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Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Pure-play commercial space stocks are getting hit hard at midday on Tuesday. Rocket Lab (NASDAQ:RKLB) is down 9%, Planet Labs (NYSE:PL) is off 6%, and Intuitive Machines (NASDAQ:LUNR) has slipped 5%. There’s no single company-specific headline driving the move in Rocket Lab, Planet Labs, or Intuitive Machines. The selloff looks coordinated across the complex, hitting ... Rocket Lab Sinks 9%, Planet Labs Tumbles 6%, Intuitive Machines Slides 5%: Space Rally Hits a Wall
Prediction market traders on Polymarket now assign a 92% probability that SpaceX completes its IPO by June 30, 2026, with a $1.5 trillion-plus valuation in play. That puts the Procure Space ETF (NYSEARCA:UFO) in an unusual spot for a $749 million niche fund. UFO is the cleanest publicly listed expression of the space economy that ... You’re Going to Regret Not Buying This ETF Before SpaceX’s IPO
Elon Musk‘s rocket company, SpaceX and Alphabet Inc are reportedly negotiating a launch deal to put data centers into orbit. The speculative technology would bypass Earth’s massive power grid constraints just as SpaceX gears up for what may become the...
Earlier this month, Planet Labs PBC successfully launched three additional AI-enabled Pelican satellites, including Sweden’s first sovereign military satellite under a satellite services agreement, and has begun commissioning after initial contact from orbit. Alongside this space milestone, Planet’s European subsidiaries have secured fresh, ESA-backed, seven-figure, multi-year contracts with Greece and the Czech Republic, underscoring growing government demand for its high-resolution...
A major analyst just made the bull case for Intuitive Machines (NASDAQ:LUNR). On May 15, Canaccord raised its price target on LUNR to $41 from $24 while keeping a Buy rating. The firm cited a bottom-line inflection in the latest quarter and two government catalysts: NASA’s lunar “moon base” initiative (Andromeda) and the Golden Dome ... Canaccord Just Hiked Intuitive Machines Price Target to $41: NASA Moon Base, Golden Dome Power Bull Case
Alphabet Inc. (NASDAQ:GOOG) is included among the 10 Best US Stocks to Invest in According to Billionaires. Alphabet Inc. (NASDAQ:GOOG) is a holding company with segments that include Google Services, Google Cloud, and Other Bets. Alphabet Inc. (NASDAQ:GOOG)’s Google announced on May 12 that it was in discussions with Elon Musk’s SpaceX and others regarding […]
Orbital data centers may tackle future AI power demands
Shares of earth imaging satellite company Planet Labs (NYSE:PL) jumped 8% in the afternoon session after the company's German division signed a 2-year, 7-figure agreement with the Greek government to support the country's National Satellite Space Project.
Alphabet's Google and SpaceX are in advanced discussions over to launch data centers in space, the Wall Street Journal reported on Tuesday.
Alphabet's Google is in talks with Elon Musk's SpaceX for a rocket launch deal as the search giant looks to put orbital data centers in space, the Wall Street Journal reported on Tuesday, citing people familiar with the discussions. Google is also in discussions about a potential deal with other rocket-launch companies, the report said. SpaceX and Google did not immediately respond to Reuters' requests for comments.
A big part of the challenge is producing and launching scores of the devices without breaking the bank.
Rocket Lab’s record revenue and $2.2 billion backlog strengthened the rally, while its planned Motiv acquisition adds a vertical-integration angle to the next test: converting backlog into revenue and improving Space Systems margins.
If you have ever tried to buy “space exposure” through an ETF, you have probably noticed the same trick. Most space funds quietly fill the bucket with Boeing (NYSE:BA), Lockheed Martin (NYSE:LMT), and Honeywell (NASDAQ:HON), then call it a day. You end up with aerospace primes when what you wanted was the companies actually launching rockets and beaming ... This “UFO” ETF Is Among the Few Real Ways To Invest In The Space Economy
There are a bunch of space-themed ETFs, a mix of actively managed and index funds. But just one has access to SpaceX ahead of its eagerly awaited debut.
What Planet Labs PBC (PL) investors can see in the recent stock move Planet Labs PBC (PL) has seen mixed share performance recently, including a 11.2% decline over the past day and a 4.7% drop over the past week, despite relatively flat month performance. Over the past 3 months the stock shows a 58.3% total return and a 72.7% gain year to date, while the 1 year and 3 year total returns sit at 8.8% and 7.7% respectively. Against this share performance backdrop, Planet Labs reports annual...
Wondering whether Planet Labs PBC at around US$35.24 still offers value or if the big move is already behind it? This article breaks down what the current price might be implying about the stock. The stock has been volatile recently, with a 4.7% decline over the last 7 days, a flat 0.2% return over 30 days, a very large 1 year return, a very large 3 year return, and a 258.1% return over 5 years. Recent news around Planet Labs PBC has focused on its role in earth observation and satellite...
Shares of Rocket Lab (NASDAQ:RKLB) are up roughly 30% intraday on Friday afternoon, trading near $102 after a record-breaking Q1 FY2026 earnings report released after the close on May 7. The move pushes RKLB stock to its highest level of 2026 and sets off broad enthusiasm across the small group of pure-play space names. Rocket ... Rocket Lab Stock Is Up 30% Today: Is It Outperforming Other Space Stocks Like Intuitive Machines and Planet Labs?
Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The first quarter of 2026 started with optimism about the domestic economy and attractive small-cap valuations, but was marked by volatility amid geopolitical unrest in the Middle East and shifting expectations for interest rates. […]
Planet Labs PBC (NYSE:PL) launched additional AI-enabled Pelican satellites, including the first under Sweden's new sovereign satellite agreement. The launch delivers high resolution Earth imaging capacity for Sweden earlier than originally scheduled. The new satellites are intended to support national security aims and NATO situational awareness. For investors following NYSE:PL, this launch sits at the intersection of commercial Earth observation and government space programs. Planet Labs...
The commercial space economy has shifted from a story about government contracts to one about private revenue. Satellite broadband and earth observation companies are signing recurring contracts with insurers, defense buyers, and agricultural firms, while launch cadence keeps climbing and launch services revenue is moving away from cost-plus government work. Three exchange-traded funds give investors ... UFO, ROKT, and ARKX: Which Space ETF Fits Your Commercial Satellite Bet
Large trillion-dollar companies are tightening their grip on the market, often by acquiring smaller rivals. This trend will likely pick up with new regulatory leadership, but a few mid-sized businesses will continue prospering by anchoring themselves in unique market segments.
Planet Labs is up 87.5% YTD and is trading above key SMAs. However, a premium valuation and continued losses temper its $900M backlog and FY2027 guidance.
By Karen Roman Geospatial company Satellogic Inc. (Nasdaq: SATL) said it recruited senior industry veterans Matt Clark, Brett Davis, and Jonathan Lee, to meet the increasing demand for continuous, global […]
With year-to-date performance of 79.23% as of April 30 2026, Planet Labs PBC (NYSE:PL) is among the 10 Under-the-Radar Stocks That Are On Fire Right Now. On April 30, Planet Labs PBC (NYSE:PL) announced plans to develop a specialized version of its Tanager spacecraft. In collaboration with Carbon Mapper and with support from the Jet Propulsion […]
In late April 2026, Planet Labs PBC announced plans for a specialized shortwave infrared Tanager spacecraft, backed by Carbon Mapper and NASA’s Jet Propulsion Laboratory, aimed at boosting methane and trace gas detection coverage and sensitivity, with launch targeted as early as 2028. This move underlines Planet Labs’ push to deepen its environmental monitoring capabilities, potentially broadening commercial applications in emissions tracking and climate-related analytics. We’ll now explore...
By Karen Roman Planet Labs PBC (NYSE: PL) said it is collaborating with Carbon Mapper to design a specialized version of the Tanager spacecraft to target only shortwave infrared (SWIR) […]
Planet Labs PBC (NYSE:PL) was among Jim Cramer’s latest stock calls, as he advised investors on how to manage data center-related stock positions. Noting that the stock went up 1,000% over the last 12 months, a caller asked for Cramer’s opinion on it, and in response, he said: You know what? You actually said, you […]
