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SISIDU

Sidus Space, Inc.

Trending onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$SIDU·$80M·Aerospace & Defense·Industrials
$1.87-1.6%YTD-48.9%1Y-8.8%
Mentions · last 7 days
2026-07-10: 70 posts2026-07-11: 39 posts2026-07-12: 47 posts2026-07-13: 131 posts2026-07-14: 121 posts2026-07-15: 201 posts2026-07-16: 157 posts770+30%
Price updated 5h ago·X counts updated 1d ago
SISIDU
$SIDUSidus Space, Inc.
$1.87-1.58%770 posts+30%
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 $SIDU, 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 hypeSelling offAI verdict · as of 2026-07-17

Falling on heavy selling — points lower unless it turns around.

Micro-cap satellite company with $2M revenue, deep cash burn, and repeated dilutive placements.

Sidus Space designs and manufactures small commercial satellites (LizzieSat) and provides related data services. It's a very-small-cap space-narrative name that has ridden the sector's ups and downs with much more downside than upside.

Where the setup nets out:

  • Revenue is essentially zero: quarterly revenue in the $0-1M range with Q1 at $0M — the FY27 consensus revenue is $9M against a $100M market cap.
  • Cash burn is severe on any measure: operating margin negative 1,500%, gross margin negative 146% (accounting artifact of tiny denominators, but directionally severe).
  • Dilution is the dominant force: the May 27 placement of 16.5M Class A shares at $5.08 plus 3.2M pre-funded warrants raised roughly $100M in a business with a $100M market cap — near-complete recapitalization to survive.
  • Insider action is nothing but director awards and small option exercises — no signal.
  • The June 12 Benzinga 'Sci-Fi Wishes' short-seller framing is exactly the type of headline that follows this class of micro-cap space stock.
  • Position confirms the breakdown: 21% of the 52-week range, 25% below the 200-day moving average, YTD -48% — this is a broken chart on top of broken fundamentals.

The forward view: the way this stops breaking down is a signed multi-satellite commercial customer contract combined with the successful Fall 2026 LizzieSat launch that translates to real revenue. The way it stays broken is another cash-burn quarter with more dilution before revenue materializes. What compounds the downside: a launch failure, a specific customer-defection headline, or a compliance-related listing warning. This is not an investment thesis — it's a distressed micro-cap with high burn and legitimate scientific work but no path to a fundamental base at current market cap.

Agrees with X sentimentThe mixed X read — bulls watching for a reversal on the MACD reset, bears flagging the loss of Bull Market Support Band — is directionally split. Our take agrees with the bears' framing that the tape structure is broken and the fundamentals don't yet justify a reversal.

What to watch: August 13 Q2 earnings and the Fall 2026 LizzieSat launch outcome; another dilutive placement before revenue would confirm the breaking-down trajectory.

On the calendar: 2026-08-13 — Q2 2026 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 2026-07-15 · top-engagement diverged

$SIDU chatter is mixed technical. SIDU is at ~$2.31 with SMA50 at ~$3.63 - the stock has pulled back hard from recent highs. MACD is deeply reset - sellers may be losing momentum. Bulls watch for reversal setup. Bears note SIDU couldn't hold the weekly Bull Market Support Band making a lower low; a break below the 0.618 log fib at $2.37 could accelerate downside. Community groups SIDU with SPCX/MNTS/SATL/SPCE in Torpedo Thursday Watchlist. MarketRecon mentioned SIDU as one of 3 space names being sold. Sentiment cautiously two-sided.

Read the AI verdict + X sentiment for $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)
  • 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.

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

What this means for $SIDU

Partial — Designs, manufactures, and launches commercial microsatellites and sells space-based data analytics as a service; the defense budget expansion and space commercialization creates tailwinds for one product line, not the full operation.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+17.8%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
Q1 2026May 14, 2026$-0.08——
Q4 2025Mar 31, 2026$-0.31——
Q3 2025Nov 14, 2025$-0.24——
Q2 2025Aug 14, 2025$-0.31——
Next earningsThu, Aug 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

1-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.0M$9.0M – $9.0M-$0.24-$0.24 – -$0.241

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.0.4×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.20%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.-45.8%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.-26.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today17.0% 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.β-0.895-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

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

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.

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

Delaware 001-41154 46-0628183 disclosed voting results from its annual or special meeting. Section 13(a) of the Exchange Act. ☐ Item 5.07 Submission of Matters to a Vote of Security Holders On June 18, 2026, Sidus Space, Inc. (the “Company”) held its Annual Meeting of Stockholders (the “Annual Meeting”). A total of 37,952,735 shares of common stock, constituting a quorum, were represented in person or by valid proxies at the Annual Meeting. The final results for each of the matters subm...

424B5Prospectus supplement (offering)May 28424B5
AI summary

Sidus Space, Inc. offered 16,485,038 shares of Class A common stock at $5.08 per share plus pre-funded warrants to purchase 3,200,001 additional shares (at $0.001 exercise price) in a best-efforts placement, with ThinkEquity LLC as exclusive placement agent. Total potential gross proceeds, if all shares and warrants are sold, would be approximately $83.8 million plus warrant proceeds. The offering provides no minimum commitment and could close at a lower amount. For a small-cap space technology company, this is a meaningfully dilutive registered offering — approximately 19.7 million equivalent shares — that will pressure the stock if not met with strong demand.

8-KMaterial agreementMay 288-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Sidus Space, Inc. entered into a placement agency agreement with ThinkEquity LLC on May 27, 2026 to act as exclusive placement agent for its best-efforts offering of 16,485,038 Class A shares at $5.08 per share plus pre-funded warrants for 3,200,001 shares. The offering was conducted as a direct public offering to investors without a minimum offering condition. Proceeds are intended for general corporate purposes. This companion 8-K to the 424B5 confirms the agreements underpinning the offering and the unregistered equity securities being created under the placement agreement terms.

424B5Prospectus supplement (offering)Apr 20424B5
AI summary

SIDU filed a 424B5 prospectus supplement dated 2026-04-20, representing an active capital markets transaction. Priced at $5.35 per share. proceeds received by us, and investors in this offering will not receive a refund in the event that. This represents immediate dilution to existing shareholders.

8-KMaterial agreementApr 208-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

SIDU entered into a material definitive agreement (8-K Item 1.01, dated 2026-04-20). Counterparty: ThinkEquity LLC (“the “Placement Agent”). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KMaterial agreementFeb 268-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Feb 26424B5
+ 17 other (3 13Gs · 3 CORRESPs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

3 Small-Cap Stocks Getting a Russell 2000 Rebalance Boostmarketbeat.com·27d agoSidus Space's LizzieSat® Completes Vibration Testing Ahead of Expected Fall 2026 Launchprnewswire.com·32d agoSpace Stocks Get Torched: Short Seller Calls Them 'Sci-Fi Wishes'benzinga.com·36d agoGreenland Energy Company Announces Addition of Carol Craig to Board of Directorsgurufocus.com·36d agoGreenland Energy Company Announces Addition of Carol Craig to Board of Directorsprnewswire.com·36d ago

In themes

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

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Voices on X · top 7 · 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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