Theme watch · accelerating
space and satellite stocks to watch · August 2026
As of 2026-08-09
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…
Reclaim leg running straight into the binary: 2026-08-03 +8% to $63.52 on Meta's WhatsApp-over-BlueBird workshop, 2026-08-04 +10.69% to $70.31…
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…
The $19.16–$19.83 shelf held eight sessions and PL gapped out of it on 8/4 to close $22.83, the highest since 7/21 — but both up days came on…
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:…
Dead sentiment vehicle in the give-back phase: the Russell add faded, SPCX public since 2026-06-12 gutted the SpaceX-proxy premium, and CFO…
The June defense-MoU / SpaceX-proxy leg broke: the $14.33 close (2026-08-07) is under the lost $15–16 Diehl base and 43.8% off the $25.48 high.…
Roll-up execution leg is spent: ALL.SPACE ($300M, closed 2026-07-08) and Solestial (~$67M) both closed on schedule, yet YSS made fresh lows near…
"3-mo price move" is the stock's market price change, not an orbyd return.
How this page is built
These are the names orbyd covers in the space and satellite stocks cluster — each with a dated research dossier. Names currently on the move rank first by 3-month price momentum, then the rest of the covered roster. Cluster membership is assigned by a frontier model, currently read as accelerating.
Dated contract flow rather than sentiment: Telesat LEO won a 15-year $2.3B Canadian defence award (08-04), L3Harris selected Intuitive Machines for 18 spacecraft platforms (08-04), AST expanded European mobile-operator collaborations (08-06), Redwire's SpaceMD disclosed a first commercial mission (08-06), and Spire took a $12.40M final arbitral award plus a $3M NOAA extension (08-04/08-05). Offsets are name-specific Cantor cut Satellogic's PT (08-06) and York Space's CFO stepped down (08-05); TSAT is added this week.
Questions
- What space and satellite stocks does orbyd cover?
- As of 2026-08-09, the space and satellite stocks orbyd tracks are led by TSAT, ASTS, FLY, LUNR, each with a dated research dossier. Names already moving rank first by 3-month price momentum; this is research, not a recommendation.
- Is the space and satellite stocks theme accelerating or slowing?
- orbyd's model reads this cluster as accelerating as of 2026-08-09. Dated contract flow rather than sentiment: Telesat LEO won a 15-year $2.3B Canadian defence award (08-04), L3Harris selected Intuitive Machines for 18 spacecraft platforms (08-04), AST expanded European mobile-operator collaborations (08-06), Redwire's SpaceMD disclosed a first commercial mission (08-06), and Spire took a $12.40M final arbitral award plus a $3M NOAA extension (08-04/08-05). Offsets are name-specific Cantor cut Satellogic's PT (08-06) and York Space's CFO stepped down (08-05); TSAT is added this week.
- How does orbyd rank space and satellite stocks?
- Every name links to its dated research dossier. Those currently on the move rank first by cross-sectional 3-month price momentum, then the rest of the covered roster by conviction. Methodology is open; this is research, not advice.
Related
As of 2026-08-09 · research, not advice.