TickerTalks
Browse all tickers →
TickerTalks›$MNTS
MNMNTS

Momentus Inc.

$MNTS·$35M·Aerospace & Defense·Industrials
$4.99-8.8%YTD+8.3%1Y-74.5%
Mentions · last 7 days
2026-07-09: 9 posts2026-07-10: 3 posts2026-07-11: 10 posts2026-07-12: 3 posts2026-07-13: 16 posts2026-07-14: 10 posts2026-07-15: 14 posts66+28%
Price updated 5m ago·X counts updated 16h ago
MNMNTS
$MNTSMomentus Inc.
$4.99-8.78%66 posts+28%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $MNTS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-07-15

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

Space-infrastructure micro-cap at bottom of 52w range with $75M ATM overhang — the government contract wins are the whole thesis.

Momentus Inc. provides in-space transportation services — Vigoride Orbital Service Vehicles for satellite delivery, and increasingly space infrastructure services. It's a distressed micro-cap ($30M) that needs specific contract wins to survive.

Where the setup lands:

  • Revenue is essentially zero: Q1 revenue at $3M grew 898% year-over-year off a tiny base — real acceleration, but the absolute revenue and continued heavy losses (-$15.22/share EPS) mean the equity is priced entirely on the strategic outcome.
  • The $75M ATM overhang is the specific dilution risk: authorized to sell up to $75M of Class A common stock at-the-market via AGP — that's ~2.5x the current market cap, meaning any material use of the ATM would dramatically dilute existing holders.
  • The government contract wins are the specific catalyst: multiple NASA in-space power and COSMIC awards, plus a Vigoride-9 commercial contract from June 17 — these are real customer commitments that support the long-term thesis if commercial economics eventually work.

Aug 18 earnings decides direction: any specific commercial contract expansion combined with cash-runway color and ATM utilization restraint would push shares above the $7.15 breakout confirmation level toward $10, while continued dilution from the $75M ATM combined with any timeline slippage would confirm the current 1%-of-52w-range position and pull shares below $4.

Agrees with X sentimentAgree with the constructive framing — the tightly coiled setup with impressive fail-to-deliver counts, heavy shorting around $6, government contract wins, near-term balance sheet, $16 year-end target, and $7.15 technical break-confirmation level are all consistent with the setup. Verdict lands with coiling framing.

What to watch: Aug 18 earnings: commercial contract expansion, cash-runway, ATM utilization, and specific NASA award color. Continued dilution with timeline slippage pulls shares below $4.

On the calendar: 2026-08-18 — Q2 2026 earnings

micro capdilution risk

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-15

Momentus chatter is bullish. MNTS has no imminent need for cash - balance sheet solid in the near term. FTD numbers impressive; sustained volume would cause major short-covering. Bulls target a pop 'and pop hard' in a favorable environment - MNTS keeps stacking government wins including multiple NASA in-space power awards. Community sees suspicious end-of-day price suppression suggesting a pending news drop. Torpedo Thursday watchlist groups MNTS with SPCX/SIDU/SATL/SPCE. Community broadly long.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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 — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $MNTS

Partial — Provides in-space transportation and orbital servicing for satellite deployment and repositioning; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+9.7%YTD
+22.4%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
Q1 2026May 13, 2026$-2.15——
Q4 2025Mar 11, 2026$-3.13——
Q3 2025Nov 19, 2025$-19.29——
Q2 2025Aug 19, 2025$-1.23——
Next earningsTue, Aug 18

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

1-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$165.6M$165.6M – $165.6M-$5747.70-$5747.70 – -$5747.701

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.0.2×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.1%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.-39.0%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.-53.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 5.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today17.7% 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.β2.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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
+ 19 other (14 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
Free, forever. No credit card.

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

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.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

Momentus Inc. (MNTS) filed an 8-K on May 19, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Momentus is a San Jose, California-based in-space transportation and services company listed on Nasdaq. Annual meeting vote results are routine governance disclosures.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

MNTS reported period ending 2026-05-05 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 30 other (3 routine 8-Ks · 3 EFFECTs · 3 CORRESPs · 3 UPLOADs) in window

Recent news

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

Momentus: Future Space Infrastructure Exposureseekingalpha.com·3d agoMomentus, AST SpaceMobile Lead The Thaw In Space Stocksbenzinga.com·29d agoMomentus Secures New Commercial Contract for Vigoride-9 Orbital Service Vehiclebusinesswire.com·29d agoSpace Stocks Get Torched: Short Seller Calls Them 'Sci-Fi Wishes'benzinga.com·34d agoMomentus Announces Pricing of a $25 Million Registered Direct Offering of Common Stock Priced At-The-Market Under Nasdaq Rules with New and Existing Fundamental Institutional Investorsbusinesswire.com·34d ago

In themes

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

Space Economy

More in Aerospace & Defense

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SPCX$RKLB$ACHR$RTX$LMT$BA$RDW$LUNR
Voices on X · top 2 · 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.

PrivacyTermsSupport