Space
The Signal's coverage of Space stocks — sharp analysis on earnings, contracts, and market-moving catalysts.
Space Launch Economics, Explained: How Reusability Broke the Cost of Reaching Orbit
Reusable rockets turned space from a government-only luxury into a commercial industry. Here's how the economics work, who's winning, and what cheap launch unlo...
SpaceX vs. AST SpaceMobile: The $6 Billion Fight for Your Phone's Signal
Bloomberg reports that SpaceX and AST SpaceMobile are both among the bidders for Grain Management's nationwide 800 MHz low-band spectrum portfolio, valued at ro...
Intuitive Machines Isn’t a Moon Company Anymore
Intuitive Machines’ Q2 report was dominated by satellites, not landers: a $600M+ order for three GEO communications satellites, a record $1.76B backlog, and a n...
AST SpaceMobile Has the License, the Carriers, and the Cash. Now Comes the Hard Part.
AST SpaceMobile secured full FCC commercial authorization in April, won carrier validation from AT&T, Verizon, and T-Mobile in May, and launches its next three ...
AST SpaceMobile's 10 Satellites Are in Orbit. The Real Race Starts Now.
AST SpaceMobile pushed its 45-satellite goal from end of 2026 to early 2027 after New Glenn's catastrophic failure, but $3.5 billion in cash and a $1.2 billion ...
Intuitive Machines Is Building the Toll Road to the Moon. The Market Still Sees a Launch Company.
Intuitive Machines is the only private company to land on the Moon — twice. With a $4.82B NASA communications contract, six CLPS awards, and Q1 2026's first-eve...
Starlink Prints Money, Starship Burns It, and AI Eats the Rest — Decoding SpaceX
SpaceX ($SPCX) is three businesses in one ticker — Starlink (39% margins, $11.4B revenue), Launch Services ($4.7B, 166 launches), and AI/xAI ($3.2B rev, $14B an...
Rocket Lab's Neutron Is Almost Here. The Space Industry's Biggest Underdog Might Just Break Everything.
Rocket Lab stock sits at $100 with a $62.7B market cap and Q1 2026 revenue cracking $200M for the first time — but the real catalyst is still months away. Neutr...
Everyone's Obsessed With SpaceX. Rocket Lab Quietly Built the Better Business.
Rocket Lab isn't trying to beat SpaceX — it's positioning as the independent launch and space-systems alternative that satellite operators and defense agencies ...
The SpaceX Lockup Calendar: When To Buy $SPCX
SpaceX's record-shattering IPO saw the stock surge past $225 before settling back. But with under 5% float and a complex 16-date lockup structure releasing shar...
MDA Space: The Arms Dealer of the Orbital Economy
MDA Space (TSX: MDA) posted Q1 2026 revenue of $464.1M (+32.2% YoY) with a fortress $3.7B backlog and just acquired Blue Canyon Technologies for $620M to plant ...
The Invisible Rocket Company: Why Wall Street is Missing Rocket Lab's Real Money Printing Press
Rocket Lab's Space Systems division generated $136.7M in Q1 2026 (68% of revenue) while the launch business everyone obsesses over brought in $63.7M. With Neutr...
Iridium Just Ripped +168% YTD and Nobody's Talking About It — The Defense-and-IoT Satellite Monopoly the SpaceX Hype Buried
Iridium Communications ($IRDM) has returned +168.1% YTD, surging from $17.65 to $47.32, driven by the Aireon acquisition (full ownership of space-based ADS-B ai...
SpaceX Blasts Through the Nasdaq Roof — $75B IPO Closes at $161, Musk Is Now Worth More Than Most Countries
SpaceX completed the largest IPO in history on June 12, raising $75 billion at a $1.8 trillion valuation. Shares surged 19% on debut, closing at $161.11. Elon M...
Picks & Shovels vs. Moonshots: The Long-Term Case for RDW and LUNR
The commercial space race just graduated from speculative vaporware to pure corporate execution. Redwire (RDW) is the diversified, cash-flowing infrastructure p...
A $5 Penny Stock Just Hit $35 in Three Days — Meet the Space Battery Trade That Broke Reddit
Solidion Technology (STI) surged 619% in three days from $4.97 to $35.72 on claims of space battery tech for AI data centers. Volume exploded to 105M shares. Re...
$PL Just Beat On Earnings, Raised Guidance, and Said Defense Is Booming. The Stock Dropped 26% Anyway.
Planet Labs reported Q1 FY2027 results with $94M in revenue (up 42% YoY), raised full-year guidance, and highlighted booming defense demand. Despite the beat-an...
Forget Saudi Aramco — SpaceX Just Dropped the Biggest IPO in History. $75 Billion at $135 a Share.
SpaceX set its IPO terms on June 3, 2026, at $135 per share — a fixed-price, all-primary offering targeting $75 billion, which would eclipse Saudi Aramco's $29....
$RDW Just Exploded 26% — Redwire Got the Keys to the $151B Golden Dome
Redwire ($RDW) surged ~26% to $25.90 after being selected for the Missile Defense Agency's $151B SHIELD IDIQ contract — a cornerstone of Trump's Golden Dome ini...
Intuitive Machines Just Won $180M NASA Contract — $LUNR Is Building the Lunar Economy
Intuitive Machines ($LUNR) is on an absolute tear. Q1 2026 revenue hit $183.6M — up 194% YoY — and backlog surged to $792M after a $180.4M NASA CLPS award for t...
AT&T, Verizon & T-Mobile Just Backed $ASTS — Satellite-to-Phone Is Finally Real
AST SpaceMobile ($ASTS) hit $105.86 after AT&T, Verizon, and T-Mobile announced a joint venture to build satellite-to-phone service — validating the entire spac...
Someone Just Booked 8 Rocket Lab Launches — And Won't Say Who
Rocket Lab's mystery customer booked 8 launches (5 Neutron + 3 Electron) — the largest launch deal in company history. Combined with a record $2.2B backlog and ...
Starship at 12 Flights: What SpaceX Has Actually Proven (and What's Still Hype)
SpaceX's Starship has completed 12 test flights as of May 2026 — but zero commercial payload missions. The aspirational $100/kg target is still ahead. Starlink ...
SpaceX-xAI Mega-Merger: The $470B AI-Space Empire Coming for the Biggest IPO Ever
Reuters and Bloomberg report that Elon Musk's SpaceX and xAI are in advanced merger talks ahead of a planned IPO. The combined entity would be valued at roughly...
Rocket Lab Crushed Q1 — Record $200M+ Revenue, Space Force Deal, and the Street Is Chasing
Rocket Lab (RKLB) surged 34% in its best single day as a public company after reporting Q1 2026 revenue north of $200 million — crushing analyst estimates. With...
Rocket Lab Just Got Paid to Play in GEO — The $90M Heimdall Deal Changes Everything
Rocket Lab (RKLB) won a $90M U.S. Space Force contract to build two GEO satellites hosting the Heimdall space domain awareness payload — its first-ever geostati...
Rocket Lab Just Became the Most Important Space Stock You Don't Own
Rocket Lab just hit 87 Electron launches, deployed 250+ satellites, and is building Neutron — a reusable medium-lift rocket. With end-to-end spacecraft manufact...
SpaceX IPO: Everything Investors Need to Know Before the Biggest Space Debut in History
SpaceX is preparing what could be the largest IPO in history with a potential $300B+ valuation. With Starlink's cash flow accelerating and Starship achieving or...
SpaceX: Inside the Hidden Debt and Hype Behind the Biggest IPO in Human History
SpaceX filed its S-1 for the largest IPO in history under ticker SPCX, targeting a $1.75-2 trillion valuation. But the filings reveal $29.1B in debt, $4.9B net ...
Redwire's Contract Runway: Why This $14 Stock Could Be the Next Space Rocket
Redwire has quietly built a $500M+ contract backlog across space manufacturing, solar arrays, and 3D printing. With revenue growing 30%+ annually and expanding ...