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$RKLB - Redwire, Rocket Lab, Firefly Split a $981 Million Space Force Pie
Redwire Corp. $RDW, Rocket Lab Corp. $RKLB and Firefly Aerospace Inc. $FLY have won spots on a Space Force contract vehicle worth up to $981 million. The award puts three of the most heavily traded space stocks in line for military test and training work through 2036.
Space Systems Command named 15 vendors to its NITE-STAR multiple-award, indefinite-delivery/indefinite-quantity contract, according to a July 31 release from the command. The ceiling covers two five-year ordering periods.
The goal is to build test and training tools that prepare Guardians “for engagements against peer adversaries.”
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$ASTS - AT&T rolling out AST SpaceMobile ads on Instagram and FaceBook recently....👀
Stay focused...big things in the works!
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$NBIS - BNP Paribas upgrades Nebius to Outperform from Neutral with a price target of $399, up from $260.
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U.S. 10-year spiking again today to highest levels since 2007! 😱
Bad omen for your favourite high growth stock
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$RKLB - Cathie Wood and ARK Invest on bought a total of 359,612 shares of Rocket Lab yesterday across three of the firm's ETFs.
The purchases were worth about $25.88 million based on Rocket Lab's closing price of 71.98.
ARK made the buys across its flagship ARK Innovation ETF, ARK Autonomous Technology & Robotics ETF and the ARK Space & Defense ETF.
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$ASTS - AST SpaceMobile just rose above the 50 Day MA.
Chart is now setting up nicely for an extended rally into year end!
$ASTS - Chart continues to trade in a tight range....
Watch for the 50 day MA at $63, we break above that and AST could see a nice rally to the 200 day MA at $81.
All it takes is one shipment press release or J-LEO announcement and shorts will want to cover!
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$ASTS - When somebody tells me AST SpaceMobile's market is only the 2% of the coverage that terrestrial doesn't cover in the U.S......I just pat them on the back and say what about the "one bar" areas?
Roughly 35% to 45% of the total U.S. landmass experiences either a complete dead zone or a marginal "one bar" signal. AST's coverage area will also help in these areas across the U.S. and around the world.
You know what I'm talking about when your phone stalls in a one bar neighbourhood!
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$SPCX / $ASTS - Starlink MoM growth in the U.S. is accelerating hitting 6% in the latest month with 4M subs as of Aug 2026.
Space based broadband/mobile demand is only going to be getting stronger in the coming years as major industries switch to a more robust global connectivity network
$ASTS / $SPCX - Starlink global consumer subscriber count is estimated to be 13.2m in August 2026 with >600k net additions in the month.
Pretty crazy growth for Starlink. A sign of what's to come for AST SpaceMobile and their potential 3B customer reach!
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$ASTS - Chart continues to trade in a tight range....
Watch for the 50 day MA at $63, we break above that and AST could see a nice rally to the 200 day MA at $81.
All it takes is one shipment press release or J-LEO announcement and shorts will want to cover!
$ASTS - The AST SpaceMobile chart continues to bounce off long-term support.
A "Coiled Spring" pattern has developed and is primed for a move higher in the coming months coinciding with bullish launch catalysts that will be upcoming.
A gift below $60. 1 year from now, you'll be a happy camper!!
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$RKLB - 1 year consolidation almost complete....
Chart is now primed for a major breakout shortly....50 day at $69.
Enjoy the ride! 😎
$RKLB - Up 7% today.....😎
Rocket Lab chart is primed for a big run after completion of the ATM to fund the $IRDM acquisition.
Launch providers are a rare commodity now that Falcon 9 is winding down. Gives Rocket Lab much better pricing power going forward in locking multi-launch deals!
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$RKLB - Cantor Fitzgerald reiterates $122 price target on Rocket Lab and maintains overweight rating
'We remain bullish, and we view this as a good entry point' "Rocket Lab (RKLB, OW) Fully Funds Acquisition of Iridium and Completes 96th Launch. RKLB previously announced plans to acquire Iridium Communications, which includes a constellation of >60 operational satellites and >10 on-orbit spare satellites.
On 9/15, Rocket Lab disclosed it received sufficient cash to fund the pending acquisition, which is expected to close in mid-2027. Operationally, we expect the acquisition to integrate RKLB's launch and spacecraft manufacturing capabilities with Iridium's global LEO L-band spectrum satellite network, and, in our opinion, this acquisition re-solidifies RKLB as a pureplay, end-to-end space company that will ultimately build and launch its own rocket and design, deploy, and operate its own constellations under a single roof. Iridium reported total revenue of >$850M in FY25, and for FY26 we model RKLB revenues of >$900M; thus, we expect the combined company to double annual revenue once the acquisition closes.
Separately, last weekend Rocket Lab launched its 17th Electron mission of the year, and 96th successful Launch to date (Electron and Haste), and we continue to view this successful track record and launch heritage as an important moat in the industry (which remains significantly launch constrained). More importantly, Rocket Lab is still targeting the first launch of Neutron, the company's medium-size rocket, later this year, which we view as the most material catalyst. Neutron is being designed with a payload capacity of ~13,000 kg (vs. Electron's ~300 kg) and a minimum reusable target of up to 20 launches per engine. Once operational, we expect Neutron to become (currently) the only viable alternative (and most direct competitor) to the Falcon 9.
Additionally, recall that management is targeting Neutron for "up to 20 launches per engine," and that management is targeting a Neutron ASP of $50M-$55M per launch (and we expect management to increase ASPs following successful launches). Overall, we continue to view Rocket Lab's track record of successful space launches (heritage is a key differentiator), the portfolio of three different rocket types (Electron, Haste and Neutron), the customer diversification (Commercial and Government / domestic and international), and the dedicated launchpads in New Zealand and in the U.S., as material moats. We remain bullish, and we view this as a good entry point ahead of two material catalysts (Neutron first launch, and closing of Iridium acquisition).
H/T: @AIStockSavvy
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$NBIS - Nebius initiated with a Sell at Rothschild & Co Redburn and $84 price target.
While the equity narrative across the generative AI infrastructure "remains firmly bullish," credit markets are "beginning to price risks that equities largely ignore," the analyst tells investors in a research note. Rothschild believe the credit market "is sending the more important signal." The firm says the true economic leverage of the hyperscalers, which support much of the infrastructure buildout, is materially higher once off balance sheet commitments are included. This reduces their capacity to continue backstopping the next phase of investment, contends the analyst.
Rothschild is negative on the neoclouds, where it believes earnings and valuations are "cyclically inflated." It is neutral on AI infrastructure. Traditional real estate investment trusts "stand out as underappreciated second-derivative beneficiaries of the buildout," adds the firm. It sees the greatest downside risk at Nebius, saying the market is pricing in the most optimistic outcome from the compute-repricing thesis.
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$SPCX - Is the SpaceX chart setting up for a breakout to challenge all-time highs hit back in June?
I believe SpaceX can become the most valuable company in the world in just a few years if they can hit their revenue forecasts.
Space is the place...Long! 🚀
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