"Space stocks delivered a mixed week of performance last week, with established players showing resilience while high-growth names faced pressure. The sector continued its volatile trajectory as investors weighed near-term execution risks against long-term orbital infrastructure opportunities. As we begin a new week, it looks like the trend willonce again be weighted to selling off 'risk' and growth. In premarket trading this morning, AST SpaceMobile (Nasdaq: ASTS) is down 2.5%, Rocket Lab down 1.7%, and Planet Labs (NYSE: PL) is down 3.3%."
"Intuitive Machines announced its $800 million acquisition of Lanteris Space Systems in November, expected to close in Q1 2026. CEO Steve Altemus framed the deal as positioning the company "as next generation space prime." The acquisition comes as LUNR carries a $235.9 million backlog and $622 million in cash. Reddit sentiment hit 88 (Very Bullish) on Saturday morning as investors digested consolidation implications."
Space stocks showed mixed performance, with established companies demonstrating resilience while high-growth names experienced selling pressure and volatility. Premarket activity indicated declines for AST SpaceMobile, Rocket Lab, and Planet Labs. Investors balanced near-term execution risks against long-term orbital infrastructure opportunities, producing divergent returns across infrastructure plays. Intuitive Machines announced an $800 million acquisition of Lanteris Space Systems, strengthening its positioning and backed by substantial backlog and cash, while Reddit sentiment turned very bullish. Deutsche Bank highlighted Intuitive Machines for lunar opportunities. Rocket Lab secured a record number of launch contracts and advanced its Neutron vehicle toward mid-year qualification and potential first launch.
Read at 24/7 Wall St.
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