Filtered library · Theme
Space economy theme · 19 dossiers
Dossiers in the Space economy theme cluster — 19 names moving on shared catalysts.
Theme runProduced by the theme run on 6 September 2026, saturated.
All 19 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers IRDM Iridium Communications Inc fresh MEDIUM Iridium Communications’ merger-discount thesis depends on Rocket Lab completing the acquisition announced on 2026-06-29. The 2026-09-24 vote tests shareholder approval; completion before a weekly close below $43.50 settles the published… SPCX SpaceX (Space Exploration Technologies Corp.) MEDIUM Two target actions (Oppenheimer to $280 from $250, Bernstein SocGen reiterating $248) and a Musk compute headline all landed 2026-09-02, and the stock still closed $140.71, leaving the 2026-08-12 high close of $146.15 untaken for fifteen… ASTS AST SpaceMobile, Inc. LOW The 2026-09-02 close of $62.40 reclaimed the $56 shelf breached one session earlier, driven by a Berenberg Buy initiation at $92 and a director's 2026-08-31 open-market purchase of 10,822 shares — neither a company disclosure. Spectrum… DPRO Draganfly Inc. LOW US drone-onshoring policy is doing the re-rating: the 2026-08-13 tariff proclamation and the 2026-09-01 FAA Section 44807 heavy-lift exemption carried price from a 50-day average of $4.67 to a $6.12 close on 2026-09-04, while filed Q2… FLY Firefly Aerospace Inc. LOW Narrative and price have fully decoupled: FLY stacked a $144M CLPS award, a Moon BASE seat and a $13M Mars subcontract into a -47% drawdown, falling 9.6% on 7/16 on the awards headline itself. At $19.27 vs a $45 IPO price and 31% below the… LUNR Intuitive Machines, Inc. LOW The June 30 NASA Moon BASE award ($148.3M Nova-C) bought exactly one green session before the stock broke: seven straight down days into 2026-07-13 for -24.5%, -36.5% on the month, $13.80 on 2026-07-18 versus a $38.55 May high. A live… PL Planet Labs PBC LOW The 9/2 close of $19.99 reclaimed the $19.83 July range top and held about 4% above the $19.16 range low with RSI(14) at 13.2, but everything still rests on the 9/3 Q2 FY27 print against a $102–107M guide unrevised since 6/4. Options… RDW Redwire Corporation LOW Post-SpaceX-IPO deflation broke RDW to a 2026-07-18 low near $8.51 (~67% off the 5/28 record). A relief bounce on Huntsville/Indiana facility news and $41.5M of H1 Stalker drone orders keeps running into a ~$850M dilution ceiling: the… SATL Satellogic Inc. LOW The mania leg broke in July — the $6.33 shelf and the $4.97 range low both went — and the 2026-08-05 Q2 print handed the name a different story: revenue $15.9M (+259% YoY) vs $9.6M consensus, plus the first positive operating income and… SIDU Sidus Space, Inc. LOW Post-print bounce fully unwound — $2.60 on 2026-08-14 to $2.21 on 2026-08-28 — with no company press release in between (IR page checked 2026-08-30). What is left is an asset argument: $166.5M cash and no term debt at 2026-06-30 against… SPIR Spire Global, Inc. LOW The two largest awards of the cycle — EUMETSAT ~€4M on 2026-08-25 and a two-year $28M NOAA HyMS contract on 2026-08-26 — landed into a lower close: $13.17 on 08-28 versus $13.94 on 08-21, with RSI(14) falling from 63.8 to 39.7 in a week.… YSS York Space Systems Inc. LOW Two Space Force selections — the 2026-08-18 NITE-STAR IDIQ pool and the 2026-08-25 Space Data Network Backbone award ($12M, one of five equal awards in a $60M pool) — landed and the tape still closed lower at $8.97 on 2026-08-28, a… RKLB Rocket Lab Corporation fresh LOW Rocket Lab's stabilisation case rests on operating growth overcoming acquisition-financing uncertainty. Iridium approval on 2026-09-24 followed by a weekly close above the September 4 reference of $64.26 confirms the narrow case only if a… ARXS Arxis, Inc. MEDIUM Serial-acquirer compounding into defense and space: five closings since 2026-06-01, the latest StratEdge and Schatz on 2026-09-01/02 (in excess of $40M combined FY27 revenue, terms undisclosed). The 2026-07-29 raise to $1.960–1.980B is… BKSY BlackSky Technology Inc. LOW Gen-3 subscription ramp landed in Q2 (2026-08-06): revenue $33.316M vs $30.68M est, +50% YoY, adjusted EBITDA $4.7M, FY26 guide affirmed at $130–150M. But EPS missed at $(0.54) vs $(0.36), cash is $36.9M against a $50–60M capex guide, and… DXYZ Destiny Tech100 Inc. LOW June-30 NAV printed 2026-08-28 at $34.30 vs $24.56 at Q1, and the 2026-08-28 close of $34.74 sits on top of it — the scarcity premium is gone. What remains is a levered call on Anthropic's Sept/Oct listing with a $1B Jefferies ATM economic… MRAM Everspin Technologies, Inc. LOW Sympathy bid off the Micron-led memory supercycle and Russell 2000 inclusion floored the post-parabola markdown in the low-$20s, but the ~2026-07-28 Q2 print is now the binary: Everspin must show a non-casino datacenter/AI design win or… TSAT Telesat Corporation Class A Common Shares and Class B Variable Voting Shares LOW Legacy GEO operator re-rating on a funded LEO pivot: 2026-08-04 C$2.3B, 15-year Canadian Arctic Mil-Ka contract expands Lightspeed 156→225 satellites and lifts the 2032 revenue target to US$4.9B from US$3.2B. Price closed at the 52-week… VOYG Voyager Technologies, Inc. LOW The order-flow re-rating leg has stalled: the entire post-Q2 advance was handed back between 2026-08-21 ($38.40) and the 2026-08-28 close of $34.29 with no company release in that window, RSI(14) at 20.7. Backlog of $335.5M and the…