SpaceX IPO Sparks Rally in Space Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy ASTS?
Source: Newsfilter
- SpaceX IPO Anticipation: SpaceX is expected to file for an IPO this week, potentially valuing the company at $1.75 trillion, which has sparked a strong rally in space stocks, reflecting high market expectations for its future growth.
- Stock Gains: Satellite designer AST SpaceMobile and aerospace company Rocket Lab both saw approximately 8% increases, while rocket maker Firefly Aerospace, which went public in August, surged 14%, indicating growing investor confidence in the space sector.
- Market Potential: The highly anticipated SpaceX IPO could raise over $75 billion, potentially making it the largest IPO ever, which would not only enhance the company's capital strength but also further propel the growth of the entire space industry.
- Industry Impact: The space sector has benefited from the rise of SpaceX, particularly amid soaring demand for national defense and artificial intelligence infrastructure, highlighting the industry's significance and growth potential in the future economy.
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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: 78.670
Low
43.00
Averages
91.68
High
137.00
Current: 78.670
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 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.
AST SpaceMobile Targets April Launch for BlueBird-7 Satellite
- Launch Window Selection: AST SpaceMobile is targeting an April 10 launch for its BlueBird-7 satellite aboard Blue Origin's New Glenn-3 mission, coinciding with NASA's Artemis II mission, marking the first crewed lunar flight since 1972, which may attract increased attention and investment.
- Satellite Network Support: BlueBird-7 will support AST SpaceMobile's direct-to-cell satellite network, allowing standard smartphones to remain connected beyond terrestrial coverage, a technological innovation that could enhance the company's competitiveness in the global communications market.
- Positive Market Reaction: Although AST SpaceMobile's stock fell over 10% last Friday, it has more than tripled over the past year, indicating investor optimism regarding the upcoming launch, especially as user sentiment on the social media platform Stocktwits remains neutral with a nearly 70% increase in message volume.
- NASA Mission Preparations: NASA's Artemis II mission preparations are in the final stages, with astronauts entering pre-launch quarantine to ensure readiness, and if weather conditions permit, this will lay the groundwork for future Artemis missions, indirectly boosting AST SpaceMobile's market performance.
See More
SpaceX IPO Sparks Surge in Space Stocks
- SpaceX IPO Outlook: SpaceX is preparing to file its IPO prospectus, potentially becoming the largest IPO in history by raising $75 billion and achieving a valuation of $1.75 trillion, which may make other space companies appear cheaper and attract investor interest.
- AST SpaceMobile Reaction: Following the SpaceX news, AST SpaceMobile's stock surged by 10.4%, but it subsequently fell by 8.5% on Thursday, indicating investor concerns over its valuation at 325 times sales amidst a lack of earnings.
- Rocket Lab Performance: Rocket Lab's stock also rose by 10.3% due to the SpaceX announcement but dropped 9.5% afterward; despite its consistent revenue growth and potential profitability next year, its valuation at nearly 60 times sales remains high.
- Investor Caution: While the SpaceX IPO prospect has generated market excitement, investors are showing caution towards the high valuations of AST SpaceMobile and Rocket Lab, reflecting uncertainties about the future of the space industry.
See More
SpaceX Set to File IPO, Anticipated to Raise $75 Billion
- IPO Anticipation: SpaceX is expected to file its IPO prospectus within days, aiming to raise $75 billion, which would make it the largest IPO in history with a valuation of $1.75 trillion, potentially overshadowing other space companies.
- Market Reaction: The news of SpaceX's IPO sparked investor enthusiasm, with AST SpaceMobile shares rising 10.4% and Rocket Lab increasing by 10.3%, indicating strong market interest and confidence in the aerospace sector.
- Price Volatility: However, the following trading day saw AST SpaceMobile and Rocket Lab stocks drop 8.5% and 9.5%, respectively, reflecting investor concerns over high valuations and rapid shifts in market sentiment.
- Investment Advice: While Rocket Lab shows stable revenue growth and is expected to be profitable next year, its stock trades at nearly 60 times sales, prompting investors to carefully assess their buying decisions to avoid entering at inflated prices.
See More
Starfighters Partners with Blackstar for Hypersonic Flight Testing
- Strategic Partnership: Starfighters Space has signed a Technical Interchange Agreement with Blackstar Orbital to advance flight testing of reusable hypersonic 'SpaceDrone' systems, with captive carry tests expected in Q4 FY26, marking a critical transition from simulation to real-world flight testing that could propel the development of a new class of reusable satellites.
- Flight Testing Initiative: This collaboration will utilize Starfighters' F-104 supersonic aircraft for manned flight tests, culminating in a high-altitude supersonic release that models the reentry flight trajectory of Blackstar's 'microshuttle' platform, further validating its performance in real-world conditions.
- Innovative Technical Interface: Starfighters has provided a specialized BL75 pylon as the structural interface between the F-104 and the SpaceDrone, enabling phased captive carry and eventual release testing, thereby enhancing its technical capabilities in the aerospace sector.
- Expanding Market Potential: With the U.S. Space Force budget reaching $40 billion, hypersonic testing and reusable space systems are emerging as one of the fastest-growing segments in the aerospace and defense market, and this partnership will further solidify Starfighters' position in this rapidly evolving landscape.
See More
Starfighters Space Partners with Blackstar Orbital for Hypersonic Testing
- Strategic Partnership: Starfighters Space has signed a Technical Interchange Agreement with Blackstar Orbital to advance flight testing of next-generation reusable hypersonic space systems, with captive carry flights expected in Q4 FY26, marking a significant innovation milestone in aerospace.
- Integration Advantage: By integrating Blackstar's SpaceDrone with its F-104 supersonic aircraft platform, Starfighters not only enhances testing efficiency but also provides a high-performance environment for validating future aerospace systems, further solidifying its leadership in the aerospace defense market.
- Market Potential: With the U.S. Space Force's budget reaching $40 billion this year and the Pentagon shifting decisively towards commercial solutions, this partnership positions Starfighters as a critical player in the rapidly growing hypersonic weapons development sector, attracting increased capital investment.
- Diversified Development Strategy: This collaboration complements Starfighters' operational expansion at Midland International Air & Space Port in Texas, showcasing the company's strategic positioning across multiple domains, including microgravity flight and hypersonic testing, thereby enhancing its competitive edge in the market.
See More
AST SpaceMobile Stock Volatility and Growth Potential
- Stock Price Volatility: AST SpaceMobile's shares surged over 196% in the past year and more than 11% so far in 2026, but recently pulled back about 37% due to capital restructuring, indicating market concerns about its future profitability.
- Satellite Launch Plans: The company aims to launch 45 to 60 satellites by the end of 2026, expected to provide coverage for global 4G and 5G smartphones, although it reported a net loss of over $340 million in 2025, highlighting profitability challenges.
- Financing and Capital Structure: AST SpaceMobile raised $3.9 billion through a $1 billion convertible note offering and stock issuance, which increased its share count but raised concerns about future financing needs to support its expansion plans.
- Government Contract Support: The company secured a $30 million contract from the U.S. government, indicating its technology's potential in military communications, opening a new revenue stream, although it faces increasing market competition and must focus on long-term profitability.
See More
AST SpaceMobile Targets April Launch for BlueBird-7 Satellite
- Launch Window Selection: AST SpaceMobile is targeting an April 10 launch for its BlueBird-7 satellite aboard Blue Origin's New Glenn-3 mission, coinciding with NASA's Artemis II mission, marking the first crewed lunar flight since 1972, which may attract increased attention and investment.
- Satellite Network Support: BlueBird-7 will support AST SpaceMobile's direct-to-cell satellite network, allowing standard smartphones to remain connected beyond terrestrial coverage, a technological innovation that could enhance the company's competitiveness in the global communications market.
- Positive Market Reaction: Although AST SpaceMobile's stock fell over 10% last Friday, it has more than tripled over the past year, indicating investor optimism regarding the upcoming launch, especially as user sentiment on the social media platform Stocktwits remains neutral with a nearly 70% increase in message volume.
- NASA Mission Preparations: NASA's Artemis II mission preparations are in the final stages, with astronauts entering pre-launch quarantine to ensure readiness, and if weather conditions permit, this will lay the groundwork for future Artemis missions, indirectly boosting AST SpaceMobile's market performance.
See More
SpaceX IPO Sparks Surge in Space Stocks
- SpaceX IPO Outlook: SpaceX is preparing to file its IPO prospectus, potentially becoming the largest IPO in history by raising $75 billion and achieving a valuation of $1.75 trillion, which may make other space companies appear cheaper and attract investor interest.
- AST SpaceMobile Reaction: Following the SpaceX news, AST SpaceMobile's stock surged by 10.4%, but it subsequently fell by 8.5% on Thursday, indicating investor concerns over its valuation at 325 times sales amidst a lack of earnings.
- Rocket Lab Performance: Rocket Lab's stock also rose by 10.3% due to the SpaceX announcement but dropped 9.5% afterward; despite its consistent revenue growth and potential profitability next year, its valuation at nearly 60 times sales remains high.
- Investor Caution: While the SpaceX IPO prospect has generated market excitement, investors are showing caution towards the high valuations of AST SpaceMobile and Rocket Lab, reflecting uncertainties about the future of the space industry.
See More
SpaceX Set to File IPO, Anticipated to Raise $75 Billion
- IPO Anticipation: SpaceX is expected to file its IPO prospectus within days, aiming to raise $75 billion, which would make it the largest IPO in history with a valuation of $1.75 trillion, potentially overshadowing other space companies.
- Market Reaction: The news of SpaceX's IPO sparked investor enthusiasm, with AST SpaceMobile shares rising 10.4% and Rocket Lab increasing by 10.3%, indicating strong market interest and confidence in the aerospace sector.
- Price Volatility: However, the following trading day saw AST SpaceMobile and Rocket Lab stocks drop 8.5% and 9.5%, respectively, reflecting investor concerns over high valuations and rapid shifts in market sentiment.
- Investment Advice: While Rocket Lab shows stable revenue growth and is expected to be profitable next year, its stock trades at nearly 60 times sales, prompting investors to carefully assess their buying decisions to avoid entering at inflated prices.
See More
Starfighters Partners with Blackstar for Hypersonic Flight Testing
- Strategic Partnership: Starfighters Space has signed a Technical Interchange Agreement with Blackstar Orbital to advance flight testing of reusable hypersonic 'SpaceDrone' systems, with captive carry tests expected in Q4 FY26, marking a critical transition from simulation to real-world flight testing that could propel the development of a new class of reusable satellites.
- Flight Testing Initiative: This collaboration will utilize Starfighters' F-104 supersonic aircraft for manned flight tests, culminating in a high-altitude supersonic release that models the reentry flight trajectory of Blackstar's 'microshuttle' platform, further validating its performance in real-world conditions.
- Innovative Technical Interface: Starfighters has provided a specialized BL75 pylon as the structural interface between the F-104 and the SpaceDrone, enabling phased captive carry and eventual release testing, thereby enhancing its technical capabilities in the aerospace sector.
- Expanding Market Potential: With the U.S. Space Force budget reaching $40 billion, hypersonic testing and reusable space systems are emerging as one of the fastest-growing segments in the aerospace and defense market, and this partnership will further solidify Starfighters' position in this rapidly evolving landscape.
See More
Starfighters Space Partners with Blackstar Orbital for Hypersonic Testing
- Strategic Partnership: Starfighters Space has signed a Technical Interchange Agreement with Blackstar Orbital to advance flight testing of next-generation reusable hypersonic space systems, with captive carry flights expected in Q4 FY26, marking a significant innovation milestone in aerospace.
- Integration Advantage: By integrating Blackstar's SpaceDrone with its F-104 supersonic aircraft platform, Starfighters not only enhances testing efficiency but also provides a high-performance environment for validating future aerospace systems, further solidifying its leadership in the aerospace defense market.
- Market Potential: With the U.S. Space Force's budget reaching $40 billion this year and the Pentagon shifting decisively towards commercial solutions, this partnership positions Starfighters as a critical player in the rapidly growing hypersonic weapons development sector, attracting increased capital investment.
- Diversified Development Strategy: This collaboration complements Starfighters' operational expansion at Midland International Air & Space Port in Texas, showcasing the company's strategic positioning across multiple domains, including microgravity flight and hypersonic testing, thereby enhancing its competitive edge in the market.
See More
AST SpaceMobile Stock Volatility and Growth Potential
- Stock Price Volatility: AST SpaceMobile's shares surged over 196% in the past year and more than 11% so far in 2026, but recently pulled back about 37% due to capital restructuring, indicating market concerns about its future profitability.
- Satellite Launch Plans: The company aims to launch 45 to 60 satellites by the end of 2026, expected to provide coverage for global 4G and 5G smartphones, although it reported a net loss of over $340 million in 2025, highlighting profitability challenges.
- Financing and Capital Structure: AST SpaceMobile raised $3.9 billion through a $1 billion convertible note offering and stock issuance, which increased its share count but raised concerns about future financing needs to support its expansion plans.
- Government Contract Support: The company secured a $30 million contract from the U.S. government, indicating its technology's potential in military communications, opening a new revenue stream, although it faces increasing market competition and must focus on long-term profitability.
See More
