MNTS
Momentus Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NeutralMomentus demonstrated strong operational execution with Vigoride 7 performing successfully in orbit (400+ thruster maneuvers) and Vigoride 8 clearing Critical Design Review for 2027 launch, while securing $76M in cash through a $25M private placement and warrant exercises. However, Q2 2026 revenue collapsed 87% quarter-over-quarter to just $25K, though 12-month revenue is up 324% YoY, indicating severe near-term revenue volatility and minimal near-term cash generation despite strong balance sheet.
Red flags
- •Q2 2026 revenue of only $25K represents 87% sequential decline, indicating severe revenue volatility and execution risk
- •Despite $76M cash position, company generating negligible quarterly revenue and remains unprofitable
- •LiDAR demo and mission successes are operational milestones but have not yet translated to meaningful revenue
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Citadel Advisors | SC 13G/A | −326K | 1.6% | -26.1% vs SPY -26.0% abs | 2026-08-14 | ↗ |
| Citadel Advisors | SC 13G | NEW | 10.0% | — | 2026-04-22 | ↗ |