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MNMNTS

Momentus Inc.

$MNTS·$28M·Aerospace & Defense·Industrials
$4.25+3.7%YTD-9.9%1Y-81.8%
Mentions · last 7 days
2026-08-22: 11 posts66+20%
Price updated 5h ago·X counts updated 9d ago
MNMNTS
$MNTSMomentus Inc.
$4.25+3.66%66 posts+20%
AI analysisFundamentalsVoices on X
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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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-26

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

Momentus at 0.4% of the 52-week range on Trump 'Golden Age of Space' policy and $8 PT initiation — a real capitulation-turnaround coil.

Momentus Inc. is a small-cap space-transportation-services provider (Vigoride orbital transfer vehicle) that has been through years of dilution and operational execution issues. The stock is at absolute capitulation lows with fresh sell-side initiation and policy tailwinds.

  • The sell-side and policy reset is specific: Alliance Global Partners initiated coverage at Buy with an $8 PT (roughly 90% above current), and official Trump 'Golden Age of Space Transportation' policy targets 1,000+ US launches by 2030 (from 178 in 2025) — that's a specific decadal policy tailwind that positions Momentus in a growth category.
  • The operating cadence is showing execution: Vigoride 7 delivering on-orbit success with clean maneuvers and payload mission execution, Vigoride-9 launch bookings confirmed for Q4, and MNTS attending the Small Satellite Conference — the actual mission execution is happening, though the P&L is still ugly (Q1 EPS -$15.22 on tiny revenue).
  • The tape is coiled at absolute capitulation: at 0.4% of the 52-week range (literally at 52-week lows), 26% below the 50-day and 53% below the 200-day on 0.53x normal volume with beta 2.31 — that's a stock at the exact bottom of its range with the setup of a genuine turnaround coil; MNTS grouped with RDW/RKLB/SIDU/VOYG/PL/SATL as sector peers means the entire small-cap space-transportation category is in a similar position.

The path if this works is the Nov 18 Q3 print delivering execution on Vigoride-9 bookings plus concrete policy-driven backlog commentary, taking the tape past $8. What breaks it further is another dilutive raise or a Vigoride mission failure — small-cap space transportation is binary on execution, and the setup has no fundamental cushion below current levels.

Agrees with X sentimentThe X bulls have the setup right — Alliance Global Partners initiation at Buy with $8 PT, Trump 'Golden Age of Space Transportation' policy targeting 1,000+ US launches by 2030, Small Satellite Conference attendance, Vigoride-9 Q4 launch bookings, MNTS stacked with RDW/RKLB/SIDU/VOYG/PL/SATL — and mechanics support the coiled turnaround; the JPMorgan 'don't buy' 3rd-party note is a fair caution but doesn't argue against the sector-wide policy tailwind.

What to watch: Nov 18 Q3 print (sell-side EPS -$0.36) — execution on Vigoride-9 bookings plus concrete policy-driven backlog commentary extends the tape past $8; another dilutive raise or a Vigoride mission failure breaks the tape back below $3.

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

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-08-31

Bulls frame Momentus as a resurrected small-cap space play. The corpus centers on Vigoride 7 completing orbit-lowering maneuvers while operating 10 hosted payloads for 'NASA and the Department of War,' with Vigoride 8 'fully booked' post-CDR and Vigoride 9 selling capacity. One comparison post pitches 3,437 shares of MNTS in place of 100 shares of SPCX for '+280%' upside. Only one voice calls the chart boring.

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
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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

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $MNTS

Direct beneficiary — commercial launch cadence and satellite constellation demand are the primary revenue drivers; Specializing in services for the space environment, Momentus Inc.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%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

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.0.6×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.-19.1%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.-51.3%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 today11.9% 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.β2.315-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
+ 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.

+ 26 other (5 13Gs · 4 8-Ks · 2 10-Qs · 2 routine 8-Ks) in window

Recent news

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

Momentus Grants Inducement Awards to New Employeesgurufocus.com·10d agoMomentus Grants Inducement Awards to New Employeesbusinesswire.com·10d agoMomentus Delivering On-Orbit Success as Vigoride 7 Maneuvers Cleanly and Payload Mission Execution Continuesbusinesswire.com·33d agoMomentus' Vigoride 8 Spacecraft Successfully Completes Critical Design Review Milestone for 2027 Mission Launchgurufocus.com·35d agoMomentus' Vigoride 8 Spacecraft Successfully Completes Critical Design Review Milestone for 2027 Mission Launchbusinesswire.com·35d ago

In themes

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

Space Economy

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Voices on X · top 6 · 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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