SATL

Satellogic Inc.

Satellogic Inc.SATL

Industrials · Aerospace & Defense

5.74USD

+2.87%

Sep 23, 2026

SATL overview ready

Vertically Integrated Provider of Sovereign Earth-Observation Satellites and Services

Satellogic is a direct commercial Earth-observation operator and satellite-systems provider: it designs and operates imaging satellites, sells imagery and persistent-monitoring services, and can provide sovereign customers with dedicated satellite capacity and in-orbit systems.

Strong narrative exposure

Exposed to the National Security Space Systems narrative through Sovereign Earth Observation and Geospatial Intelligence — pure play.

Price trend is broken

Longer-term context reads near trend floor, with a near-term setup of daily reclaim.

Demanding valuation

The price embeds expectations that run ahead of what comparable businesses command.

Fundamentals under pressure

Ev / sales is weak.

Primary risk

High valuation multiples with EV/Sales over 25x.

Market Sep 22Price action Sep 22Research Sep 8

Conviction Level

Price

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Price Action

Price trend is broken

Longer-term context reads near trend floor, with a near-term setup of daily reclaim.

EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap: $731.4M
Avg Volume (60D): 5.2M
Revenue Growth YoY: +258.5%
Gross Margin: +78.9%
Operating Margin: -66.8%
Free Cash Flow Yield: -2.6%
Distance from 200DMA: +15.6%
Next Earnings: 2026-11-12
P/E: N/M
EV / Sales: 22.2x

Market metrics as of Sep 22, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.

Satellogic Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of what comparable businesses command.

Company Research

Thesis

Opportunity

Moderate opportunity

Government and allied-defense procurement of sovereign-controlled commercial Earth-observation satellites, persistent imagery access, and geospatial-intelligence services for monitoring, maritime awareness, border security, targeting support, and infrastructure assessment.

Key risk

High valuation multiples with EV/Sales over 25x.

Narrative & Theme

National Security Space Systems

Part of Sovereign Earth Observation and Geospatial Intelligence, with strong fit.

The company has a strong adjacent fit to that narrative through a distinct, unlisted commercial GEOINT mechanism: sovereign and defense customers are seeking persistent, high-resolution Earth observation, imagery analytics, and in-orbit satellite ownership or control.

Narrative HeatNeutral6.4 / 10

Theme HeatHeating up7.0 / 10

Business & Markets

Industrials · Aerospace & Defense

What they do

Satellogic Inc. designs, manufactures, and operates satellite systems to provide earth observation data and geospatial insights globally through a vertically integrated platform.

How it earns

The company generates revenue through satellite sales, constellation-as-a-service offerings, and geospatial data platform subscriptions.

Products & services

Satellite systems design and manufacturing

Constellation-as-a-service

Geospatial data platform

Satellite sales and support services

Customers & end markets

Government agencies

Commercial enterprises

Climate and environmental monitoring organizations

Market position

Niche player with vertically integrated capabilities in earth observation satellite manufacturing and data services.

Demand drivers

Medium cyclicality

Demand for satellite data is influenced by government and commercial budgets which can fluctuate, but structural trends support growth.