Satellogic, Inc. (SATL)
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-11-04
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-11-04
QuarterlyIQ Insights · SATL
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 435.7% |
| Our one-year growth estimate | diamond | 82.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 353.7 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 23 industry peers
SATL — CFO transition
Dated 2026-08-27
CFO — Dustin Greer: The filing discloses the internal promotion of the Corporate Controller to Interim CFO, which is a succession event rather than a departure of a sitting executive.
Why it matters: The one-year deal grew from an initial trial to full service. Delivery and revenue reports can show whether that customer use continues.
Supportive ifA company update reports service under the $18 million agreement. It also reports Q3 revenue from the contract.
Worry ifThe company reports a pause, cancellation, or failure to deliver under the agreement. It also reports no Q3 revenue from it.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$425 on $10,000 · ±4.2% | How much price usually moves either way. |
| Bad day | $1,026 loss on $10,000 · 10.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,132 loss on $10,000 · 71.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.