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 

Karman Holdings, along with Kratos, should be one of the real winners of the space-sector boom. Both have massive space programs and revenues significantly higher than some of the space stocks that have already exploded. x.com 

Karman Space & Defense is expensive against its cash earnings. At $33.05 it trades at 34x cash earnings and 21x next year's, while aerospace and defense suppliers usually get 16x. Fair value is $20.73–$26.38, about 16x next year's cash earnings give or take 12%, putting the stock 25% above the high end. The forward read leans on forecasts, sitting 90% above the trailing one. This is a levels-only read off reported earnings and revenue estimates, not fundamental work. x.com 

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 

Applied Aerospace & Defense offers exposure to growing defense, space and precision-strike spending through a business still very early in its public-market story. x.com 

Karman Holdings' ownership concern is outdated: control is no longer as concentrated as it was at or after the IPO. x.com 

Rocket Lab delivered a really bullish report. Per @allday_stocks, Q1 revenue of $200.3M beat the $189.41M estimate, up 63.5% year on year, with a record 38.2% GAAP gross margin and backlog up 20.2% quarter on quarter to $2.2B. It sold more launches in Q1 than in all of 2025, guided Q2 revenue to $225-240M versus $205.18M expected, and Neutron remains on track to debut later this year, with defense momentum tied to Golden Dome and hypersonics. x.com 

Rocket Lab is set up for a breakout as its technicals and fundamentals align. A W-bottom is forming, with price bouncing off $64.6 support. Q2 revenue hit a record $234 million, up 62% year over year, and backlog rose 137% to an all-time high of $2.36 billion. It won a $397 million Space Force SB-AMTI contract to build and launch Flatellites on Neutron and joined the $981 million NITE-STAR contract ceiling, showing it is a vertically integrated space company, not just a launch provider. x.com 

Ondas Holdings is assembling a defense prime in public while its chart pulls back. Eight acquisitions in twelve months form a full kill chain across sensing, counter-drone protection, strike and AI battle management, and Mistral brings direct US Army and Special Operations contract vehicles. Q1 revenue rose tenfold; guidance is at least $390m, heading toward about $525m with DZYNE, versus $50.7m last year. Backlog is $457m versus $68m at year-end, with $1.48bn in cash and no long-term debt. … Show more

Rocket Lab's latest quarter supports a move toward $122, with growth, backlog and guidance all stepping up. Revenue cleared about $200M, up roughly 60% year over year, and backlog now exceeds $2B. Liquidity is strong, with about $1.5B in cash and more than $2B in total liquidity. Management again guided Q2 higher, to $232M versus a $208M street consensus. x.com