Satellogic Inc. Class A (SATL)

In the past six months, Satellogic's stock has experienced several notable events, including a significant agreement for daily monitoring services in January 2026 and a stock rally in December 2025. In November 2025, the company reported positive EPS and revenue growth, and appointed a new Senior Vice President of Global Sales. October 2025 saw the Annual General Meeting, a proposed public offering, and the launch of a new satellite platform. In April 2025, Satellogic closed a registered direct offering of Class A Common Stock. Despite positive developments, the stock has experienced volatility and underperformed the US Aerospace & Defense industry over the past year.

There is no explicit information indicating significant demand seasonality for Satellogic's products and services. The available data points to a growing and continuous demand for Earth observation data and services, driven by factors such as geopolitical conflicts and demand from industries like agriculture, energy, defense, and environmental monitoring. Satellogic's focus on providing daily revisit capabilities and continuous monitoring services aligns with this evolving market demand for always-on observation.

Satellogic Inc. is a vertically integrated geospatial analytics company specializing in Earth observation satellites, operating within the Electronic Technology, Computers and Technology, and Aerospace & Defense sectors. The company designs, manufactures, and operates a constellation of low-Earth-orbit microsatellites to provide high-resolution Earth observation data and insights. Its major products and services include Constellation-as-a-Service, Asset Monitoring, Space Systems, and Geospatial Data Products and Analytics Services. The company aims to provide accessible and affordable solutions by building a scalable, fully automated Earth Observation platform.

Satellogic Inc. operates globally, with a geographic footprint that includes Europe, the Asia Pacific, North America, and South America. The company's corporate headquarters are located in Davidson, North Carolina, United States. It also maintains offices and facilities in Montevideo, Uruguay; Buenos Aires, Argentina; Cordoba, Argentina; and Barcelona, Spain.

Satellogic's brand reputation has faced challenges, including a declining stock price since its SPAC debut, missed revenue forecasts, mounting losses, and dilution concerns. A settlement by Cantor Fitzgerald with the SEC related to SPACs including Satellogic also cast a shadow. However, positive developments include strategic partnerships, such as one with Maxar Intelligence, recent monitoring agreements, and the company's move to become a US company. The company continues to emphasize its innovative technology and competitive cost.

Ownership of Satellogic Inc. is distributed among institutional investors, individual investors, and insiders. Institutional investors hold approximately 17.58% to 39.48% of the stock, with major holders including Liberty 77 Capital L.P., Cantor Fitzgerald L.P., BlackRock, Inc., and Vanguard Group Inc. Individual investors hold a significant stake, estimated to be around 23% to 51.29% of the company. Insiders hold approximately 12.08% to 19.1% of the company's stock, with CEO Emiliano Kargieman being a significant individual shareholder and Liberty 77 Capital L.P. identified as the largest individual shareholder.