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SISIDU

Sidus Space, Inc.

$SIDU·$156M·Aerospace & Defense·Industrials
$1.24-1.6%YTD-50.0%1Y-9.5%
Price updated 13h ago·X counts updated 5d ago
SISIDU
$SIDUSidus Space, Inc.
$1.24-1.59%228 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SIDU 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.

228X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SIDU'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 51% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-12

Sidus Space is bullish — bulls target $4-7 near-term (+100%) with two paths (straight to $30+ by early 2027 or first drop to $1.50 then parabolic). iH&S right shoulder with major resistance ahead. Bullish flag with FVG accumulation at 0.618 fib; PT $3.08. Some pass due to relative weakness vs peers.

Read what X is saying about $SIDU

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

Too early to tellStalledAI verdict · as of 2026-10-03

The move has stalled — likely just drifts unless something new shows up.

A sub-$200M market cap smallsat player with real contracts but tiny revenue — too early for a story, too late for a cheap option.

Sidus Space is a smallsat designer/manufacturer with the LizzieSat platform — commercial satellite constellation plus data services. The business is pre-scale, cash-burning, and tiny on revenue, with LizzieSat-4 and -5 launching on SpaceX Bandwagon-6 as the operational milestone.

  • Revenue is a rounding error: Q1 2026 of $359K with gross margins of -292% — this is R&D-stage economics, not a commercial satellite business.
  • The LizzieSat-4/5 launch on SpaceX Bandwagon-6 is the real near-term catalyst — adding operational satellites to the constellation plus the Slovenian smallsat MOU in September are real customer wins, but the dollar value is small.
  • 2027 revenue consensus of $50M and 2028 at $100M against a $180M market cap requires a 10x revenue scaling plus visible P&L leverage — plausible if LizzieSat launches hit cadence, but not a near-term event.

Successful LizzieSat-4/5 launches plus a named enterprise/government customer takes the stock to the X-crowd's $3-$4 band; another launch slip or a dilutive raise before scale and the stock drifts near $1.50.

Agrees with X sentimentX cites the iH&S setup, bullish-flag technicals with FVG accumulation at 0.618 fib, and a $3.08 PT — technical setups that can work on operational milestones. The crowd under-weights the dilution risk at a $180M market cap pre-revenue, which is the usual tail risk at this stage.

What to watch: The successful launch of LizzieSat-4 and -5 on SpaceX Bandwagon-6, Nov 13 Q3 earnings for cash runway and revenue update, and any named enterprise/government customer wins. A launch success plus a signed contract re-rates it; a launch delay or a capital raise and the stall extends.

On the calendar: 2026-11-13 — Q3 2026 earnings

Read the AI verdict on $SIDU

  • 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.

Designs, manufactures, and launches commercial microsatellites and sells space-based data analytics as a service.

Industry overviewAI analysisGenerated by AI from underlying data

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

Aerospace & Defense · Industrials

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

What this means for $SIDU

Neutral — Designs, manufactures, and launches commercial microsatellites and sells space-based data analytics as a service.

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
-9.9How 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
-57.0%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
-7.8%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
-19.0%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
44.3Same 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
-83.0%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
-146%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
0.0Total 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 14, 2026$-0.06——
Q1 2026May 14, 2026$-0.08——
Q4 2025Mar 31, 2026$-0.31——
Q3 2025Nov 14, 2025$-0.24——
Next earningsFri, Nov 13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$359K+50.7%-292%-1522%$-0.08$-9.3M
Q4 FY25$586K-29.0%-296%-1878%$-0.31$-6.5M
Q3 FY25$1.3M-30.5%-100%-434%$-0.24$-7.7M
Q2 FY25$1.3M+35.9%-81.5%-420%$-0.31$-6.0M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.0M$9.0M – $9.0M-$0.24-$0.24 – -$0.241
FY27$50.0M$50.0M – $50.0M$0.00$0.00 – $0.001
FY28$100.0M$100.0M – $100.0M$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.1.2×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.10%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.-39.3%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.-56.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 100.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.9% 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.β-0.805-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

No open-market buys or sells in the last 180 days.

+ 9 other (5 awards · 4 exempts) in window

See when $SIDU 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-KOfficer or director changeOct 98-K — Item 5.02: Officer or director change
3New insider — initial holdingsOct 63
8-KOfficer or director changeOct 68-K — Item 5.02: Officer or director change
8-KOfficer or director changeSep 298-K — Item 5.02: Officer or director change
AI summary

Sidus Space, Inc. (SIDU) disclosed on September 29, 2026 that director Jeffrey Shuman retired from the board effective September 28, 2026. His retirement was not related to any disagreement with the company on operations, policies, or practices. This is a routine governance event with no disclosed financial or strategic implications for the small-cap satellite company.

3New insider — initial holdingsJul 283
AI summary

Khalili Alan filed a Form 3 (initial statement of beneficial ownership) for Sidus Space Inc. (SIDU). Filer's relationship to issuer: Chief Financial Officer, 10%+ Owner. Form 3 must be filed within 10 days of becoming a new 10%+ owner or executive/director. This is an administrative ownership disclosure — no open-market transaction has occurred.

8-KOfficer or director changeJul 248-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Sidus Space, Inc. (Delaware; Merritt Island, FL), a small satellite and space technology company, filed an 8-K on July 22, 2026 covering an officer or director change (Item 5.02) and another event (Item 8.01). The body excerpt contains only the standard cover page. The identities of departing or arriving executives and the nature of the other event are in the attached exhibits.

8-KPress release / Reg FDJul 218-K — Item 7.01: Press release / Reg FD
AI summary

Sidus Space, Inc. filed an 8-K under Reg FD on July 21, 2026, disclosing publication of a July 2026 Shareholder Letter on its investor relations website, accompanied by a press release; both are furnished as exhibits. The 8-K body contains no description of the letter's content. As a small satellite and space services company, Sidus's investor letters typically cover mission progress, contracts, and commercial pipeline; investors would need to review Exhibits 99.1 and 99.2 or the company website for specifics.

3New insider — initial holdingsJul 103
AI summary

Sidus Space (SIDU) — Form 3 initial ownership for Tiffany Ann Norwood, appointed as a Director effective July 15, 2025. Norwood reports zero securities owned as of the filing date. Administrative — routine director initial-ownership disclosure; no shares or derivatives held.

+ 17 other (4 13Gs · 3 8-Ks · 2 earnings 8-Ks · 2 10-Qs) 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·20h agoSidus Space Secures More Than $3 Million in Space and Defense Manufacturing Awards in Third Quarterprnewswire.com·2d agoSidus Space Appoints Larry G. Swets Jr., CFA, to Board of Directors and Audit Committee Chairprnewswire.com·4d agoHead to Head Analysis: Leonardo DRS (NASDAQ:DRS) versus Sidus Space (NASDAQ:SIDU)defenseworld.net·5d agoTwo Sidus Space directors resign, citing governance disagreementsreuters.com·7d 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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