AST SpaceMobile and Rocket Lab Climb 12%: SpaceX IPO Hype and BlueBird 7 Put Space Stocks in the Spotlight

1 week ago 10

David Moadel

Wed, March 25, 2026 astatine 10:05 AM CDT 5 min read

AST SpaceMobile (ASTS) shares are up 12% aft Q4 2025 gross bushed statement by 28.56% astatine $54.31M and the institution targets 45-60 satellites successful orbit by year-end 2026, with BlueBird 7 awaiting orbital motorboat astatine Cape Canaveral.
Rocket Lab (RKLB) banal rallied 12% connected a grounds $1.85B backlog (73% year-over-year growth) including an $816M Space Development Agency contract, with Q1 2026 guidance implying 57% gross maturation astatine the midpoint and 44.3% non-GAAP gross borderline expansion.
Growing speculation astir a SpaceX IPO is lifting the full commercialized abstraction assemblage arsenic investors presumption themselves successful publically traded abstraction names up of imaginable SpaceX nationalist listing.
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AST SpaceMobile (NASDAQ:ASTS) banal roseate 12% successful Wednesday greeting trading, bouncing from yesterday's 4% decline. At the aforesaid time, Rocket Lab (NASDAQ:RKLB) shares besides zoomed 12% higher aft its ain 4% driblet connected Tuesday.

The shared catalyst is increasing speculation astir an anticipated SpaceX IPO, which is pulling the full commercialized abstraction assemblage higher arsenic investors unreserved to presumption themselves successful publically traded abstraction names. Reddit discussions referencing a imaginable SpaceX IPO filing person already begun circulating successful r/stocks, and the sentiment spillover to ASTS and RKLB is disposable successful existent time. Yesterday's selloff looks, successful hindsight, similar noise.

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For a deeper look astatine however these 2 companies stacked up heading into today's reversal, our March 24 investigation breaks down the bull and carnivore lawsuit for each. The fundamentals driving today's determination merit a person look.

AST SpaceMobile has a stock-specific catalyst layered connected apical of the sector-wide hype: BlueBird 7 was encapsulated astatine Cape Canaveral successful February 2026 and is awaiting orbital launch. The institution is targeting 45 to 60 satellites successful orbit by year-end 2026, with launches planned each 1 to 2 months connected average. BlueBird 7 getting disconnected the crushed would people meaningful advancement toward that goal.

The fundamentals backing this motorboat communicative are real. AST SpaceMobile posted Q4 2025 gross of $54.31 million, beating the statement estimation of $42.24 cardinal by 28.56%. The institution has implicit $1.2 cardinal successful contracted spouse commitments from telecom operators. AST SpaceMobile CEO Abel Avellan framed the twelvemonth up clearly: "In 2026, we expect to standard our space-based direct-to-device web from archetypal commercialized activation toward the commencement of broader commercialized service."

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