STOCKHOLM, Jan. 9, 2026 /PRNewswire/ -- GomSpace Luxembourg today announced its selection by a leading North American space company for a mission focused on lunar exploration. The mission marks a major step forward in the understanding of the solar system and in the capabilities of small satellite platforms for deep space exploration. The contract covers the initial design of two state-of-the-art spacecrafts. The spacecrafts will be designed with advanced technologies derived from the company's extensive ex ...

Core Insights - Satellogic Inc. has entered into a seven-figure agreement with a strategic customer to provide continuous, high-frequency Earth observation monitoring across a large portfolio of priority sites, reflecting the increasing demand for persistent data access rather than episodic data [1][5] Group 1: Agreement Details - The agreement allows Satellogic to deliver daily revisit, high-resolution coverage, enabling consistent observation over priority regions for extended periods [1] - The program is designed to ensure ongoing visibility and predictable data availability, which supports intelligence workflows and time-sensitive decision-making [2] Group 2: Operational Capabilities - Consistency of coverage is central to the agreement, supported by Satellogic's vertically integrated design, manufacturing, and operations model, which enables sustained high-frequency monitoring [3] - The strategic customer gains access to Earth observation capabilities that facilitate early identification of changes and improved responsiveness in various domains, including defense, civil monitoring, and commercial operations [4] Group 3: Company Background - Founded in 2010, Satellogic is a vertically integrated Earth observation company that designs, manufactures, and operates satellite systems, providing decision-grade insights to government and commercial customers [5] - The company's integrated approach allows for predictable satellite deployment timelines and supports continuous monitoring across large portfolios [6]

Group 1 - The core viewpoint of the article is that a downgrade by Scotiabank indicates that even optimistic growth projections may not be sufficient to justify the high valuation of the satellite company [1] Group 2 - The satellite company's valuation has been described as soaring, suggesting a significant increase that may not align with its growth fundamentals [1] - The downgrade from Scotiabank highlights concerns regarding the sustainability of the company's growth assumptions in the current market environment [1]

Several factors helped the space company defy gravity in December.Coming just after Planet Labs' (PL +2.45%) latest satellite launch, December was a good month for the space company's stock. Its price rose by almost 66% across that stretch of time, on news of that launch, in addition to encouraging quarterly results, and positive analyst notes after those figures were published. Twin satellite launchPlanet Labs barreled into December on a high note -- almost literally. On the last business day of the previo ...

Core Insights - Retail investors are increasingly favoring established companies like Amazon, reflecting a shift in sentiment towards durable growth stories as they prepare for 2026 [2][4] - Amazon holds a consensus Moderate Buy rating with an average price target of $295.50, indicating a potential upside of nearly 31% from current levels [1] - The retail-driven stock selection has shown effectiveness in recent years, often outperforming broader market indices [5] Amazon - Amazon reported Q3 2025 earnings with an EPS of $1.95, surpassing the consensus estimate of $1.57, and revenue increased by 13.4% year-over-year to $180.17 billion [7] - Operating leverage remains a key driver for Amazon, with AWS revenue growing 20% year-over-year, contributing significantly to operating profit [9] - Amazon's valuation has normalized, with current and forward P/E ratios aligning closer to peer averages, making future performance reliant on earnings execution [8] Rocket Lab - Rocket Lab has seen its shares surge over 2,000% in the past three years, reflecting sustained retail investor conviction [11] - The company is entering a pivotal growth phase with its Neutron rocket, which could expand its addressable market significantly [13] - Analysts have raised price targets for Rocket Lab following a significant contract win, with a consensus Moderate Buy rating and a price target near $61 [15] AST SpaceMobile - AST SpaceMobile has emerged as a polarizing pick, with shares increasing over 260% in 2025, but analysts maintain a cautious stance with a consensus Hold rating [16][17] - The company is developing a space-based cellular broadband network, but faces valuation concerns due to its unprofitability and high price-to-sales multiple [18] - For sustainable upside, AST SpaceMobile needs to demonstrate progress through successful satellite deployments and contract wins [19] Alphabet - Alphabet has shown a remarkable turnaround, with Q3 revenue exceeding $100 billion and significant growth in Google Cloud [20][21] - The company's investments in AI have reshaped market perception, with products like Gemini 3 enhancing its competitive edge [22] - The stock carries a consensus Moderate Buy rating, with a forward P/E of 28, and a pullback toward $300 could present a buying opportunity [23] Nebius - Nebius Group N.V. operates a diversified ecosystem of AI-driven platforms and has rapidly gained attention in the AI computing space [24][25] - The stock has surged 234% over the past year, with a consensus Buy rating and a price target implying over 60% upside [25] - Management projects annual run-rate revenue of $7 billion to $9 billion in 2026, significantly up from $551 million at the end of Q3 2025 [26][27]

Core Viewpoint - The expansion of commercial satellite constellations, particularly "Starlink," poses significant safety challenges due to a lack of effective regulation, as highlighted by recent incidents involving close encounters with China's space station [1][2] Group 1: Safety Concerns - "Starlink" has over 10,000 satellites in orbit and has approached China's space station twice, necessitating emergency avoidance maneuvers [1] - A recent incident involved a "Starlink" satellite disintegrating, resulting in over 100 pieces of debris, which poses a serious threat to spacecraft from developing countries that lack orbital control capabilities [1] Group 2: Regulatory Issues - Some low Earth orbit satellite constellations are reportedly ignoring national laws by providing communication services over other countries' airspace and borders, effectively interfering in domestic affairs [1] - In regions such as the Sahel in Africa, South Asia, and Southeast Asia, "Starlink" has been utilized by terrorist groups, separatist forces, and fraud organizations, complicating regulatory and law enforcement efforts [1] Group 3: Call for Compliance - The Chinese representative urged relevant countries to adhere to their obligations under the Outer Space Treaty and to strengthen regulation of their commercial space activities [2]

Unlocks the Agility of Airbus’ OneSat® Platform Enabling Operators to Instantly Reshape Coverage and Reconfigure Missions In-OrbitSAN DIEGO, Dec. 30, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in Defense, National Security and Global Markets, today announced the successful completion of factory acceptance testing between its EPOCH Command and Control (C2) software and Airbus’ OneSat next generation software-defined satellite platform. Unlike tradi ...

Welcome back to the watch list. I'm Nicole Pedalites. Greg Pendy's with us, equity research director at Clear Street right now.The Dow is down about 193 points. So, we're off the lows on the day. Uh wanted to take a look here at AIdriven Earth observation.Some of the data that's been coming in, why is this something different or advantageous for the new year. >> Yeah, absolutely. So AI data uh from earth imagery, it's been done for years.Uh but what the key changes that we're seeing that take place right no ...

Core Insights - PowerBank Corporation has successfully launched the DeStarlink Genesis-1 satellite, marking a significant milestone in its collaboration with Smartlink AI, aimed at developing solar-powered infrastructure in space [1][2][3] Company Developments - The Genesis-1 satellite is now operational and producing solar power as it orbits the Earth, validating PowerBank's vision of extending solar-powered infrastructure beyond terrestrial limits [2][3] - The satellite's deployment establishes the foundation for a planned constellation that will integrate advanced capabilities, including AI inference and blockchain verification, with further expansions expected to begin in 2026 [3][12] - PowerBank's collaboration with Orbit AI is focused on advanced solar energy systems and thermal control solutions, which are critical as the satellite constellation scales [5][12] Market Opportunities - The Orbital Cloud initiative positions PowerBank at the intersection of three megatrends: renewable energy, artificial intelligence, and decentralized computing, with market projections exceeding $700 billion over the next decade [2][6] - The satellite data services market is expected to grow from approximately $12.16 billion in 2024 to about $55.24 billion by 2034, reflecting a compound annual growth rate (CAGR) of around 16.3% [9] - In-orbit data centers are projected to increase from $1.77 billion in 2029 to $39.1 billion by 2035, indicating a significant shift in compute workloads migrating to space [16] Strategic Positioning - PowerBank's expertise in solar energy systems positions the company to support the transition of computing infrastructure beyond terrestrial constraints, leveraging continuous energy availability in space [10][11] - The company aims to play a crucial role in the "Execution Layer" of orbital systems, focusing on solar power generation and adaptive thermal management technologies [9][12]

Core Viewpoint - The article compares two growth stocks, Archer Aviation and AST SpaceMobile, highlighting that while both have shown significant price movements, AST SpaceMobile is currently a better investment option due to its established contracts and progress in satellite deployment [1][2]. Archer Aviation - Archer Aviation is developing electric vertical takeoff and landing (eVTOL) aircraft aimed at transforming urban transportation, with plans to launch commercial operations in the UAE by the second half of next year [4][5]. - The company has faced a 41% decline in stock price from a peak of over $14 per share, currently trading at approximately $8.13, with a market cap of $6 billion [1][6][7]. - Archer is in the final phase of obtaining type certification from the FAA, which is crucial for its aircraft to enter the market, but it faces competition from other companies like Joby Aviation and Boeing [7][8]. - The investment thesis for Archer is long-term, as the company is currently burning cash and the technology remains untested at scale [9]. AST SpaceMobile - AST SpaceMobile has seen a remarkable 284% increase in stock price year-to-date, currently trading at around $78.05, with a market cap of $22 billion [2][14]. - The company has secured significant contracts, including a long-term agreement with AT&T and a $100 million deal with Verizon, which provide visibility into future cash flows [11][12]. - AST SpaceMobile is actively deploying its BlueBird satellites, with plans to launch satellites every 45 days and aims to have 45 to 60 satellites in orbit by the end of 2026, ultimately targeting 90 satellites for global connectivity [13]. - The space economy is projected to reach $1.8 trillion by 2035, indicating substantial growth potential for companies like AST SpaceMobile [16].