SpaceX Climbs 4%, AST SpaceMobile Rallies 9% Ahead of SpaceX Debut Earnings

Earnings Impact 4
โดย 24/7 Wall St.·Read original
Summary · why it matters

SpaceX shares rose 4% and AST SpaceMobile jumped 9% on Tuesday as traders positioned ahead of SpaceX's first-ever earnings report as a public company, due after the market close. SpaceX stock traded at $119, while AST SpaceMobile reached $69 and Rocket Lab gained 6% to $74.34, reversing a brutal July selloff that had seen the sector drop roughly 25% to 33%. The rally lifted the broader space complex, with Intuitive Machines up 7% to $14, Planet Labs up 6% to $22.75, and the Procure Space ETF up 4% to $47. Analysts expect SpaceX to report a Q2 2026 net loss of around $1.9 billion on revenue near $6.9 billion, driven by its Starlink business. The report will be followed by an analyst call led by Elon Musk, with Starlink subscriber growth and Musk's tone seen as key swing factors. Separately, SpaceX's IPO lockup expires Thursday, unleashing over 911 million shares worth roughly $100 billion in potential supply overhang.

Impact on stocks 8

Space Economy▲ · 6 stocks
Ast Spacemobile Inc
ASTS
▲ Positiverelevance

Rallied 9% as part of sector-wide rebound ahead of SpaceX earnings, but no company-specific driver.

Communication Services▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks

Theme Impact 4

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