Theme watch · accelerating
Space and satellite stocks to watch · August 2026.
As of 25 August 2026
Deployment-cadence leg goes dead: the 2026-08-24 close of $62.35 (-9.2%, per GuruFocus) erased the 08-21 reclaim and broke below the 08-20…
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,…
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…
Every reported close since 8/14 has stepped down — $24.69 to $22.17 on 8/20 — the 50-day/200-day gap widened to $25.53 vs $26.55, and the 8/20 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…
Defense-backlog re-fire interrupts the mid-July rollover: the 7/20 $17B NSSL Phase 3 Lane 1 qualification and 7/21 $266M suborbital award…
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:…
Q2 (2026-08-14) cleared the calendar: revenue $583,096, -54% YoY, against $166.5M cash and no term debt. The SpaceX-proxy leg died when SPCX…
The 2026-08-12 print removed the binary without restoring the base: revenue $18.048M just under $18.139M consensus, adj EPS $(0.31) a beat, FY26…
Roll-up/defense-growth leg is broken: the 2026-08-13 FY26 guide cut to $375–405M from $545–595M (vs $560.341M consensus) is the first…
How this page is built
These are the names FrontierPicks covers in the space and satellite stocks cluster — each with a dated research dossier. Names on the momentum board rank first by a composite momentum score — 1-month price trend 50%, 3-month trend 20% and acceleration 30% — computed arithmetically from daily closes, then the rest of the covered roster by conviction tier. Cluster membership is assigned by a frontier model, currently read as accelerating.
Questions
- What space and satellite stocks does FrontierPicks cover?
- As of 25 August 2026, the space and satellite stocks FrontierPicks tracks are led by ASTS, FLY, LUNR, PL, each with a dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest of the covered roster by conviction tier; this is research, not a recommendation.
- Is the space and satellite stocks theme accelerating or slowing?
- The FrontierPicks model reads this cluster as accelerating as of 25 August 2026. Policy is the fresh input: Trump's national space transportation policy targeting 1,000 launches a year by 2030 (2026-08-21), Goldman's $1.8T-by-2035 'Second Space Age' note (2026-08-18), the SpaceX IPO at a reported $1.77T valuation as a comp (2026-08-25), plus RKLB's share of a $981M Space Force test-infrastructure program (2026-08-18). Counter-evidence already present: YSS took three PT cuts and a Canaccord downgrade to Hold (2026-08-18 to 08-20) despite its own Space Force selection — policy headlines are not translating into estimate raises at every name.
- How does FrontierPicks rank space and satellite stocks?
- Every name links to its dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest of the covered roster by conviction tier. Methodology is open; this is research, not advice.
Related
As of 25 August 2026 · research, not advice.