Karman Holdings is an overlooked, profitable space stock with a lot of catching up to do if the market keeps chasing space. Its presentation mentions Golden Dome several times, which the market seems to have missed. It is in a falling wedge and held support earlier this month. x.com  x.com 

Karman Space & Defense's selloff ignores strong results, and people will get rich off this company in time. Revenue rose 51% year over year, partly through acquisitions, and backlog grew 61%, yet the stock fell 12% after months of decline. Per a quoted earnings summary, legacy segments grew about 25% organically, while adjusted EBITDA margins slipped to 29.6% on lower-margin acquired contracts. x.com 

Karman Holdings' selloff looks significantly overdone, with price in the downside target zone on major higher-timeframe support. It builds mission-critical systems for missiles, hypersonics, missile defense, launch vehicles and spacecraft, a fundamentally stronger story than popular retail space names. Q1 2026 revenue grew 51% and adjusted EBITDA 48%, and management raised guidance to about 54% growth for 2026. If support holds, it has a path to triple digits as the theme regains momentum. x.com 

The space trade is where AI was in 2022: a $613 billion economy in 2024 with a multiyear tailwind that most retail investors do not own. Rocket Lab is the only public US rocket company at scale; Iridium offers pole-to-pole satellite coverage and real cash flow; Karman supplies parts to every rocket launched; Planet Labs provides daily satellite imagery and just had its first profitable year; and AST SpaceMobile delivers direct satellite-to-smartphone broadband. x.com 

Space stocks could regain high-beta flows as SpaceX lockups end and a probable late-November Anthropic IPO threatens AI stocks, much as SpaceX's IPO hurt space names. Hedge funds are overexposed to the Magnificent Seven and underexposed or max short low-quality high beta; falling rates and toppy oil could make the rotation painful for them through 2027. AST SpaceMobile could benefit as intermittent service triggers agreements and Blue Origin possibly returns to the pad in six weeks. x.com  x.com 

The space economy is set to be fully ignited by SpaceX's IPO. If SpaceX's valuation reaches a trillion dollars, asset pricing across the whole space industry chain will be rewritten, from launch and space systems such as Rocket Lab and Firefly to satellite communications, space imaging, specialty materials, and defense and aerospace suppliers. What matters now is not debating whether it is a bubble but already having a seat at the table. x.com 

Rocket Lab is one of the very few public space companies with a real chance to compete alongside SpaceX, in a trillion-dollar space economy with room for several major winners as launch demand explodes. It posted a record quarter with a $2.2 billion backlog, won a $30 million Anduril contract, signed its largest launch agreement, was picked with Raytheon for the Space Force's Space-Based Interceptor program, and is acquiring Motiv Space Systems. x.com 

Space stocks could soar as Goldman Sachs sees the space economy reaching $1.8 trillion by 2035. Rocket Lab, with 70+ launches and new Space Force and NASA contracts, is quietly becoming the second rocket company after SpaceX. AST SpaceMobile's satellites connect directly to phones, with AT&T, Verizon and Vodafone as partners. Voyager is building NASA-backed Starlab to replace the ISS. BlackSky sells real-time imagery under long-term US government deals. SpaceX adds Starlink, Starship and xAI. … Show more

Space and defense stocks such as Rocket Lab, Kratos and AeroVironment warrant skepticism after a big run because the sector doesn't generate profits the way other sectors do. Many of the announced deals are burdens that take a long time to execute. Excitement around Rocket Lab could return before or after its Neutron launch. x.com  x.com  x.com 

The selloff in space stocks ahead of SpaceX's IPO is a temporary rotation, not a change in the businesses. Money left AST SpaceMobile, Rocket Lab and smaller names to chase SpaceX allocations, yet AST still has every major US carrier signed and satellites shipping, Rocket Lab is launching at record cadence and defense space budgets keep growing. Once SpaceX lists at a $1.75 trillion valuation, the attention it draws to space as a sector should bring the money back and then some. x.com