Space

Stocks · key Fib levels

• ASTSAST SpaceMobile, Inc.

  $84.63last

  $66.00fib

  +28.2%vs fib
  anchored by AT&T · Verizon · Rakuten Mobile · Vodafone · US Space Development Agency
  • ▸2024-09: Five BlueBird Block 1 satellites deployed via $SPCE Falcon 9 - largest commercial comms arrays ever in LEO
  • ▸2024-05: $VZ definitive commercial agreement + $100M prepayment (gateway spectrum + revenue share)
  • ▸2024-01: $T definitive commercial agreement through 2030 (US 850MHz lower band)
  • ▸2023: Rakuten Mobile + Vodafone strategic agreements (Japan + EU/Africa footprint)
  • ▸2024-11: $43M Space Development Agency prototype award (US gov non-MNO leg)
  • ▸2026-01: Block 2 (FM1-FM5) first launch contracts signed with $SPCE + Blue Origin + ISRO
• BKSYBlackSky Technology Inc.

  $29.07last

  $29.00fib

  +0.3%vs fib
  anchored by National Reconnaissance Office (NRO) · National Geospatial-Intelligence Agency (NGA) · US Army · Indonesia Ministry of Defence · US Air Force
  • ▸**2024 - NRO EOCL** (Electro-Optical Commercial Layer): 10-year framework contract, one of 3 awarded vendors alongside $MAXR and $PL
  • ▸**2024 - NGA Luno A**: Analytic services contract via Spectra AI, multi-year
  • ▸**2023 - Indonesia Ministry of Defence**: $50M+ satellite + ground-system deal (BlackSky Geospatial Solutions segment)
  • ▸**2024 - Rocket Lab ($RKLB) launch services**: Multi-launch contract for Gen-3 Pelican constellation deployment
  • ▸**Ongoing - US Army TITAN program** support contracts for tactical ground station intelligence integration
• PLPlanet Labs PBC

  $32.75last

  $36.00fib

  −9.0%vs fib
  anchored by NRO · NGA · German Federal Government (BKG) · undisclosed NATO ally · Bayer / Corteva (ag analytics resellers)
  • ▸2026-Q1: Expanded NATO-ally defense contract, multi-year, eight-figure ACV (undisclosed counterparty)
  • ▸2025: $230M seven-year Pelican-tasking + Dove-archive deal with an Asia-Pacific government customer
  • ▸2024: NRO (National Reconnaissance Office) Electro-Optical Commercial Layer (EOCL) Tier-2 award
  • ▸2024: NGA (National Geospatial-Intelligence Agency) Luno-A indefinite-delivery vehicle
  • ▸2023: Multi-year German government Earth-observation contract via BKG
  • ▸Ongoing: AI/ML data-licensing pilots with frontier-model labs (undisclosed)
• RKLBRocket Lab USA, Inc.

  $99.06last

  $75.80fib

  +30.7%vs fib
  anchored by US Space Force · NASA · Space Development Agency · Globalstar · BlackSky · Synspective
  • ▸**2025 - US Space Force NSSL Phase 3 Lane 1** - selected alongside $SPX, Blue Origin, ULA for national security launches; Neutron-conditional but validates DoD customer interest
  • ▸**2024 - ESCAPADE (NASA Mars mission)** - two spacecraft built + launched on Blue Origin New Glenn; Space Systems credibility win
  • ▸**2024 - Space Development Agency Tranche 2** - $515M contract for 18 satellite buses; multi-year recurring revenue
  • ▸**2024 - Globalstar constellation** - $515M deal to build 17 satellites + ground systems (Apple-backed program)
  • ▸**2023+ - recurring Electron manifest** - Synspective, BlackSky, HawkEye 360, Capella Space - small-sat operators using Electron as primary ride
  • ▸**2025 - Neutron first flight target slipped to mid-2026** - Archimedes engine hot-fire ongoing at Stennis
• SATLSatellogic Inc.

  $5.73last

  $7.00fib

  −18.1%vs fib
  anchored by US Department of Defense · NGA (National Geospatial-Intelligence Agency) · Saudi TAQNIA Space · Unnamed NATO intelligence agencies · Agricultural analytics partners (undisclosed)
  • ▸**2023** - Multi-year contract with US Space Development Agency (SDA) for tasked sub-meter imagery; one of the first commercial EO vendors on the SDA approved list
  • ▸**2022** - Announced strategic partnership with VanEck for satellite data products (non-exclusive)
  • ▸**2022** - Partnership with Saudi Arabia's TAQNIA Space for regional EO distribution
  • ▸**2021-2023** - Series of contracts with unnamed NATO-aligned intelligence customers for Ukraine-theater wide-area monitoring (referenced in earnings calls without disclosure of counterparty)
  • ▸**2021** - Merger with CF Acquisition Corp (SPAC) at ~$850M pro forma enterprise value; raised ~$236M gross proceeds
• SIVESivers Semiconductors AB

  - last

  - fib

  Ka-band beamforming ICs for LEO / MEO / GEO satcom terminals; pulled into a US defense prime via the York Space Systems / ALL.SPACE acquisition.

  anchored by ALL.SPACE / York Space Systems (satcom + defense) · NVIDIA (DRIVE Hyperion LiDAR) · GlobalFoundries (silicon-photonics foundry partner) · O-Net + Enablence (co-packaged-optics light-source partners) · Tier-1 European telecom OEM (5G mmWave) · LEO satellite terminal OEMs
  • ▸**LEO satellite terminal design wins** - Sivers has disclosed engagements with multiple LEO ground-terminal makers for 60 GHz and Ka-band phased-array antenna modules targeting constellation broadband programs
  • ▸**5G mmWave infrastructure** - beamforming IC supply agreements with radio unit manufacturers serving Tier-1 telecom operators deploying 28 GHz urban small cells
  • ▸**Automotive radar modules** - 77/79 GHz front-end IC development agreements with automotive radar module suppliers for ADAS and Level 2+ driver-assistance systems
  • ▸**Silicon photonics co-development** - Sivers Photonics unit engaged in co-packaged optics R&D partnerships targeting hyperscaler datacenter interconnect applications
  • ▸**EU research grants** - repeated participation in Horizon Europe and Vinnova-funded projects for 6G and next-generation radar, validating IP but not yet generating material product revenue
  • ▸**2026-06-09 : ALL.SPACE $8.2M order** - production order for 2027 multi-beam Ka-band beamforming ICs (multi-orbit LEO / MEO / GEO satcom); ALL.SPACE serves US Army / Navy and runs trials across Telesat / SES / Viasat networks
  • ▸**York Space Systems (NYSE: YSS) acquiring ALL.SPACE** - pulls Sivers BFICs into a US defense prime supply chain (the design-in compounds beyond the single PO)
  • ▸**2026-06 : GlobalFoundries silicon-photonics collaboration** - co-packaged optics (CPO), linear pluggable optics (LPO), and datacenter-interconnect architectures for AI infrastructure
  • ▸**2026-03 : O-Net + Enablence external light source** - laser-array light-source modules supporting the CPO roll-out in AI datacenters and HPC systems
  • ▸**NVIDIA DRIVE Hyperion LiDAR** - Sivers wireless content designed into the autonomous-driving sensor stack
• SPCXSpaceX (Space Exploration Technologies)

  $160.28last

  - fib

  Pure-play on space: reusable launch (Falcon / Starship) plus Starlink LEO broadband. The defining name of the public space theme.

  anchored by NASA · US Space Force / Department of Defense · commercial satellite operators · Starlink consumer + enterprise + government
  • ▸**2026-05-20** : SEC S-1 filed (reg 333-296070, CIK 1181412); S-1/A on 2026-06-01
  • ▸**2026-06-04** : IPO roadshow begins
  • ▸**2026-06-11** : IPO prices (expected)
  • ▸**2026-06-12** : Nasdaq debut (expected), ticker SPCX
  • ▸**Terms** : 555.6M Class A shares at a fixed $135.00; ~$75B raised at a ~$1.77T valuation : the largest IPO in history (>3x Alibaba)
  • ▸**Listing** : Nasdaq + Nasdaq Texas, Class A common (dual-class structure, Musk super-voting)
  • ▸**Business** : Falcon 9 / Falcon Heavy reusable launch; Starlink LEO broadband (millions of subscribers); Starship in development
  • ▸**Customers** : NASA, US Space Force / DoD, commercial satellite operators, Starlink consumer + enterprise + government

Co-movement matrix (252d)