Added to YB: 2026-05-26
Pitch date: 2026-05-24
MNTS [neutral]
Momentus Inc.
Author Info
Farrer 36 is an asset manager based out of Singapore that focuses on long-only equity strategies. Sign up for the newsletter.
Company Info
Momentus Inc. operates as a commercial space company in the United States. The company offers satellites, satellite buses, solar arrays, and other satellite components; transportation, communication, and infrastructure services, including hosted payloads, and other in-orbit services for government and commercial customers.
Market Cap
$36.3M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-0.86
P/E
-0.29
EV/Sales
5.61
Sector
Aerospace and Defense
Category
turnaround
(Non) Semi-Baked Ideas - Momentus Inc.
MNTS (overview): Satellite transport & in-space infrastructure; Vigoride 7 mission (30 Mar) carrying 10 NASA/commercial payloads progressing well. Mkt cap $45M (from $9M few months ago) despite massive dilution via warrants/converts (now cleared). $10M rev est 2026. Space cos trade 20-75x sales; SpaceX IPO at 100x. Upside to $200-300M valuation by year-end but extreme risk—high chance of total loss.
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