Satellogic's technology is proving itself as defense customers move from trial to full deployment in six months. It just won an $18M contract for persistent, high-frequency Earth observation imagery, after an April $12M in-orbit satellite sale to a sovereign defense customer, and Q1 revenue rose 80%. Defense customers no longer accept coverage gaps from legacy providers. After a 350% year-to-date run the stock fell 25% in two sessions; the $7.90-8.30 support zone is the next accumulation window. … Show more

Satellogic's headline $20M Q2 net loss hides its first-ever profitable quarter, since $19.7M was a non-cash mark-to-market charge on convertible notes and warrants. Revenue rose 259% to $15.9M while opex grew 46%, with $2.8M of adjusted EBITDA, an 82% gross margin ex-depreciation and $112.8M of cash. Satellites built in-house for about $1.3M each and non-ITAR independence from the US win sovereign customers, with a roughly $1B pipeline. 2027 should be another step forward. x.com  x.com 

Satellogic is an early-stage company with big upside as space becomes an autonomous infrastructure layer. It is building real-time data communication satellites in low Earth orbit, and a potential SpaceX IPO could heat up the theme fast. x.com 

Satellogic continues to head higher as the broader space trade carries it, with space stocks showing relative strength. Its chart shows a large rounding bottom that could set up a reversal, and Golden Dome speculation adds to the case. x.com 

Satellogic has much higher upside than Planet Labs, with an inflection point likely later this year when it launches its Merlin satellites. Replying to @Kaizen_Investor's Planet Labs deep dive, Satellogic is the preferred name between the two. x.com 

Satellogic keeps executing on building its infrastructure, with SpaceX confirming its upcoming launch of two NewSat Mark V satellites to expand the constellation. x.com 

Space names like Satellogic are worth front-running ahead of the SpaceX IPO, especially at SpaceX's roughly $1.75 trillion valuation. Capital flows into the space sector should be hot, though volatile. Satellogic says SpaceX has confirmed its upcoming launch of two NewSat Mark V satellites to expand its constellation. x.com 

Satellogic's strong Q2 shows its growth is real and accelerating since January. Revenue rose 259% year over year to $15.9 million, 66% above the $9.57 million consensus; adjusted EBITDA turned positive at $2.8 million against an expected loss, and operating income of $0.3 million marked its first profitable quarter. Its three-month delivery for Portugal's CEiiA showed satellites under construction were strategic assets, not bad inventory. Cash fell to $112.8 million; GAAP EPS missed. x.com  x.com 

Electro Optic Systems is accumulating meaningful defense and space opportunities. It has MoUs for Czech vehicle systems and Indian high-energy lasers, was selected for the US Space Force's satellite-tracking reserve, and has an A$700m Kuwait counter-drone contract that could drive over 80% of revenue in 12–24 months. x.com 

Space stocks are turning bullish as oversold names that never stopped executing regain momentum, led by AST SpaceMobile, Rocket Lab and flyExclusive. AST launched BlueBird and began direct-to-cell service in Japan, and Rocket Lab landed a roughly $400M award. AmpliTech's multi-sector exposure is overlooked, and CPS Technologies is a bottleneck play for 2027; Satellogic, Velo3D and Voyager also fit. The SpaceX unlock overhang is only partly gone, so re-entry should wait. x.com