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Bloomberg72d agoneutral
Wall Street Sees SpaceX’s AI Revenue 100 Times Higher by 2030

(Bloomberg) -- Research analysts across Wall Street are telling would-be SpaceX IPO buyers that they’re modeling for the company’s artificial intelligence division to see 100 times revenue growth at the end of the decade, to help justify a targeted $1.8 trillion valuation.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapTrump Begins Rebuilding

AST SpaceMobile (ASTS) Valuation Check After Reaffirmed 2026 Guidance And BlueBird Launch Progress
Simply Wall St.73d agoneutral
AST SpaceMobile (ASTS) Valuation Check After Reaffirmed 2026 Guidance And BlueBird Launch Progress

AST SpaceMobile (ASTS) returned to focus after reaffirming its full-year 2026 revenue guidance and confirming three BlueBird satellite launches on Falcon 9 in mid-June, a key operational update for investors. See our latest analysis for AST SpaceMobile. Despite a sharp 1-day share price decline of 8.83% and a 7-day share price return down 16.88% as space stocks cool off, AST SpaceMobile still shows strong momentum with a 57.43% 1-month share price return and a very large 1-year total...

AT&T Stock Drops After Downgrade. Blame SpaceX.
Barrons.com73d agobearish
AT&T Stock Drops After Downgrade. Blame SpaceX.

Such concerns led Oppenheimer analyst Timothy Horan to downgrade shares of AT&T to Perform from Outperform on Wednesday and removed his previous price target of $32. Rising competition from providers of satellite broadband, like Amazon Leo and SpaceX’s Starlink, could take market share from AT&T’s internet business. SpaceX is expected to go public next week, and Horan says the IPO will highlight the risks satellite poses to AT&T.

Virgin Galactic Crashes 32% on Settlement Dilution Fears, AST SpaceMobile Rises 10%, Planet Labs Climbs 9%
24/7 Wall St.74d agobearish
Virgin Galactic Crashes 32% on Settlement Dilution Fears, AST SpaceMobile Rises 10%, Planet Labs Climbs 9%

Space stocks are splitting hard in Tuesday’s session. Virgin Galactic (NYSE:SPCE) stock is crashing 32% to around $5.08 in mid-morning trading, while AST SpaceMobile (NASDAQ:ASTS) stock climbs 10% to around $116 and Planet Labs (NYSE:PL) stock advances 9% to around $50.50. The divergence captures the latest chapter in an ongoing space-sector story. Retail-driven proxy trades ... Virgin Galactic Crashes 32% on Settlement Dilution Fears, AST SpaceMobile Rises 10%, Planet Labs Climbs 9%

Space Stocks Rebound. More Turbulence Lies Ahead.
Barrons.com74d agoneutral
Space Stocks Rebound. More Turbulence Lies Ahead.

Shares of Rocket Lab, AST, Intuitive Machines Firefly Aerospace and Redwire dropped an average of 11%. A Jefferies downgrade of Redwire to Hold from Buy seemed to catalyze profit-taking. Rocket Lab stock, down 15% on Monday, was up almost 2% in premarket trading on Tuesday, while and futures were down 0.2% and 0.5%, respectively.

Bank of America and New Street Research Maintain Neutral Stance on AST SpaceMobile (ASTS) Amid Launch Delays
Insider Monkey74d agoneutral
Bank of America and New Street Research Maintain Neutral Stance on AST SpaceMobile (ASTS) Amid Launch Delays

AST SpaceMobile, Inc. (NASDAQ:ASTS) ranks among the best short squeeze stocks to invest in. On May 14, Bank of America maintained its Neutral rating on AST SpaceMobile, Inc. (NASDAQ:ASTS), citing competitive pressures and launch delays that have affected the company’s long-term goals. The firm observes that while a new deal could improve AST SpaceMobile’s carrier […]

Virgin Galactic Rockets 18% Monday: AST SpaceMobile Sinks 9%, Rocket Lab Drops 13% as Space Divergence Widens
24/7 Wall St.75d agobearish
Virgin Galactic Rockets 18% Monday: AST SpaceMobile Sinks 9%, Rocket Lab Drops 13% as Space Divergence Widens

The space sector split is widening fast Monday morning. Virgin Galactic (NYSE:SPCE) stock is up 18% to $7.28, while launch-exposed peers are sliding hard. AST SpaceMobile (NASDAQ:ASTS) stock is down 9% to $103.50, Planet Labs (NYSE:PL) stock is off 8% to $46.85, and Rocket Lab (NASDAQ:RKLB) stock is the hardest hit at down 13% to ... Virgin Galactic Rockets 18% Monday: AST SpaceMobile Sinks 9%, Rocket Lab Drops 13% as Space Divergence Widens

Examining the re-rating of RKLB, PL, and ASTS equities
Stocktwits75d agoneutralVIDEO
Examining the re-rating of RKLB, PL, and ASTS equities

Evan Mederos, founder of Trade Risk, joins Stocktwits TV to discuss the re-rating of emerging sector valuations, specifically focusing on space equities such as Rocket Lab, Planet Lab, and AST SpaceMobile. He explains how the impending SpaceX IPO is influencing investor interest and valuations in the broader space sector.

US Stock Market Today S&P 500 Futures Edge Higher As Factory Strength Offsets Yields
Simply Wall St.76d agoneutral
US Stock Market Today S&P 500 Futures Edge Higher As Factory Strength Offsets Yields

The Morning Bull - US Market Morning Update Monday, Jun, 1 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures gaining roughly 0.3%, as investors weigh strong factory signals against stubbornly high borrowing costs. The Chicago PMI, a key scorecard for business activity in the Midwest, jumped to 62.7 in May 2026, its highest level in four years, which suggests company order books and production plans are picking up. At the...