Space stocks were hot again this week with large price moves, analyst updates and major institutional support. Here's a look at what's going on in the space sector. ASTS stock is moving. See the details here. Institutional SupportJPMorgan Chase & Co. on Monday unveiled its “Security and Resiliency Initiative,” a $1.5 trillion commitment aimed at facilitating, financing and investing in industries vital to national economic security and resilience. Read Next: USA Rare Earth, Critical Metals Stocks Explode—JP ...

Space stocks are names that often capture investors’ imaginations—there's something romantic about exploring beyond Earth’s atmosphere. For more practical investors, the innovative nature of companies working to blast into outer space can provide some compelling returns—particularly if the company can secure governmental contracts and ensure a consistent stream of profits. One interesting name in space stocks right now is Rocket Lab (RKLB), which has made more than a dozen successful launches this year an ...

Space stocks remain in the spotlight as retail investors digest new contracts, acquisitions and upcoming launches. Here's a look at what's going on in the space sector. ASTS stock is climbing. See the details here. Firefly Aerospace: FLY Firefly Aerospace, Inc. (NASDAQ:FLY) announced on Monday that it will acquire SciTec, Inc. for approximately $855 million through a combination of cash and stock. The company will pay $300 million in cash, and $555 million in Firefly shares priced at $50 each.SciTec is a go ...

Group 1 - The space industry has become an attractive investment opportunity due to the emergence of specific commercial products that provide a path to profitability for companies in this sector [1] - AST SpaceMobile is highlighted as a notable player in the space industry, indicating its potential for growth and investment [1] Group 2 - The article emphasizes the importance of self-study and active practice in the investment sphere, suggesting that practical experience is crucial for success in financial markets [1]

Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies.Rocket Lab Corporation (NASDAQ: RKLB ) has made it onto the U.S. government’s radar; Rocket Lab getting cozy with the U.S. government isn’t new news per se, but it’s definitely big news. The company announced ...

Core Viewpoint - Rocket Lab has experienced significant growth in 2025, with stock prices increasing nearly 90% year-to-date, driven by successful rocket launches and new contracts, particularly for the Neutron rocket program [2][3] Revenue Growth Trajectory - Rocket Lab's last-twelve-month revenues stand at $504 million, with projections to exceed $1.2 billion by 2027, indicating potential revenue growth of more than 100% [3] - Key drivers for this growth include increased launch frequency, expansion into larger payloads with the Neutron rocket, and diversification into satellite manufacturing and space systems [6][10] Valuation Framework - The company is currently trading at nearly 50 times trailing revenues, reflecting a premium for high-growth space companies [4] - If revenues double while stock prices remain stable, the revenue multiple could decrease to 25x, with a more realistic multiple projected at around 35x by 2027 [4][5] Price Target Analysis - Applying a 35x multiple to expected 2027 revenues of over $1.2 billion suggests an implied share price of approximately $85, representing nearly 80% upside from current levels [5] Growth Catalysts - Several catalysts could enhance Rocket Lab's growth trajectory, including government contract wins, demand for commercial satellite constellations, vertical integration, and international expansion [10] Risks and Challenges - Potential risks include execution challenges in Neutron development, competitive pressure from companies like SpaceX, regulatory hurdles, and capital requirements for expansion [7][10]

Core Viewpoint - Voyager Technologies has faced significant challenges following its IPO, with stock prices declining sharply due to ongoing costs and uncertainty regarding future profitability [1][2]. Financial Performance - In Q2, Voyager reported a loss of $0.60 per share, which was double the expectations of Wall Street, despite generating sales of $45.7 million, exceeding forecasts [4]. - The sales growth was primarily driven by the defense sector, which saw an 85% increase, rather than from the space station projects that are still in development [5]. Future Guidance - Management provided guidance indicating full-year sales for 2025 will be between $165 million and $170 million, which is above analyst expectations. However, they did not provide clarity on expected losses under GAAP or free cash flow [6]. - The company is currently "debt-free" with total liquidity of $669 million, allowing it to sustain operations for a while despite ongoing cash burn [7].

Core Viewpoint - Rocket Lab (RKLB) has experienced an 800% increase in stock price over the past 12 months, driven by hype, defense contracts, and ambitions to compete with SpaceX [1] Company Summary - The company has not reported any profits, raising concerns about its extreme valuation [1] - The significant stock price increase prompts questions about whether Rocket Lab represents a genuine breakthrough in the aerospace industry or if it is merely a speculative bubble [1]

Real Estate & Space Industry Trends - Data centers are a rapidly growing sector in real estate, driven by AI, cloud computing, and online activities, but their high energy consumption poses a challenge [1] - Private capital is flowing into the space industry, with new companies emerging to serve various aspects of the sector from both public and private perspectives [3] - The space industry is experiencing a revolution, with companies seeking to monetize space through manufacturing and serving as a base for further space exploration, including potential data center production on the moon [6] - Space offers unlimited power from the sun, unlimited cooling from the vacuum, and unlimited real estate, potentially unlocking constraints faced on Earth and providing clean energy [9] - The current economic environment presents challenges for global development, with stagflation, higher rates, and slower growth making it difficult for developers to make projects financially viable [19][20] Technological Advancements & Infrastructure - Reusable rocket technology is advancing, with potential for 1,000 tons of launch capability, moving towards a million tons per year [32] - Robotics are becoming increasingly advanced and advantageous in the lunar environment due to the challenges of sustaining human life in space [31] - Ethos is developing technology to utilize lunar geological resources, such as anorthosite, to create building materials like synthetic igneous rock, which is twice as strong as concrete, for constructing landing pads, roads, and foundations on the moon [26][27][28][29] Energy & Power Consumption - Data centers are projected to consume a significant portion of US power generation, potentially reaching 40% by 2030, highlighting a serious infrastructure problem [42] - China has a significantly larger installed power base than the US and is investing heavily in solar energy, necessitating the exploration of new, non-Earth-bound power generation methods [44] - The cost of solar energy is declining rapidly, and nuclear energy is gaining traction, suggesting that energy problems will be solved, but the demand for power is infinite [47] Investment & Future Outlook - Capital is seeking great opportunities and returns, with space emerging as a promising area for investment [21] - Infrastructure investments require a long-term perspective, considering future disruptors and their potential interplay with the current world [14] - The space industry is in its early stages, similar to the railroad era, representing a major investment opportunity and creating new "rails" for the future [17]

Meanwhile, data centers, as you heard at the beginning of the show, this is the hottest sector in real estate right now. They also literally run hot, consuming more energy than a lot of local grids can handle. So, seriously, what if you put them in outer space.I think we've heard Elon Musk talk about this, but Diana Olick is here to truly explain. Yeah, and I know, Kelly, it sounds nuts, right. It does.Look, but this is one of the next great plays in real estate, lunar construction and development of data c ...