US / Canada · Hot AI Themes
Satellite Connectivity & EO
Direct-to-device, broadband and Earth observation compete for launch, spectrum and optical inter-satellite links.
Spectrum→Bus + payload→Launch→Service
50
Tightness score ⓘ
#46 of 56
■ Stable
Lead time
12–36 mo
Theme 1M
−16.2%% in uptrend
0%Metric to watch
Spectrum decisions, satellite deployment cadence, and backlog growth.
What would prove us wrong
Weakens if spectrum or launch constraints ease and pricing competes away.
Satellites theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| ASTS AST SpaceMobile |
Direct-to-device broadband | NASDAQ US |
$40.21 | +1.05% | −35.0% | −28.9% | −44.6% | −69.8% | 2026-11-09 | |
| IRDM Iridium Communications |
Global L-band constellation | NASDAQ US |
$44.79 | +0.88% | −8.1% | −1.1% | +160.9% | −19.4% | 2026-10-20 | |
| VSAT Viasat |
Satellite broadband | NASDAQ US |
$67.30 | +9.48% | −7.8% | −9.2% | +95.3% | −25.1% | 2026-11-05 | |
| PL Planet Labs |
Earth observation constellation | NYSE US |
$13.90 | +3.65% | −20.2% | −31.9% | −29.5% | −73.0% | — | |
| MDA.TO MDA Space |
Satellite constellations and robotics | TSX Canada |
C$40.11 | +3.80% | −9.9% | −3.9% | +50.6% | −40.2% | 2026-11-05 |