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Forget Rocket Lab: This Aerospace Defense Titan Is a Far Smarter Valuation Play
24/7 Wall St.79d agoneutral
Forget Rocket Lab: This Aerospace Defense Titan Is a Far Smarter Valuation Play

Rocket Lab (NASDAQ:RKLB) is the ticker everyone wants to talk about, riding a 425.79% one-year run on Neutron hype, Golden Dome contracts, and the coming wave of space-economy IPOs. Beneath that one-year run sit operating realities the hype obscures. Rocket Lab carries a $78.58 billion market cap on $679.5 million in trailing revenue, a 115.64 ... Forget Rocket Lab: This Aerospace Defense Titan Is a Far Smarter Valuation Play

AST SpaceMobile Plunges 17%, Planet Labs Drops 8% on Blue Origin Explosion, While Virgin Galactic Surges 11%
24/7 Wall St.79d agobearish
AST SpaceMobile Plunges 17%, Planet Labs Drops 8% on Blue Origin Explosion, While Virgin Galactic Surges 11%

Space stocks are splitting sharply this Friday morning after Blue Origin’s New Glenn rocket exploded during a hotfire test late Thursday at Cape Canaveral. AST SpaceMobile (NASDAQ:ASTS) stock is down 17% to $111, while Planet Labs (NYSE:PL) stock has dropped 8% to roughly $47.50 and Rocket Lab (NASDAQ:RKLB) stock has slipped 6% to $139. Virgin ... AST SpaceMobile Plunges 17%, Planet Labs Drops 8% on Blue Origin Explosion, While Virgin Galactic Surges 11%

Rocket Lab CEO Peter Beck on Neutron, Archimedes, and the future of space
Stocktwits79d agoneutralVIDEO
Rocket Lab CEO Peter Beck on Neutron, Archimedes, and the future of space

Peter Beck, CEO of Rocket Lab provides updates on the Neutron rocket's Q4 launch target and the Archimedes engine qualification. He also shares insights into Rocket Lab's strategic goal of becoming an end-to-end space company, offering services from space in addition to launch and satellite components. Beck addresses community questions about market opportunities and Rocket Lab's competitive landscape.

Space stocks pull back after strong takeoff
Yahoo Finance Video79d agoneutralVIDEO
Space stocks pull back after strong takeoff

Market Catalyst host Julie Hyman breaks down the latest moves in space stocks after the sector pulled back following a strong 2026 rally. Using Yahoo Finance's new platform, Alphaspace, Hyman takes a deeper dive into the recent volatility and what’s driving the trade.

Can’t Buy SpaceX Yet? Wall Street Says This $150 Stock Is the Next Best Thing. But There’s a Catch
24/7 Wall St.79d agobullish
Can’t Buy SpaceX Yet? Wall Street Says This $150 Stock Is the Next Best Thing. But There’s a Catch

Rocket Lab (NASDAQ:RKLB) has become Wall Street’s go-to substitute for SpaceX, which Polymarket traders now give a 94.6% probability of going public by June 30, 2026, and retail money chasing the space theme has to land somewhere. Rocket Lab operates small-payload launch with Electron, hypersonic test work with HASTE, and a fast-growing Space Systems business ... Can’t Buy SpaceX Yet? Wall Street Says This $150 Stock Is the Next Best Thing. But There’s a Catch

Tema ETFs launches $NASA, the first pure-play space fund with SpaceX exposure
Stocktwits79d agoneutralVIDEO
Tema ETFs launches $NASA, the first pure-play space fund with SpaceX exposure

Yuri Kojian, Chief Investment Officer at Tema ETFs and portfolio manager of the new $NASA ETF, discusses the fund's launch and its unique position as the first pure-play space fund with direct SpaceX exposure. He delves into the portfolio's strategy, highlighting key holdings such as AST SpaceMobile ($SASTS), Rocket Lab ($RKLB), and Intuitive Machines ($LUNR), and explains why the fund excludes legacy aerospace companies like Boeing. Kojian also shares insights on the evolving space economy, including upcoming IPOs and the role of international players like OHB SE.

Intuitive Machines Rallies 9%, Rocket Lab and Planet Labs Decline in Space Stock Divergence
24/7 Wall St.80d agobullish
Intuitive Machines Rallies 9%, Rocket Lab and Planet Labs Decline in Space Stock Divergence

Shares of Intuitive Machines (NASDAQ:LUNR) are up 9% in mid-morning trading Thursday, while Rocket Lab (NASDAQ:RKLB) stock is down 3% and Planet Labs (NYSE:PL) stock is lower by 2%. LUNR stock changed hands near $44, RKLB stock around $146, and PL stock near $49. No company issued material news this morning, which makes the split ... Intuitive Machines Rallies 9%, Rocket Lab and Planet Labs Decline in Space Stock Divergence

US space stocks rise on SpaceX IPO hype
Reuters Videos80d agoneutralVIDEO
US space stocks rise on SpaceX IPO hype

<body><p>STORY: :: SpaceX</p><p>Shares of U.S. space companies soared on Wednesday, continuing their rise as investors bet that the upcoming mammoth IPO of Elon Musk's SpaceX could force Wall Street to rethink how it values the space economy.</p><p>Shares of Intuitive Machines shot up more than 13%, AST SpaceMobile jumped almost 7%, while Virgin Galactic added more than 10% at one point in Wednesday morning trading.</p><p>:: Rocket Lab</p><p>:: Archive</p><p>Shares of Rocket Lab and Planet Labs also rose, following big gains in the last two sessions.</p><p>SpaceX is poised to become the first trillion-dollar U.S. market debut, immediately cementing it as one of the world's most valuable publicly traded firms.</p><p>:: SpaceX</p><p>Other public companies related to space travel are hoping to benefit from renewed investor attention.</p><p>:: Spacepharma</p><p>Many have struggled to sustain premium valuations despite growing demand for satellite communications, launch services and defense-related off-planet infrastructure.</p><p>:: SpaceX</p><p>SpaceX last week took the wraps off its IPO filing, which showed how the company is betting its future on transitioning into an AI powerhouse, with expectations of long-term infrastructure dominance.</p></body>

AST SpaceMobile Surges 8%; Virgin Galactic, Rocket Lab Ride the SpaceX IPO Wave
24/7 Wall St.80d agobullish
AST SpaceMobile Surges 8%; Virgin Galactic, Rocket Lab Ride the SpaceX IPO Wave

Shares of AST SpaceMobile (NASDAQ:ASTS) are up 8% in midday trading on May 27, changing hands near $129. The satellite direct-to-cell name is leading a space-sector sympathy rally tied to SpaceX IPO buzz. The move extends an already torrid run. ASTS stock is up 78% year to date (YTD), making it the headline mover in ... AST SpaceMobile Surges 8%; Virgin Galactic, Rocket Lab Ride the SpaceX IPO Wave

Rocket Lab Deepens Defense Role With SDA Win And Robotics Acquisition
Simply Wall St.81d agoneutral
Rocket Lab Deepens Defense Role With SDA Win And Robotics Acquisition

Rocket Lab (NasdaqGS:RKLB) secured an $816 million System Requirements Review milestone with the U.S. Space Development Agency for the Tracking Layer Tranche 3 missile warning constellation. The company passed the review, setting its solution as the technical baseline for this phase of the SDA program. Rocket Lab also acquired Motiv Space Systems, a specialist in spacecraft robotics and autonomous planetary systems. These developments expand Rocket Lab's role in U.S. national security space...

The SpaceX Halo Effect: What’s Next For Sky-High Redwire Stock?
Trefis81d agoneutral
The SpaceX Halo Effect: What’s Next For Sky-High Redwire Stock?

Redwire (RDW) presents a complex setup right now. The stock is caught between explosive top-line growth fueled by real defense hardware demand and significant profitability challenges. Following its recent surge past $24 in late May 2026, the company's valuation leaves very little margin for error, reflecting a high degree of optimism in a highly speculative space sector.

This Space Stocks Boom Has Echoes of the EV Bubble. Red Flags as Rocket Labs, AST Soar.
Barrons.com81d agoneutral
This Space Stocks Boom Has Echoes of the EV Bubble. Red Flags as Rocket Labs, AST Soar.

The technical Wall Street term for investors short-selling space stocks right now is “getting your face ripped off.” Shares of commercial space companies are on fire lately. Coming into Wednesday trading, shares of Rocket Lab and AST SpaceMobile to name two, were up 74% and 55%, respectively, over the past month, leaving them both up more than 380% over the past 12 months.