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MNMNTS

Momentus Inc.

$MNTS·$72M·Aerospace & Defense·Industrials
$2.81+3.3%YTD-40.7%1Y-89.6%
Price updated 7h ago·X counts updated 4d ago
MNMNTS
$MNTSMomentus Inc.
$2.81+3.31%61 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MNTS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

61X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MNTS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 66% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-15

Momentus posters flag unusual 100K+ share block prints, Vigoride 8's Critical Design Review passing green for a 2027 NASA mission, and inclusion in a Redwire-led 50-satellite European/Emirati AI-sensing constellation. Tone is speculative bottom-chart accumulation.

Read what X is saying about $MNTS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MNTS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A space-infrastructure microcap at 52-week lows winning NASA task orders — small bets, small revenue, big catalysts.

Momentus is a space-services microcap providing orbital transportation and in-space payload integration — AI-enabled LiDAR, imaging suites, and the Vigoride platform for small-satellite rideshares. The 2026 story has moved from 'cash-burn-and-dilution concern' to 'contracted NASA pipeline.'

  • The P&L is literally pre-scale: Q2 revenue was $3.2M (up 898% YoY off a tiny base) at a -270% operating margin and EPS of -$15.22, which signals large non-cash write-offs or dilution-driven share-count adjustments rather than cash operations.
  • The specific catalysts are real: NASA Task Order Contract for FALCON-Lidar initial phase, successful on-orbit RPO mission with a NASA satellite, Vigoride 8's Critical Design Review passing for a 2027 NASA mission, and inclusion in a Redwire-led 50-satellite European/Emirati AI-sensing constellation.

At 0.2% of its 52-week range and 41% below the 200-day, this is a classic microcap-at-floor coil on operational catalysts stacking. 100K+ block prints and specific government-mission wins are the trigger for a sharp move; another large per-share loss without named revenue scaling keeps it stuck.

Agrees with X sentimentThe 'bottom-chart accumulation' framing and the specific NASA task-order wins are both grounded datapoints. The honest hedge: EPS of -$15 implies large per-share dilution-driven losses, so the operational catalysts need to translate to real revenue before the stock sustains a run.

What to watch: Nov 18 Q3 earnings — NASA task-order revenue schedule, Vigoride-8 mission timeline, cash runway, and dilution direction. Named contract revenue plus clean cash runway is the trigger; another big per-share loss is the invalidation.

On the calendar: 2026-11-18 — Q3 earnings

event ahead 30dspace catalysts

Read the AI verdict on $MNTS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides in-space transportation and orbital servicing for satellite deployment and repositioning.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $MNTS.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $MNTS

Neutral — Provides in-space transportation and orbital servicing for satellite deployment and repositioning.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-80.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-7.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-29.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
21.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-402%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$-0.70$-0.700.0%
Q1 2026May 13, 2026$-2.15——
Q4 2025Mar 11, 2026$-15.12$-609.76+97.5%
Q3 2025Nov 19, 2025$-19.29$-564.77+96.6%
Next earningsWed, Nov 18·consensus EPS $-0.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.2M+898.4%34.0%-270%$-15.22$-6.0M
Q4 FY25$363K+27.4%-33.9%-2446%$-3.13$-10.5M
Q3 FY25$234K+118.7%-49.1%-2669%$-18.36$-5.3M
Q2 FY25$191K-84.2%-52.9%-3112%$-8.65$-3.3M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.4M$8.4M – $8.4M-$3.57-$3.57 – -$3.571
FY27$12.0M$12.0M – $12.0M-$1.55-$1.55 – -$1.551
FY28$17.1M$17.1M – $17.1M$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-31.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-53.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 21.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 21Chris HadfieldDirector2.0K sh$14KBuyMay 20Brian KabotDirector250 sh$1KBuyMay 19Brian KabotDirector250 sh$1KBuyMay 15Brian KabotDirector1.9K sh$10KBuyMay 15Chris HadfieldDirector1.5K sh$8K
+ 15 other (10 awards · 5 exempts) in window

See when $MNTS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAgreement terminatedAug 258-K — Item 1.02: Agreement terminated
AI summary

Momentus Inc. terminated its $50 million Equity Purchase Agreement with Yield Point NY LLC effective August 21, 2026, having never drawn on the facility. The termination was elected under Section 10.6 of the agreement, which permits termination for any reason following registration statement effectiveness, with no early termination penalties. This indicates Momentus does not foresee needing the equity line, eliminating a potential future dilution overhang.

8-KMaterial eventAug 148-K — Item 4.01
AI summary

Momentus Inc. dismissed Frank, Rimerman + Co. LLP as its independent auditor effective August 11, 2026 following Audit Committee approval on August 10, 2026. There were no disagreements with the prior auditor on any accounting or disclosure matters, though the firm's 2024 report included a going-concern paragraph (2025 report was clean). A successor auditor has not been named in this filing. Moderately notable — auditor changes for companies with a recent going-concern history warrant monitoring.

424B5Prospectus supplement (offering)Jun 18424B5
AI summary

Momentus Inc. filed a 424B5 prospectus supplement authorizing up to $75 million of Class A common stock for sale via A.G.P./Alliance Global Partners as sales agent at a 3.0% commission rate under an ATM agreement dated September 19, 2025. The last reported sale price was $10.06 on June 17, 2026, with non-affiliate market cap approximately $365M (based on 18.7M shares × $19.50 high). Sales will be made as 'at the market' under Rule 415(a)(4). This is the companion prospectus to the same-day 8-K (Item 8.01) and represents potential ongoing dilution through equity sales at prevailing prices.

8-KMaterial agreementJun 158-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Momentus Inc. (MNTS) entered into a material definitive agreement (Item 1.01) and made a Reg FD disclosure (Item 7.01) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before the specific agreement terms are disclosed.

424B5Prospectus supplement (offering)Jun 15424B5
AI summary

Momentus Inc. (MNTS) filed a 424B5 prospectus supplement on June 15, 2026. Body unavailable — excerpt cuts off before the offering size, security type, price, or use of proceeds are disclosed.

S-3/AShelf registrationJun 1S-3/A
AI summary

Momentus Inc. filed Amendment No. 1 to its S-3 shelf registration statement. Updated shelf registration; maintains the company's ability to access capital markets for future offerings.

8-KMaterial agreementMay 298-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Momentus entered a Securities Purchase Agreement on May 26, 2026 for a private placement: 2,173,420 shares at $8.50/share plus pre-funded warrants for 768,580 shares; raised approximately $25 million gross proceeds; closed May 28, 2026. Dilutive PIPE financing of approximately $25M; capital raised for space transportation operations.

S-3Shelf registrationMay 26S-3
AI summary

Momentus Inc. filed a new S-3 shelf registration statement on May 26, 2026. Shelf registration; enables future capital raises including the PIPE announced subsequently.

+ 20 other (5 13Gs · 3 8-Ks · 2 10-Qs · 2 EFFECTs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Momentus vs. Sidus Space: Which Space Stock Is a Better Buy Now?zacks.com·14h agoMomentus Secures Commercial Contract with ARCSPACE to Advance In-Space Manufacturinggurufocus.com·19h agoZacks Initiates Coverage of Momentus With Neutral Recommendationzacks.com·7d agoMomentus Demonstrates AI-Enabled LiDAR and Imaging Suite During Successful On-Orbit RPO Mission with NASA Satellitebusinesswire.com·17d agoMomentus Awarded NASA Task Order Contract in Support of Initial Phase of FALCON-Lidar Mission to Study Earth's Atmospheregurufocus.com·22d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space Economy

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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