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SASATL

Satellogic Inc.

$SATL·$546M·Hardware, Equipment & Parts·Technology
$3.57-9.8%YTD+84.0%1Y-4.0%
Mentions · last 7 days
2026-07-09: 50 posts2026-07-10: 76 posts2026-07-11: 34 posts2026-07-12: 34 posts2026-07-13: 83 posts2026-07-14: 84 posts2026-07-15: 151 posts516+8%
Price updated 2h ago·X counts updated 1d ago
SASATL
$SATLSatellogic Inc.
$3.57-9.85%516 posts+8%
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 $SATL, 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.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

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

Space imagery at $6M quarterly revenue but +104% YTD — the Merlin Constellation is the specific catalyst.

Satellogic is the Earth-imaging + Space-as-a-Service satellite operator whose 2026 tape has ripped 104% YTD despite tiny revenue. The setup is hot-momentum + coiling at 25% of the 52-week range with earnings on August 11.

  • The core business is genuinely pre-scale: Q1 2026 revenue grew 80% YoY to $6.1M (real acceleration off a tiny base), gross margin held at 76%, and operating margin was -104% — this is not a fundamentals story, but the specific product-and-customer trajectory is real.
  • The specific catalysts are dated: upcoming catalysts include the Merlin Constellation launch, Aleph Observer scaling from free trials to defense contracts, and Space-as-a-Service milestones — real specific product-launch pipeline into the August 11 print.
  • The technical setup is coiled: SATL consolidating at the weekly buy-order block near the 0.618 log Fibonacci at $4.10, and $6 acting as major daily/VOLT resistance — real chart structure alongside the specific catalyst thesis.

The August 11 Q2 earnings are the near-term arbiter — Q2 revenue trajectory, Merlin Constellation launch timing commentary, and Aleph Observer defense-contract commentary extend the coiling setup toward $6. Continued near-zero-revenue with no specific customer catalyst confirms the too-early framing and drops the tape below $3.

Agrees with X sentimentX is mixed but leans bullish, describes SATL as consolidating at the weekly buy-order block near the 0.618 log Fibonacci at $4.10 as the space sector takes a breather, with $6 acting as major daily/VOLT resistance. Traders cite upcoming catalysts including the Merlin Constellation launch, Aleph Observer scaling from free trials to defense contracts, and Space-as-a-Service milestones. Mechanics support hot-momentum + coiling: Q1 revenue +80% YoY off a small base.

What to watch: The August 11 Q2 earnings. Watch Q2 revenue trajectory, Merlin Constellation launch timing, and Aleph Observer defense-contract commentary. Continued near-zero-revenue with no specific customer catalyst confirms too-early framing sub-$3; specific launch + defense-contract extends toward $6.

On the calendar: 2026-08-11 — Q2 earnings

X sentiment

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

Mixed sentiment⚠7 posts analyzed · as of 2026-07-13 · top-engagement diverged

Satellogic is described as consolidating at the weekly buy-order block near the 0.618 log Fibonacci at $4.10 as the space sector takes a breather, with $6 acting as major daily/VOLT resistance. Traders cite upcoming catalysts including the Merlin Constellation launch, Aleph Observer scaling from free trials to defense contracts, and Space-as-a-Service milestones.

Read the AI verdict + X sentiment for $SATL

  • 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.

Operates a nano satellite constellation for affordable high-frequency Earth observation used in agriculture, infrastructure, and government monitoring.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $SATL.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $SATL

Neutral — Operates a nano satellite constellation for affordable high-frequency Earth observation used in agriculture, infrastructure, and government monitoring; end markets and revenue mix have limited overlap with the AI data center networking and compute hardware buildout.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-11.1How 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
-21.4%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
-136%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
-3.9%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
41.9Same 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
75.1%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
-5.9Total 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 11, 2026$-0.84$-0.05-1580.0%
Q4 2025Mar 19, 2026$0.17$-0.06+383.3%
Q3 2025Nov 10, 2025$-0.02$-0.04+50.0%
Q2 2025Aug 12, 2025$-0.06——
Next earningsTue, Aug 11·consensus EPS $-0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.1M+80.3%76.2%-104%$-0.84$-5.4M
Q4 FY25$6.2M+106.8%79.5%-114%$0.32$-12.8M
Q3 FY25$3.6M+20.3%67.8%-222%$0.04$-9.7M
Q2 FY25$4.4M+26.8%73.2%-142%$-0.06$-5.1M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$37.6M$32.2M – $43.0M-$0.93-$1.20 – -$0.704
FY27$55.3M$43.2M – $67.4M-$0.09-$0.12 – -$0.064
FY28$80.8M$65.9M – $99.2M-$0.04-$0.07 – -$0.022
FY29$117.7M$96.0M – $144.5M$0.07$0.05 – $0.091
FY30$152.0M$123.9M – $186.5M$0.18$0.14 – $0.231

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.0.5×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.25%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.-43.6%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.-9.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 65.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.7% 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.β1.275-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.

Insider activity

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

Recent transactions

SellMay 26Liberty 77 Capital L.p.Director10.0M sh$97.7MSellMay 14Alan KharsanskyCTO87.1K sh$727KSellMar 30Matthew TirmanPresident9.5K sh$49KBuyMar 30Rick DunnCFO19.1K sh$98KBuyMar 27Rick DunnCFO16.7K sh$99KSellMar 23Fitzgerald, L. CantorSee Remarks500.0K sh$2.5MSellJan 30Fitzgerald, L. Cantor10% owner5.6K sh$31KSellJan 29Fitzgerald, L. Cantor10% owner388.8K sh$2.2MSellJan 28Fitzgerald, L. Cantor10% owner130.0K sh$722K
+ 15 other (9 exempts · 6 awards) in window

See when $SATL 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

3New insider — initial holdingsJun 183
AI summary

Form 3 filed by Williamson Michael Eric (Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Restricted Stock Unit (1) (1) Class A Common Stock 20,787 $ 0 D Explanation of Responses: 1. On June 11, 2026, Mr. Williamson was granted 20,787 RSUs, all of which will vest on May 31, 2027 subject to Mr. Williamson's continued service through such date. Grantee elected to defer receipt of shares until May 31, 2029. Remarks: Exhibit 24 - Power of Attorney /s/ Noah Benz, Attorney-in-fact for Michael Williamson 06/18/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26)) at SATL on 2026-06-18. This initial statement of beneficial ownership reports the filer's securities holdings as required under Section 16(a). Filing is routine and indicates an insider's initial ownership disclosure following appointment or acquisition of 10%+ stake.

8-KOfficer or director changeJun 88-K — Item 5.02: Officer or director change
AI summary

Satellogic Inc. (SATL) and CFO Rick Dunn mutually agreed on June 8, 2026 that Dunn will step down following a transition period; the company has begun searching for a successor. Dunn, who served for seven years and guided the company through its Nasdaq listing, will receive severance consistent with previously-disclosed terms. The CFO departure introduces leadership uncertainty but management characterized the company's financial position as its strongest in corporate history.

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

SATL (SATL) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KOfficer or director changeJun 48-K — Item 5.02: Officer or director change
AI summary

SATL (SATL) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CTO. Individuals named in the filing include Exact Name, Other Jurisdiction. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

SC 13D/AActivist amendmentMay 28SC 13D/A
AI summary

Liberty 77 Capital L.P. (Delaware LP) filed a Schedule 13D amendment updating its position in Satellogic Inc. (SATL), CUSIP 80401C100; specific share count and percentage not visible in excerpt. Existing 5%+ holder updating its Satellogic position.

SC 13D/AActivist amendmentMay 19SC 13D/A
AI summary

Cantor Fitzgerald, L.P. filed Amendment No. 8 to its Schedule 13D on May 15, 2026 regarding Satellogic Inc. (SATL, CUSIP G7823S101), Class A common stock. Cantor Fitzgerald is a New York-based financial services firm; the filer is identified as Brandon Lutnick. As a 13D filer, Cantor holds more than 5% with disclosed non-passive intent. This 8th amendment reflects an updated position or intent change in Satellogic, the Argentine earth observation satellite company.

SC 13D/AActivist amendmentMay 13SC 13D/A
AI summary

Cantor Fitzgerald, L.P. filed an amended Schedule 13D on SATL disclosing beneficial ownership (7,862,352.00 shares) as of 2026-05-13. The filer's stated intent is passive investment with no plan to influence control of the company.

3New insider — initial holdingsApr 223
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SATL on 2026-04-22, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 26 other (4 13Gs · 3 SC 13D/As · 3 8-Ks · 3 424B5s) in window

Recent news

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

Satellogic and SpaceKnow Partner to Extend Persistent Global Intelligence Across Commercial and Government Marketsglobenewswire.com·17d agoSatellogic Is Tiny But Its Revenue Growth Is Hard to Ignoremarketbeat.com·23d agoSatellogic and SynMax Partner to Bring Persistent Global Intelligence to Defense Customersglobenewswire.com·24d agoSatellogic Is Tiny But Its Revenue Growth Is Hard to Ignoremarketbeat.com·28d agoSatellogic Rides on Healthy Demand Trends: Should You Buy the Stock?zacks.com·28d ago

In themes

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

Space Economy

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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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