The New Space ETFs Keep Buying the Same Names: Rocket Lab, AST SpaceMobile, SpaceX

AST SpaceMobile vs. Intuitive Machines: Which Space Infrastructure Stock Is a Better Buy in 2026?

AST SpaceMobile and Intuitive Machines represent different segments of the commercial space market. AST SpaceMobile achieved 1,500% revenue growth to $70.9M in FY2025 but posted a $342M net loss with $1.1B negative free cash flow. Intuitive Machines reported $210M revenue (down 8% YoY) with an $84M net loss but trades at a much lower valuation multiple (P/S of 1.3x vs 149x). The article recommends Intuitive Machines for 2026 based on superior valuation metrics and stronger near-term profitability outlook.

Why Is AST SpaceMobile Stock Surging on Thursday?

AST SpaceMobile stock rises as Google announces Project Suncatcher, while renewed speculation about a potential Meta partnership gains attention.

Shares of space-related companies are trading higher after Google announced its Project Suncatcher, which aims to deploy AI compute in space. The project's implied need for low Earth orbit propulsion, connectivity, power delivery and other technologies may be drawing investor interest to the sector.

AST SpaceMobile Pushed Commercial Launch to 2027. Here's How Long Its Cash Lasts Until Then

AST SpaceMobile delayed its 45-satellite commercial launch to 2027 but raised $1.15 billion in convertible bonds to strengthen its liquidity position to $3.7 billion. At current burn rates of approximately $1.6 billion annually, the company has sufficient cash to reach its 2027 launch target, though it faces significant competition from SpaceX's established Starlink network.

EchoStar's DISH Announces Deal With United Airlines To Stream Nine Live Football Channels On Over 200 Starlink-Equipped Aircraft This Week

Federal Communications Chair Carr Says Wireless Spectrum Auctions Over Next Couple Of Years Could Easily Generate More Than $100B

- Reuters