View ValuationSatellogic 将来の成長Future 基準チェック /26Satellogicは、69.1%と33.3%でそれぞれ年率69.1%で利益と収益が成長すると予測される一方、EPSはgrowで72.8%年率。主要情報69.1%収益成長率72.83%EPS成長率Aerospace & Defense 収益成長18.8%収益成長率33.3%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日18 May 2026今後の成長に関する最新情報Major Estimate Revision • May 11Consensus EPS estimates upgraded to US$0.15 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.195 to -US$0.153 per share. Revenue forecast steady at US$33.1m. Aerospace & Defense industry in the US expected to see average net income growth of 20% next year. Consensus price target up from US$6.08 to US$7.30. Share price rose 7.2% to US$7.57 over the past week.Price Target Changed • Mar 24Price target increased by 10% to US$6.08Up from US$5.50, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$5.38. Stock is up 38% over the past year. The company is forecast to post a net loss per share of US$0.20 next year compared to a net loss per share of US$0.044 last year.すべての更新を表示Recent updatesライブニュース • May 17Satellogic Reports 80% Q1 Revenue Growth and Secures Major Defense ContractsSatellogic reported Q1 2026 revenue of US$6.1 million, 80% higher year over year, with contributions from both its Data & Analytics and Space Systems segments. The company recorded its first positive operating cash flow of US$0.2 million in Q1 2026. Satellogic signed a US$12 million deal with a sovereign defense customer for a commissioned in-orbit NewSat satellite and a US$18 million supply contract with Portugal’s CEiiA. The company also continues work on its fully funded Merlin AI-first defense satellite constellation, targeting a Q4 2026 launch and full deployment by mid-2027. Together, the new contracts and the shift to positive operating cash flow indicate that Satellogic is gaining commercial traction in sovereign and defense markets while beginning to demonstrate operational funding discipline. Investors may want to closely monitor execution on the Merlin constellation timeline and the company’s ability to convert its growing defense and government pipeline into recurring, higher-margin revenue.分析記事 • May 14Analysts Are Betting On Satellogic Inc. (NASDAQ:SATL) With A Big Upgrade This WeekShareholders in Satellogic Inc. ( NASDAQ:SATL ) may be thrilled to learn that the analysts have just delivered a major...Reported Earnings • May 12First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.84 loss per share (further deteriorated from US$0.34 loss in 1Q 2025). Revenue: US$6.11m (up 80% from 1Q 2025). Net loss: US$118.3m (loss widened 263% from 1Q 2025). Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 52% per year, which means it is well ahead of earnings.Major Estimate Revision • May 11Consensus EPS estimates upgraded to US$0.15 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.195 to -US$0.153 per share. Revenue forecast steady at US$33.1m. Aerospace & Defense industry in the US expected to see average net income growth of 20% next year. Consensus price target up from US$6.08 to US$7.30. Share price rose 7.2% to US$7.57 over the past week.お知らせ • May 05Satellogic, Inc. Announces Appointment of Jonathan Lee as Sales Director for APACSatellogic Inc. announced the appointment of Jonathan Lee as Sales Director for APAC. He combines nearly a decade of commercial GEOINT experience at Vantor (formerly Maxar Intelligence), with 11 years as an analyst at the Singapore Ministry of Defense, bringing firsthand understanding of operational intelligence workflows and regional mission requirements.新しいナラティブ • Apr 21Daily Global Remapping Capability Will Support Long Term Defense And Government DemandCatalysts About Satellogic Satellogic operates a vertically integrated Earth observation and space systems business focused on high resolution imagery and continuous intelligence for government, defense and commercial customers. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Apr 07Daily Remapping Ambitions And Subscription Model Will Strain Margins And Execution RisksCatalysts About Satellogic Satellogic designs, manufactures and operates Earth observation satellites, selling imagery, analytics and sovereign satellite systems to government and commercial customers. What are the underlying business or industry changes driving this perspective?Recent Insider Transactions • Apr 07Chief Financial Officer recently bought US$197k worth of stockOn the 30th of March, Richard Dunn bought around 36k shares on-market at roughly US$5.51 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Richard has been a net seller over the last 12 months, reducing personal holdings by US$479k.お知らせ • Mar 31Satellogic Inc. has filed a Follow-on Equity Offering in the amount of $50 million.Satellogic Inc. has filed a Follow-on Equity Offering in the amount of $50 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingPrice Target Changed • Mar 24Price target increased by 10% to US$6.08Up from US$5.50, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$5.38. Stock is up 38% over the past year. The company is forecast to post a net loss per share of US$0.20 next year compared to a net loss per share of US$0.044 last year.新しいナラティブ • Mar 24Sovereign Earth Observation Demand Will Support Long Term Upside PotentialCatalysts About Satellogic Satellogic designs, manufactures and operates high resolution Earth observation satellites and provides imagery, analytics and sovereign space systems to government and commercial customers. What are the underlying business or industry changes driving this perspective?Reported Earnings • Mar 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$0.044 loss per share (improved from US$1.28 loss in FY 2024). Revenue: US$17.7m (up 38% from FY 2024). Net loss: US$4.78m (loss narrowed 96% from FY 2024). Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 90%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Mar 18Satellogic Inc Introduces Merlin Constellation for Daily Global Monitoring At One-Meter ResolutionSatellogic Inc. announced Merlin, its latest constellation addition designed to enable daily remapping of the entire planet at one-meter resolution and expand the capabilities of its Aleph Observer persistent monitoring product. The first Merlin satellite is scheduled to launch in October 2026, with full operational capability expected in the first half of 2027. Merlin combines daily global coverage with one-meter spatial resolution a capability that Satellogic believes is not available in Earth observation systems today. This combination is expected to enable entirely new intelligence applications by allowing organizations to monitor activity continuously and cost-effectively on a planetary scale. Merlin is designed to significantly expand the capabilities of Aleph Observer, Satellogic’s persistent monitoring product. Today, Aleph Observer enables organizations to monitor hundreds to thousands of locations across their areas of interest. With Merlin, that capability extends to an unlimited number of monitored sites. Customers will be able to monitor millions of locations simultaneously. Some examples include military bases, ports, airports, border crossings, and critical infrastructure. This expands monitoring from hundreds or thousands of sites to persistent awareness across entire countries and regions. By continuously global remapping the planet, Merlin is also designed to reduce one of the historical constraints in Earth observation: limited access to imaging capacity. Instead of tasking satellites or competing for coverage, users gain continuous access to a global monitoring baseline. Designed for Defense-Grade Monitoring: Merlin is designed for defense and intelligence missions that demand global scale, reliability, and speed. Reliability ensures consistent daily coverage across the planet. Speed enables rapid identification of operational activity and immediate response through real-time alerts. The constellation combines several capabilities to support this operating model: Daily global remapping at one-meter resolution; Ten spectral bands aligned with Sentinel-2; AI-first onboard processing of every pixel for classification, object detection and identification; Real-time communications and intelligence alerting. When meaningful activity is detected, inter-satellite communications enable rapid follow-up observations from Satellogic’s broader fleet, allowing higher-resolution collection of events as they unfold. Merlin is built to meet demanding defense requirements while enabling robust monitoring capabilities for civil government and commercial applications, including environmental monitoring, agriculture and forestry management, infrastructure oversight, and energy network monitoring. Closing the Monitoring Gap: Many satellite systems capable of frequent global coverage operate at several-meter resolution, which is effective for mapping and broad change detection, but often lacks the detail required to identify human activity. Other high-resolution systems can capture detailed imagery, but are limited to a small number of sites per day, and users have to compete for scarce capacity to access them. Merlin is designed to close this gap by combining daily global coverage with one-meter resolution, enabling analysts to identify meaningful activity on the ground, including the presence or absence of monitored objects, aircraft movement, vehicle activity, and infrastructure changes across large operational environments. The result is a shift from periodic observation to continuous awareness. A New Commercial Model for Earth Observation: Instead of purchasing imagery scene by scene, customers can subscribe to persistent monitoring coverage across networks of assets such as airbases, ports, infrastructure systems, or conflict regions. Through Aleph Observer, organizations define the locations or regions they want to monitor while Satellogic’s constellation continuously delivers updated observations.お知らせ • Mar 10Satellogic Inc. Announces Resignation of Mathew Tirman as President, Effective March 31, 2026Satellogic Inc. announced that on March 6, 2026, Mathew Tirman, the President of the company notified that he is resigning as an officer and employee of the Company effective March 31, 2026, to pursue other opportunities. The Company has no immediate plans to fill this vacated role and expects that Mr. Tirman's duties will be distributed to other executives within the Company.お知らせ • Feb 23Satellogic Inc. Launches Aleph Observer, a Persistent Global Intelligence Capability Designed for Sustained Awareness at ScaleSatellogic Inc. announced the launch of Aleph Observer, its persistent monitoring capability designed to deliver sustained, large-scale situational awareness across critical locations worldwide. Aleph Observer represents a shift in how Earth observation is procured and used. Rather than relying on episodic tasking and best-effort imagery delivery, it enables ongoing monitoring of hundreds of sites daily with predictable delivery over time. This allows teams to detect and assess change without repeated tasking, helping reduce operational friction and increase confidence in what was observed and what was not. Traditional Earth observation models require customers to request imagery on a site-by-site basis, manage tasking priority, and absorb rising costs as monitoring needs grow. As areas of interest expand, revisit commencement becomes harder to maintain, awareness resets between collections, and operational risk increases. Aleph Observer replaces that model. Built on Satellogic's vertically integrated architecture, Aleph Observer delivers predictable coverage across defined areas of interest, enabling teams to monitor change over time rather than react to individual collection events. Embedded analytics surface meaningful change signals, helping reduce analyst overhead and support faster, more confident decisions across defense, intelligence, civil government, and commercial use cases. Aleph Observer positions Satellogic to lead the emerging Persistent Global Intelligence category by addressing the operational constraints that have historically limited sustained monitoring at scale. This is made possible by three reinforcing advantages of Satellogic: Constellation Scale and Satellite Capacity: The largest active constellation of high-resolution satellites, engineered for maximum daily collection throughput, enables systematic monitoring rather than episodic tasking. Industry-Leading Unit Economics: The lowest cost structure in Earth Observation, by orders of magnitude, making continuous, large-scale awareness economically achievable. Vertically Integrated, Capex-Efficient Scalability: End-to-end control over satellite design, manufacturing, and deployment enables a fast and scalable constellation expansion to match demand. Together, these advantages allow Aleph Observer to deliver monitoring at a scale and predictability that has historically been difficult to achieve. A New Baseline for Government and Enterprise Monitoring: For defense and intelligence organizations, Aleph Observer supports sustained visibility across priority locations without the need for constant re-tasking. For civil agencies, it enables scalable oversight of infrastructure, borders, and environmental assets. For commercial operators, it provides ongoing awareness across distributed facilities, supply chains, and development sites.お知らせ • Jan 29High Earth Orbit Robotics Pty Ltd acquired NewSat-34 (Amelia Earhart) satellite from Satellogic Inc. (NasdaqCM:SATL).High Earth Orbit Robotics Pty Ltd acquired NewSat-34 (Amelia Earhart) satellite from Satellogic Inc. (NasdaqCM:SATL) on January 27, 2026. The satellite is already in orbit and actively collecting data, providing HEO with immediate operational capacity, renamed as Continuum-1. The Continuum-1 satellite, previously known as NewSat-34 (Amelia Earhart), will continue operations from its current orbit as HEO transitions control and begins its new mission supporting Australia's growing space sector. Satellogic will continue providing operational support for Continuum-1, leveraging their expertise in satellite operations while HEO maintains ownership and control of the satellite. High Earth Orbit Robotics Pty Ltd completed the acquisition of NewSat-34 (Amelia Earhart) satellite from Satellogic Inc. (NasdaqCM:SATL) on January 27, 2026.お知らせ • Jan 28Satellogic Inc. has completed a Follow-on Equity Offering in the amount of $35.000004 million.Satellogic Inc. has completed a Follow-on Equity Offering in the amount of $35.000004 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 7,399,578 Price\Range: $4.73 Discount Per Security: $0.24 Transaction Features: Registered Direct Offering分析記事 • Jan 26Revenues Tell The Story For Satellogic Inc. (NASDAQ:SATL) As Its Stock Soars 162%Satellogic Inc. ( NASDAQ:SATL ) shareholders have had their patience rewarded with a 162% share price jump in the last...お知らせ • Jan 26+ 1 more updateSatellogic Inc. has filed a Follow-on Equity Offering in the amount of $35.000004 million.Satellogic Inc. has filed a Follow-on Equity Offering in the amount of $35.000004 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 7,399,578 Price\Range: $4.73 Discount Per Security: $0.24 Transaction Features: Registered Direct OfferingNew Risk • Dec 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Negative equity (-US$57m). Earnings have declined by 7.4% per year over the past 5 years. Shareholders have been substantially diluted in the past year (42% increase in shares outstanding).分析記事 • Dec 11Investors Appear Satisfied With Satellogic Inc.'s (NASDAQ:SATL) Prospects As Shares Rocket 27%Satellogic Inc. ( NASDAQ:SATL ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: US$0.037 (vs US$0.13 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.037 (up from US$0.13 loss in 3Q 2024). Revenue: US$3.63m (up 29% from 3Q 2024). Net income: US$3.97m (up US$16.1m from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 35% per year whereas the company’s share price has fallen by 31% per year.お知らせ • Nov 04Satellogic Inc. Appoints Jeff Kerridge as Senior Vice President of Global SalesSatellogic Inc. announced the appointment of Jeff Kerridge as Senior Vice President of Global Sales. A seasoned executive with more than 35 years of experience across the geospatial, defense and intelligence (D&I) sectors, Kerridge will lead Satellogic’s worldwide sales strategy and customer growth initiatives as the company enters a new phase of global expansion. Throughout his distinguished career, Kerridge has built and led high-performing sales organizations and secured landmark contracts that have shaped the modern commercial geospatial industry. He played a pivotal role in the evolution of EarthWatch into Maxar Intelligence (now Vantor), where he served as Senior Vice President and General Manager of International Sales, leading a team that generated more than $1 billion in revenue over seven years. Under his leadership, Maxar secured key strategic partnerships with U.S. allies and international governments.Kerridge’s extensive background also includes senior roles with BlackSky and Aireon LLC, as well as over a decade tenure with the Central Intelligence Agency (CIA). His deep understanding of the global D&I landscape uniquely positions him to advance Satellogic’s mission of democratizing access to high-quality, real-time Earth imagery.お知らせ • Oct 23Satellogic Inc., Annual General Meeting, Dec 08, 2025Satellogic Inc., Annual General Meeting, Dec 08, 2025.分析記事 • Oct 18Satellogic Inc.'s (NASDAQ:SATL) Popularity With Investors Is ClearWhen you see that almost half of the companies in the Aerospace & Defense industry in the United States have...New Risk • Oct 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$68m). Earnings have declined by 7.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.9m sold).お知らせ • Oct 16+ 1 more updateSatellogic Inc. has completed a Follow-on Equity Offering in the amount of $90.000001 million.Satellogic Inc. has completed a Follow-on Equity Offering in the amount of $90.000001 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 27,692,308 Price\Range: $3.25 Discount Per Security: $0.1625お知らせ • Oct 14Satellogic Launches Very-High Resolution NextGen Satellite Platform for Sovereign, Ai-First Earth Observation MissionsSatellogic Inc. confirmed the launch of its newest very high-resolution satellite platform, marking a major milestone in the company's next phase of growth. Designed to meet global demand for sovereign space capabilities, NextGen builds on the company's proven NewSat architecture, backed by more than a decade of flight heritage and over 50 successful satellite launches. Featuring a non-ITAR design, 30 centimeter class resolution across all visible and multispectral bands, as well as AI-enabled analytics processed directly on orbit, NextGen's system represents a significant advancement in autonomous Earth observation. By moving analytics closer to the sensor, the platform allows governments and operators to detect changes on the ground in near real time and act on emerging threats or opportunities without delay. NextGen is already under agreement for delivery, with the first satellite expected to be operational in 2027. NextGen will augment Satellogic's vertically integrated constellation, supported by the Aleph platform forasking, access, and delivery. Users can request and receive high or very-high-resolution imagery and AI-generated insights through Aleph's secure cloud-based tools, APIs, or direct-to-cloud options. This low-latency delivery model significantly reduces the time from collection to decision. To ensure global accessibility, NextGen is non-ITAR by design, export-ready,all allowing for greater international collaboration, regional production, and customized integration with national space programs including technology and knowledge transfer. It supports Satellogic's growing portfolio of technology transfer and co-development initiatives around the world. With this announcement, Satellogic deepens its commitment to enabling partners to build and operate sovereign constellation, gain independent control over their observation capabilities, and shape the future of real-time, AI-driven Earth intelligence.Recent Insider Transactions Derivative • Oct 09Founder notifies of intention to sell stockEmiliano Kargieman intends to sell 86k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of October. If the sale is conducted around the recent share price of US$3.63, it would amount to US$311k. Since March 2025, Emiliano's direct individual holding has decreased from 13.58m shares to 12.60m. Company insiders have collectively sold US$4.6m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Oct 02Chief Financial Officer recently sold US$86k worth of stockOn the 24th of September, Richard Dunn sold around 23k shares on-market at roughly US$3.80 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.6m. Richard has been a net seller over the last 12 months, reducing personal holdings by US$676k.Recent Insider Transactions Derivative • Sep 11Founder notifies of intention to sell stockEmiliano Kargieman intends to sell 81k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of September. If the sale is conducted around the recent share price of US$3.77, it would amount to US$305k. Since March 2025, Emiliano's direct individual holding has decreased from 13.58m shares to 13.39m. Company insiders have collectively sold US$731k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Aug 29Founder recently sold US$331k worth of stockOn the 27th of August, Emiliano Kargieman sold around 88k shares on-market at roughly US$3.75 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Emiliano's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Aug 27Founder notifies of intention to sell stockEmiliano Kargieman intends to sell 73k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of August. If the sale is conducted around the recent share price of US$3.75, it would amount to US$274k. Since March 2025, Emiliano has owned 13.58m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.New Risk • Aug 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$25m free cash flow). Negative equity (-US$68m). Earnings have declined by 7.5% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).Recent Insider Transactions Derivative • May 18Chief Financial Officer notifies of intention to sell stockRichard Dunn intends to sell 73k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$4.12, it would amount to US$300k. As of today, Richard currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • May 15First quarter 2025 earnings released: US$0.34 loss per share (vs US$0.17 loss in 1Q 2024)First quarter 2025 results: US$0.34 loss per share (further deteriorated from US$0.17 loss in 1Q 2024). Revenue: US$3.39m (up 1.8% from 1Q 2024). Net loss: US$32.6m (loss widened 115% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. Independent Director Kelly Kennedy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Apr 25New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 124% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Negative equity (-US$53m). Earnings have declined by 4.7% per year over the past 5 years. Shareholders have been substantially diluted in the past year (124% increase in shares outstanding).New Risk • Apr 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Negative equity (-US$53m). Earnings have declined by 4.7% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (19% increase in shares outstanding).お知らせ • Apr 17Satellogic Inc. has completed a Follow-on Equity Offering in the amount of $19.999997 million.Satellogic Inc. has completed a Follow-on Equity Offering in the amount of $19.999997 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 6,451,612 Price\Range: $3.1 Discount Per Security: $0.124 Transaction Features: Registered Direct Offeringお知らせ • Apr 15Satellogic Inc. has filed a Follow-on Equity Offering in the amount of $19.999997 million.Satellogic Inc. has filed a Follow-on Equity Offering in the amount of $19.999997 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 6,451,612 Price\Range: $3.1 Discount Per Security: $0.124 Transaction Features: Registered Direct Offering分析記事 • Apr 10Investors Appear Satisfied With Satellogic Inc.'s (NASDAQ:SATL) Prospects As Shares Rocket 26%Satellogic Inc. ( NASDAQ:SATL ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...業績と収益の成長予測NasdaqCM:SATL - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202881-4-88-27212/31/202756-12-47-14512/31/202636-130-51-653/31/202620-91-33-22N/A12/31/202518-5-34-27N/A9/30/202515-106-26-21N/A6/30/202514-122-25-21N/A3/31/202513-134-36-30N/A12/31/202413-116-41-36N/A9/30/202415-59-53-46N/A6/30/202414-64-55-47N/A3/31/202412-61-58-47N/A12/31/202310-61-64-50N/A9/30/20236-61-70-50N/A6/30/20237-58-82-60N/A3/31/20236-48-89-64N/A12/31/20226-37-96-68N/A9/30/20226-37-87-63N/A6/30/20225-54-75-51N/A3/31/20225-75-57-40N/A12/31/20214-96-40-28N/A9/30/20213-41-34-19N/A6/30/20212-152-27-22N/A3/31/20211-133-27-20N/A12/31/2020N/A-22-27-11N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SATL今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: SATL今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: SATL今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: SATLの収益 ( 33.3% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。高い収益成長: SATLの収益 ( 33.3% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SATLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 23:37終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Satellogic Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Andres Sheppard-SlingerCantor Fitzgerald & Co.Jeffrey Van RheeCraig-Hallum Capital Group LLCSergey GlinyanovFreedom Broker3 その他のアナリストを表示
Major Estimate Revision • May 11Consensus EPS estimates upgraded to US$0.15 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.195 to -US$0.153 per share. Revenue forecast steady at US$33.1m. Aerospace & Defense industry in the US expected to see average net income growth of 20% next year. Consensus price target up from US$6.08 to US$7.30. Share price rose 7.2% to US$7.57 over the past week.
Price Target Changed • Mar 24Price target increased by 10% to US$6.08Up from US$5.50, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$5.38. Stock is up 38% over the past year. The company is forecast to post a net loss per share of US$0.20 next year compared to a net loss per share of US$0.044 last year.
ライブニュース • May 17Satellogic Reports 80% Q1 Revenue Growth and Secures Major Defense ContractsSatellogic reported Q1 2026 revenue of US$6.1 million, 80% higher year over year, with contributions from both its Data & Analytics and Space Systems segments. The company recorded its first positive operating cash flow of US$0.2 million in Q1 2026. Satellogic signed a US$12 million deal with a sovereign defense customer for a commissioned in-orbit NewSat satellite and a US$18 million supply contract with Portugal’s CEiiA. The company also continues work on its fully funded Merlin AI-first defense satellite constellation, targeting a Q4 2026 launch and full deployment by mid-2027. Together, the new contracts and the shift to positive operating cash flow indicate that Satellogic is gaining commercial traction in sovereign and defense markets while beginning to demonstrate operational funding discipline. Investors may want to closely monitor execution on the Merlin constellation timeline and the company’s ability to convert its growing defense and government pipeline into recurring, higher-margin revenue.
分析記事 • May 14Analysts Are Betting On Satellogic Inc. (NASDAQ:SATL) With A Big Upgrade This WeekShareholders in Satellogic Inc. ( NASDAQ:SATL ) may be thrilled to learn that the analysts have just delivered a major...
Reported Earnings • May 12First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.84 loss per share (further deteriorated from US$0.34 loss in 1Q 2025). Revenue: US$6.11m (up 80% from 1Q 2025). Net loss: US$118.3m (loss widened 263% from 1Q 2025). Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 52% per year, which means it is well ahead of earnings.
Major Estimate Revision • May 11Consensus EPS estimates upgraded to US$0.15 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.195 to -US$0.153 per share. Revenue forecast steady at US$33.1m. Aerospace & Defense industry in the US expected to see average net income growth of 20% next year. Consensus price target up from US$6.08 to US$7.30. Share price rose 7.2% to US$7.57 over the past week.
お知らせ • May 05Satellogic, Inc. Announces Appointment of Jonathan Lee as Sales Director for APACSatellogic Inc. announced the appointment of Jonathan Lee as Sales Director for APAC. He combines nearly a decade of commercial GEOINT experience at Vantor (formerly Maxar Intelligence), with 11 years as an analyst at the Singapore Ministry of Defense, bringing firsthand understanding of operational intelligence workflows and regional mission requirements.
新しいナラティブ • Apr 21Daily Global Remapping Capability Will Support Long Term Defense And Government DemandCatalysts About Satellogic Satellogic operates a vertically integrated Earth observation and space systems business focused on high resolution imagery and continuous intelligence for government, defense and commercial customers. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Apr 07Daily Remapping Ambitions And Subscription Model Will Strain Margins And Execution RisksCatalysts About Satellogic Satellogic designs, manufactures and operates Earth observation satellites, selling imagery, analytics and sovereign satellite systems to government and commercial customers. What are the underlying business or industry changes driving this perspective?
Recent Insider Transactions • Apr 07Chief Financial Officer recently bought US$197k worth of stockOn the 30th of March, Richard Dunn bought around 36k shares on-market at roughly US$5.51 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Richard has been a net seller over the last 12 months, reducing personal holdings by US$479k.
お知らせ • Mar 31Satellogic Inc. has filed a Follow-on Equity Offering in the amount of $50 million.Satellogic Inc. has filed a Follow-on Equity Offering in the amount of $50 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Price Target Changed • Mar 24Price target increased by 10% to US$6.08Up from US$5.50, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$5.38. Stock is up 38% over the past year. The company is forecast to post a net loss per share of US$0.20 next year compared to a net loss per share of US$0.044 last year.
新しいナラティブ • Mar 24Sovereign Earth Observation Demand Will Support Long Term Upside PotentialCatalysts About Satellogic Satellogic designs, manufactures and operates high resolution Earth observation satellites and provides imagery, analytics and sovereign space systems to government and commercial customers. What are the underlying business or industry changes driving this perspective?
Reported Earnings • Mar 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$0.044 loss per share (improved from US$1.28 loss in FY 2024). Revenue: US$17.7m (up 38% from FY 2024). Net loss: US$4.78m (loss narrowed 96% from FY 2024). Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 90%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Mar 18Satellogic Inc Introduces Merlin Constellation for Daily Global Monitoring At One-Meter ResolutionSatellogic Inc. announced Merlin, its latest constellation addition designed to enable daily remapping of the entire planet at one-meter resolution and expand the capabilities of its Aleph Observer persistent monitoring product. The first Merlin satellite is scheduled to launch in October 2026, with full operational capability expected in the first half of 2027. Merlin combines daily global coverage with one-meter spatial resolution a capability that Satellogic believes is not available in Earth observation systems today. This combination is expected to enable entirely new intelligence applications by allowing organizations to monitor activity continuously and cost-effectively on a planetary scale. Merlin is designed to significantly expand the capabilities of Aleph Observer, Satellogic’s persistent monitoring product. Today, Aleph Observer enables organizations to monitor hundreds to thousands of locations across their areas of interest. With Merlin, that capability extends to an unlimited number of monitored sites. Customers will be able to monitor millions of locations simultaneously. Some examples include military bases, ports, airports, border crossings, and critical infrastructure. This expands monitoring from hundreds or thousands of sites to persistent awareness across entire countries and regions. By continuously global remapping the planet, Merlin is also designed to reduce one of the historical constraints in Earth observation: limited access to imaging capacity. Instead of tasking satellites or competing for coverage, users gain continuous access to a global monitoring baseline. Designed for Defense-Grade Monitoring: Merlin is designed for defense and intelligence missions that demand global scale, reliability, and speed. Reliability ensures consistent daily coverage across the planet. Speed enables rapid identification of operational activity and immediate response through real-time alerts. The constellation combines several capabilities to support this operating model: Daily global remapping at one-meter resolution; Ten spectral bands aligned with Sentinel-2; AI-first onboard processing of every pixel for classification, object detection and identification; Real-time communications and intelligence alerting. When meaningful activity is detected, inter-satellite communications enable rapid follow-up observations from Satellogic’s broader fleet, allowing higher-resolution collection of events as they unfold. Merlin is built to meet demanding defense requirements while enabling robust monitoring capabilities for civil government and commercial applications, including environmental monitoring, agriculture and forestry management, infrastructure oversight, and energy network monitoring. Closing the Monitoring Gap: Many satellite systems capable of frequent global coverage operate at several-meter resolution, which is effective for mapping and broad change detection, but often lacks the detail required to identify human activity. Other high-resolution systems can capture detailed imagery, but are limited to a small number of sites per day, and users have to compete for scarce capacity to access them. Merlin is designed to close this gap by combining daily global coverage with one-meter resolution, enabling analysts to identify meaningful activity on the ground, including the presence or absence of monitored objects, aircraft movement, vehicle activity, and infrastructure changes across large operational environments. The result is a shift from periodic observation to continuous awareness. A New Commercial Model for Earth Observation: Instead of purchasing imagery scene by scene, customers can subscribe to persistent monitoring coverage across networks of assets such as airbases, ports, infrastructure systems, or conflict regions. Through Aleph Observer, organizations define the locations or regions they want to monitor while Satellogic’s constellation continuously delivers updated observations.
お知らせ • Mar 10Satellogic Inc. Announces Resignation of Mathew Tirman as President, Effective March 31, 2026Satellogic Inc. announced that on March 6, 2026, Mathew Tirman, the President of the company notified that he is resigning as an officer and employee of the Company effective March 31, 2026, to pursue other opportunities. The Company has no immediate plans to fill this vacated role and expects that Mr. Tirman's duties will be distributed to other executives within the Company.
お知らせ • Feb 23Satellogic Inc. Launches Aleph Observer, a Persistent Global Intelligence Capability Designed for Sustained Awareness at ScaleSatellogic Inc. announced the launch of Aleph Observer, its persistent monitoring capability designed to deliver sustained, large-scale situational awareness across critical locations worldwide. Aleph Observer represents a shift in how Earth observation is procured and used. Rather than relying on episodic tasking and best-effort imagery delivery, it enables ongoing monitoring of hundreds of sites daily with predictable delivery over time. This allows teams to detect and assess change without repeated tasking, helping reduce operational friction and increase confidence in what was observed and what was not. Traditional Earth observation models require customers to request imagery on a site-by-site basis, manage tasking priority, and absorb rising costs as monitoring needs grow. As areas of interest expand, revisit commencement becomes harder to maintain, awareness resets between collections, and operational risk increases. Aleph Observer replaces that model. Built on Satellogic's vertically integrated architecture, Aleph Observer delivers predictable coverage across defined areas of interest, enabling teams to monitor change over time rather than react to individual collection events. Embedded analytics surface meaningful change signals, helping reduce analyst overhead and support faster, more confident decisions across defense, intelligence, civil government, and commercial use cases. Aleph Observer positions Satellogic to lead the emerging Persistent Global Intelligence category by addressing the operational constraints that have historically limited sustained monitoring at scale. This is made possible by three reinforcing advantages of Satellogic: Constellation Scale and Satellite Capacity: The largest active constellation of high-resolution satellites, engineered for maximum daily collection throughput, enables systematic monitoring rather than episodic tasking. Industry-Leading Unit Economics: The lowest cost structure in Earth Observation, by orders of magnitude, making continuous, large-scale awareness economically achievable. Vertically Integrated, Capex-Efficient Scalability: End-to-end control over satellite design, manufacturing, and deployment enables a fast and scalable constellation expansion to match demand. Together, these advantages allow Aleph Observer to deliver monitoring at a scale and predictability that has historically been difficult to achieve. A New Baseline for Government and Enterprise Monitoring: For defense and intelligence organizations, Aleph Observer supports sustained visibility across priority locations without the need for constant re-tasking. For civil agencies, it enables scalable oversight of infrastructure, borders, and environmental assets. For commercial operators, it provides ongoing awareness across distributed facilities, supply chains, and development sites.
お知らせ • Jan 29High Earth Orbit Robotics Pty Ltd acquired NewSat-34 (Amelia Earhart) satellite from Satellogic Inc. (NasdaqCM:SATL).High Earth Orbit Robotics Pty Ltd acquired NewSat-34 (Amelia Earhart) satellite from Satellogic Inc. (NasdaqCM:SATL) on January 27, 2026. The satellite is already in orbit and actively collecting data, providing HEO with immediate operational capacity, renamed as Continuum-1. The Continuum-1 satellite, previously known as NewSat-34 (Amelia Earhart), will continue operations from its current orbit as HEO transitions control and begins its new mission supporting Australia's growing space sector. Satellogic will continue providing operational support for Continuum-1, leveraging their expertise in satellite operations while HEO maintains ownership and control of the satellite. High Earth Orbit Robotics Pty Ltd completed the acquisition of NewSat-34 (Amelia Earhart) satellite from Satellogic Inc. (NasdaqCM:SATL) on January 27, 2026.
お知らせ • Jan 28Satellogic Inc. has completed a Follow-on Equity Offering in the amount of $35.000004 million.Satellogic Inc. has completed a Follow-on Equity Offering in the amount of $35.000004 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 7,399,578 Price\Range: $4.73 Discount Per Security: $0.24 Transaction Features: Registered Direct Offering
分析記事 • Jan 26Revenues Tell The Story For Satellogic Inc. (NASDAQ:SATL) As Its Stock Soars 162%Satellogic Inc. ( NASDAQ:SATL ) shareholders have had their patience rewarded with a 162% share price jump in the last...
お知らせ • Jan 26+ 1 more updateSatellogic Inc. has filed a Follow-on Equity Offering in the amount of $35.000004 million.Satellogic Inc. has filed a Follow-on Equity Offering in the amount of $35.000004 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 7,399,578 Price\Range: $4.73 Discount Per Security: $0.24 Transaction Features: Registered Direct Offering
New Risk • Dec 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Negative equity (-US$57m). Earnings have declined by 7.4% per year over the past 5 years. Shareholders have been substantially diluted in the past year (42% increase in shares outstanding).
分析記事 • Dec 11Investors Appear Satisfied With Satellogic Inc.'s (NASDAQ:SATL) Prospects As Shares Rocket 27%Satellogic Inc. ( NASDAQ:SATL ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: US$0.037 (vs US$0.13 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.037 (up from US$0.13 loss in 3Q 2024). Revenue: US$3.63m (up 29% from 3Q 2024). Net income: US$3.97m (up US$16.1m from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 35% per year whereas the company’s share price has fallen by 31% per year.
お知らせ • Nov 04Satellogic Inc. Appoints Jeff Kerridge as Senior Vice President of Global SalesSatellogic Inc. announced the appointment of Jeff Kerridge as Senior Vice President of Global Sales. A seasoned executive with more than 35 years of experience across the geospatial, defense and intelligence (D&I) sectors, Kerridge will lead Satellogic’s worldwide sales strategy and customer growth initiatives as the company enters a new phase of global expansion. Throughout his distinguished career, Kerridge has built and led high-performing sales organizations and secured landmark contracts that have shaped the modern commercial geospatial industry. He played a pivotal role in the evolution of EarthWatch into Maxar Intelligence (now Vantor), where he served as Senior Vice President and General Manager of International Sales, leading a team that generated more than $1 billion in revenue over seven years. Under his leadership, Maxar secured key strategic partnerships with U.S. allies and international governments.Kerridge’s extensive background also includes senior roles with BlackSky and Aireon LLC, as well as over a decade tenure with the Central Intelligence Agency (CIA). His deep understanding of the global D&I landscape uniquely positions him to advance Satellogic’s mission of democratizing access to high-quality, real-time Earth imagery.
お知らせ • Oct 23Satellogic Inc., Annual General Meeting, Dec 08, 2025Satellogic Inc., Annual General Meeting, Dec 08, 2025.
分析記事 • Oct 18Satellogic Inc.'s (NASDAQ:SATL) Popularity With Investors Is ClearWhen you see that almost half of the companies in the Aerospace & Defense industry in the United States have...
New Risk • Oct 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$68m). Earnings have declined by 7.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.9m sold).
お知らせ • Oct 16+ 1 more updateSatellogic Inc. has completed a Follow-on Equity Offering in the amount of $90.000001 million.Satellogic Inc. has completed a Follow-on Equity Offering in the amount of $90.000001 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 27,692,308 Price\Range: $3.25 Discount Per Security: $0.1625
お知らせ • Oct 14Satellogic Launches Very-High Resolution NextGen Satellite Platform for Sovereign, Ai-First Earth Observation MissionsSatellogic Inc. confirmed the launch of its newest very high-resolution satellite platform, marking a major milestone in the company's next phase of growth. Designed to meet global demand for sovereign space capabilities, NextGen builds on the company's proven NewSat architecture, backed by more than a decade of flight heritage and over 50 successful satellite launches. Featuring a non-ITAR design, 30 centimeter class resolution across all visible and multispectral bands, as well as AI-enabled analytics processed directly on orbit, NextGen's system represents a significant advancement in autonomous Earth observation. By moving analytics closer to the sensor, the platform allows governments and operators to detect changes on the ground in near real time and act on emerging threats or opportunities without delay. NextGen is already under agreement for delivery, with the first satellite expected to be operational in 2027. NextGen will augment Satellogic's vertically integrated constellation, supported by the Aleph platform forasking, access, and delivery. Users can request and receive high or very-high-resolution imagery and AI-generated insights through Aleph's secure cloud-based tools, APIs, or direct-to-cloud options. This low-latency delivery model significantly reduces the time from collection to decision. To ensure global accessibility, NextGen is non-ITAR by design, export-ready,all allowing for greater international collaboration, regional production, and customized integration with national space programs including technology and knowledge transfer. It supports Satellogic's growing portfolio of technology transfer and co-development initiatives around the world. With this announcement, Satellogic deepens its commitment to enabling partners to build and operate sovereign constellation, gain independent control over their observation capabilities, and shape the future of real-time, AI-driven Earth intelligence.
Recent Insider Transactions Derivative • Oct 09Founder notifies of intention to sell stockEmiliano Kargieman intends to sell 86k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of October. If the sale is conducted around the recent share price of US$3.63, it would amount to US$311k. Since March 2025, Emiliano's direct individual holding has decreased from 13.58m shares to 12.60m. Company insiders have collectively sold US$4.6m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Oct 02Chief Financial Officer recently sold US$86k worth of stockOn the 24th of September, Richard Dunn sold around 23k shares on-market at roughly US$3.80 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.6m. Richard has been a net seller over the last 12 months, reducing personal holdings by US$676k.
Recent Insider Transactions Derivative • Sep 11Founder notifies of intention to sell stockEmiliano Kargieman intends to sell 81k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of September. If the sale is conducted around the recent share price of US$3.77, it would amount to US$305k. Since March 2025, Emiliano's direct individual holding has decreased from 13.58m shares to 13.39m. Company insiders have collectively sold US$731k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Aug 29Founder recently sold US$331k worth of stockOn the 27th of August, Emiliano Kargieman sold around 88k shares on-market at roughly US$3.75 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Emiliano's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Aug 27Founder notifies of intention to sell stockEmiliano Kargieman intends to sell 73k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of August. If the sale is conducted around the recent share price of US$3.75, it would amount to US$274k. Since March 2025, Emiliano has owned 13.58m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
New Risk • Aug 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$25m free cash flow). Negative equity (-US$68m). Earnings have declined by 7.5% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).
Recent Insider Transactions Derivative • May 18Chief Financial Officer notifies of intention to sell stockRichard Dunn intends to sell 73k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$4.12, it would amount to US$300k. As of today, Richard currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • May 15First quarter 2025 earnings released: US$0.34 loss per share (vs US$0.17 loss in 1Q 2024)First quarter 2025 results: US$0.34 loss per share (further deteriorated from US$0.17 loss in 1Q 2024). Revenue: US$3.39m (up 1.8% from 1Q 2024). Net loss: US$32.6m (loss widened 115% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. Independent Director Kelly Kennedy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Apr 25New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 124% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Negative equity (-US$53m). Earnings have declined by 4.7% per year over the past 5 years. Shareholders have been substantially diluted in the past year (124% increase in shares outstanding).
New Risk • Apr 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Negative equity (-US$53m). Earnings have declined by 4.7% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (19% increase in shares outstanding).
お知らせ • Apr 17Satellogic Inc. has completed a Follow-on Equity Offering in the amount of $19.999997 million.Satellogic Inc. has completed a Follow-on Equity Offering in the amount of $19.999997 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 6,451,612 Price\Range: $3.1 Discount Per Security: $0.124 Transaction Features: Registered Direct Offering
お知らせ • Apr 15Satellogic Inc. has filed a Follow-on Equity Offering in the amount of $19.999997 million.Satellogic Inc. has filed a Follow-on Equity Offering in the amount of $19.999997 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 6,451,612 Price\Range: $3.1 Discount Per Security: $0.124 Transaction Features: Registered Direct Offering
分析記事 • Apr 10Investors Appear Satisfied With Satellogic Inc.'s (NASDAQ:SATL) Prospects As Shares Rocket 26%Satellogic Inc. ( NASDAQ:SATL ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
