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AST SpaceMobile's 1,505% revenue surge masks a $1.1 billion cash burn, while Intuitive Machines trades at a fraction of the valuation multiple despite its own losses.
Rocket Lab (NASDAQ:RKLB) stock is at $74.52, up 6% in Thursday afternoon trading. The move is part of a broad bid across the pure-play space names rather than a Rocket Lab story on its own. That framing matters, because the group is trading together and the read on today changes if it’s treated as a […]
Driven by late-stage growth rounds, mega-deals, and landmark public market events, private investment in the commercial SpaceTech sector reached an all-time trailing 12-month high of $23 billion.
Both burn cash heavily, but one trades at a large valuation premium, a gap that may or may not be justified by growth potential.
Once upon a time, the ‘space race’ meant the grand strategic competition between the USA and the USSR to gain control of the heavens. The superpowers designed and built satellites, manned capsules, orbital spacecraft and long-endurance space stations, and NASA even sent the Apollo landers to put men on the Moon. Today, the space race is heating up again, but in a very different way. Yes, the governments are still involved – NASA’s Artemis program is targeting the Moon, the Russians have a Soyuz
JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.
CEO Peter Beck blamed RKLB’s stock volatility on macro conditions, saying the business has improved across “every single metric.”
Cisneros increased her indirect holdings to 2.4 million shares valued at $140.7 million, signaling continued confidence as the satellite-broadband company expands its network.
Both race to connect the globe, but their paths diverge sharply, one burns cash to build, the other scales an existing network.
Planet Labs (NYSE:PL) stock is rallying 10% to $20.10 in early Friday trading after the Earth-observation company posted a record Q2 FY2027 revenue beat that overshadowed a softer third-quarter revenue outlook. The reversal stands out because the stock closed at $18.35 on Thursday, falling 8% into the report. Planet Labs stock was up 185% over […]
AST SpaceMobile is building a cellular network in orbit that connects directly to ordinary smartphones, and one bold price target suggests the stock could nearly double from here. But a brutal Q2 miss, a law firm investigation, and a 2.75 beta make this a story where the stakes cut both ways.
A new European defense contract and a fresh analyst Buy rating landed for Planet Labs on Thursday, yet the stock cratered anyway while the broader market rallied. Something specific to this sector is spooking investors ahead of a closely watched earnings release tonight.
Berenberg has initiated coverage on four major space companies with optimistic ‘Buy’ recommendations, igniting a significant market rebound led by a double-digit surge in AST SpaceMobile stock.
AST SpaceMobile (ASTS) is back in focus after director Adriana Cisneros disclosed open market share purchases worth about US$619,200. The move drew fresh attention to the stock following a sharp recent pullback. AST SpaceMobile’s share price has pulled back sharply, with a 90 day share price return down about 48% and the stock lower year to date, even though the 3 year total shareholder return is very large. Recent contract wins, satellite deployments and coverage initiations have kept...
Space stock euphoria peaked ahead of SpaceX’s record-setting initial public stock offering, before the sector fell back to Earth. The broker launched coverage of four space stocks on Wednesday, all with Buy ratings: AST, Rocket Lab Planet Labs and HawkEye 360 HawkEye 360 according to ratings aggregators. Berenberg didn’t immediately respond to a request for comment.
AST SpaceMobile has fallen more than 50%, but a director’s biggest-ever purchase suggests the market may be underestimating the path to commercialization.
Berenberg just handed two beaten-down space stocks their biggest single-session pops in weeks, but the reason one name surged twice as hard as the other reveals a fault line in how the market is pricing the entire sector.
Investing.com -- Berenberg launched coverage of the U.S. and European space sector, initiating Rocket Lab, AST SpaceMobile, Planet Labs, and HawkEye 360 at Buy, and Avio SpA at Hold. The new coverage joins Berenberg’s existing Buy rating on OHB SE.
Director Adriana Cisneros disclosed 10,822 open-market share purchases worth about $619,200.
Both companies are burning cash at scale, but their paths to profitability, and investor risk, diverge sharply.
ASTS stock is climbing on record backlog, fresh government contracts, and a White House push for 1,000 space launches a year.
AST SpaceMobile pairs rapid revenue growth and major carrier partnerships with a steep valuation, heavy spending and demanding satellite execution.
Both companies are burning cash at a massive scale with minimal revenue, but their balance sheets and risk profiles tell starkly different stories.
AST SpaceMobile burns cash while pursuing satellite broadband, while Boeing grapples with debt and production challenges, both carry distinct risks that reshape the comparison.
AST SpaceMobile (NasdaqGS:ASTS) received temporary FCC approval to test 800 MHz satellite connectivity on commercial devices across two spectrum bands in the U.S. The authorization allows controlled trials using everyday consumer phones rather than specialized hardware. The FCC decision follows recent AST SpaceMobile satellite launches and new commercial partnerships that expanded its direct to device footprint. The testing window is designed to advance regulatory cooperation that is...
IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.
Two space stocks are jumping 10% on the same morning for completely different reasons, while the rest of the sector barely flinches. The divergence reveals something specific about what the market is actually rewarding right now.
AST SpaceMobile Inc (ASTS) reiterates full-year guidance and secures $1B J-LEO award as it scales toward commercial service.
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