It's almost time for space exploration names to have their turn in the earnings confessional. Rocket Lab USA Inc (NASDAQ:RKLB) will announce third-quarter results before tomorrow's open, while peers AST SpaceMobile Inc (NASDAQ:ASTS) and Intuitive Machines Inc (NASDAQ:LUNR) will report before the open on Thursday, Nov. 14.RKLB is up 11% to trade at a two-year high of $15 at last check, while pacing for its fifth-straight daily gain. The stock has been in rally mode since bouncing off long-term support from i ...

文章核心观点 - 许多太空初创公司借SPAC上市后表现不佳但仍有少数幸存公司值得购买包括Rocket Lab USA、Intuitive Machines和AST SpaceMobile [1][2] Rocket Lab USA相关 - 为NASA、美国太空部队等大客户生产部分可重复使用火箭其Electron轨道火箭可携带约300千克有效载荷 [3] - Electron火箭在过去七年成功发射53次Neutron火箭明年发射最大容量15公吨 [4] - 在可重复使用火箭细分市场与SpaceX等竞争2021年发射6次2022年9次2023年10次2024年上半年5次并签署17个新发射合同 [5] - 过去一年赢得NASA、物联网连接提供商等新发射合同分析师预计2023 - 2026年收入复合年增长率达54%从2.45亿美元增长到8.87亿美元 [6] - 分析师预计到最后一年调整后的息税折旧摊销前利润将转正股票以明年销售额10倍估值不算便宜但未来几年业务规模扩大可能大幅上涨 [7] Intuitive Machines相关 - 为NASA开发月球着陆和探测车原计划2021年发射Nova - C着陆器但多次延迟2022 - 2023年未赢得新的独立NASA合同令投资者失望 [8] - 去年2月NASA将其Nova - C着陆器送上月球这是1972年以来美国首次成功登月之后NASA授予其两份新合同 [9] - 2023 - 2026年分析师预计收入以82%的复合年增长率增长从8000万美元增长到4.8亿美元 [10] - 分析师预计2025年调整后的息税折旧摊销前利润转正2026年增长超9倍达到4200万美元股票仅略高于明年销售额看起来很便宜 [11] AST SpaceMobile相关 - 低地球轨道卫星在地面塔网络无法覆盖的区域提供2G、4G和5G连接今年早些时候与AT&T和Verizon签署天基5G合同 [12] - 2022年发射原型卫星BlueWalker 3 2025年初计划发射首批四颗Block 2卫星其数据处理能力约为Block 1卫星的10倍 [13] - 目标是最终发射17颗Block 2卫星作为构建243颗低地球轨道卫星大型星座长期目标的一部分但计划仅部分获美国联邦通信委员会批准 [14] - 随着业务规模扩大分析师预计2024 - 2026年收入从600万美元增长到3.93亿美元同时净亏损缩小股票以2026年预计销售额12倍估值不便宜但有上涨空间 [15]

Since I last covered AST SpaceMobile (NASDAQ: ASTS ) in September, it has successfully launched five BlueBird satellites in low earth orbit, marking an important step in the path toward commercialization. The stock rocketed by above 15% but, atAs a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

In the latest market close, AST SpaceMobile, Inc. (ASTS) reached $23.94, with a +0.38% movement compared to the previous day. The stock exceeded the S&P 500, which registered a loss of 0.28% for the day. On the other hand, the Dow registered a loss of 0.61%, and the technology-centric Nasdaq decreased by 0.33%.Heading into today, shares of the company had lost 8.66% over the past month, lagging the Computer and Technology sector's gain of 2.1% and the S&P 500's gain of 0.41% in that time.The upcoming earnin ...

文章核心观点 - AST SpaceMobile正处于一个非常昂贵的增长阶段,需要大量资金来建设覆盖全球的卫星网络[1][3][4][5] - 公司正通过发行股票和行使认股权证等方式筹集资金,但这会导致现有股东被稀释[7][8][9] - 公司需要平衡股票发行和股价走势,这是投资者需要考虑的风险因素之一[10] 公司概况 - AST SpaceMobile的目标是建立一个基于太空的移动宽带蜂窝网络,可以让用户在任何地方使用手机上网和通话[3] - 公司已经发射了5颗运营卫星,但需要再发射90颗才能提供全球覆盖[4] - 公司已经与45家电信公司签署了合作协议,包括AT&T和Verizon等大型企业[6] 融资需求 - 公司预计再发射20颗卫星需要4亿美元,建设完整网络需要18亿美元[5] - 公司正通过发行股票和行使认股权证等方式筹集资金[7][8] - 这些融资方式会导致现有股东被稀释[8][9]

AST SpaceMobile, Inc. (ASTS) closed the most recent trading day at $26.98, moving +0.94% from the previous trading session. The stock's performance was ahead of the S&P 500's daily gain of 0.16%. On the other hand, the Dow registered a loss of 0.37%, and the technology-centric Nasdaq increased by 0.78%. The company's stock has climbed by 2.22% in the past month, exceeding the Computer and Technology sector's gain of 1.87% and the S&P 500's gain of 1.67%. Analysts and investors alike will be keeping a close ...

AST SpaceMobile, Inc. (ASTS) has effectively deployed its initial set of five commercial satellites. The company highlighted that the BlueBird 1-5 satellites represent the largest commercial communications arrays to be sent into low Earth orbit. In July 2024, AST SpaceMobile announced the completion of these five satellites. The BlueBird satellites are all set for commercial operations and collaborations with the U.S. government as essential technical tasks have been wrapped up ahead of schedule. Utilizing ...

Uncle Sam wants AST to help build it a missile defense system.Direct-to-cell satellite communications provider AST SpaceMobile (ASTS) ran up 16% through 10:05 a.m. ET Thursday after announcing, last night after close of trading, that the U.S. Space Development Agency (SDA, an arm of the Space Force) has chosen AST to participate in its new Hybrid Acquisition for Proliferated Low Earth Orbit (HALO) program.What this means for AST SpaceMobileThe initial award value is reported to be small -- just $20,000, acc ...

文章核心观点 - AST SpaceMobile正在建设一个基于卫星的宽带蜂窝网络,已经与45家全球电信公司建立合作关系,拥有28亿全球用户 [1][2] - 公司目前已发射5颗卫星,可提供有限的美国和部分全球市场的非连续性蜂窝宽带服务,但要实现全面服务需要95颗卫星 [5] - 公司未来还需要大量资本开支来完成卫星网络建设,预计还需要约18亿美元 [6] - 尽管短期内公司仍将亏损,但长期来看,凭借庞大的潜在客户群和简单的服务模式,公司有望最终实现大规模现金流 [7][9] 行业概况 - 地球表面90%的区域没有蜂窝网络覆盖,有56亿移动设备存在断网问题 [3] - 目前用户只能选择单独的卫星手机或SpaceX的Starlink设备来保持连续覆盖,AST SpaceMobile的服务可以直接与现有手机兼容 [3] - 这项技术得到了大型电信公司的支持,具有很大的长期发展潜力 [4] 公司情况 - AST SpaceMobile已与45家电信公司建立合作,他们不仅是潜在客户,也可能成为公司的投资者 [2] - 公司首批5颗卫星已发射,但只能提供有限的非连续性服务,要实现全面服务还需要大量资本开支 [5][6] - 尽管短期内公司仍将亏损,但长期来看,凭借庞大的潜在客户群和简单的服务模式,公司有望最终实现大规模现金流 [7][9] - 公司股价波动较大,属于典型的年轻快速成长公司特征 [8]