Starlink

On August 6, 2026, SpaceX experienced its largest share lockup expiration, releasing 911.5 million shares worth ~$100 billion for trading, more than doubling the public float. Despite fears of a price crash, the stock surged 21% the following week, driven by strong Q2 earnings (revenue up 92% YoY, AI revenue up 247%) and bullish analyst notes. The company mitigated the supply shock by securing accelerated inclusion in major indexes, forcing passive funds to buy shares. However, concerns remain over heavy AI spending ($15.8 billion in Q2) and slowing Starlink growth.

10 reports · 3 sources · Updated Aug 19, 05:11 AM UTC

On August 6, 2026, SpaceX insiders became eligible to sell up to 911.5 million shares (worth ~$101 billion) for the first time since the company’s June IPO. The stock has fallen over 50% from its peak, trading below the $135 IPO price at ~$106. High short interest and weak earnings have compounded pressure. A staggered lockup release limits immediate selling, with Elon Musk’s shares locked until 2027. Retail investors face potential losses amid the sell-off.

23 reports · 5 sources · Updated Aug 10, 05:41 PM UTC

SpaceX reported its first quarterly earnings as a public company on August 4, 2026, with Q2 revenue surging 92% to $7.8 billion, driven by Starlink and AI businesses. However, shares fell over 8% after hours as capital expenditures hit $18.4 billion—far above expectations—with 86% going to AI infrastructure. Despite narrowing losses and CEO Elon Musk’s forecast of $1 trillion revenue by 2030, investor concerns over profitability and an upcoming insider lockup expiration weighed on the stock.

46 reports · 8 sources · Updated Aug 12, 07:23 PM UTC

On July 31–August 1, 2026, Kyiv was hit by a massive Russian ballistic missile attack, killing at least four people and injuring 15, including teenagers. Over ten explosions damaged residential and commercial buildings, setting cars on fire. Ukrainian President Zelenskyy had warned of the impending attack and urged Western allies, including the US, to deliver Patriot air defense missiles. Poland scrambled fighter jets as a precaution. The attack follows a pattern of recent strikes on the capital.

20 reports · 8 sources · Updated Aug 11, 08:20 AM UTC

Amazon has filed an application with the U.S. Federal Communications Commission seeking approval to launch up to 5,105 satellites for a direct-to-device (D2D) network. The proposed network will combine Amazon's existing infrastructure with assets from Globalstar, which Amazon announced plans to acquire in April 2026 for approximately $11.6 billion. Amazon targets users who are unserved or underserved by existing wireless providers, as well as emergency operations like search and rescue, and remote worksites, fleets, and supply chains. The company expects the Globalstar deal to close in 2027, with D2D network deployment beginning in 2028. Amazon currently has over 390 satellites in orbit for its Project Kuiper LEO internet service, which competes with SpaceX's Starlink. The D2D network will compete directly with SpaceX's Starlink Mobile service, which offers direct-to-cell connectivity via T-Mobile in the U.S.

1 reports · 1 sources · Updated Jul 27, 03:53 PM UTC

On July 16, 2026, SpaceX aborted the 13th Starship test flight at its Starbase in South Texas after four of 33 Raptor engines failed to ignite, triggering an automatic abort at liftoff. This was the first payload mission, carrying 20 Starlink V3 satellites, and the first launch since SpaceX’s record $85.7 billion IPO in June. CEO Elon Musk stated the next attempt would come in a few days. The abort sent SpaceX stock below its $135 IPO price, adding pressure on the company’s ambitious lunar and orbital goals.

26 reports · 5 sources · Updated Jul 27, 02:43 PM UTC

German Defense Minister Boris Pistorius visited Isar Aerospace in Ottobrunn, where CEO Daniel Metzler stressed that modern armed forces depend on space-based reconnaissance, communication, and target acquisition. Both agreed the Bundeswehr must expand its sovereign satellite capabilities, citing the Ukraine war's demonstration of vulnerability when satellite services like Starlink are disrupted. Pistorius noted Germany is considering a Bundeswehr-owned launch site to diversify access to space, as current European options (Ariane, French Guiana) are limited and most German satellites rely on SpaceX's Falcon rockets. The visit follows a 35-billion-euro defense package announced in fall 2024, aimed at addressing Europe's lack of launch sites and vehicles. Rheinmetall is also building a satellite production facility in Germany.

1 reports · 1 sources · Updated Jul 24, 06:45 AM UTC

German Defense Minister Boris Pistorius visited Isar Aerospace in Ottobrunn, where CEO Daniel Metzler emphasized that modern defense begins in space. Both agreed the Bundeswehr must expand sovereign satellite capabilities, citing vulnerabilities exposed by the Ukraine war, including Starlink service interruptions. Pistorius noted Germany is considering a Bundeswehr-owned launch site to reduce reliance on foreign rockets like SpaceX's Falcon. The visit highlighted Germany's need for domestic launch vehicles and spaceports, as existing European capacities (Ariane, French Guiana) are limited. This aligns with a 35-billion-euro defense package announced in fall 2023 to boost space access. Rheinmetall is also building a satellite production facility. The article underscores Europe's strategic gap in independent space launch capabilities.

1 reports · 1 sources · Updated Jul 24, 06:45 AM UTC

German Defense Minister Boris Pistorius visited Isar Aerospace in Ottobrunn, where CEO Daniel Metzler stressed that modern defense begins in space. The visit highlighted Germany's urgent need for sovereign satellite capabilities and independent access to space, as the Ukraine war demonstrated vulnerabilities when satellite services like Starlink were disrupted. Pistorius announced consideration of a Bundeswehr-owned launch site and referenced a 35-billion-euro defense package to address Europe's lack of launch sites and vehicles. Currently, German and European satellites rely almost exclusively on SpaceX's Falcon rockets, a dependency both officials aim to reduce.

1 reports · 1 sources · Updated Jul 24, 06:45 AM UTC

During Tesla's Q2 2026 earnings call, Elon Musk deflected a direct question about a potential merger between Tesla and SpaceX, stating such discussions cannot occur on an earnings call without proper process. However, he acknowledged 'more and more overlap' between the companies, citing Starlink integration into Tesla vehicles and the TeraFab AI chip venture involving Tesla, SpaceX, and xAI (now SpaceXAI). Tesla's general counsel noted 'numerous beneficial transactions' between the firms. The call also revealed Tesla missed earnings expectations (33 cents per share vs. 55 cents estimated) despite beating revenue forecasts ($28.2B vs. $27.2B), and reported its first negative free cash flow in over two years. Analysts and betting markets have placed high odds on a merger by 2027, with SpaceX president Gwynne Shotwell previously acknowledging synergies between the companies.

1 reports · 1 sources · Updated Jul 22, 11:04 PM UTC

The article analyzes whether investors should buy SpaceX stock (NASDAQ: SPCX) ahead of its Q2 2026 earnings report on August 4. SpaceX went public on June 12, 2026 at $135 per share, peaked at $225.64, but has since lost 45% of its value. The company generated $4.7 billion in Q1 2026 revenue, primarily from Starlink connectivity (10.3 million subscribers). SpaceX acquired Elon Musk's AI startup xAI in January and has signed major computing capacity rental deals: $1.25 billion/month with Anthropic, $920 million/month with Alphabet (starting October), and $150 million/month with Reflection AI. Despite these growth drivers, the author warns that SpaceX's price-to-sales ratio of 83.7 is over 13 times higher than the Nasdaq-100's 6.2, suggesting the stock remains heavily overvalued and a positive Q2 report may not spark a recovery.

1 reports · 1 sources · Updated Jul 22, 02:25 PM UTC

SpaceX (NASDAQ: SPCX) will hold its first earnings call as a public company on August 4, 2026, reporting second-quarter results. The stock has fallen 40% from its June 16 intraday high of $225.64, hovering near its lowest point since the June 12 IPO. The article, published by The Motley Fool on Yahoo Finance, analyzes what investors should watch for, including CEO Elon Musk's presentation style and Starlink's growth metrics. Starlink, with 9,600 satellites and 10.3 million subscribers, is central to SpaceX's revenue and free cash flow. The company plans to deploy next-generation Starlink V3 satellites on Starship launchers in the second half of 2026, offering 10x downlink and 22x uplink capacity improvements. The article compares Starlink's potential to Tesla's Model 3, which transformed Tesla into a cash cow. SpaceX's 13th Starship test flight was scrubbed and rescheduled for July 23.

1 reports · 1 sources · Updated Jul 22, 10:30 AM UTC

SpaceX is aggressively expanding into AI infrastructure, building large-scale compute capacity for model training and inference to compete with established hyperscalers like AWS, Google Cloud, and Microsoft Azure. The company's AI segment posted a $6.4 billion operating loss on $3.2 billion revenue in 2025, highlighting the capital-intensive nature of the business. According to reports from The Wall Street Journal and Reuters, SpaceX is in discussions with the U.S. Department of Defense for a potential multibillion-dollar capacity agreement, which would leverage its existing government relationships with NASA and the Space Force. Over the past month, SpaceX has signed capacity agreements worth up to $82 billion with Anthropic, Google Cloud, and Reflection AI. While any Pentagon deal remains speculative, it could significantly strengthen SpaceX's credentials as a sovereign AI platform provider. The article presents both the opportunities and uncertainties facing SpaceX's AI ambitions.

1 reports · 1 sources · Updated Jul 21, 05:07 PM UTC

SpaceX (SPCX) stock has fallen 35% in a month to $119.85, trading below its 52-week low, amid a sharp valuation debate. The bull case highlights SpaceX's unique position as the only high-cadence orbital launch provider, with revenue growing from $10.4 billion in FY2023 to $19.3 billion trailing twelve months, and a Wall Street consensus target of $240.04 implying 100% upside. The bear case, led by Morningstar analyst Nicolas Owens, values the stock at $62, citing extreme valuation multiples: P/S of 84.63 vs. profitable peer Broadcom's 23.38, and an EV/EBITDA of 873. Profitability is deteriorating, with a $4.9 billion annual net loss in FY2025 and $4.3 billion loss in Q1 2026. The article notes that quarterly Starlink margins are the key catalyst to resolve the debate, as the gap between the $62 and $240 targets is among the widest on any large-cap stock.

1 reports · 1 sources · Updated Jul 21, 02:52 PM UTC

SpaceX (SPCX) has fallen 35% in a month to $119.85, trading well below its 52-week high of $225.64. The article highlights a sharp valuation debate: Morningstar analyst Nicolas Owens sets a fair value of $62, citing an extreme price-to-sales ratio of 84.63 and a $4.9 billion annual net loss, while Wall Street consensus targets $240.04, implying 100% upside. Revenue grew from $10.4 billion in FY2023 to $19.3 billion in trailing twelve months, with positive EBITDA of $3.95 billion. However, profitability deteriorated sharply, with a $4.937 billion net loss in FY2025. The article notes that Starlink quarterly margins are the key catalyst to resolve the debate between bulls and bears. Prediction markets show only 11% probability of the stock reclaiming $140 by month-end.

1 reports · 1 sources · Updated Jul 21, 02:52 PM UTC

SpaceX (NASDAQ: SPCX) shares have fallen below their $135 IPO price to around $124, down roughly 45% from a post-debut high of $226. The decline is attributed to the mechanics of hype—initial index fund buying dried up after inclusion—and a scrubbed Starship test flight, rather than fundamental business deterioration. The article presents a contrarian buy case: Starlink now serves over 10 million customers and is raising prices, Deutsche Bank has a $255 price target, and the company's long-term optionality (direct-to-phone, Starship) remains intact. However, it warns the stock is not cheap, with a $1.64 trillion market cap and 84x sales multiple, and recommends treating it as a small, speculative position. The piece is analysis/commentary, not a breaking news event.

1 reports · 1 sources · Updated Jul 21, 01:05 PM UTC

SpaceX (NASDAQ: SPCX) shares have fallen below their $135 IPO price, trading around $124, a 45% decline from the post-debut high of $226. The decline is attributed to the mechanics of hype, including index fund buying that dried up, and a scrubbed Starship test flight. The article presents a contrarian buy case, highlighting Starlink's growth to over 10 million customers and price increases, as well as Deutsche Bank's buy rating with a $255 target. However, it warns that the stock is not cheap, with a market value of $1.64 trillion and a price-to-sales ratio of 84. The piece recommends treating SpaceX as a small, speculative position for investors who can tolerate high volatility and believe in long-term space-based connectivity.

1 reports · 1 sources · Updated Jul 21, 01:05 PM UTC

Calix, Inc. reported record Q2 2026 results, driven by the first full quarter of its AI-native Calix One platform, which led to record RPOs and software revenue. Management noted a shift as 'late majority' customers adopt AI capabilities, making AI strategy non-negotiable for broadband providers. Operational leverage improved with a single cloud infrastructure migration, boosting software and service gross margins by 810 basis points sequentially. The company expects annual revenue growth at the higher end of 15-20% for 2026, supported by strong software growth and anticipated BEAD funding tailwinds. However, memory cost inflation poses a headwind, leading to a surcharge program designed to be gross profit neutral. Appliance gross margins are expected to bottom in Q3 2026. The company repurchased $69 million in shares, reflecting confidence in its strategic pivot. Management also addressed competitive dynamics with satellite providers like Starlink, emphasizing fiber's superiority and the need for AI-driven brand dominance.

1 reports · 1 sources · Updated Jul 21, 12:30 PM UTC

This article analyzes the performance of SpaceX's record-breaking IPO, which raised $75 billion at $135 per share. It examines what would have happened to a $2,000 investment made at the IPO price. The stock initially surged 67% to $225.64, making the investment worth about $3,340, but by mid-July 2026 it had fallen back to $135.27, leaving the investment essentially unchanged at $2,002. The article notes that retail investors submitted over $100 billion in orders despite the allocation being cut from 30% to the low 20% range. It highlights SpaceX's financials from its S-1 filing, showing $18.7 billion in revenue and $4.9 billion in net losses for 2025, and advises investors to focus on long-term business fundamentals rather than short-term stock price movements.

1 reports · 1 sources · Updated Jul 21, 12:00 PM UTC

This article analyzes the performance of SpaceX's record-breaking IPO, which raised $75 billion at $135 per share. It examines what would happen to a $2,000 investment made at the IPO price. The stock initially surged 67% to $225.64, giving a paper gain of $3,340, but later fell back to approximately $135.27, leaving the investment essentially unchanged at $2,002. The article highlights that SpaceX allocated an unusually high percentage of shares to retail investors (low 20% range), with retail orders exceeding $100 billion. It notes SpaceX's $1.77 trillion valuation at offering, backed by Starlink, commercial launch operations, and its AI division. The company reported $18.7 billion in 2025 revenue but a $4.9 billion net loss due to heavy investments. The piece concludes that initial stock swings are poor guides for long-term value, emphasizing the importance of underlying business execution.

1 reports · 1 sources · Updated Jul 21, 12:00 PM UTC

Ukraine is deploying new mid-range strike drones to attack Russian logistics and military targets in areas previously considered safe, approximately 20 to 300 kilometers behind the front lines. Operators equip drones with Starlink terminals for internet connectivity, allowing them to 'free hunt' along critical highways heavily loaded with military supplies. Ukrainian officials report that these operations have increased destruction of enemy logistics fourfold, creating a 'logistics lockdown' for the Russian army. Russia's air defenses are stretched thin, making it difficult to protect the vast rear areas. The campaign is causing psychological and practical problems for Russia, including longer delivery times for armaments to the front. Ukrainian President Zelenskyy confirmed 'serious disruptions' to Russian logistics from these deep strike capabilities.

1 reports · 1 sources · Updated Jul 20, 04:22 PM UTC

AST SpaceMobile (NASDAQ: ASTS), a direct-to-device satellite internet company, has seen its stock fall nearly 60% from its 2026 highs of over $100 to around $55. The decline follows a $1 billion convertible bond offering to fund its satellite constellation buildout. The company has nine operational BlueBird satellites in orbit but faces significant cash burn (negative $1.37 billion free cash flow over 12 months), launch risks (a recent Blue Origin mission misplaced a satellite, and Blue Origin's launchpad exploded), and growing competition from SpaceX's Starlink direct-to-device service. The author, Brett Schafer of The Motley Fool, argues that despite the massive opportunity in satellite internet, the combination of high capital requirements, operational risks, and competition makes the stock unattractive at current levels.

1 reports · 1 sources · Updated Jul 20, 02:05 PM UTC

AST SpaceMobile (NASDAQ: ASTS) stock has fallen nearly 60% from its 2026 highs, currently trading around $55, after the company announced a $1 billion convertible bond offering to fund its satellite internet constellation. The article, written by Motley Fool analyst Brett Schafer, explains why he remains bearish despite the company's technological progress. AST SpaceMobile aims to be the first to commercialize direct-to-smartphone satellite internet, competing with SpaceX's Starlink. However, the company faces significant challenges: massive cash burn (negative $1.37 billion free cash flow over 12 months), manufacturing and launch risks (a recent Blue Origin mission misplaced a satellite, and Blue Origin's launchpad exploded), and intense competition from SpaceX. The analyst argues these operational and financial risks outweigh the potential opportunity, advising against buying the stock even at the reduced price.

1 reports · 1 sources · Updated Jul 20, 02:05 PM UTC

This article from The Motley Fool compares SpaceX and Archer Aviation as investment opportunities in the aerospace sector for 2026. SpaceX, a leader in reusable rockets and Starlink satellite broadband, reported FY 2025 revenue of $18.7 billion but a net loss of $5 billion due to heavy capital spending. Archer Aviation, focused on electric vertical takeoff and landing (eVTOL) aircraft, generated only $300,000 in revenue with a net loss of $618.2 million, reflecting its pre-commercial stage. Both companies face significant risks: SpaceX from technical failures and competition from Boeing and Lockheed Martin; Archer from FAA certification hurdles and competition from Joby Aviation. Neither is expected to be profitable in the next 12 months, but SpaceX has a lower valuation relative to sales. The analysis highlights the contrasting stages of maturity and risk profiles for investors.

1 reports · 1 sources · Updated Jul 20, 12:44 PM UTC

This Motley Fool analysis compares SpaceX and Archer Aviation as investment opportunities in the aerospace sector for 2026. SpaceX, an established leader in reusable rockets and Starlink satellite broadband, reported FY 2025 revenue of $18.7 billion (up 33% year-over-year) but a net loss of $5 billion due to heavy capital spending. Archer Aviation, developing eVTOL aircraft for urban air mobility, generated only $300,000 in revenue with a $618.2 million net loss, reflecting its pre-commercial phase. Both companies face significant risks: SpaceX from technical failures and competition from Boeing and Lockheed Martin; Archer from FAA certification hurdles, $2.3 billion in cumulative losses, and competition from Joby Aviation. Neither is expected to be profitable in the next 12 months, though SpaceX has a lower valuation relative to sales.

1 reports · 1 sources · Updated Jul 20, 12:44 PM UTC

Venture capitalist Chamath Palihapitiya, speaking on CNBC's 'Squawk Box,' argued that there is 'very obvious industrial logic' for SpaceX to acquire Tesla, creating a single capital structure to fund Elon Musk's various projects. He suggested a 50% acquisition premium for Tesla due to its volatility and potential shareholder lawsuits. Palihapitiya also highlighted SpaceX's potential to launch a direct-to-consumer mobile phone service using Starlink and spectrum purchased from EchoStar. He separately commented on AI spending outpacing productivity gains and stated he would remain in California despite a proposed wealth tax on billionaires. No such deal has been announced, and any transaction would face regulatory and independent director review.

1 reports · 1 sources · Updated Jul 20, 09:45 AM UTC

The Islamic Revolutionary Guard Corps (IRGC) has published photos of the wreckage of a downed unmanned aerial vehicle, identified as a Polish Tiguar M drone. The drone, a light tactical UAV designed by Polish company uAvionics, was allegedly operated by the U.S. Army and shot down over southern Iran by the IRGC Ground Forces' 48th Fath Brigade in Kohgiluyeh and Boyer-Ahmad Province. The photos show the drone was fitted with an improvised Starlink or Starshield terminal for beyond line-of-sight communication. The report, first shared by analyst Babak Taghvaee, notes that U.S. soldiers from the 1st Special Forces Group tested Tiguar M drones during the Balikatan 2026 exercises in the Philippines, focusing on long-range communications. The incident marks a significant escalation in drone warfare and U.S.-Iran tensions.

1 reports · 1 sources · Updated Jul 20, 07:27 AM UTC

SpaceX (NASDAQ: SPCX) stock has fallen to an all-time low of about $131, below its $135 IPO price, following a scrubbed Starship launch and ahead of significant lockup expirations beginning in August. The IPO placed less than 5% of shares into public hands. The first major tranche of up to 911.5 million shares could become sellable after the company's first earnings report as a public company, a supply wave larger than the entire IPO. Additional tranches unlock through late October, with the standard lockup ending in early December. Elon Musk's shares remain locked until June 2027. The stock has dropped 42% from its post-IPO peak. While SpaceX's Starlink segment is profitable, its AI segment lost $6.4 billion in 2025 and $2.5 billion in Q1 2026 alone. The company carries a $1.7 trillion market value, nearly 90 times trailing twelve-month revenue.

1 reports · 1 sources · Updated Jul 19, 09:51 PM UTC

SpaceX (NASDAQ: SPCX) shares hit an all-time low of ~$131, below its $135 IPO price, following a failed Starship launch and ongoing lockup expiration concerns. The IPO lockup period begins expiring in August, with the first tranche of up to 911.5 million shares (worth over $115 billion) becoming sellable after the company's first earnings report as a public entity. This single tranche exceeds the entire IPO size. Additional tranches unlock through late October, with the standard lockup ending in early December. Elon Musk's shares remain locked until June 2027. The stock has fallen 42% from its post-IPO peak of $225.64. While SpaceX's Starlink segment is profitable ($4.4B operating income in 2025), its AI segment lost $6.4B in 2025 and $2.5B in Q1 2026 alone. The company's $1.7 trillion market cap trades at nearly 90x trailing revenue, raising valuation concerns amid potential selling pressure.

1 reports · 1 sources · Updated Jul 19, 09:51 PM UTC

Rocket Lab has announced an $8 billion acquisition of Iridium Communications to vertically integrate satellite internet services, directly challenging SpaceX's Starlink. Iridium brings a global satellite constellation and L-band spectrum rights. Rocket Lab plans to use its upcoming Neutron rocket to accelerate satellite deployment. SpaceX's Starlink currently leads with 10 million subscribers and $11.4 billion in annual revenue, while Iridium generated $872 million. The article compares valuations: Rocket Lab trades at a P/S ratio of 54 with a $40 billion market cap, while SpaceX trades near 100 P/S with a $1.75 trillion market cap. The author suggests Rocket Lab may be the better buy due to lower valuation but notes neither stock is suitable for a conservative portfolio.

1 reports · 1 sources · Updated Jul 19, 04:20 PM UTC