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SpaceX Stock's Lockup: You've Been Warned
Trefis66d agoneutral
SpaceX Stock's Lockup: You've Been Warned

At a reported $1.8 trillion valuation, SpaceX (SPCX) is set to be the largest IPO in history. The business is genuinely exceptional. Starlink is profitable, launch economics are unmatched, and the defense contract pipeline is deep. But the stock will almost certainly price at a significant speculative premium, and that is precisely the context in which lockup periods matter most. Related: SpaceX At 100x Revenue: A Warning From 2000.

SpaceX: The Problem With Starlink's Next 10 Million Users
Trefis66d agoneutral
SpaceX: The Problem With Starlink's Next 10 Million Users

SpaceX is set to go public in a few days at a valuation north of $1.7 trillion. The narrative has quite a few big, futuristic bets: Starship, orbital data centers, and ambitions that stretch far beyond Earth. But the business doing much of the heavy lifting today is Starlink. The satellite internet network has become SpaceX's primary profit engine, but it also carries some very real risks. Average revenue per user is falling, capital requirements remain heavy, and each new wave of customers appe

Rocket Lab Adds Veteran Accounting Leader As Valuation Questions Linger
Simply Wall St.67d agoneutral
Rocket Lab Adds Veteran Accounting Leader As Valuation Questions Linger

Rocket Lab (NasdaqGS:RKLB) appointed Agostino Ricupati as Chief Accounting Officer. Ricupati brings roughly two decades of senior finance and accounting experience at large multinational companies. He will oversee global finance operations as Rocket Lab expands its space systems and launch activities. For you as an investor, this is a people story with clear balance sheet implications. Rocket Lab, a space systems and launch provider, is building a more vertically integrated profile with a...

The Unstoppable Space ETF Rally Means UFO’s 138% Surge Still Has Room to Run
24/7 Wall St.67d agobullish
The Unstoppable Space ETF Rally Means UFO’s 138% Surge Still Has Room to Run

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

SpaceX IPO Could Create More Wealth Than All IPOs in the Last 20 Years Combined. Here’s Why Early Investors Are Banking On It
24/7 Wall St.68d agoneutral
SpaceX IPO Could Create More Wealth Than All IPOs in the Last 20 Years Combined. Here’s Why Early Investors Are Banking On It

On a recent Earn Your Leisure segment, co-host Rashaad Bilal quoted investor Barry Atlas with a claim that stops you mid-scroll: “these companies are going to make more money than all of the IPOs in the last 20 years put together,” creating “a whole new class of billionaires” from just a handful of listings. SpaceX ... SpaceX IPO Could Create More Wealth Than All IPOs in the Last 20 Years Combined. Here’s Why Early Investors Are Banking On It

Rocket Lab’s Neutron Opportunity Grows As Medium Lift Competition Thins
Simply Wall St.68d agoneutral
Rocket Lab’s Neutron Opportunity Grows As Medium Lift Competition Thins

Blue Origin’s New Glenn launch pad was disabled during a destructive test, removing a key US competitor in medium lift missions. Rocket Lab, with its upcoming Neutron rocket, now stands as the only near term US medium lift alternative to SpaceX. This change affects government and commercial customers that rely on multiple providers for access to orbit. Rocket Lab, listed as NasdaqGS:RKLB, operates as a launch and space systems company, with Electron serving the small launch segment and...

We’re Holding Rocket Lab Despite 356% Rally
24/7 Wall St.68d agobullish
We’re Holding Rocket Lab Despite 356% Rally

Few stocks have rewarded believers like Rocket Lab (NASDAQ:RKLB) over the past 12 months. The shares have climbed 356.85% in a year, and the company just posted its first ever $200 million revenue quarter. The question now is whether the price has gotten ahead of the fundamentals. The stock trades at $122.39. Our 24/7 Wall ... We’re Holding Rocket Lab Despite 356% Rally

Analyst predicts wild rally for Sam Altman's token
TheStreet68d agobullish
Analyst predicts wild rally for Sam Altman's token

BitMEX co-founder and Maelstrom CIO Arthur Hayes is a veteran crypto trader who keeps sharing his analysis of the digital assets market with his followers on social media. Referring to the World token, he recently predicted that this "sh*tcoin is going to moon" because of the hype around ...

Top 5 Stocks That Will Profit From SpaceX’s NASA Launch Monopoly After Blue Origin’s Pad Collapse
24/7 Wall St.69d agoneutral
Top 5 Stocks That Will Profit From SpaceX’s NASA Launch Monopoly After Blue Origin’s Pad Collapse

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

There’s More to Space Stocks Than SpaceX
The Wall Street Journal69d agoneutral
There’s More to Space Stocks Than SpaceX

SpaceX’s IPO this month will give investors their first big opportunity to place bets on the growing space economy. Case in point: Rocket Lab The Nasdaq-listed company is one of only a handful in the world that can launch rockets into orbit, albeit at a smaller scale than SpaceX. Founded two decades ago in New Zealand but now based in California, Rocket Lab has launched 88 small-payload rockets mostly into low-Earth orbit.

Bloomberg69d agoneutral
Wall Street Sees SpaceX’s AI Revenue 100 Times Higher by 2030

(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

Virgin Galactic Surges 14%, Rocket Lab Gains 6% as SpaceX IPO Roadshow Fuels the Space Trade
24/7 Wall St.69d agobullish
Virgin Galactic Surges 14%, Rocket Lab Gains 6% as SpaceX IPO Roadshow Fuels the Space Trade

Space stocks are catching a strong updraft in midday trading. Virgin Galactic (NYSE:SPCE) stock is up 14% to $4.87, while Rocket Lab (NASDAQ:RKLB) stock is climbing 6% to around $122. The likely backdrop: SpaceX’s IPO roadshow is currently underway, and the buzz appears to be lifting sentiment across the publicly traded space proxies. Per Financial ... Virgin Galactic Surges 14%, Rocket Lab Gains 6% as SpaceX IPO Roadshow Fuels the Space Trade