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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 | |
|---|---|---|---|---|---|---|
SATL Satellogic US$5.9860.1% undervalued intrinsic discount 24.1%7D -30.8%3M | ||||||
BKSY BlackSky Technology US$31.876.3% undervalued intrinsic discount 26.6%7D -25.3%3M | ||||||
RDW Redwire US$13.495.2% overvalued intrinsic discount 25.8%7D -3.6%3M | ||||||
LUNR Intuitive Machines US$16.9559.9% undervalued intrinsic discount 21.2%7D -53.6%3M | ||||||
VOYG Voyager Technologies US$43.0088.8% undervalued intrinsic discount 23.8%7D 18.7%3M | ||||||
KTOS Kratos Defense & Security Solutions US$63.8241.2% undervalued intrinsic discount 15.3%7D 16.4%3M | ||||||
ASTS AST SpaceMobile US$74.3156.3% undervalued intrinsic discount 8.7%7D -10.5%3M | ||||||
FLY Firefly Aerospace US$26.5493.9% undervalued intrinsic discount 16.2%7D -37.4%3M | ||||||
SPIR Spire Global US$14.7438.6% undervalued intrinsic discount 14.3%7D -19.1%3M | ||||||
PLTR Palantir Technologies US$171.0452.7% undervalued intrinsic discount 8.0%7D 27.9%3M | ||||||
PL Planet Labs PBC US$24.5053.8% undervalued intrinsic discount 9.6%7D -43.1%3M | ||||||
RKLB Rocket Lab US$81.174.6% undervalued intrinsic discount 8.5%7D -38.8%3M | ||||||
VSAT Viasat US$87.2337.7% undervalued intrinsic discount 7.7%7D 17.4%3M | ||||||
IRDM Iridium Communications US$49.658.1% undervalued intrinsic discount 2.6%7D 14.3%3M | ||||||
YSS York Space Systems US$11.0472.4% undervalued intrinsic discount -16.0%7D -61.9%3M | ||||||
LHX L3Harris Technologies US$290.7422.3% undervalued intrinsic discount 1.6%7D -5.5%3M | ||||||
HAWK HawkEye 360 US$24.73n/aintrinsic discount 5.1%7D -22.7%3M The author hasn't set a fair value for HAWK | ||||||
SESG SES €5.4334.1% undervalued intrinsic discount -0.2%7D -33.0%3M |
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
SATL Satellogic 24.1%7D -30.8%3M | US$5.98 60.1% undervalued intrinsic discount | PS 28.8x | E 72.5% | US$10.20 | ||
BKSY BlackSky Technology 26.6%7D -25.3%3M | US$31.87 6.3% undervalued intrinsic discount | PS 12x | E 67.3% | US$38.42 | ||
RDW Redwire 25.8%7D -3.6%3M | US$13.49 5.2% overvalued intrinsic discount | PS 7.9x | E 86.3% | US$14.56 | ||
LUNR Intuitive Machines 21.2%7D -53.6%3M | US$16.95 59.9% undervalued intrinsic discount | PS 8.1x | E 68.0% | US$39.22 | ||
VOYG Voyager Technologies 23.8%7D 18.7%3M | US$43.00 88.8% undervalued intrinsic discount | PS 15.1x | E 27.6% | US$44.64 | ||
KTOS Kratos Defense & Security Solutions 15.3%7D 16.4%3M | US$63.82 41.2% undervalued intrinsic discount | PS 7.9x | E 36.5% | US$107.10 | ||
MNTS Momentus 14.6%7D -12.6%3M | US$4.86 n/aintrinsic discount | The author hasn't set a fair value for MNTS | PS 19.7x | S n/a | n/a | |
ASTS AST SpaceMobile 8.7%7D -10.5%3M | US$74.31 56.3% undervalued intrinsic discount | PB 11.8x | E 48.5% | US$78.48 | ||
FLY Firefly Aerospace 16.2%7D -37.4%3M | US$26.54 93.9% undervalued intrinsic discount | PS 23.9x | E 69.2% | US$41.60 | ||
SPIR Spire Global 14.3%7D -19.1%3M | US$14.74 38.6% undervalued intrinsic discount | PE 11.7x | E -98.6% | US$20.88 | ||
PLTR Palantir Technologies 8.0%7D 27.9%3M | US$171.04 52.7% undervalued intrinsic discount | PE 136.2x | E 32.9% | US$191.68 | ||
PL Planet Labs PBC 9.6%7D -43.1%3M | US$24.50 53.8% undervalued intrinsic discount | PS 26x | E 65.9% | US$40.10 | ||
RKLB Rocket Lab 8.5%7D -38.8%3M | US$81.17 4.6% undervalued intrinsic discount | PB 13.9x | E 62.1% | US$112.76 | ||
VSAT Viasat 7.7%7D 17.4%3M | US$87.23 37.7% undervalued intrinsic discount | PS 2.6x | E -27.5% | US$101.44 | ||
MDA MDA Space 4.6%7D -7.6%3M | CA$49.71 n/aintrinsic discount | The author hasn't set a fair value for MDA | PE 76.1x | E 38.3% | CA$67.27 | |
IRDM Iridium Communications 2.6%7D 14.3%3M | US$49.65 8.1% undervalued intrinsic discount | PE 56.4x | E 19.0% | US$42.00 | ||
YSS York Space Systems -16.0%7D -61.9%3M | US$11.04 72.4% undervalued intrinsic discount | PS 3.7x | E 103.3% | US$33.44 | ||
LHX L3Harris Technologies 1.6%7D -5.5%3M | US$290.74 22.3% undervalued intrinsic discount | PE 29.1x | E 12.4% | US$343.27 | ||
HAWK HawkEye 360 5.1%7D -22.7%3M | US$24.73 n/aintrinsic discount | The author hasn't set a fair value for HAWK | PS 16.8x | E 57.2% | US$35.63 | |
SESG SES -0.2%7D -33.0%3M | €5.43 34.1% undervalued intrinsic discount | PS 0.7x | E 80.6% | €7.93 |