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Rocket Lab and other space stocks are in focus as SpaceX targets a historic Nasdaq debut that could reshape how the sector is valued.
Barclays cut its ASTS price target to $60 from $65, citing launch delays and an unattractive risk-reward profile.
Is it time to dump David and buy Goliath?
Analyst commentary has raised concerns about AST SpaceMobile's reliance on SpaceX as its primary launch provider after the New Glenn setback. With SpaceX now the only major US medium lift launch option and expanding its own satellite connectivity services, questions are emerging about long term pricing and competitive pressure. These launch market changes are being viewed as a material risk factor for NasdaqGS:ASTS and other satellite communications companies that depend on external...
Tim Farrar questioned whether SpaceX can dominate rocket launches while still facing strong competition in satellite communications and other space-based businesses.
The Procure Space ETF (NYSEARCA:UFO) has staged one of the most authoritative thematic moves of 2026, climbing 138.53% over the past year and 53.53% year to date, and the structural setup behind this rally makes a meaningful reversal difficult to engineer. It is a thematic ETF backed by satellite operators with recurring revenue, defense-adjacent infrastructure ... The Unstoppable Space ETF Rally Means UFO’s 138% Surge Still Has Room to Run
By Karen Roman Redwire Corp. (NYSE: RDW) said its contract with Astrobiome Space S.à r.l. will allow the company to grow strawberries and test Astrobiome Space’s biostimulant inside Redwire’s greenhouse […]
Jeff Bezos said Blue Origin has a path to resume launches this year after last month’s New Glenn explosion, a positive development for AST SpaceMobile, Amazon and supplier Karman.
Blue Origin’s New Glenn pad will take a minimum of a year to rebuild after a hot fire test obliterated the company’s only launch infrastructure for the vehicle, marking the first pad explosion since the Soviet N1 rocket in 1969. NASA’s Artemis lunar rover ride just vaporized, SpaceX inherits the entire federal manifest by default, ... Top 5 Stocks That Will Profit From SpaceX’s NASA Launch Monopoly After Blue Origin’s Pad Collapse
If you are wondering whether AST SpaceMobile's current share price reflects its true worth, the recent moves in the stock give plenty to think about before making any decisions. The stock closed at US$107.29, has declined 19.4% over the last 7 days, yet is still up 68.0% over 30 days, 28.5% year to date and 247.8% over the past year. It has a very large 3 year return of 7x and a very large 5 year return. Recent attention on AST SpaceMobile has centered on its role in the space based mobile...
(Bloomberg) -- Research analysts across Wall Street are telling would-be SpaceX IPO buyers that they’re modeling for the company’s artificial intelligence division to see 100 times revenue growth at the end of the decade, to help justify a targeted $1.8 trillion valuation.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapTrump Begins Rebuilding
Four big names started the day off weak, but got a lift from Redwire, which nailed a contract to grow fruit in space. That stock was up 19%.
AST SpaceMobile faces macro headwinds, rivals like Starlink, and falling estimates, yet a three-satellite Bluebird launch this month could shift the story.
Shares of Rocket Lab were down again early Thursday. Through Wednesday trading, the stock was down 24% over the past week.
Hedge funds seeking bearish bets on SpaceX have reportedly approached Jefferies, which was absent from the IPO's underwriting lineup.
AST SpaceMobile (ASTS) returned to focus after reaffirming its full-year 2026 revenue guidance and confirming three BlueBird satellite launches on Falcon 9 in mid-June, a key operational update for investors. See our latest analysis for AST SpaceMobile. Despite a sharp 1-day share price decline of 8.83% and a 7-day share price return down 16.88% as space stocks cool off, AST SpaceMobile still shows strong momentum with a 57.43% 1-month share price return and a very large 1-year total...
Four Rocket Lab insiders sold roughly $18 million worth of stock after the company’s shares surged amid excitement surrounding SpaceX’s planned IPO.
AST SpaceMobile, Intuitive Machines, and Rocket Lab are among the most promising space stocks right now.
Such concerns led Oppenheimer analyst Timothy Horan to downgrade shares of AT&T to Perform from Outperform on Wednesday and removed his previous price target of $32. Rising competition from providers of satellite broadband, like Amazon Leo and SpaceX’s Starlink, could take market share from AT&T’s internet business. SpaceX is expected to go public next week, and Horan says the IPO will highlight the risks satellite poses to AT&T.
Several top executives, including CEO Abel Avellan, President Scott Wisniewski, and CFO Andrew Johnson, disclosed substantial shareholdings on Tuesday.
Morningstar assigned SpaceX a $780 billion fair value estimate, calling the shares likely "overvalued" at the proposed IPO valuation.
The satellite internet provider is seeing a boost ahead of the SpaceX IPO.
We discuss the SpaceX IPO and the NASA ETF.
Space stocks are splitting hard in Tuesday’s session. Virgin Galactic (NYSE:SPCE) stock is crashing 32% to around $5.08 in mid-morning trading, while AST SpaceMobile (NASDAQ:ASTS) stock climbs 10% to around $116 and Planet Labs (NYSE:PL) stock advances 9% to around $50.50. The divergence captures the latest chapter in an ongoing space-sector story. Retail-driven proxy trades ... Virgin Galactic Crashes 32% on Settlement Dilution Fears, AST SpaceMobile Rises 10%, Planet Labs Climbs 9%
Investors can expect volatility heading into the SpaceX IPO and after shares of Elon Musk’s rocket company start trading. Shares of Rocket Lab, AST, Intuitive Machines Firefly Aerospace and Redwire dropped an average of 11%.
Shares of Rocket Lab, AST, Intuitive Machines Firefly Aerospace and Redwire dropped an average of 11%. A Jefferies downgrade of Redwire to Hold from Buy seemed to catalyze profit-taking. Rocket Lab stock, down 15% on Monday, was up almost 2% in premarket trading on Tuesday, while and futures were down 0.2% and 0.5%, respectively.
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