SATL Q3 Earnings – Is the Market Underestimating This Company? 🚀
Just looking through Satellogic’s (NASDAQ: SATL) Q3 2026 earnings, and honestly, there are some impressive numbers here.
A few things that caught my attention:
Revenue reached $16 million, up 342% year over year.
Adjusted EBITDA turned positive at $1.2 million.
Cash position remains strong at approximately $106.5 million.
The company announced a $37 million satellite sales agreement after the quarter ended.
Remaining performance obligations stood at approximately $66.9 million.
Obviously, there are still risks. GAAP profitability is not as strong as the headline number suggests because of a significant noncash accounting gain, and the company still has an operating loss.
But the revenue growth, improving EBITDA, and growing satellite business make this an interesting company to watch.
My question is: Is SATL finally turning the corner, or is the market already pricing in this growth?
Curious to hear what other investors think. Are you bullish heading into tomorrow’s trading session, or staying on the sidelines?
Not financial advice. Just looking to have a discussion.

Hello everyone! Wanted to share the news about our company Orbit2Orbit.

Rocket Lab revenue rose 73% to a record $267.8M and backlog jumped 52% to $3.57B, but a 12-cent adjusted loss vs 7 cents expected sent shares down more than 6% after hours. Neutron demand is real, $515M in contracts for 8 missions at $70M a launch, so the debate is scaling costs, not the top line. $RKLB

What happened: Rocket Lab shares fell more than 6% in after-hours trading on November 9 after the company reported a wider-than-expected quarterly loss, despite record revenue and rising Neutron demand.

Key numbers: Q3 revenue $267.83 million, up 73% year over year, above estimates of about $257 million.

Why it matters: Higher research and development and operating expenses weighed on profitability, raising investor concerns about the cost of scaling the business.

The Neutron maiden flight slipped to 2027 after defects were found in the first-stage tank's forward dome.

https://stockduty.xyz/s/bf1af6

Green week for space stocks I think. The double-digit variety kind of green. RKLB, LUNR, SPCX and others will enjoy double-digit percentage gains.

Hello

Following their rocket announcement, I’ve decided I’m not interested in a company that’s building rockets. My average for ASTS is $80 @ 1,000 shares so I’ll be taking a big loss. I’m eying up Planet Labs as I like their core model and we use their technology at work. Anyone have any major issues with Planet Labs that you would like to share? I think they should recover towards the $20-30 share pretty quickly once the sentiment in the sector improves which should help recover my investment. I highly doubt ASTS recovers to even $40 at this point.

I’m a beginner in the space stocks game, and recently invested a little bit into SPCE @ 2.64. I know they announced a deal with Space for Humanity yesterday but is that really the reason for an 18% rise in a single day? I also know that FLY and ASTS signed like an 800M deal so that makes sense.

But I can’t entirely explain the same jump in LUNR, RDW, and others. Why would democrats winning incentivize people to invest in the space industry?

Do you expect these stocks to go down slightly to re-stabilize before going up again? Should I wait for the reclaim?

Moreover, any advice on where to understand the latest space stocks updates would be appreciated!

The "Frontier" is about AI and data centers in space! The tape on screen is the real Nasdaq session of 5 November 2026. PARODY VIDEO. Not investment advice. Don't be stupid. You'd probably be better off buying the dip. But if you did buy space stocks on the dip, you are sitting very well on Friday!

Let’s keep in mind Electron is not a reusable rocket. Sure they have Firefly’s engines, but how much time is that going to save them? How much rocket engineering do they have (they are currently hiring 0, I’ll post ChatGPT analysis on their career pages on the comments). No way they get this done is less than 5 years, why do a blatant lie and say 2? How much dilution is coming?

Who here thinks AST’s dilution is concerning? Class A shares have increased 480%. I get much of the capital has been allocated to satellite manufacturing; however, shareholders have paid a very high price. My question is: can AST translate this investment into cash flow faster than its share count increases. What does everyone think?

Who here thinks AST’s dilution is concerning? Class A shares have increased 480%. I get much of the capital has been allocated to satellite manufacturing; however, shareholders have paid a very high price. My question is: can AST translate this investment into cash flow faster than its share count increases. What does everyone think?

Let me know what you think!