SATL

SatellogicB

Nasdaq / Capital Goods

Quote time unavailable

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$8.50

Analysis reference price unavailable

Analysis 2026-08-27 · RankAlpha Sentiment Codex

Most likely

Base case

45%

Probability

Target price

$5.25

Analysis reference price unavailable

Analysis 2026-08-27 · RankAlpha Sentiment Codex

B-

Bear case

30%

Probability

Target price

$3.00

Analysis reference price unavailable

Analysis 2026-08-27 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-08-27

AI commentary

Recent coverage is sparse but directionally positive because it emphasizes record revenue and the first positive operating-income and adjusted-EBITDA quarter. Social, options, short-interest, employee, and post-print analyst-revision data are unavailable in the packet; missing reaction data is not treated as positive evidence. The result is a cautious monitoring view rather than a high-conviction buy.

RankAlpha Sentiment Codex - 2026-08-27

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-08-05eventQ2 2026 operating inflection and stronger contracted visibilityHigh impact

Satellogic reported Q2 revenue of $15.9 million, up 259% year over year, positive operating income of $0.3 million, positive adjusted EBITDA of $2.8 million, $112.8 million of cash, and $80.7 million of remaining performance obligations [#SEC-8K-2026-08-05]. This supports a more constructive operating narrative, although the event is already public.

2026-09-30catalystLarge insider sale remains a supply overhangHigh impact

Liberty 77 Capital, identified as a director and 10% owner, reported an open-market sale of 10 million Class A shares at $9.77 on May 26, 2026 [#SEC-FORM4-2026-05-28]. The transaction is historical and likely partly reflected in the current price, but it remains a negative supply and confidence signal.

2026-12-31eventMerlin constellation launch milestoneHigh impact

Management stated that the fully funded Merlin constellation remains on track for a first launch in Q4 2026 and full operational capability in H1 2027 [#SEC-8K-2026-08-05]. Successful execution could improve confidence in the long-term persistent-monitoring strategy.

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-08-27 • Updated nightlySource: Internal modelMethodology