Everything tagged "space" across research, earnings, and macro.
10 articles
Rocket Lab’s latest drop looks disconnected from what the business is becoming. The market is still trading RKLB like a speculative launch name even as defense wins, record revenue, and the Iridium deal push it toward a space infrastructure model.
Rocket Lab is scaling fast across launch and spacecraft systems, with Q1 2026 revenue up 63.5% and backlog at $2.2B. The stock looks attractive for investors willing to underwrite Neutron execution and margin conversion.
AST SpaceMobile is transitioning from concept to commercialization with real revenue, major carrier partnerships, and a large cash balance. But the stock already prices in a lot of success, making execution the key risk.
Rocket Lab’s drop after the Iridium announcement looks like a valuation reset, not a random wobble. The stock is being judged less as a pure launch-growth name and more as an acquisition-and-integration story with financing risk attached.
Rocket Lab’s drop looks more like a reset in sentiment than a break in the business story. The market is still treating RKLB like a speculative launch name even as defense contracts, backlog, and real-world execution say it is becoming something more durable.
AST SpaceMobile just delivered a headline win with the BlueBird 8-10 launch, yet the stock is still sliding because the market has moved on from launch proof. At 470.05x sales with deeply negative margins, ASTS now has to prove repeatable deployment and real service revenue, not just orbital progress.
AST SpaceMobile’s latest drop looks more like a launch-trade shakeout than a broken story. With BlueBird 8, 9 and 10 set for June 17 and billions in liquidity and commitments behind it, the market is still pricing fear ahead of the only catalyst that really matters.
Rocket Lab’s recent weakness looks disconnected from what the business is actually doing. Record revenue, a backlog above $2.2 billion, and the biggest launch deal in company history make this look more like sentiment whiplash than a broken growth story.
AST SpaceMobile is still trading like the hard part is done, even though the next real proof point is a mid-June launch that has to work. Today’s drop reinforces the point: this is still a milestone stock, not a proven operating business.
These three space stocks span satellite services, direct-to-device broadband, and launch-plus-systems exposure, with Rocket Lab ranking first on overall investment quality.
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