.85n/a

-12.7%7D

-45.6%3M

The author hasn't set a fair value for LUNR

BKSY

BlackSky Technology

US$21.46n/a

-16.0%7D

-42.9%3M

The author hasn't set a fair value for BKSY

RKLB

Rocket Lab

US$67.35n/a

-18.4%7D

-20.6%3M

The author hasn't set a fair value for RKLB

Planet Labs PBC

US$22.09n/a

-18.8%7D

-42.6%3M

The author hasn't set a fair value for PL

RDW

Redwire

US$8.45n/a

-19.3%7D

-18.3%3M

The author hasn't set a fair value for RDW

MNTS

Momentus

US$4.87n/a

-20.4%7D

-35.1%3M

The author hasn't set a fair value for MNTS

SATL

Satellogic

US$3.57n/a

-22.6%7D

-48.5%3M

The author hasn't set a fair value for SATL

VOYG

Voyager Technologies

US$25.03n/a

-23.3%7D

-20.1%3M

The author hasn't set a fair value for VOYG

SPIR

Spire Global

US$12.15n/a

-24.3%7D

-37.8%3M

The author hasn't set a fair value for SPIR

FLY

Firefly Aerospace

US$19.0395.6% undervalued

-24.7%7D

-56.5%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

ASTS

AST SpaceMobile

US$55.01n/a

-25.5%7D

-35.7%3M

The author hasn't set a fair value for ASTS

Company

Price & Valuation

FV & Narrative

Valuation

Growth

Analyst Target

PLTR

Palantir Technologies

4.2%7D

-8.2%3M

US$134.44

n/a

The author hasn't set a fair value for PLTR

PE 141.3x

E 31.9%

US$183.12

LHX

L3Harris Technologies

-1.9%7D

-18.8%3M

US$284.43

n/a

The author hasn't set a fair value for LHX

PE 30.6x

E 15.2%

US$378.17

VSAT

Viasat

-2.4%7D

9.3%3M

US$68.71

n/a

The author hasn't set a fair value for VSAT

PS 2x

E -45.0%

US$94.56

KTOS

Kratos Defense & Security Solutions

-3.9%7D

-33.8%3M

US$46.96

n/a

The author hasn't set a fair value for KTOS

PS 6.2x

E 34.8%

US$109.33

SESG

SES

-4.2%7D

15.8%3M

€7.46

n/a

The author hasn't set a fair value for SESG

PS 1x

E 64.7%

€8.25

IRDM

Iridium Communications

-7.9%7D

11.4%3M

US$46.61

n/a

The author hasn't set a fair value for IRDM

PE 46.8x

E 9.0%

US$45.00

HAWK

HawkEye 360

-9.9%7D

n/a3M

US$18.13

n/a

The author hasn't set a fair value for HAWK

PS 12.3x

E 57.2%

US$37.14

YSS

York Space Systems

-10.0%7D

-48.1%3M

US$18.53

n/a

The author hasn't set a fair value for YSS

PS 6.1x

E 104.9%

US$34.60

MDA

MDA Space

-12.1%7D

-8.3%3M

CA$44.15

n/a

The author hasn't set a fair value for MDA

PE 68x

E 19.3%

CA$68.27

LUNR

Intuitive Machines

-12.7%7D

-45.6%3M

US$14.85

n/a

The author hasn't set a fair value for LUNR

PS 7.1x

E 68.7%

US$40.78

BKSY

BlackSky Technology

-16.0%7D

-42.9%3M

US$21.46

n/a

The author hasn't set a fair value for BKSY

PS 8.1x

E 70.2%

US$40.50

RKLB

Rocket Lab

-18.4%7D

-20.6%3M

US$67.35

n/a

The author hasn't set a fair value for RKLB

PB 17.8x

E 61.5%

US$114.33

Planet Labs PBC

-18.8%7D

-42.6%3M

US$22.09

n/a

The author hasn't set a fair value for PL

PS 23.5x

E 65.9%

US$40.10

RDW

Redwire

-19.3%7D

-18.3%3M

US$8.45

n/a

The author hasn't set a fair value for RDW

PS 5.4x

E 80.4%

US$14.88

MNTS

Momentus

-20.4%7D

-35.1%3M

US$4.87

n/a

The author hasn't set a fair value for MNTS

PS 19.7x

S n/a

n/a

SATL

Satellogic

-22.6%7D

-48.5%3M

US$3.57

n/a

The author hasn't set a fair value for SATL

PS 25.9x

E 70.8%

US$11.28

VOYG

Voyager Technologies

-23.3%7D

-20.1%3M

US$25.03

n/a

The author hasn't set a fair value for VOYG

PS 8.9x

E 51.0%

US$43.45

SPIR

Spire Global

-24.3%7D

-37.8%3M

US$12.15

n/a

The author hasn't set a fair value for SPIR

PE 9.6x

E -98.6%

US$20.88

FLY

Firefly Aerospace

-24.7%7D

-56.5%3M

US$19.03

95.6% 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 16.5x

E 55.5%

US$48.11

ASTS

AST SpaceMobile

-25.5%7D

-35.7%3M

US$55.01

n/a

The author hasn't set a fair value for ASTS

PB 7.9x

E 115.3%

US$81.47

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
PLTR Palantir Technologies US$134.44n/aintrinsic discount 4.2%7D -8.2%3M The author hasn't set a fair value for PLTR
LHX L3Harris Technologies US$284.43n/aintrinsic discount -1.9%7D -18.8%3M The author hasn't set a fair value for LHX
VSAT Viasat US$68.71n/aintrinsic discount -2.4%7D 9.3%3M The author hasn't set a fair value for VSAT
KTOS Kratos Defense & Security Solutions US$46.96n/aintrinsic discount -3.9%7D -33.8%3M The author hasn't set a fair value for KTOS
SESG SES €7.46n/aintrinsic discount -4.2%7D 15.8%3M The author hasn't set a fair value for SESG
IRDM Iridium Communications US$46.61n/aintrinsic discount -7.9%7D 11.4%3M The author hasn't set a fair value for IRDM
HAWK HawkEye 360 US$18.13n/aintrinsic discount -9.9%7D n/a3M The author hasn't set a fair value for HAWK
YSS York Space Systems US$18.53n/aintrinsic discount -10.0%7D -48.1%3M The author hasn't set a fair value for YSS
MDA MDA Space CA$44.15n/aintrinsic discount -12.1%7D -8.3%3M The author hasn't set a fair value for MDA
LUNR Intuitive Machines US$14.85n/aintrinsic discount -12.7%7D -45.6%3M The author hasn't set a fair value for LUNR
BKSY BlackSky Technology US$21.46n/aintrinsic discount -16.0%7D -42.9%3M The author hasn't set a fair value for BKSY
RKLB Rocket Lab US$67.35n/aintrinsic discount -18.4%7D -20.6%3M The author hasn't set a fair value for RKLB
PL Planet Labs PBC US$22.09n/aintrinsic discount -18.8%7D -42.6%3M The author hasn't set a fair value for PL
RDW Redwire US$8.45n/aintrinsic discount -19.3%7D -18.3%3M The author hasn't set a fair value for RDW
MNTS Momentus US$4.87n/aintrinsic discount -20.4%7D -35.1%3M The author hasn't set a fair value for MNTS
SATL Satellogic US$3.57n/aintrinsic discount -22.6%7D -48.5%3M The author hasn't set a fair value for SATL
VOYG Voyager Technologies US$25.03n/aintrinsic discount -23.3%7D -20.1%3M The author hasn't set a fair value for VOYG
SPIR Spire Global US$12.15n/aintrinsic discount -24.3%7D -37.8%3M The author hasn't set a fair value for SPIR
FLY Firefly Aerospace US$19.0395.6% undervalued intrinsic discount -24.7%7D -56.5%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
ASTS AST SpaceMobile US$55.01n/aintrinsic discount -25.5%7D -35.7%3M The author hasn't set a fair value for ASTS

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
PLTR Palantir Technologies 4.2%7D -8.2%3M	US$134.44 n/aintrinsic discount	The author hasn't set a fair value for PLTR	PE 141.3x	E 31.9%	US$183.12
LHX L3Harris Technologies -1.9%7D -18.8%3M	US$284.43 n/aintrinsic discount	The author hasn't set a fair value for LHX	PE 30.6x	E 15.2%	US$378.17
VSAT Viasat -2.4%7D 9.3%3M	US$68.71 n/aintrinsic discount	The author hasn't set a fair value for VSAT	PS 2x	E -45.0%	US$94.56
KTOS Kratos Defense & Security Solutions -3.9%7D -33.8%3M	US$46.96 n/aintrinsic discount	The author hasn't set a fair value for KTOS	PS 6.2x	E 34.8%	US$109.33
SESG SES -4.2%7D 15.8%3M	€7.46 n/aintrinsic discount	The author hasn't set a fair value for SESG	PS 1x	E 64.7%	€8.25
IRDM Iridium Communications -7.9%7D 11.4%3M	US$46.61 n/aintrinsic discount	The author hasn't set a fair value for IRDM	PE 46.8x	E 9.0%	US$45.00
HAWK HawkEye 360 -9.9%7D n/a3M	US$18.13 n/aintrinsic discount	The author hasn't set a fair value for HAWK	PS 12.3x	E 57.2%	US$37.14
YSS York Space Systems -10.0%7D -48.1%3M	US$18.53 n/aintrinsic discount	The author hasn't set a fair value for YSS	PS 6.1x	E 104.9%	US$34.60
MDA MDA Space -12.1%7D -8.3%3M	CA$44.15 n/aintrinsic discount	The author hasn't set a fair value for MDA	PE 68x	E 19.3%	CA$68.27
LUNR Intuitive Machines -12.7%7D -45.6%3M	US$14.85 n/aintrinsic discount	The author hasn't set a fair value for LUNR	PS 7.1x	E 68.7%	US$40.78
BKSY BlackSky Technology -16.0%7D -42.9%3M	US$21.46 n/aintrinsic discount	The author hasn't set a fair value for BKSY	PS 8.1x	E 70.2%	US$40.50
RKLB Rocket Lab -18.4%7D -20.6%3M	US$67.35 n/aintrinsic discount	The author hasn't set a fair value for RKLB	PB 17.8x	E 61.5%	US$114.33
PL Planet Labs PBC -18.8%7D -42.6%3M	US$22.09 n/aintrinsic discount	The author hasn't set a fair value for PL	PS 23.5x	E 65.9%	US$40.10
RDW Redwire -19.3%7D -18.3%3M	US$8.45 n/aintrinsic discount	The author hasn't set a fair value for RDW	PS 5.4x	E 80.4%	US$14.88
MNTS Momentus -20.4%7D -35.1%3M	US$4.87 n/aintrinsic discount	The author hasn't set a fair value for MNTS	PS 19.7x	S n/a	n/a
SATL Satellogic -22.6%7D -48.5%3M	US$3.57 n/aintrinsic discount	The author hasn't set a fair value for SATL	PS 25.9x	E 70.8%	US$11.28
VOYG Voyager Technologies -23.3%7D -20.1%3M	US$25.03 n/aintrinsic discount	The author hasn't set a fair value for VOYG	PS 8.9x	E 51.0%	US$43.45
SPIR Spire Global -24.3%7D -37.8%3M	US$12.15 n/aintrinsic discount	The author hasn't set a fair value for SPIR	PE 9.6x	E -98.6%	US$20.88
FLY Firefly Aerospace -24.7%7D -56.5%3M	US$19.03 95.6% 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 16.5x	E 55.5%	US$48.11
ASTS AST SpaceMobile -25.5%7D -35.7%3M	US$55.01 n/aintrinsic discount	The author hasn't set a fair value for ASTS	PB 7.9x	E 115.3%	US$81.47