SATL Satellogic Inc. Class A Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions
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16:53
Aug 06
Aug 06
Author notes sector sentiment flipping bullish and momentum building in oversold names.
Author notes sector sentiment flipping bullish and momentum building in oversold names, but frames re-entry as future timing, not current positions.
12:50
Aug 06
Aug 06
Market focuses on SATL long-term execution ability
Observes SATL beating revenue expectations but notes the market is focused on long-term execution and growth beyond 2026.
LOW
11:02
Aug 06
Aug 06
SATL modest 2027 progress expected
Speaker offers a cautiously forward-looking view on SATL, expecting modest progress in 2027 but no outstanding near-term results; no explicit position or catalyst stated.
LOW
10:16
Aug 06
Aug 06
First profitable quarter, $1B sovereign pipeline
Buy SATL as Q2 2026 marks first-ever profitable quarter (operating income +$300K, EBITDA +$2.8M) with 259% YoY revenue growth, $112.8M cash, ~$1B sovereign defense pipeline, non-ITAR status driving European/Middle East demand, and Merlin constellation launch on SpaceX in October 2026 fully funded by customer advances.
HIGH
03:05
Aug 01
Aug 01
Satellogic plans to expand its Uruguay factory next year to build larger products.
Satellogic plans to expand its Uruguay factory next year to build larger products while focusing on winning government contracts.
18:16
Jul 30
Jul 30
Author reflects on past trades and sector damage from the SPCX IPO.
Author reflects on past trades and sector damage from the SPCX IPO, listing beaten-down space names as potential recovery plays but explicitly says he won't buy for months, making this a watchlist rather than a current position.
13:57
Jul 18
Jul 18
Author notes that ASTS volatility was short-lived as the market realized the offering was less.
Author notes that ASTS volatility was short-lived as the market realized the offering was less bearish than initially thought, and sees other space names ending green as a sign of nearing a bottom.
LOW
15:52
Jul 16
Jul 16
The author lists space stocks that have fallen sharply despite unchanged or improved.
The author lists space stocks that have fallen sharply despite unchanged or improved fundamentals, framing the selloff as indiscriminate rather than making a forward trade call.
12:23
Jul 06
Jul 06
Satellogic cited with Q1 revenue +80% YoY and first positive operating cash flow.
Satellogic cited with Q1 revenue +80% YoY and first positive operating cash flow; placed in speculative bucket with tiny revenue base and binary execution risk.
LOW
14:25
Jun 26
Jun 26
Notes signs of bottoming in space stocks but advises against entry.
Notes signs of bottoming in space stocks but advises against entry; watching close for confirmation, no position disclosure.
LOW
10:30
Jun 25
Jun 25
The author revises their earlier bearish view on Planet's ATM timing.
The author revises their earlier bearish view on Planet's ATM timing, noting the broader space sector drawdown was not uniquely severe, but expresses no current position change or forward call.
LOW
23:03
Jun 23
Jun 23
Named as one of author's preferred space sector picks in a multi-theme favorite-stocks list.
Named as one of author's preferred space sector picks in a multi-theme favorite-stocks list backed by personal research.
MED
21:45
Jun 22
Jun 22
Author rebuts a claim by listing percentage declines of space stocks from their peaks.
Author rebuts a claim by listing percentage declines of space stocks from their peaks, providing factual price data without expressing a forward-looking position.
LOW
07:34
Jun 20
Jun 20
Author lists favorite stocks per sector and explicitly states IREN, HIMS.
Author lists favorite stocks per sector and explicitly states IREN, HIMS, and ONDS are top picks for 2026, with ownership of most names, indicating a long bias across the basket.
LOW
07:33
Jun 20
Jun 20
Author names SATL as a favourite space sector stock in a sector-by-sector research-driven list.
Author names SATL as a favourite space sector stock in a sector-by-sector research-driven list; past ownership disclosed.
MED
15:13
Jun 12
Jun 12
Buy individual space names over the ETF because the sector is early-stage and alpha lies.
Buy individual space names over the ETF because the sector is early-stage and alpha lies in picking the specific companies that will define the next decade of the space industry.
MED
23:30
Jun 08
Jun 08
Author explicitly rates ASTS as good (long), FLY as bad (short).
Author explicitly rates ASTS as good (long), FLY as bad (short), and SATL as speculative (watch) in reply to a parent asking for thoughts on these tickers.
LOW
15:48
Jun 08
Jun 08
The author promotes a trader's past stock picks as a reason to follow their next call.
The author promotes a trader's past stock picks as a reason to follow their next call, but provides no current position or forward direction on any ticker, only hype.
LOW
23:24
Jun 07
Jun 07
Author views SATL as structurally disadvantaged long-term vs PL: limited cash ($129M).
Author views SATL as structurally disadvantaged long-term vs PL: limited cash ($129M), no global imaging capacity yet, no historical archive, and insufficient compute budget to build competitive Earth AI models.
LOW
22:39
Jun 07
Jun 07
Buy SATL ahead of a potential inflection point driven by the upcoming Merlin satellite launch.
Buy SATL ahead of a potential inflection point driven by the upcoming Merlin satellite launch later in 2026, which the author believes will unlock materially higher upside versus peers.
MED
22:28
Jun 07
Jun 07
Author notes SATL's valuation is comparable to Planet's.
Author notes SATL's valuation is comparable to Planet's, cautioning against assuming cheapness based solely on market cap.
MED
15:31
Jun 03
Jun 03
The author defends Fintel's data reliability and explains that SATL's data gap is due.
The author defends Fintel's data reliability and explains that SATL's data gap is due to processing lag for small-caps, without taking a personal position.
LOW
14:54
Jun 03
Jun 03
Buy space-sector names as SpaceX IPO halo effect drives institutional re-rating.
Buy space-sector names as SpaceX IPO halo effect drives institutional re-rating; all six tickers just hit new all-time highs in institutional ownership, signaling sustained fund accumulation rather than a one-time event.
MED
10:23
Jun 03
Jun 03
The author lists favorite stocks by sector as a thematic watchlist without explicitly stating.
The author lists favorite stocks by sector as a thematic watchlist without explicitly stating current positions or forward calls, so each ticker is indexed as watch.
LOW
10:18
Jun 03
Jun 03
The author lists favorite stocks per sector as a thematic watchlist without explicitly stating.
The author lists favorite stocks per sector as a thematic watchlist without explicitly stating current positions or forward calls, so all tickers are indexed as watch.
LOW
00:01
May 29
May 29
Speaker is actively shorting a basket of space stocks that have rallied on momentum.
Speaker is actively shorting a basket of space stocks that have rallied on momentum, expecting a correction driven by froth and overvaluation.
MED
08:58
May 12
May 12
The author observes a market phenomenon where short ETF shilling faces less backlash than.
The author observes a market phenomenon where short ETF shilling faces less backlash than garbage stock shilling, but offers no personal directional view.
HIGH
10:58
May 10
May 10
Watch SATL earnings for revenue acceleration and Merlin constellation progress.
Watch SATL earnings for revenue acceleration and Merlin constellation progress; small base but defense contract adds catalyst.
HIGH
16:49
Apr 26
Apr 26
Long SATL and SPIR as smaller names to front-run the SpaceX IPO.
Long SATL and SPIR as smaller names to front-run the SpaceX IPO, short-term catalyst event within days/weeks.
HIGH
About SATL Analyst Coverage
Buzzberg tracks SATL (Satellogic Inc. Class A Ordinary Shares) across 14 sources. 16 bullish vs 1 bearish calls from 15 analysts. Sentiment: predominantly bullish (35%). 43 total trade ideas tracked. Latest voices: wliang, finnstockinger, Bloomberg.