Blue Origin's New Glenn Rocket Set to Return to Flight by End of 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 02 2026
0mins
Source: stocktwits
- Flight Timeline Confirmation: Blue Origin CEO Dave Limp announced that the New Glenn rocket is set to return to flight by the end of 2026, alleviating investor fears that last week's launchpad explosion could delay recovery until 2028, demonstrating the company's confidence in its recovery timeline.
- Infrastructure Damage Assessment: Limp revealed that critical infrastructure at Launch Complex 36 in Cape Canaveral, Florida, survived the explosion, including fuel storage systems and the New Glenn booster, indicating the company's ability to quickly restore launch capabilities.
- NASA Clarifies Timeline: NASA Administrator Jared Isaacman clarified that his earlier mention of a 2028 timeline referred to future lunar base missions, not New Glenn's return, further boosting market confidence in Blue Origin's recovery efforts.
- Positive Market Reaction: Following Limp's announcement, space stocks rebounded in overnight trading, with Rocket One surging 18%, and companies like AST SpaceMobile and Rocket Lab USA also seeing gains, reflecting investor optimism in the space sector.
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Analyst Views on ASTS
Wall Street analysts forecast ASTS stock price to rise
8 Analyst Rating
3 Buy
4 Hold
1 Sell
Hold
Current: 85.430
Low
43.00
Averages
91.68
High
137.00
Current: 85.430
Low
43.00
Averages
91.68
High
137.00
About ASTS
AST SpaceMobile, Inc. is engaged in building a global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on its intellectual property (IP) and patent portfolio and designed for both commercial and government applications. The Company is engaged in designing and developing the constellation of BlueBird (BB) satellites and has planned a space-based Cellular Broadband network distributed through a constellation of low Earth orbit (LEO) satellites. Its SpaceMobile Service is being designed to provide high-speed cellular broadband services to end-users who are out of terrestrial cellular coverage using existing mobile devices. The Company intends to continue testing capabilities of the BW3 test satellite, including further testing with cellular service providers and the government. The Company has operations in India, Scotland, Spain, and Israel.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Alphabet's Windfall: Alphabet's $900 million investment in SpaceX in 2015 is now valued at approximately $122 billion, significantly exceeding its annual net income, highlighting the extraordinary asset appreciation following SpaceX's public listing, further solidifying Alphabet's leadership in search and cloud computing.
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See More
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See More
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- Market Size Growth: The global space economy approached $613 billion in 2024 and is projected to exceed $1 trillion by the early 2030s, indicating strong investment appeal and market potential.
- Increased Investment Opportunities: The landmark public listing of a marquee private launch company in 2026 has provided investors with broad access to the orbital economy for the first time, marking a maturation and increased investability of the space sector.
- Diversified Demand: Investor interest is expanding across the entire value chain, including launch services, satellites, broadband constellations, and national security space, reflecting the broad applications and growth potential of the space economy.
- Index Recognition: The inclusion of smaller commercial space companies in major benchmarks like the Russell 3000 signifies the sector's transition from speculative novelty to a recognized market category, attracting more capital inflow.
See More
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- Market Size Breakthrough: The global space economy approached $613 billion in 2024 and is projected to surpass $1 trillion by the early 2030s, drawing a surge of investor capital that highlights the sector's immense growth potential.
- Wave of Listings: In 2026, the marquee private launch company in the commercial space sector made a successful public debut, ranking among the largest in U.S. market history, providing unprecedented access for investors to the orbital economy and marking the industry's maturation.
- Value Chain Expansion: Investor interest now spans the entire value chain, including launch services, satellites, broadband constellations, and national security space, indicating a diversification of market demand and richness of business models.
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