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Space stocks are splitting into winners and losers Thursday, and the reason goes deeper than one earnings miss. What Intuitive Machines reported this morning set off a chain reaction that is hitting some names hard while leaving others untouched.

The satellite builder is still firing on all cylinders.

Cash burn and a softer gross-margin guide have added to a slide that leaves the stock well below its high, yet its operating loss per dollar of revenue has narrowed in each of the last three years.

Rocket Lab just posted a record quarter and a backlog that shocked Wall Street, but the CEO is selling shares while betting billions on a deal that could either transform the company or crush it. Here is what our model says the stock is actually worth.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

The defense launch demand behind Rocket Lab stock's run was visible in the company's own contract announcements months before the market paid for it.

Planet Labs PBC has delivered very strong returns over the past three years, yet the broader valuation checks suggest the stock now leans expensive rather than like an obvious bargain. Planet Labs PBC has returned roughly 5.6x over the past three years, which puts extra focus on whether the current price still leaves room for an attractive long term outcome. The recent Scottish Government agreement that uses Planet Labs PBC's AI enabled satellite data can support expectations for ongoing...

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI […]

Its correlation to the index is only moderate, and the behavior that is genuinely its own runs on defense programs and a rocket that has yet to fly.

Rocket Lab has handed investors a 58% gain over the past year, then turned around and erased nearly 30% of its value in a single month. Where a $2.2 billion backlog, a looming Neutron debut, and a Golden Dome defense contract take the stock by December is a very different question.

SpaceX’s lockup expiration threatens to more than double its public float.

SpaceX delivered a blockbuster revenue beat in its first public earnings report, yet shares are cratering while every other space stock barely flinches. What spooked investors has nothing to do with rockets and everything to do with a number buried deep in the capex line.

Telesat (TSAT) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

SpaceX picked Nvidia to build Starmind AI1 satellite compute. NVDA and SPCX climbed hours before debut earnings.

Space stocks are surging ahead of SpaceX's first-ever public earnings report, but with prediction markets flagging a 70% chance of a miss and a 911-million-share lockup expiry days away, traders face a tense setup that could cut either way.

Rocket Lab stock is well off its high again, and its shock record says the most serious damage comes from rate moves rather than from anything on the launch pad.

Globalstar rose nearly 3% in July, outperforming a space sector in which several peers lost more than one-third of their value.

The Earth-imaging satellite data provider reported a notable insider sale following a 226% one-year stock surge.

Plant Labs, Rocket Lab, and AST SpaceMobile have all followed a similar path this year, crashing sharply after hitting a peak in late May.

Planet Labs PBC (PL) continues to draw investor attention as a provider of daily Earth imagery through a constellation of more than 200 satellites, selling multi-year data licenses primarily to government customers. See our latest analysis for Planet Labs PBC. Despite the latest 2.6% 1 day share price gain to US$21.00, Planet Labs PBC still sits well below its recent highs. The 30 day share price return is down 22.4% and the 90 day share price return is down 40.1%, while the 1 year total...

Marvell is profitable with fortress-like balance sheet strength, while Planet Labs burns cash despite satellite growth. One carries far less financial risk.

Both companies are unprofitable but growing rapidly, though one carries significantly lower valuation multiples and less reliance on government contracts.

One trades at 21.9x forward earnings with $8.6B in free cash flow; the other with persistent losses and satellite risk.

Nvidia's revenue has nearly tripled in the past two years, while Planet Labs posted steady single-digit growth.

Over the last six months, Planet Labs’s shares have sunk to $22.32, producing a disappointing 13.7% loss - a stark contrast to the S&P 500’s 7.9% gain. This may have investors wondering how to approach the situation.

SpaceX shares initially surged in their public debut last month, but the broader trade had already rolled over.

The magnitude of SpaceX's overvaluation bodes poorly for it in the near term.

NVIDIA commands a 55% net margin and fortress balance sheet, while Planet Labs burns cash despite 26% revenue growth, a tale of profitability versus potential.

This company providing satellite-based global geospatial data reported a notable insider sale after a massive increase in share price over the past 12 months.

Tehran’s speedy recovery from damage done by the U.S. and Israeli air campaign raises concerns about its effectiveness