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QuantumScape and Plug Power could generate big gains over the next few years.

Analysts covering BlackSky are working with an unchanged fair value estimate of $27.63 per share. One firm has trimmed its price target to US$26 from US$27 after Q4 and full year 2025 results missed its forecasts. That move reflects a blend of optimism around Q4 execution and international demand, alongside caution around domestic volume recovery and the stock’s role as a secondary play in counter drone themes. In the sections ahead, you will see how these mixed signals are shaping the...

Planet Labs is up 87.5% YTD and is trading above key SMAs. However, a premium valuation and continued losses temper its $900M backlog and FY2027 guidance.

By Karen Roman Geospatial company Satellogic Inc. (Nasdaq: SATL) said it recruited senior industry veterans Matt Clark, Brett Davis, and Jonathan Lee, to meet the increasing demand for continuous, global […]

By Karen Roman Planet Labs PBC (NYSE: PL) said it is collaborating with Carbon Mapper to design a specialized version of the Tanager spacecraft to target only shortwave infrared (SWIR) […]

BlackSky Technology (BKSY) recently announced a competitive, multi year Assured subscription contract worth US$25 million with a major international defense client, centered on Gen 3 satellite imagery and real time AI enabled analytics capabilities. See our latest analysis for BlackSky Technology. The Assured contract news lands while momentum in BlackSky’s share price has been strong, with a 46.58% 1 month share price return, a 95.29% year to date share price return, and a very large 1 year...

BlackSky Technology secured a substantial multi year contract with a major international defense customer for its Gen 3 satellite imagery and AI powered analytics. The agreement includes guaranteed imagery and tasking services, expanding global access to BlackSky's real time geospatial intelligence offerings. The deal marks a key step for NYSE:BKSY in bringing its newest satellite technology and AI services to a wider base of defense and commercial users. For investors watching NYSE:BKSY,...

SpaceX confidentially filed for its IPO on April 1, and quickly raised its target valuation above $2 trillion. That would dwarf Saudi Aramco’s record $29.4 billion raise in 2019 and could bring in as much as $75 billion. Morgan Stanley just released a list of 60 public companies across the full space supply chain — ... SpaceX’s $2 Trillion IPO Is Coming: These 6 Stocks Will Ride the New Space Economy Into Orbit

RCAT slides 18% in 6 months as rising costs, execution risks and weak profit outlook raise concerns over whether investors should exit now.

The government's reliance on Planet Labs and BlackSky Technology for critical operations highlights a unique competitive advantage for their future growth.

BlackSky Technology (NYSE:BKSY) secured a multi-year, sole-source IDIQ contract from the U.S. Air Force Research Laboratory. The award focuses on next-generation space-based intelligence capabilities, including large aperture optical payloads and AI-enabled satellite technology. The contract covers advanced imaging, real-time data processing and storage, and integration with future launch vehicles for diverse Earth observation uses. For investors tracking NYSE:BKSY, this contract comes at a...

NASA’s Artemis II crew is charging toward the moon after a successful launch. The Orion spacecraft, named Integrity, is some 40,000 miles from Earth after blasting off late Wednesday atop a 320-foot-tall SLS rocket. For comparison’s sake, the International Space Station is about 250 miles away.

Planet Labs' margin expansion gains momentum as subscription shift, automation and vertical integration boost efficiency despite rising costs.

PL trades at a steep premium despite strong growth, rising backlog, and government deals, raising questions about whether the stock is still worth buying.

PL trades at a steep premium despite strong growth, rising backlog, and government deals, raising questions about whether the stock is still worth buying.