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Investors are selling Intuitive Machines stock and buying SpaceX. How long will that last?

Shares of space stocks are tumbling in mid-morning trading on Tuesday, with Planet Labs (NYSE:PL) stock leading the decline. Planet Labs stock is down to roughly $27 and change, extending a sharp pullback in the satellite imagery name. Intuitive Machines (NASDAQ:LUNR) stock is also under heavy pressure, slipping 9% to $23 and change. Meanwhile, Firefly ... Planet Labs Sinks 10%, Intuitive Machines Drops 8%, Firefly Aerospace Falls 7% as Traders Rush to SpaceX

The space sector's recent sell-off as Space Exploration Technologies (SPCX) headed to public markets

The historic public debut of SpaceX fundamentally rewrites the valuation architecture of the orbital economy and validates space as a premier growth sector.

Shares of Rocket Lab and Firefly Aerospace advanced before the opening bell on Monday after the space stocks received upgrades following the sharp sector selloff late last week on Elon Musk’s SpaceX initial public offering debut. KeyBanc Capital Markets analysts Michael Leshok and Liam Baker on Sunday upgraded both Rocket Lab and Firefly to Overweight from their previous Sector Weight, setting price targets of $135 and $50, respectively for the space stocks. “Last Friday’s record-setting SpaceX IPO sent ripple effects across our coverage of space-centric equities, with the sector selling off sharply on IPO day and over the weeks leading up to it,” Leshok and Baker wrote.

The stock market has spent much of the past two years rewarding category leaders. Investors have poured capital into dominant companies with clear competitive advantages while becoming increasingly selective about everyone else. That trend was on full display Friday when SpaceX (NASDAQ:SPCX) completed the largest IPO in history, raising $75 billion at $135 per share ... SpaceX’s IPO Was Enormously Successful, but Did It Break the Rest of the Space Industry?

While the market's biggest space company soared in its debut, a basket of smaller players went the other way. The split is worth understanding.

NASA selected Astrolab and Lunar Outpost for its initial major lunar rover contracts, leaving Intuitive Machines out of the first round. NASA indicated that additional funding and future rover and Moon Base work may create new opportunities for Intuitive Machines. The announcement affects expectations around Intuitive Machines' role in the emerging "moon economy" and its future contract pipeline. For investors watching Intuitive Machines (NasdaqGM:LUNR), the latest NASA rover awards are a...

The SpaceX initial public offering was expected to deliver exciting twists and turns, fireworks, and flare-ups—the kind of drama usually reserved for a summer thriller. The public debut of SpaceX—officially Space Exploration Technologies — portended different things to different investors but was significant for all. To others, it represented a gateway to an artificial intelligence-fueled utopia, in which SpaceX is worth trillions.

SpaceX was a seminal event for the stock market. The hype was palpable and created a halo effect, helping lift shares of other space-related companies. What goes up must come down, though. Investors used the SpaceX IPO as an opportunity to take profits in several space names.

Space-linked shares fell as investors shifted attention toward Elon Musk's $1.8 trillion company and its $135 IPO price.

The official trading debut of SpaceX stock has triggered a dramatic unwinding of proxy trades that investors had been using to gain indirect exposure to the space giant.

SpaceX is IPOing and Intuitive Machines stock is going down on no other news. Coincidence?

It promises to be a wild day on Friday with the start of trading for SpaceX, following its record-setting IPO, which priced shares at $135 on Thursday. SpaceX essentially created the space economy by pioneering reusable rockets and building Starlink, its space-based broadband product. Shares of launch-services provider Rocket Lab were down 9% in early trading.

SpaceX will make Elon Musk a trillionaire (officially). Space-related stocks are the first place to look for SpaceX-related movements. “A listed SpaceX does not validate the comps; it benchmarks them,” wrote AgentSmyth, an AI platform designed to bring market intelligence to brokers.

Quantum Space says SPACs aren't dead as it seeks a $1.2 billion deal to build military spacecraft.

SpaceX will make Elon Musk a trillionaire (officially). Space-related stocks are the first place to look for SpaceX-related movements. “A listed SpaceX does not validate the comps; it benchmarks them,” wrote AgentSmyth, an AI platform designed to bring market intelligence to brokers.

The thesis has broader implications for Falcon 9 users such as ASTS, PL and LUNR, all of which rely heavily on SpaceX launches.

LUNR is expanding beyond lunar missions into satellite production, NASA programs, and national security projects, creating multiple growth paths.

SpaceX plots Starlink launches this week. IPO should boost U.S. dollar, college endowments. But SpaceX valuation dips on tech slide.

Redwire (NYSE: RDW) is the space-and-drones story dominating retail feeds right now, riding a 107.2% year-to-date run on record backlog and a viral “drones plus space” thesis. But the data underlying the rally tells a different story. The dilution complaint is well-documented. Redwire’s Q1 shareholders’ equity ballooned 1,531% to $1.09 billion, distorted by stock-based compensation, ... Unhappy With Redwire’s Dilution? 5 Space and Defense Stocks to Buy Instead

NASA shut Intuitive Machines out from the LTV contract -- or did it?

SpaceX's imminent market debut is driving fresh attention toward satellite and aerospace names across the sector.

Rocket Lab and other space stocks are in focus as SpaceX targets a historic Nasdaq debut that could reshape how the sector is valued.

Morningstar said SpaceX's bull-case "Moonshot" scenario, involving successful orbital data centers and AI satellites, has only a 7% chance of materializing.

Intuitive Machines has pulled back roughly 28.6% from its recent 52-week high amid a broader space sector selloff ahead of the anticipated SpaceX IPO.

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 […]

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

Intuitive Machines surges 201.8% in six months, but profitability pressures, rich valuation and lowered earnings estimates raise red flags for buyers.

Intuitive Machines stock sank yesterday as the company announced a $500 million at-the-market equity offering. Here’s what else is weighed on LUNR shares on Wednesday.