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Space Supply Chain '26: Satellite Downstream Data & Apps
12 tickers · $1.01T total market cap
Group: Space Supply Chain
Space Supply Chain '26: Satellite Downstream Data & Apps tracks 12 publicly listed stocks in this theme: ASTS, BKSY, DIS, GILT, GSAT, PL, PLTR, SATL, SIRI, SPIR, TMUS, VZ. See the constituent table for details.
Constituents
Build 20260418T075308
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Palantir Technologies Inc.PLTR | 02/02/2026 (AMC) | 05/04/2026 (AMC) | -5.56% | — | 4.91% | — | $335.45B | 8.3333 |
T-Mobile US, Inc.TMUS | 02/11/2026 (AMC) | 04/28/2026 (AMC) | 4.75% | — | -9.95% | — | $221.10B | 8.3333 |
Verizon Communications Inc.VZ | 01/30/2026 (BMO) | — | 11.83% | — | 4.56% | — | $196.33B | 8.3333 |
The Walt Disney CompanyDIS | 02/02/2026 (AMC) | 05/13/2026 (AMC) | 2.49% | — | -0.71% | — | $188.49B | 8.3333 |
AST SpaceMobile, Inc.ASTS | 03/02/2026 | 05/18/2026 | 20.67% | — | -7.71% | — | $34.09B | 8.3333 |
Planet Labs PBCPL | 03/19/2026 (AMC) | 06/04/2026 (AMC) | 25.48% | — | 13.75% | — | $12.42B | 8.3333 |
Globalstar, Inc.GSAT | 02/27/2026 | — | 0.00% | — | 28.50% | — | $10.29B | 8.3333 |
Sirius XM Holdings Inc.SIRI | 02/05/2026 | 04/30/2026 | -4.07% | — | 19.03% | — | $8.58B | 8.3333 |
BlackSky Technology Inc.BKSY | 02/26/2026 (BMO) | — | -6.64% | — | 99.31% | — | $1.39B | 8.3333 |
Gilat Satellite Networks Ltd.GILT | 02/10/2026 | 05/25/2026 | -11.90% | — | 39.93% | — | $1.14B | 8.3333 |
Satellogic Inc.SATL | 03/19/2026 (AMC) | — | 9.45% | — | 93.04% | — | $757.5M | 8.3333 |
Spire Global, Inc.SPIR | 03/18/2026 (AMC) | — | 13.78% | — | 59.90% | — | $654.7M | 8.3333 |
| Average | 5.02% | — | 28.71% | — | $84.22B | 8.3333 | ||
| Median | 3.62% | — | 16.39% | — | $11.35B | 8.3333 | ||
| Std Dev | 11.01% | — | 35.79% | — | $112.50B | 0.0% | ||
| Min | -11.90% | — | -9.95% | — | $654.7M | 8.3333 | ||
| Max | 25.48% | — | 99.31% | — | $335.45B | 8.3333 | ||
| % Positive Tickers | 58.33% | — | 75.00% | — |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.