SpaceX revenue growth is seen ramping up, but capex too. Elon Musk may detail Falcon 9, Starship and Tesla plans.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Space stocks are surging ahead of SpaceX's first-ever public earnings report, but with prediction markets flagging a 70% chance of a miss and a 911-million-share lockup expiry days away, traders face a tense setup that could cut either way.
Iridium's 23.2% three-month rally draws on recurring service growth and expansion plans, but weaker earnings, valuation and deal risks cloud its outlook.
IRDM's recurring service base and new satellite platforms widen its growth runway, but weaker earnings, leverage and deal uncertainty raise the bar.
Rocket Lab burns cash while scaling, while Caterpillar converts revenue into billions in free cash flow, a stark contrast in financial maturity.
One company controls satellite components; the other bets everything on a rocket that hasn't flown yet.
Both companies are unprofitable and burning cash, but their balance sheets and risk profiles tell very different stories for 2026.
Rocket Lab shares just shed more than a third of their value in a single month, yet three specific catalysts are quietly building pressure beneath the surface. Understanding what is actually driving this stock matters before the next move happens.
Launch Complex 1 supports year-round orbital missions, while Virginia covers small launch, hypersonic testing and future Neutron flights.
Rocket Lab has bounced back from yesterday's rout.
Rocket Lab Corporation (NASDAQ:RKLB) shares moved higher on Thursday after the space launch company secured a new multi-launch agreement with Japan-based Institute for Q-shu Pioneers of Space, Inc. (iQPS) for three dedicated Electron missions.
A $266 million contract with the U.S. Space Force is another catalyst for the quickly growing space company.
These businesses are getting more alike by the day, but one has a better opportunity for generating long-term returns for shareholders.
The deal, awarded by the Space Force's Rocket Systems Launch Program, covers 12 suborbital launches with options for up to 6 more
One underappreciated capability could help Rocket Lab capture a much larger share of future space and defense missions.
Rocket Lab Stock Gains as $266 Million Space Force Award Fuels Investor Optimism
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.56%. September E-mini S&P futures (ESU26 ) are up +0.65%, and September E-mini Nasdaq futures...
Rocket Lab won a U.S. Space Force contract to launch at least 12 satellites. Shares of Rocket Lab rose about 5% on Monday morning.
Rocket Lab received a $266 million U.S. Space Force contract, its largest agreement to date, for up to 18 suborbital launches that will support missile defense capabilities.
Under the multi-launch contract, Rocket Lab will be responsible for 12 suborbital launches and an additional six launches on behalf of the U.S. Space Force.
Rocket Lab stock jumped in premarket trading Monday after the company announced a new business win. Shares of the mini- SpaceX which has launch and satellite services like Elon Musk’s larger rocket company, were up 4.1% at $66.53 in premarket trading, while and futures were both rising about 1%. The move came after Rocket Lab announced it was awarded a $266 million launch services contract with the U.S. Space Force for missile defense.
Rocket Lab's expanding defense business is adding fresh momentum to its long-term investment story despite recent stock turbulence.
The award covers 12 launches from Alaska with six options, running through 2028
Cathie Wood just called SpaceX the most important company in history and started buying a 38% dip that has a $116 billion share unlock waiting on the other side. Her actual thesis has almost nothing to do with rockets.
Rocket Lab lands multiyear launch contract, sending shares sharply higher
Shares of space stocks are catching a bid Tuesday as the sector rebounds from recent weakness. AST SpaceMobile (NASDAQ:ASTS) stock leads the move with a 12% gain to $64. SpaceX (NASDAQ:SPCX) shares are up 7% to $128, Virgin Galactic (NYSE:SPCE) stock is rallying 6% to $2.73, and Rocket Lab (NASDAQ:RKLB) stock is rallying 5% to ... AST SpaceMobile Catapults 12%, SpaceX Rises 7%, Virgin Galactic and Rocket Lab Rally as Space Stock Trade Takes a Risk-on Turn
The space upstart is seeing its share price fall quickly.
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.