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.
Last 12mo stats
3
mentions
3
voices
$KVHI
KVH Industries
$KVHI
KVH IndustriesPast 12mo:3mentions3voices
All voices3 mentions since Mar 2026calls only
Loading price chart…
About this stock
$KVHI has received 3 mentions from 3 distinct FinTwit voices over the past 12 months, with the first mention appearing on March 20, 2026. The most recent discussion came on May 27, 2026, when @kevinvestingyt shared detailed research on the company, highlighting a $45 million prepaid data distribution agreement with SpaceX's Starlink that is 3 times larger than the previous deal. According to the post, $KVHI reported 27% year-over-year revenue growth, Q1 2026 EBITDA up 180% versus Q1 2025, and management guidance for 24% full-year revenue growth and 66% EBITDA growth, with a market capitalization of $175 million.
The stock has been discussed primarily within long research contexts. @tradableastro mentioned $KVHI on March 20, 2026 as part of analysis of the space sector, assigning it a technical score of 97. @microcapclub included $KVHI in a list of active discussion tickers on April 3, 2026. All three voices discussing the stock operate within the microcap and sector analysis segments of FinTwit.
AI-generated from tracked posts · updated Jul 10, 2026
