Gabz
Stock & Crypto Trader, SuperTrend Indicator Owner
Sidus Space's $58.5 million raise at $4.35 a share, about 27% below the $5.95 it traded at days earlier, is a classic dilutive raise into a momentum pump that destroys per-share value. It adds 13.45 million shares to a company with $3.4 million of 2025 revenue, down 28%, and a $29.5 million net loss, and the proceeds simply fund runway. The bearish signals after the pump point to FOMO buyers serving as exit liquidity. x.com x.comÂ
Sidus Space looks undervalued, with community fair-value estimates of $8.50-$10.00 against a $4.25 share price, as a run of contracts accumulates. They include an expanded $120M Lonestar lunar manufacturing deal, a spot on the $151B-ceiling, 10-year MDA SHIELD IDIQ, confirmed on-orbit AI processing on LizzieSat-3 and NASA Artemis II exposure, backed by $43.2M of cash. A technical buy signal on March 25 preceded a 50% gain, with a volume surge confirming accumulation. x.comÂ
Sidus Space keeps diluting shareholders. It announced a $58.5M direct offering of 13.45M shares at $4.35, with ThinkEquity as placement agent and proceeds going to working capital and general corporate purposes. x.comÂ
Sidus Space has great technology but looks too early to own, with better entry points likely ahead. Shifting from manufacturer to a high-margin space data business takes time, hardware iterations and capital. 2026 guidance targets $9 million in revenue after $3.4 million in 2025, and the first two quarters of growth should materialize before buying. Cash is $43.2 million with no term debt, but a $500 million shelf registration creates a dilution overhang. x.comÂ
Sidus Space gained access to the Missile Defense Agency's SHIELD IDIQ pool, a potential opportunity of about $151 billion over the program's life, though it grants only the right to bid on task orders rather than guaranteed revenue. The chart looks great as long as $3.36 holds, with an 80 million share float. x.comÂ
AST SpaceMobile's economics remain unproven while its finances are strained by heavy capex, negative operating cash flow, rising debt and frequent stock issuance. The forecast opportunity is the only positive; Piper Sandler's cut to its target to $54 from $98 is significant. x.comÂ
Azitra's recent offering filings create a dilution overhang on its surge. The stock closed up 134% at $1.67 with a $10.1 million market cap. x.comÂ
Sidus Space is a 2026 stock hiding in plain sight: it does real satellite manufacturing and mission operations at scale rather than launches, and it is a direct play on the SpaceX IPO ecosystem. The stocks nobody talks about are the ones that make investors rich. x.comÂ
Sidus Space belongs in the too-hard pile because its leadership cannot be trusted, however much cash it holds. Its CEO owns Craig Technical Consulting, a private firm with 94% of the voting power, raising conflict-of-interest and governance concerns. A post the author replies to argues that after a $100 million raise, its cash could earn $4 million a year and end dilution. x.com x.com x.comÂ
WFF's $612.4 million valuation looks vulnerable after its 559% surge: recent F-3 and 424B5 filings pose dilution risk. x.comÂ
Space names such as Spire Global, Sidus Space and Satellogic are getting an upward re-rating from sector-wide capital flows ahead of the SpaceX IPO. Spire is debt-free with plenty of cash after selling its maritime tracking business for a $154M gain, and it partners with NVIDIA on rapid weather forecasting models. Sidus and Satellogic are more speculative, and space as a whole is inherently riskier. x.com x.comÂ
Intuitive Machines looks like a good opportunity after a 73% drop in two months brought its valuation within reach. The selloff looks like space stocks broadly being sold to make room for the big June IPO rather than anything company-specific. Since its IPO, the stock has twice run up and then fallen about 76%, each time finding support at the prior run's base, and it has now found support at that level again. Anything can happen. x.comÂ
