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AST SpaceMobile's direct-to-phone satellite network makes it an extremely bullish long-term space-economy bet. Partnerships with more than 60 mobile operators representing over 3 billion potential subscribers and about $1.3 billion in contracted revenue backlog support the case. It targets initial, intermittent broadband coverage in five countries before end-2026; its market cap is roughly half Rocket Lab's, though both face significant execution risks. x.comÂ
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.comÂ
Orbital data centers may take far longer than investors expect, if they happen at all. SpaceX sells compute on Earth and invests in power and cooling there, widening the hype-reality gap. SpaceX, Rocket Lab, AST SpaceMobile and Redwire could be dead money for years while the vision catches up. x.comÂ
A stronger SpaceX could lift the wider space-stock basket, including AST SpaceMobile, Rocket Lab, Redwire, Planet Labs, Intuitive Machines, Firefly Aerospace and Voyager Technologies. Per DeItaone, JPMorgan raised its SpaceX price target from $240 to $500 while maintaining Overweight. The seven space stocks rose alongside SpaceX after hours. Their initial post-IPO selloff was followed by macro-driven weakness, not further weakness caused by SpaceX. x.com x.com x.comÂ
Investors rotating into cheaper stocks with more upside should ultimately benefit Rocket Lab and AST SpaceMobile. Both have already suffered major drawdowns. x.comÂ
Space stocks have lost their catalyst now that SpaceX is public. For a year the basket was a bet on when the SpaceX IPO would happen; it listed Friday, up 19% at $2.1 trillion, the biggest IPO in history, and the air came out. Rocket Lab, AST SpaceMobile, Satellogic and BlackSky, green for months, have all flipped to SuperTrend downtrends. That is not the sector breaking but buy-the-rumor, sell-the-news. x.comÂ
Listed space stocks were sold because SpaceX's IPO vacuumed up the sector's marginal dollar, not because their contracts stopped. AST SpaceMobile launched the three largest comm arrays ever, with 60 carriers signed; Rocket Lab booked $663M from the Space Force in nine days; Planet Labs' backlog exceeds annual revenue; BlackSky printed its first EBITDA-positive quarter; Firefly, a Golden Dome interceptor selectee, trades below its IPO price; and Redwire's revenue rose 90%. x.comÂ
Space stocks are turning bullish as oversold names that never stopped executing regain momentum, led by AST SpaceMobile, Rocket Lab and flyExclusive. AST launched BlueBird and began direct-to-cell service in Japan, and Rocket Lab landed a roughly $400M award. AmpliTech's multi-sector exposure is overlooked, and CPS Technologies is a bottleneck play for 2027; Satellogic, Velo3D and Voyager also fit. The SpaceX unlock overhang is only partly gone, so re-entry should wait. x.comÂ
AST SpaceMobile's price is being set by whoever published most recently, because there is no recurring business yet underneath to argue with. Its 9% jump on Berenberg's $92 Buy initiation rested on figures from its Q2 release; within a quarter it traded at $133.67, sold converts at $149.20 and now sits at $61. Q2 revenue was $31.5 million, only $7.1 million from services, mostly government milestones. Cash is strong, and two quarters of operator-driven services growth would change the view. … Show more
Space stocks can create generational wealth this year, and five of them can 10x. AST SpaceMobile has its direct-to-phone constellation and AT&T and Verizon deals; Rocket Lab has Electron launches, Neutron and a space-systems backlog; Firefly Aerospace has Alpha and Eclipse rockets and the Blue Ghost lander; SpaceX has Starship, Falcon, Starlink and AI compute; Intuitive Machines has NASA lunar landers and an infrastructure pipeline. All five grew trailing revenue 53% to 2,257%. x.com x.comÂ