Everything tagged "space" across research, earnings, and macro.
7 articles
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.
AST SpaceMobile has moved from concept to early revenue, backed by major carrier relationships and a fortified balance sheet. The stock remains highly speculative, but the setup could reward investors if satellite deployment and commercial service ramp on schedule.
Rocket Lab is scaling revenue fast, deepening its defense backlog, and building a broader space infrastructure franchise. But the stock already prices in a lot of future success, making it a Buy only on pullbacks.
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