Rocket Lab and AST SpaceMobile both reported Q2 2026 earnings, aiming to disrupt SpaceX in different ways. Rocket Lab posted $234 million in revenue, up 62%, with a $2.36 billion backlog and strong defense contracts, showing a diversified business model including satellite manufacturing and launch services. AST SpaceMobile, focusing on direct-to-phone broadband, reported $31.5 million revenue but missed expectations and faced a large loss due to a launch incident, though it is preparing beta services with strategic partners. Rocket Lab is seen as a safer, diversified investment, while AST offers higher risk and potential reward depending on its beta service success and satellite launches.
Rocket Lab's stock has dropped recently despite a growing backlog and a major acquisition on the horizon. The company reported record Q2 revenue of $234 million, a 62% increase year-over-year, and a backlog of $2.36 billion. The upcoming Neutron rock...
SpaceX stock fell 5% following the release of a $47.2 billion tranche of insider shares becoming sellable after the company's IPO lockup period. This large supply overhang pressured not only SpaceX but also other space-related stocks like AST SpaceMo...
Rocket Lab Corporation (RKLB) is rated a Buy with a 24% upside potential due to key growth drivers like the upcoming Neutron rocket launch in Q4 2026, the acquisition of Iridium Communications, and a strong backlog. The company reported a 62% year-ov...
Rocket Lab's stock was upgraded to a bullish rating following a more than 40% pullback and improved fundamentals. The company reported record Q2 revenue of $234.07 million, a 62% increase year-over-year, supported by a strong backlog indicating solid...
SpaceX shares rose 4% following Pivotal Research's initiation of coverage with a Buy rating and a $220 price target, significantly above current levels. The boost reflects strong growth in SpaceX's AI compute, Starlink, and launch businesses, with Q2...
