poisar

Stocks · News reference

Space Earnings Week: 1 Blowout Beat, 2 Ugly Misses and a Lot of Optimism

Erica Kollmann

Firefly, Rocket Lab, AST SpaceMobile, Virgin Galactic and Intuitive Machines reported earnings this week. Here's a look inside the prints.

More stocks newsConnected markets

Reference Details

Connected Markets

Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.

ASTSLUNRRKLBSPCE
Source
benzinga
Observed
Checked
Cadence
Captured once, then retained as an archive reference
Status
fresh

Keep reading

  1. Brendan Coffey

    AST SpaceMobile vs. Space Exploration Technologies: Which Telecom Stock Is a Better Buy in 2026?

    AST SpaceMobile and SpaceX compete in satellite connectivity but with different business models. AST SpaceMobile focuses on direct-to-device smartphone connectivity with partnerships from major telecom operators, while SpaceX leverages reusable rockets to scale its Starlink broadband service. Despite SpaceX's larger revenue base ($18.7B vs $70.9M) and established business, the article recommends AST SpaceMobile for 2026 due to strong telecom backing and clearer near-term profitability path, though both companies face significant cash burn and execution risks.

    ASTSSPCXTTBBTPA
  2. Micah Zimmerman

    All Eyes Are on SpaceX's Next Share Unlock on Sept. 9. But These 3 Unstoppable Growth Stocks Are Better Buys Hiding in Plain Sight.

    SpaceX faces a potential technical headwind on Sept. 9 when 319 million shares become eligible for sale from early stakeholders. Rather than SpaceX, the article highlights three alternative space infrastructure companies with stronger growth potential: Rocket Lab (developing reusable medium-lift rockets), AST SpaceMobile (building satellite-based cellular networks), and Redwire (providing spacecraft power and manufacturing systems).

    SPCXRKLBASTSRDW
  3. Leo Sun

    AST Spacemobile Just Moved Its Commercial Launch Target to 2027. Is That Bad News for Its Stock?

    AST SpaceMobile pushed back its target of deploying 45 satellites from late 2026 to early 2027, disappointing investors and contributing to a stock decline from a record high of $133.09 to the low $60s. Despite the delay caused by the loss of BlueBird 7 in April, the company maintains strong fundamentals including partnerships with 60+ carriers, a $1.3 billion backlog, and analyst projections showing revenue growth from $71 million in 2025 to $1.73 billion by 2028.

    ASTSTTBBTPATPC
  4. Johnny Rice

    Why Is AST SpaceMobile Stock Up 13% Today?

    AST SpaceMobile stock surged 13% on September 2, 2026, after Berenberg initiated coverage with a Buy rating and set a $92 price target, implying 51% upside. The bank believes AST can build a profitable satellite network using a direct-to-device model complementary to terrestrial carriers like Verizon and AT&T. However, the company faces significant execution risk with a $230.9 million net loss last quarter, despite $31.5 million in revenue, and carries $3 billion in long-term debt against $2.7 billion in cash.

    ASTSVZTTBBTPA
  5. Na

    LUNR Falls 46.4% in 3 Months. Is the Sell-Off a Buying Opportunity?

    Intuitive Machines (LUNR) has declined 46.4% over three months despite achieving a record $1.8B backlog and booking $920M in Q2 2026 awards. While the company shows strong operational expansion with 70+ IM-300 spacecraft under contract and improving satellite production, it faces headwinds from fixed-price lunar mission risks, negative adjusted EBITDA, and a premium valuation multiple relative to peers. The stock carries a Hold rating with weak value, growth, and momentum scores, suggesting investors should await execution improvements rather than treating the decline as a buying opportunity.

    LUNRLHXRKLB
  6. Na

    Is LUNR Worth Buying as Growth Accelerates but Valuation Stays Rich?

    Intuitive Machines (LUNR) reported Q2 revenues of $206.2 million, up 310% year-over-year, with a record $1.8 billion backlog and diversified revenue streams across civil, commercial, and national security sectors. However, the stock trades at a premium valuation (3.15X forward sales vs. 2.38X sub-industry average) while the company remains unprofitable, faces cash burn of $59.8 million quarterly, and has margin risks from fixed-price contracts. Analysts maintain a Hold rating, suggesting investors await better execution visibility before aggressive entry.

    LUNRLHXRKLB