The Orbit Alpha newsletter

Every Sunday the Orbit Alpha newsletter sums up the week in space stocks: the biggest moves and why they happened, analyst rating and price target changes, contract wins, launches and filings worth knowing about, and one deep dive on a single company.

The newsletter is free, with no paywall. It is written for investors who follow space stocks and want clear, sourced numbers rather than hype. You can unsubscribe at any time.

What each issue covers

• The week's biggest space stock moves and what drove them
• Analyst upgrades, downgrades and price target changes
• Government contract wins and notable SEC filings
• Launches and events coming up next week
• A deep dive on one company

Space stocks we cover, by sector

Launch

Launch companies build and fly the rockets that put satellites, crew and cargo into orbit.

• SpaceX (SPCX)
• Rocket Lab (RKLB)
• Firefly Aerospace (FLY)
• Avio (AVIO)

Satellite Comms

Satellite communications companies run constellations that carry broadband, phone, broadcast and government traffic.

• AST SpaceMobile (ASTS)
• Globalstar (GSAT)
• EchoStar (ECHO)
• Viasat (VSAT)
• Telesat (TSAT)
• Eutelsat (ETL)
• SES (SESG)

Earth Observation

Earth observation companies image and measure the planet from orbit and sell the data to governments and businesses.

• Planet Labs (PL)
• HawkEye 360 (HAWK)
• BlackSky Technology (BKSY)
• Satellogic (SATL)
• Spire Global (SPIR)

Space Infrastructure

Space infrastructure companies make the satellites, components and systems that the rest of the industry depends on.

• MDA Space (MDA)
• Karman Space & Defense (KRMN)
• Redwire (RDW)
• York Space Systems (YSS)
• Sidus Space (SIDU)
• KULR Technology (KULR)
• Momentus (MNTS)
• OHB (OHB)
• GomSpace (GOMX)
• AAC Clyde Space (AAC)
• Filtronic (FTC)

Exploration

Exploration companies work on lunar landers, space stations and human spaceflight.

• Intuitive Machines (LUNR)
• Voyager Technologies (VOYG)
• Virgin Galactic (SPCE)

Space ETFs and funds

• Procure Space ETF (UFO)
• ARK Space ETF (ARKX)
• SPDR Kensho Final Frontiers ETF (ROKT)
• Roundhill Space & Tech ETF (MARS)
• Tema Space Innovators ETF (NASA)
• Seraphim Space Investment Trust (SSIT)

Where the data comes from

Prices come from Yahoo Finance, company filings and insider trades from the SEC's EDGAR database, US government contract awards from USAspending.gov, and launch schedules from public launch trackers. Orbit Alpha is information, not investment advice.

Orbit Alpha is a free space stocks dashboard and weekly newsletter covering 30 listed space companies, with live prices, launches, earnings dates, SEC filings, insider trades and US government contracts in one place.