(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
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Four big names started the day off weak, but got a lift from Redwire, which nailed a contract to grow fruit in space. That stock was up 19%.
AST SpaceMobile faces macro headwinds, rivals like Starlink, and falling estimates, yet a three-satellite Bluebird launch this month could shift the story.
Shares of Rocket Lab were down again early Thursday. Through Wednesday trading, the stock was down 24% over the past week.
Hedge funds seeking bearish bets on SpaceX have reportedly approached Jefferies, which was absent from the IPO's underwriting lineup.
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...
Four Rocket Lab insiders sold roughly $18 million worth of stock after the company’s shares surged amid excitement surrounding SpaceX’s planned IPO.
AST SpaceMobile, Intuitive Machines, and Rocket Lab are among the most promising space stocks right now.
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.
Several top executives, including CEO Abel Avellan, President Scott Wisniewski, and CFO Andrew Johnson, disclosed substantial shareholdings on Tuesday.
Morningstar assigned SpaceX a $780 billion fair value estimate, calling the shares likely "overvalued" at the proposed IPO valuation.
The satellite internet provider is seeing a boost ahead of the SpaceX IPO.
We discuss the SpaceX IPO and the NASA ETF.
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%
Investors can expect volatility heading into the SpaceX IPO and after shares of Elon Musk’s rocket company start trading. Shares of Rocket Lab, AST, Intuitive Machines Firefly Aerospace and Redwire dropped an average of 11%.
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.
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 […]
S3 Partners said short exposure of $118.3 million exceeds the combined active and passive institutional long positions.
Constellation Energy (CEG) priced an underwritten secondary offering of 11 million shares at $281 ap
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
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.
Farrar said that intermittent coverage may not generate "meaningful revenue" in 2027, raising fresh questions about ASTS' path to monetization.
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...
Blue Origin's New Glenn rocket exploded during a hot-fire test, and Elon Musk had some thoughts about it as SpaceX heads toward what could be the biggest IPO yet.
The SpaceX IPO is putting the focus on the massive opportunity in space, and these two stocks stand to benefit.