Satellogic (NASDAQ:SATL) Shares Gap Up on Analyst Upgrade

Shares of Satellogic Inc. (NASDAQ:SATL) gapped up before the market opened on Friday after Zacks Research upgraded the stock to a hold rating. The stock had previously closed at $3.26, but opened at $3.42. Satellogic shares last traded at $3.7560, with a volume of 2,798,092 shares trading hands.

SATL has been the subject of several other research reports. Weiss Ratings reiterated a “sell (d-)” rating on shares of Satellogic in a report on Thursday, January 22nd. Wall Street Zen cut Satellogic from a “hold” rating to a “sell” rating in a research note on Saturday. Northland Securities started coverage on Satellogic in a report on Wednesday. They issued an “outperform” rating and a $5.50 price target for the company. Cantor Fitzgerald set a $7.00 price objective on shares of Satellogic in a report on Friday. Finally, Craig Hallum initiated coverage on shares of Satellogic in a research report on Wednesday, January 21st. They issued a “buy” rating and a $5.00 price objective for the company. Three investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $5.83.

Insider Activity at Satellogic

In other news, major shareholder Fitzgerald L. P. Cantor sold 5,575 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $5.55, for a total value of $30,941.25. Following the sale, the insider owned 12,856,500 shares in the company, valued at $71,353,575. This represents a 0.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Over the last quarter, insiders have sold 524,373 shares of company stock valued at $2,942,676. 51.62% of the stock is owned by corporate insiders.

Satellogic News Summary

Here are the key news stories impacting Satellogic this week:

• Positive Sentiment: Northland kept an “Outperform” rating and a $5.50 target, signaling analyst conviction in upside from current levels; that endorsement is likely driving buying interest. Northland Research Note
• Positive Sentiment: The firm models steady improvement in profitability: FY2026 EPS -$0.18 shrinking to FY2027 EPS -$0.08 and Q4 2027 at $0.00 (breakeven), which supports a constructive medium‑term thesis if execution and revenue growth track assumptions.
• Neutral Sentiment: Northland provided a detailed quarterly cadence of estimates (multiple quarters in 2025–2027), giving investors clearer visibility on expected timing of improvement but relying on company execution and market demand.
• Negative Sentiment: Despite the improving trend, the model still shows multi‑year losses (e.g., FY2025 -$0.42 and continued negative quarters through most of 2027), keeping financing risk, dilution and execution risk on the table — downside remains if results miss the plan.

Hedge Funds Weigh In On Satellogic

Institutional investors have recently modified their holdings of the stock. Cantor Fitzgerald L. P. boosted its stake in shares of Satellogic by 16.2% in the fourth quarter. Cantor Fitzgerald L. P. now owns 13,380,873 shares of the company’s stock worth $25,022,000 after buying an additional 1,863,696 shares during the last quarter. Alyeska Investment Group L.P. acquired a new position in Satellogic in the fourth quarter valued at approximately $16,830,000. Vanguard Group Inc. boosted its position in Satellogic by 44.4% in the 3rd quarter. Vanguard Group Inc. now owns 3,262,216 shares of the company’s stock worth $10,700,000 after purchasing an additional 1,002,400 shares in the last quarter. Weiss Asset Management LP acquired a new stake in shares of Satellogic during the 4th quarter worth approximately $4,053,000. Finally, Geode Capital Management LLC increased its holdings in shares of Satellogic by 34.5% during the 4th quarter. Geode Capital Management LLC now owns 1,807,737 shares of the company’s stock valued at $3,381,000 after purchasing an additional 463,811 shares in the last quarter. Hedge funds and other institutional investors own 17.58% of the company’s stock.

Satellogic Stock Performance

The firm’s 50 day moving average is $3.13 and its 200-day moving average is $2.91. The stock has a market capitalization of $482.27 million, a price-to-earnings ratio of -14.83 and a beta of 1.39.

Satellogic Company Profile

Satellogic Inc is a NewSpace company specializing in the design, manufacture and operation of a low‐Earth‐orbit (LEO) microsatellite constellation. The company’s satellites capture high‐resolution multispectral imagery, enabling detailed monitoring of agricultural, forestry, maritime, energy and infrastructure assets. Satellogic’s vertically integrated model covers end‐to‐end capabilities, from satellite development and deployment to data processing and analytics, allowing clients to access imagery and insights on demand.

Key offerings include geospatial data products, analytics services and software tools that leverage machine learning algorithms to interpret changes on Earth’s surface.