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SpaceX Rally Ignites RKLB, ASTS Surge Before Mega Earnings Day
SpaceX’s Big Win Lifts Rocket Lab and AST SpaceMobile Stocks: What You Need to Know
TL;DR: SpaceX just reported amazing earnings, and it’s making investors excited about other space companies like Rocket Lab (RKLB) and AST SpaceMobile (ASTS). Both stocks jumped big time last week, and investors are feeling very optimistic ahead of their earnings reports.
What Happened with SpaceX?
SpaceX (Elon Musk’s rocket company) just released its first public earnings report, and the numbers are huge:
- Revenue nearly DOUBLED year-over-year
- $7.8 billion in revenue for April–June 2025
- $4.1 billion in the same quarter last year
- Beat Wall Street expectations
Where’s the Money Coming From?
| Business Segment | Revenue Growth | Key Details |
|---|---|---|
| Starlink (satellite internet) | +66% | Now makes up over half of total revenue |
| AI Business | +250% | Musk calls this the future growth engine |
| Space Operations (launches, Starship, gov missions) | +29% | Steady, reliable growth |
Important Point: The market loved this report. SpaceX stock has risen 16% since August 3 when the earnings came out. Investors are no longer worried about SpaceX’s high spending — the revenue growth proves the business model works.
How This Helped RKLB and ASTS
When the "big kid on the block" (SpaceX) shows the space industry is booming, investors get excited about other space stocks too. This is called a "rising tide lifts all boats" effect.
Last Week’s Performance
- Rocket Lab (RKLB): +27.5%
- AST SpaceMobile (ASTS): +22%
Why the Extra Boost?
For Rocket Lab:
- Won a $397 million Space Force contract (build/launch/operate threat-tracking satellites)
- Won a $266 million contract for 12 suborbital launches (+ 6 more options)
For AST SpaceMobile:
- Has ~$1.2 billion in contracted revenue already signed
- Japan approved ~$900M+ government support (up to 50% of project costs)
- Implies ~$1.8B+ total project spending, with ~70% flowing to AST
What Regular Investors Are Saying (Stocktwits Sentiment)
Stocktwits is like Twitter for stock traders. Here’s the vibe early Monday:
| Stock | Sentiment | Trending? |
|---|---|---|
| RKLB | Bullish | Yes |
| ASTS | Bullish | Yes |
Real Trader Quotes (Translated to Plain English)
On ASTS: "ASTS is about to crush earnings and raise guidance. They started the quarter with $1.2B in signed contracts. Then Japan approved massive funding — that’s another ~$1.8B project, most of which goes to AST."
— @SplicinglassOn RKLB: "I’ve watched Rocket Lab for years and started buying in early 2025. CEO Peter Beck is the real deal — no hype, just engineering and execution. He reminds me of other great founders I’ve backed. That’s why RKLB is a core holding for me."
— @TsunamiSigma
What Analysts Expect This Quarter
Both companies report earnings after market close Monday. Here’s the scorecard:
Rocket Lab (RKLB)
| Metric | Expectation | vs. Last Quarter |
|---|---|---|
| Revenue | $230.94M | +15% |
| Adjusted Loss/Share | -$0.05 | Wider than -$0.02 |
| EBITDA Loss | $22.12M | Nearly double |
Note: Revenue is growing fast, but losses are widening as they invest heavily. That’s typical for high-growth space companies.
AST SpaceMobile (ASTS)
| Metric | Expectation | vs. Last Quarter |
|---|---|---|
| Revenue | $34.4M | +133% |
| Adjusted Loss/Share | -$0.23 | Narrower than -$0.66 |
Good Sign: ASTS revenue is more than doubling quarter-over-quarter, and losses are shrinking fast.
ELI5: Why Does SpaceX’s Success Help Other Space Stocks?
Imagine a lemonade stand (SpaceX) on your street. One day, they announce: "We sold 10x more lemonade this summer!"
What happens?
- People realize: "Wow, lemonade is HUGE business!"
- Investors think: "Maybe the other lemonade stands (RKLB, ASTS) will do well too."
- Money flows into those other stands’ stocks — even before they report their own sales.
That’s exactly what’s happening here. SpaceX proved satellite internet + space launch = massive money. Now investors are betting RKLB and ASTS will ride that same wave.
Key Takeaways (Callout Box)
5 Things to Remember
- SpaceX crushed earnings — $7.8B revenue, nearly 2x last year
- Starlink + AI are the growth engines (66% and 250% growth!)
- RKLB + ASTS surged last week (27.5% and 22%) on SpaceX’s coattails
- Both have big contract wins — real money, not just hype
- Earnings drop Monday after close — watch for beats/raises!
Summary
| Company | Recent Stock Move | Big Catalyst | Earnings Expectation |
|---|---|---|---|
| SpaceX (private) | N/A | Revenue 2x YoY, Starlink + AI booming | Already reported — CRUSHED IT |
| Rocket Lab (RKLB) | +27.5% last week | $397M + $266M gov contracts | Revenue +15%, losses widening |
| AST SpaceMobile (ASTS) | +22% last week | $1.2B contracted + Japan funding | Revenue +133%, losses narrowing |
Bottom line: Space is no longer sci-fi — it’s a real, profitable industry. SpaceX proved it. Now investors are rushing into the next wave of space companies before they report earnings.
FAQ
1. Is SpaceX stock publicly traded?
No! SpaceX is still private. But when they share earnings (rare!), it moves the entire space sector because they’re the industry leader.
2. Why did RKLB and ASTS go up if SpaceX is private?
It’s a sentiment spillover. SpaceX’s success proves the business model works — satellite internet, government contracts, launch services. Investors buy similar companies expecting similar success.
3. What does "bullish" mean on Stocktwits?
It means more people think the stock will go UP than down. It’s a mood indicator from retail (regular) traders.
4. Should I buy RKLB or ASTS before earnings?
Not financial advice! Earnings are volatile — stocks can swing 10-20% instantly. Only invest what you can afford to lose, and do your own research.
5. What’s the difference between RKLB and ASTS?
- RKLB = Launch + Space Systems (rockets, satellites, government missions)
- ASTS = Satellite-to-Phone Internet (connecting regular phones directly to satellites — no dish needed)
Disclaimer: This article is for informational purposes only and does not constitute investment advice. The author holds no positions in mentioned stocks. Always do your own research or consult a financial advisor before investing.
