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3 Speculative Tech Stocks That Could Go Parabolic

Group 1: AST SpaceMobile - AST SpaceMobile develops low-Earth orbit (LEO) satellites aimed at providing lower-band cellular connections, with its first commercial satellites set to launch on September 12 [2] - The company has seen its stock rally approximately 570% over the past 12 months in anticipation of its BB1 launch, with potential for further growth by expanding its LEO satellite networks to underserved areas [2][3] - Analysts project AST's revenue to grow at a compound annual growth rate (CAGR) of 684%, from $6.4 million in 2024 to $393.2 million in 2026, with a potential revenue of $870 million by 2030 if it matches the global LEO satellite market's expected CAGR of 14% [3] Group 2: Intuitive Machines - Intuitive Machines focuses on developing lunar landers and exploration vehicles, primarily generating revenue from NASA contracts, with its NOVA-C lunar lander successfully landing on the Moon in February [4] - The company expects its revenue to grow from $79.5 million in 2024 to $474.6 million in 2026, reflecting a CAGR of 81%, while also aiming to narrow net losses and achieve profitability [4][5] - With an enterprise value of $317 million, the stock appears undervalued at less than one times next year's sales, especially if NASA increases spending on lunar missions [5] Group 3: QuantumScape - QuantumScape specializes in solid-state batteries, which offer advantages over traditional lithium-ion batteries, such as higher energy storage and faster charging times [6] - The company is not expected to generate revenue this year, but projections indicate revenue could rise to $5.4 million in 2025 and $19.1 million in 2026 as it commercializes its products [7] - Despite an enterprise value of $1.97 billion, which suggests a high valuation at over 100 times its projected 2026 sales, the company could see rapid expansion as solid-state batteries gain market share [7]