I've been researching a stock in the space theme that's:
- Directly tied to SpaceX
- Has virtually zero coverage on X
- $175M market cap
A full deep dive is coming. But here's what I'll say for now:
$KVHI signed a bulk data distribution agreement with SpaceX's Starlink, prepaying for a massive block of Starlink data.
The new Starlink deal is 3x bigger than their first one. 18 months. $45M committed.
Revenue is up 27% year over year. Q1 2026 EBITDA up 180% vs Q1 2025. They just turned profitable.
Management guided 24% revenue growth and 66% EBITDA growth for full year 2026.
And the market cap is $175 million.
Full deep dive dropping soon.
For now I've taken a smaller position.
Not Financial Advice.