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SASATL

Satellogic Inc.

$SATL·$709M·Aerospace & Defense·Industrials
$3.84-6.6%YTD+195.4%1Y-0.7%
Price updated 20m ago·X counts updated 5d ago
SASATL
$SATLSatellogic Inc.
$3.84-6.57%341 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SATL 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.

341X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SATL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-09-16

Satellogic just hired Vice Admiral Frank D. "Trey" Whitworth — the former head of the NGA — as President, effective immediately, running defense and intelligence strategy. Combined with Q2 revenue growth of +259% YoY, first positive operating income and EBITDA, and stacked defense wins (CEiiA, $12M NewSat, $18M+ international deal), the setup reads as financial inflection plus sovereign-grade credibility. Bulls call $61 a target. No bear voice.

Read what X is saying about $SATL

  • 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 $SATL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Earth-observation satellites with a former NGA Director as new President — defense pipeline is going vertical.

Satellogic develops and deploys small Earth-observation satellites — a Planet Labs competitor with a cost-moat thesis for sovereign and defense customers. The stock is up 179% YTD and 63% TTM, with just-hired former NGA Director Admiral Whitworth stepping in as President (announced Sep 8).

  • The business is finally scaling: revenue grew 80% YoY to $6.1M last quarter at 75% gross margin — tiny on absolute dollars but the margin profile is finally positive, with first positive operating income and EBITDA on the quarter per the Satellogic bull thread.
  • The Whitworth hire is a tangible defense-market credential — the former Director of the US National Geospatial-Intelligence Agency is as sovereign-grade as it gets for an EO company, and the recent $12M NewSat plus $18M+ international deal plus CEiiA win signal the pipeline conversion is working.
  • Insiders exercised but didn't broadly sell — Kargieman (CEO), Kharsansky and Greer each exercised in-the-money options, which is routine for a run of this size and not a conviction tell either direction.

Accelerating holds while defense contract wins keep landing and sovereign customers (US, allied countries) convert pilots to multi-year contracts. A soft Nov 9 earnings print on contract bookings, or any specific hiccup in the sovereign-sales cycle, is what cools the move; a named classified US government anchor contract is what extends it toward the $61 bull target.

Agrees with X sentimentX longs citing Whitworth's NGA pedigree, +259% QoQ Q2 revenue, first positive operating income, and stacked defense wins have the right case — this is a sovereign-defense play with legitimate credentials; the $61 target is aggressive but the direction is correct given the pipeline.

What to watch: Nov 9 earnings — revenue above the $8M range, specific sovereign-contract bookings, operating margin trajectory above break-even, and any named US government anchor commitment. A soft bookings print or an unspecific pipeline guide is what cools the breakout.

On the calendar: 2026-11-09 — Q3 FY26 earnings

Read the AI verdict on $SATL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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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 Aerospace & Defense sits in its cycle right now — and what that implies for $SATL.

Aerospace & Defense · Industrials

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

What this means for $SATL

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

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
-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
Q2 2026Aug 5, 2026$-0.13$-0.03-420.0%
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%
Next earningsMon, Nov 9·consensus EPS $-0.01

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$47.0M$46.8M – $47.1M-$0.99-$1.12 – -$0.864
FY27$63.8M$59.2M – $68.3M-$0.04-$0.08 – $0.014
FY28$94.6M$84.2M – $105.0M$0.06$0.05 – $0.062
FY29$121.0M$108.7M – $133.5M$0.06$0.05 – $0.071
FY30$154.2M$138.5M – $170.2M$0.16$0.14 – $0.181

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.27%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.-21.9%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.-21.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 77.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.0% 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

SellMay 26Liberty 77 Capital L.p.Director10.0M sh$97.7MSellMay 14Alan KharsanskyCTO87.1K sh$727K
+ 25 other (14 awards · 11 exempts) 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
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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-K/AOfficer or director change (amended)Oct 98-K/A — Item 5.02: Officer or director change
3New insider — initial holdingsSep 103
8-KOfficer or director changeSep 88-K — Item 5.02: Officer or director change
AI summary

Satellogic appointed Frank Dixon Whitworth III, a retired U.S. Navy Vice Admiral and the 8th Director of the National Geospatial-Intelligence Agency (NGA, June 2022 – December 2025), as President effective September 7, 2026. Whitworth (age 59) brings 36+ years of senior military command and intelligence leadership, including serving as Director for Intelligence of the Joint Staff. His appointment significantly strengthens Satellogic's credentials with government and defense intelligence customers for its commercial Earth observation satellite services.

3New insider — initial holdingsAug 313
AI summary

Dustin Yoshio Greer, a U.S. citizen residing in Davidson, North Carolina, filed an initial Form 3 on August 31, 2026 for Satellogic Inc. [SATL] (event date August 21, 2026), disclosing five RSU grant tranches totaling 2,512 + 125 + 61,250 + 48,729 + 28,174 unvested units (from grants made December 2022, April 2023, and June 2024, with quarterly vesting schedules through March 2028). No direct shares are currently held. Routine insider disclosure upon assuming a reporting-person role at this satellite imagery and geospatial analytics company.

8-KOfficer or director changeAug 278-K — Item 5.02: Officer or director change
AI summary

Satellogic announced that Dustin Greer, 47, currently Senior Vice President and Corporate Controller (since October 2022), has been appointed Interim Chief Financial Officer effective August 21, 2026, while also continuing to serve as Principal Accounting Officer. No new employment agreement or compensation amendment was entered into in connection with this appointment. An external search for a permanent CFO is implied by the ‘Interim’ designation. The dual CFO/PAO role is an interim measure to maintain financial leadership continuity.

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change
AI summary

SATL (SATL) disclosed an executive/director departure (Item 5.02, filed 2026-07-28). ure of Directors departed from Directors or Certain Principal Officers. Compensation and transition details are in the exhibits. Leadership changes can signal strategic shifts; investors should assess continuity and the appointee's background.

3/ANew insider — initial holdingsJul 213/A
AI summary

Michael Eric Williamson, a director of Satellogic Inc. (SATL), filed an amended Form 3 (original filed June 18, 2026) adding a grant of 20,787 restricted stock units awarded June 10, 2026. The RSUs vest on May 31, 2027 subject to continued service, but Williamson elected to defer receipt of the underlying Class A Common Stock until May 31, 2029. The amendment corrects the original filing to include this RSU grant at an exercise price of $0, reflecting director compensation at the satellite imagery company.

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.

+ 18 other (4 13Gs · 3 10-Qs · 3 8-Ks · 3 SC 13D/As) in window

Recent news

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

Satellogic and HEO Release Images of Merlin.01 in Orbit, 18 Months After Program Kickoffglobenewswire.com·4d agoSatellogic: A Promising Path If Management's Vision Materializesseekingalpha.com·4d agoSatellogic to Present at the LD Micro 20th Annual Main Event Conference on Tuesday, October 20, 2026globenewswire.com·9d agoSatellogic Announces Successful Launch of First Merlin Satelliteglobenewswire.com·15d agoSatellogic (NASDAQ:SATL) Stock Price Up 6.2% – What’s Next?defenseworld.net·15d ago

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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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