Satellogic Inc. Class A (SATL)

Satellogic's stock has experienced public offerings and capital raises, including a proposed public offering of Class A common stock in October 2025, a $90 million equity raise, and a $20 million registered direct offering in May 2025. The company reported revenue of $3.4 million for the first quarter of 2025, a 2% increase, with a net loss of $32.6 million. CEO Emiliano Kargieman and CFO Rick Dunn sold shares of the company's stock. Weiss Ratings reaffirmed a "sell (D-)" rating for Satellogic's stock. Satellogic was awarded a $30 million contract for an AI-first constellation and secured sovereign defense and intelligence imagery sales to Brazil and Singapore. The stock price has been volatile, with weekly volatility of 14% over the past year.

The provided information does not explicitly detail specific demand seasonality for Satellogic's products and services. However, agricultural monitoring might see increased demand during specific growing seasons, and disaster response or environmental monitoring could have fluctuating demand based on events. The company's focus on providing daily revisit capabilities and real-time geospatial intelligence across commercial and government sectors implies a continuous, rather than highly seasonal, underlying demand for up-to-date imagery.

Satellogic Inc. is a vertically integrated geospatial company specializing in Earth Observation (EO) data collection. It designs, manufactures, and operates a constellation of low-Earth-orbit (LEO) microsatellites to provide high-resolution multispectral imagery. The company's core business revolves around creating and continuously enhancing a scalable, fully automated EO platform capable of remapping the entire planet at high-frequency and high-resolution. Satellogic operates within the Industrials sector, specifically in the Aerospace & Defense industry, offering geospatial data products, analytics services, and software tools. These solutions support diverse applications such as crop health assessment, deforestation detection, pipeline monitoring, urban planning, and maritime domain awareness. Satellogic also offers "Constellation-as-a-Service" (CaaS) and satellite sales and support services.

Satellogic operates globally, including North America, Europe, Asia, and South America, with a significant portion of its revenue from the Asia Pacific region. Its headquarters are in Davidson, NC, and it maintains facilities in Uruguay and the United States, with its founding in Argentina.

Satellogic's brand reputation has been shaped by its technological advancements and strategic partnerships, as well as financial challenges and insider selling. The company has been recognized for its advanced satellite platform and partnerships aimed at increasing access to its high-resolution EO data. Financial metrics reveal significant challenges, including negative operating and net margins, and a distressed Altman Z-Score. Significant insider selling could also be a point of concern for investors.

Hedge funds and other institutional investors own 17.58% of Satellogic's stock. Recent institutional activity includes The Manufacturers Life Insurance Company, Invesco Ltd., OMERS ADMINISTRATION Corp, and New York State Common Retirement Fund all buying new positions in Satellogic during the second quarter of 2025. Insiders hold a significant portion of the stock, owning 63.71%.