Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
The thesis has broader implications for Falcon 9 users such as ASTS, PL and LUNR, all of which rely heavily on SpaceX launches.
Rocket Lab and AST SpaceMobile will benefit from the soaring interest in space stocks.
Verizon and AST SpaceMobile are pursuing different connectivity strategies as broadband expansion, satellite launches and estimates shape comparisons.
AST SpaceMobile (ASTS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
ASTS has set June 17, 2026, Falcon 9 launch to deploy BlueBird 8 to 10, scaling its direct-to-smartphone space cellular broadband network.
ASTS dropped over 12% on June 5 and has fallen more than 30% from its May 28 all-time high, with analyst downgrades and record insider selling of $272 million raising near-term concerns.
SpaceX plots Starlink launches this week. IPO should boost U.S. dollar, college endowments. But SpaceX valuation dips on tech slide.
Redwire (NYSE: RDW) is the space-and-drones story dominating retail feeds right now, riding a 107.2% year-to-date run on record backlog and a viral “drones plus space” thesis. But the data underlying the rally tells a different story. The dilution complaint is well-documented. Redwire’s Q1 shareholders’ equity ballooned 1,531% to $1.09 billion, distorted by stock-based compensation, ... Unhappy With Redwire’s Dilution? 5 Space and Defense Stocks to Buy Instead
Shares are up in the last month, but there are potential red flags.
AST SpaceMobile plans to launch three next generation BlueBird satellites, numbered 8, 9, and 10, on a SpaceX Falcon 9 on June 17. The mission follows the setback of the BlueBird 7 satellite and is intended to advance the company’s direct to smartphone network. The new satellites are designed to nearly double peak data speeds and are backed by partners including AT&T, Verizon, and Google. For investors watching NasdaqGS:ASTS, this launch comes after a period of sharp share price swings. The...
BlueBirds 8, 9, and 10 target nearly double the peak data speeds of the first-generation constellation
Case in point: AST SpaceMobile Shares were up 1.4% in early trading Tuesday, while the was down 0.3%. An announcement by the company that three of its communications satellites were slated to head to the stars on June 17, aboard a SpaceX rocket, seems to have catalyzed the gains. AST is building a communications satellite constellation that will be used by Verizon Communications AT&T and others to improve wireless service on Earth.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.93%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.89%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. June E-mini S&P futures (ESM26 ) are up +0.76%, and June E-mini Nasdaq futures...
AST SpaceMobile said it is set to launch BlueBird 8, 9, and 10 satellites next week aboard a SpaceX Falcon 9 rocket on June 17.
AST SpaceMobile (NASDAQ:ASTS) shares gained 5% after the company confirmed a June 17, 2026 launch date for its BlueBird 8, BlueBird 9 and BlueBird 10 satellites. The mission is scheduled to lift off from Cape Canaveral, Florida, aboard a Falcon 9 rocket.
FEATURE SpaceX’s Starlink is, well, miles above its competition. That doesn’t mean competitors have given up. Jeff Bezos appears set on taking a slice of Elon Musk’s space pie. Amazon.com has selected Kenya to host its inaugural satellite ground station in Africa, according to reports.
Rocket Lab and other space stocks are in focus as SpaceX targets a historic Nasdaq debut that could reshape how the sector is valued.
Barclays cut its ASTS price target to $60 from $65, citing launch delays and an unattractive risk-reward profile.
Is it time to dump David and buy Goliath?
Analyst commentary has raised concerns about AST SpaceMobile's reliance on SpaceX as its primary launch provider after the New Glenn setback. With SpaceX now the only major US medium lift launch option and expanding its own satellite connectivity services, questions are emerging about long term pricing and competitive pressure. These launch market changes are being viewed as a material risk factor for NasdaqGS:ASTS and other satellite communications companies that depend on external...
Tim Farrar questioned whether SpaceX can dominate rocket launches while still facing strong competition in satellite communications and other space-based businesses.
The Procure Space ETF (NYSEARCA:UFO) has staged one of the most authoritative thematic moves of 2026, climbing 138.53% over the past year and 53.53% year to date, and the structural setup behind this rally makes a meaningful reversal difficult to engineer. It is a thematic ETF backed by satellite operators with recurring revenue, defense-adjacent infrastructure ... The Unstoppable Space ETF Rally Means UFO’s 138% Surge Still Has Room to Run
By Karen Roman Redwire Corp. (NYSE: RDW) said its contract with Astrobiome Space S.à r.l. will allow the company to grow strawberries and test Astrobiome Space’s biostimulant inside Redwire’s greenhouse […]
Jeff Bezos said Blue Origin has a path to resume launches this year after last month’s New Glenn explosion, a positive development for AST SpaceMobile, Amazon and supplier Karman.
Blue Origin’s New Glenn pad will take a minimum of a year to rebuild after a hot fire test obliterated the company’s only launch infrastructure for the vehicle, marking the first pad explosion since the Soviet N1 rocket in 1969. NASA’s Artemis lunar rover ride just vaporized, SpaceX inherits the entire federal manifest by default, ... Top 5 Stocks That Will Profit From SpaceX’s NASA Launch Monopoly After Blue Origin’s Pad Collapse
If you are wondering whether AST SpaceMobile's current share price reflects its true worth, the recent moves in the stock give plenty to think about before making any decisions. The stock closed at US$107.29, has declined 19.4% over the last 7 days, yet is still up 68.0% over 30 days, 28.5% year to date and 247.8% over the past year. It has a very large 3 year return of 7x and a very large 5 year return. Recent attention on AST SpaceMobile has centered on its role in the space based mobile...
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
