Sharemaestro Newsreel

SpaceX Is Down 3.5% Thursday. Why Are Space Stocks Like AST SpaceMobile Under Pressure?

Quick Read LUNR's Q2 revenue miss weighed on space stocks, while SPCX digests a 35% weekly run powered by 247% AI revenue growth. Planet Labs and Redwire held modestly green on earnings strength, signaling today's weakness is sector rotation, not a broad space selloff. …

Is Planet Labs The Cheapest Stock In The Space Economy?

Key Points Planet Labs’ stock has plunged more than 50% from its all-time high. It's cheaper than its peers, but investors shouldn’t ignore the red flags.10 stocks we like better than Planet Labs PBC › Planet Labs(NYSE: PL), a developer of satellite constellations, went …

Strength in Defense & Propulsion Unit Drives GE Aerospace: Can It Sustain?

GE Aerospace GE is witnessing strong momentum in its Defense & Propulsion Technologies segment. After experiencing growth of 19% in first-quarter 2026, revenues from the segment increased 16% year over year in the second quarter. The surge in revenues was driven by the growing …

ATI Q2 Earnings Beat Estimates on Aerospace Demand, Outlook Raised

ATI Inc. ATI posted adjusted earnings of $1.23 per share for the second quarter of 2026, up 66.2% from the year-ago quarter. The figure beat the Zacks Consensus Estimate of $1.03 by 19.4%. Sales of $1.26 billion rose 10.6% year over year and topped …

Howmet Rides on Commercial Aerospace Strength: Will the Uptrend Continue?

Howmet Aerospace Inc. HWM continues to gain momentum, with commercial aerospace remaining its strongest growth engine. In the second quarter of 2026, revenues from the commercial aerospace market surged 28% year over year, accounting for 53% of total revenues. An increase in air travel …

Morgan Stanley's Adam Jonas lays out how SpaceX can unlock a long-term bullish stock move

SpaceX (SPCX) has another sales job to do with investors, prominent Wall Street analyst Adam Jonas said. The call Earlier this week, SpaceXAI launched a beta version of Grok Bot, an always-on assistant that orchestrates agents and tools inside a virtual computer. It's now …

BETA Technologies Inc (BETA) (Q2 2026) Earnings Call Highlights: Revenue Surges 146% as ...

This article first appeared on GuruFocus. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue in Q2 2026 was $14.7 million, exceeding guidance and up 146% year-over-year, driven by …

SpaceX Supplier Tumbles After First Earnings Report Since IPO

Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June. Continue Reading

Space Exploration Technologies Corp (SPCX) Leads Fund’s Performance Following Historic Initial Public Offering

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

Could SpaceX Realistically Hit $1 Trillion in Revenue by 2030?

Quick Read SpaceX shares surged 28% and now trade just below the $135 IPO price, offering retail investors a rare below-ground-floor entry point. Musk's $1 trillion revenue target by 2030 demands a 115% compound annual growth rate, making 2036 a far more realistic milestone. …

SpaceX (SPCX) and Northrop Grumman (NOC) Clear Golden Dome Test: Who Has More to Gain?

The US Space Force's Golden Dome missile-defense program has recently reached a new milestone, marking a sign of progress toward building the defense technology. On August 11, Space Exploration Technologies Corp. (NASDAQ:SPCX), Northrop Grumman Corp (NYSE:NOC), and other companies involved in the $185 billion …

3 Big Reasons to Love GE Vernova (GEV)

3 Big Reasons to Love GE Vernova (GEV) GE Vernova's 25.3% return over the past six months has outpaced the S&P 500 by 14.2%, and its stock price has climbed to $990.50 per share. This performance may have investors wondering how to approach the …

GD vs. GE: Which Stock Is the Better Value Option?

Investors interested in Aerospace - Defense stocks are likely familiar with General Dynamics (GD) and GE Aerospace (GE). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. We have found that the …

Wall Street Worried SpaceX Shares Would ‘Crash’ Friday. They’re up 21% Ever Since.

Quick Read Despite fears a 911M-share lockup expiration would crash SPCX, the stock surged 21% to $138.74 the following week. Semi Analysis argues SpaceX can build 10GW of compute by end 2027, implying a path to $300B in annual recurring revenue. SpaceX Q2 adjusted …

SpaceX (SPCX) Is Building Orbital AI Data Centers

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Space Exploration Technologies (NasdaqGS:SPCX) has partnered with Nvidia to launch Starmind, a planned network of orbital AI data centers. The project aims to …

Global Gas Turbine Orders Hit Record High as Power Demand Surges

Global orders for gas turbines have hit a record high as demand for power generation surges, according to JP Morgan. New gas turbine orders in the second quarter stood at 38 GW, which was 29% higher than orders in the first quarter of the …

Vingroup unit VinSpace inks SpaceX deal for 2027 satellite launch

* VinSpace Joint Stock Co., a unit of Vingroup, signed an agreement with SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) to launch its first satellites next year, the company said on Tuesday, as it seeks to build a domestic space business spanning satellite manufacturing, operations, and data services. …

1 Large-Cap Stock with Solid Fundamentals and 2 Facing Challenges

1 Large-Cap Stock with Solid Fundamentals and 2 Facing Challenges Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging …

SpaceX and AST SpaceMobile Spark Fresh Momentum Across Space Group

SpaceX stock recovered from a post-earnings selloff, trading around $135 on Monday. AST SpaceMobile was trading around $69 ahead of earnings. Continue Reading

GE AEROSPACE (EX GENERAL ELECTRIC) AKTIE: AI-Analysen, Prognose & Kursziel

GD or GE: Which Is the Better Value Stock Right Now?

Investors interested in Aerospace - Defense stocks are likely familiar with General Dynamics (GD) and GE Aerospace (GE). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. Everyone has their own methods …

Why Space Exploration Technologies Corp. (SPCX) is an Idiosyncratic Growth Play?

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

SpaceX retail investors become net sellers for first time since IPO

SpaceX Factory ©Steve Jurvetson Retail investors turned into net sellers of SpaceX (NASDAQ:SPCX) shares on Friday for the first time since Elon Musk's space company completed its initial public offering in June, according to data from Vanda Research. Individual traders sold a net $4.5 …

SpaceX Stock Is Down 34% From Its Post-IPO Peak. A $10,000 Investment Today Could Be Worth This Much by the End of 2027. (NASDAQ: SPCX)

Following its IPO, Space Exploration Technologies (NASDAQ: SPCX) started hot, setting new all-time highs for a couple of trading days in a row. Then the selling started. It hasn't really stopped, either, as it's down 34% from its all-time high. That may have some …

General Electric Co (GE) Aktienanalyse & Prognose

Stock Market Today, Aug. 7: Space Exploration Technologies Surges on Q2 Revenue Beat, Lockup Relief, and Terafab Update

Space Exploration Technologies (NASDAQ:SPCX), a rocket launch, spacecraft manufacturing, and satellite broadband services provider, closed at $133.11, up 15.83%. The stock rose after lockup fears eased, analysts turned more positive, and the company provided an update on its joint Terafab plans with Tesla. Trading …

General Electric (GE) Sits 21% Above Fair Value Following Its Recent Pullback

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. General Electric (GE) is back in focus after GE Vernova, its former energy division, reported a US$176b backlog and a recent 5% share price …

General Electric Co (GE) Gewinnprognose: Zukünftige EPS & Umsatzwachstumsprognosen

Die MTU Aero Engines AG hat den Gewinn pro Aktie um 16 % übertroffen: Das erwarten Analysten nun für die Zukunft

Leonardo: Adjusted-Gewinn im ersten Halbjahr deutlich gestiegen, Prognose angehoben

GE|General Electric Co|Kurs:370.100|Änderung %:+3.400

PROGNOSE / MTU Aero Engines AG - 2Q 2026 Ergebnis (30.7.)

General Electric Stock: What’s Driving a 33% Analyst Upside Case