Satellogic Inc. (SATL) - Stock Analysis

Last updated: Jul 26, 2026

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

Credible short-term momentum/catalyst name with Q1 revenue up 80% YoY to $6.1M, improving losses, $121.9M cash, first publicly reported positive operating cash flow, defense wins including a $12M sovereign defense agreement, and about 35% 21-day price momentum.

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Idea window: 5/19/2026 – 5/26/2026Sector: Technology

AI Analyst Overview

Last Price
$3.31
Market Cap
$950.93M
1D Return
-6.23%
YTD Return
+77.01%

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Valuation Metrics

P/E
-13.6
P/B
-48.0
P/S
46.5
EV/EBITDA
-48.3
Div Yield
—

Price Behavior

3.0

Key Price Behavior Insights: • Lower highs • Support holding • Oversold bounce Support Level: $3.57-$3.60 Resistance Level: $4.00-$4.60 SATL remains in a bearish downtrend with lower highs and overhead resistance at $4.00-$4.60, though repeated support at $3.57-$3.60 leaves room for a short-term bounce if that floor holds.

bearish
oversold

Sentiment & News

6.0

Key News Insights: • Partnership expansion • Valuation advantage • Earnings catalyst SATL is gaining momentum in geospatial intelligence through a SpaceKnow partnership, relative valuation strength versus Planet Labs, and supportive sector sentiment ahead of Q2 results.

GeospatialGrowth
SATL
AI

AI Summary

5.0
Neutral

SATL is shifting from a speculative space-data name to an execution story, with 80% revenue growth, improving losses, and new defense contracts validating demand, but the stock likely stays under pressure until Merlin launches on time and these wins convert into repeatable, durable revenue rather than one-off deals.

DefenseGrowth
ExecutionRisk
Merlin
AI summary updated 3 days ago

Description

Satellogic Inc. designs, builds and operates nanosatellites that supply commercial-grade, near real-time Earth observation data. Its data streams are used by government agencies, companies and individuals for tasks such as agricultural monitoring, infrastructure and pipeline surveillance, disaster response and security operations. The company was founded in 2010 and is headquartered in Palo Alto, California.

Idea History

DateCloseTickerCompanySummaryStatusP/L
May 19May 26SATLSatellogic Inc.
Credible short-term momentum/catalyst name with Q1 revenue up 80% YoY to $6.1M, improving losses, $121.9M cash, first publicly reported positive operating cash flow, defense wins including a $12M sovereign defense agreement, and about 35% 21-day price momentum.
Closed+11.2%
Mar 31Apr 7SATLSatellogic Inc.
Satellogic has multiple fresh catalysts (extended Albania contract, ONR award, Aleph Observer launch, Merlin constellation roadmap) plus a recent $35M equity raise that improves liquidity; shares are up ~78% over 21 days and ~40% above the 21‑day SMA, making it a high‑momentum, event‑rich name with strong short‑term upside albeit elevated pullback risk.
Closed+27.8%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.