Following SpaceX's public listing, the space economy has gained investor attention, especially lunar infrastructure. Intuitive Machines reported a record Q1 2026 revenue of $186.7 million, nearly tripling last year, and holds a $1.1 billion backlog. Growth was driven by its $800 million acquisition of Lanteris Space Systems and contracts from NASA and the U.S. Space Force. The company is evolving from a lunar lander specialist to a multi-domain space contractor, reflecting the shift of lunar exploration into a commercial procurement program with recurring revenue opportunities. Risks remain from government contract timing and integration challenges, but the sector is becoming a distinct investment theme.
Shares of AST SpaceMobile rose 5% following a disclosure of a change-of-control severance policy for senior executives, sparking takeover rumors. While the policy does not confirm any acquisition talks, it fueled investor speculation amid the company...
Tesla and SpaceX both reported aggressive spending strategies this summer, aiming to invest heavily now and profit later. Tesla's revenue grew 25.5% but its operating margin is thin, while SpaceX saw 92% revenue growth driven by AI and Starlink expan...
Various AI models forecast a moderate increase in SpaceX stock price by the end of October 2026, with estimates ranging from $147 to $162.50. Positive factors include recent successful rocket launches and anticipated earnings reports, while concerns ...
Short selling of SpaceX stock reached a two-week peak on September 29, with the short volume ratio hitting 59.50, indicating increased bearish bets despite the stock holding steady near $149.24. The stock has faced resistance around the $150 mark sin...
SpaceX is projected to report third-quarter revenue of $13.8 billion, exceeding consensus by 7%, with strong growth led by its AI business. UBS highlights AI revenue driven by deals with Anthropic and Google, expecting $15 billion in Q4 and $27 billi...
