Shares of Space ETFs, rocket manufacturers and satellite operators have recently surged ahead of SpaceX IPO.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Shares of AST SpaceMobile (NASDAQ:ASTS) are climbing 20% in midday trading on Tuesday. Planet Labs (NYSE:PL) is up 15%, Rocket Lab (NASDAQ:RKLB) is gaining 6%. The rally is being driven by renewed investor focus on SpaceX’s pending public listing. SpaceX filed its S-1 last week. The document frames a roughly $1.75 trillion targeted valuation against ... AST SpaceMobile Rockets 20%, Planet Labs Soars 15%, Rocket Lab Climbs 6% as SpaceX IPO Lifts the Whole Sector
The commercial space sector has crossed into recurring commercial revenue at scale. SpaceX’s Starlink unit is now throwing off subscription cash flow at a scale that supports an IPO pipeline being shepherded by Bank of America as lead underwriter. Pure-play satellite operators are booking recurring service revenue rather than one-off launch fees. Even prime defense ... The Commercial Space Economy Just Crossed a Real Revenue Threshold and After Following This Industry for Years These Are the 3 E
It may be best for investors to wait until some of the excitement surrounding SpaceX fades before jumping in.
A number of stocks jumped in the afternoon session after the Dow Jones Industrial Average climbed more than 300 points and briefly touched a fresh all-time high above 50,700 as market sentiment improved amid falling yields.
Recent performance and business snapshot Planet Labs PBC (PL) stock has caught investor attention after a strong run, with gains of 12.4% over the past month and 85.6% over the past 3 months, alongside a 1-year total return of 11.1%. The company focuses on designing, launching, and operating satellite constellations that supply geospatial data to customers globally. It reported revenue of US$307.7 million and a net loss of US$246.9 million across its data and satellite services offerings. See...
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
Space stocks are back in rally mode at midday Friday, with the sector’s three highest-profile pure plays moving sharply higher in unison. AST SpaceMobile (NASDAQ:ASTS) stock is up 7%, Rocket Lab (NASDAQ:RKLB) shares are climbing 6%, and Planet Labs (NYSE:PL) stock has added 4%. The coordinated bid follows a mid-week wobble in commercial space names. ... AST SpaceMobile Jumps 7%, Rocket Lab Climbs 6%, Planet Labs Rises 4%: Space Stocks Resume Their Climb
PL nears profitability with strong 2026 guidance, leaning on efficiency, tighter costs and higher-margin analytics and software integration.
BKSY stock surges 143% YTD, secures up to $160M in wins and guides for 2026 revenue growth above 50% and 80% gross margin.
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...