Space Economy stocks on X

Space Economy stocks trending on X

Top stocks by X chatter

AmpliTech Group, Inc.$AMPGRising on

Communication Equipment

$3.37+0.30%

1Y-17.2%

130 posts-6%

Bullish sentiment

Sentiment has flipped decisively bullish after a brutal earnings-driven drawdown, with holders celebrating a $7.3M follow-on O-RAN 5G order from an Asian mobile carrier and three competitive GaAs design wins for a phased-array satcom platform. Multiple posts call the bottom, pointing to CEO insider buys and roughly $13.3M in Q3 purchase orders versus $8M all of last quarter. Cautious chart voices flag overhead resistance, but bulls dominate.

Comeback attempt

AmpliTech Group is a $147M-market-cap communications-equipment micro-cap building components and systems for O-RAN 5G, satellite ground stations, and phased-array SATCOM. It's the classic small-cap turnaround with a fresh order print. What changed in August: • The $7.3M O-RAN 5G follow-on matters: came from an Asian MNO and resolved the bureaucracy delay that caused management to pull guidance — specific risk retirement plus concrete order print. • Subsidiary AGMDC won three competitive phased-array SATCOM design slots — for a $147M-cap, three simultaneous wins is a real order-book expansion. • Insider signal is exactly what you want: CEO Maqbool bought $42K open-market days after the earnings drop — small in dollars but for a $147M cap, buying into weakness is the cleanest signal. • Q1 revenue grew 49% year-on-year to $5.3M, op margin still -30% — real growth off a small base with operating leverage still coming. • Position is coiling: 20th percentile 52w, 41% below the 50-day (severe) and 13% below the 200-day — recent selloff violent, so the coil is more bounce-off-lows than base-forming. • Total $13.3M orders this quarter (nearly double previous) — deal book accelerating. The November 11 print is what defends the reversal — Q3 revenue reflecting the Asian-MNO order plus phased-array-SATCOM revenue-recognition timing keeps the coil intact; another guidance pull or dilutive raise breaks it back to the $2.50 support.

Karman Holdings Inc.$KRMNStrong Fundamentals

Aerospace & Defense

$41.45-9.04%

1Y-23.1%

55 posts+4%

Bullish sentiment

Karman chatter is constructive but visibly bruised, with traders framing the drawdown as a "last best chance to buy" alongside KTOS and RKLB. Charts anchor to fib and 50DMA support, while one holder is "down 13% since my buy last week." Fundamentals get cited approvingly: Q2 revenue up 58.2%, a record $1.3B backlog, raised 2026 guidance, and a CFO transition bringing in a Raytheon Missiles & Defense veteran.

Comeback attempt

Karman Holdings is a small-cap defense-space and aerospace-components manufacturer that has spent 2026 in a broken tape but is now setting up as a technical-coil turnaround with a specific fib-based entry level. • The technical setup is specific: bulls starting a position at the 0.618 fib and 50-DMA confluence after a -9% pullback (hourly RSI only twice lower in history), plus a clean 5-wave completion on lower timeframes and a weekly MACD bullish flip that historically produced 50%+ moves — that's a compact technical framework with multi-timeframe support. • The fundamentals justify a growth-multiple case: PE 219x trailing on 41% gross margin, 16% operating margin — the trailing multiple is elevated from the transition mix, but last two prints delivered EPS beats of 7% (Q2) and a small 9% miss (Q1); FY27 sell-side EPS at $0.65+ implies significant compression on execution. • The tape is coiled at absolute capitulation: at 7% of the 52-week range, 5% below the 50-day and 32% below the 200-day on 0.67x normal volume with beta 0.55 — that's a stock at absolute lows starting to build a base on a technical framework; Bank of America increasing position is the institutional-flow signal. The path if this works is the Nov 5 Q3 print delivering another clean beat plus concrete defense-space contract commentary, taking the tape past $60. What breaks it further is a soft defense-order signal or another sequential quarterly miss — the KRMN-plus-KTOS 'promising-but-unconfirmed' framing captures the setup honestly.

MDA Space Ltd$MDA

Aerospace & Defense

$28.89+0.03%

1Y+7.0%

74 posts+9%

Bullish sentiment

Chatter is uniformly bullish and thesis-heavy, framing MDA Space as an underappreciated Canadian sovereign-space compounder. Contributors cite Q2 revenue up 34% YoY, a ~$40B pipeline, a CAD$4B backlog and a fresh Globalstar deployment, alongside JPMorgan, Canaccord, Jefferies and Morgan Stanley coverage ranging CAD$49-70. The Canada-US trade rift is cast as a tailwind: "I'm looking at $MDA and seeing the most obvious winner nobody is talking about."

Proven numbers

MDA Space is a Canadian space technology company with satellite systems, robotics, and geointelligence exposure — the Canadarm and RADARSAT legacies plus a growing constellation and AURORA software-defined satellite platform. Shares are +7% TTM at $29, and today's -4.9% is the tape digesting a fast set of catalysts. • Revenue and EPS are ramping cleanly: quarterly revenue ran $274M / $294M / $363M / $334M, quarterly EPS at $0.16 / $0.14 / $0.14 / $0.17 — analysts model $1.31B and $0.98 EPS for the full year, so at $29 the stock is at roughly 30x forward, defensible for a space business at this cadence. • The Canadian sovereignty tailwind is real: SPACERAN constellation proposal picking up media coverage, LaunchPad Ventures fund investing in Canadian space/defense, ~$100B German trade — those are the specific policy tailwinds that support a Canadian defense/space name. • The commercial-execution signal is a step-change: MDA Space satellites for Globalstar successfully launched — that's the kind of milestone that converts bookings into revenue and reduces execution risk on the AURORA platform ramp. A Nov 6 print that shows continued revenue growth and any commentary on new constellation orders extends the tape; a soft print, a specific launch failure, or a Canadian defense-budget pull-back is what turns 'cooling' into a real reset.

AST SpaceMobile, Inc.$ASTS

Telecommunications Services

$59.10+1.81%

1Y+21.2%

3,475 posts+1%

Mixed sentiment

Sentiment is split and raw. Long-term believers are hammering the buy-the-fear case — 13 satellites deployed, a $1.3B backlog, US Mobile emerging as the likely fourth US carrier, freed-up Falcon 9 Florida slots after Starlink pulled out, and a $3.7B war chest fully funding the ~45-satellite target. Frustrated holders counter with delayed BB14-16 shipping, management silence, another guidance miss, and calls for a retest into the $30s-$40s.

Redwire Corp$RDW

Aerospace & Defense

$10.70-1.56%

1Y+20.0%

499 posts-4%

Bullish sentiment

The Redwire crowd is treating the pullback as an opportunity in a company they see reshaping from a space pure-play into a diversified national-security supplier. Bulls point to Q2 revenue up roughly 90% year over year to $117M, a record backlog above $540M, an SDA phased-array antenna investment, the ELSA solar array baselined on Moog's METEOR bus, and an Edge Aerospace license opening a path to orbital data centers. Chart voices warn support at $10 could still be tested.

Rocket Lab USA, Inc.$RKLB

Aerospace & Defense

$63.92-0.73%

1Y+29.6%

3,474 posts-1%

Bullish sentiment

Loyalist optimism runs high even with the stock down roughly 55% from its highs, anchored to a $2.36B backlog, 62% revenue growth, the pending Iridium acquisition, and progress on Neutron's Hungry Hippo pre-flight testing. Peter Beck's long-term framing is heavily quoted, and multiple posters describe adding shares in the $60s. The main friction comes from Jim Cramer calling the stock too speculative and worries about Iridium-linked dilution.

Velo3D, Inc.$VELO

Industrial - Machinery

$11.91+0.34%

1Y+186.3%

278 posts+15%

Bullish sentiment

Sentiment on Velo Protocol is optimistic but low-signal, dominated by repeated price-and-market-cap snapshots and staking chatter. The substantive bull thread cites working USDT off-ramps to Thai banks like Kasikorn and Bangkok Bank, a UOB Venture Management follow-on strategic investment, and HashKey Capital involvement as evidence institutional plumbing is real. Chart posters point to a 192-day base with a MACD zero-line cross and RSI-50 reclaim, though several note repeated rejections at channel resistance and that the token "needs to move."

Telesat Corporation$TSAT

Telecommunications Services

$43.40+1.35%

1Y+111.8%

15 posts+15%

Bullish sentiment

Telesat chatter is decisively bullish after signing the largest contract in company history: a C$2.3B Lightspeed deal with Canada's Defence Investment Agency for secure Military Ka-band Arctic connectivity, plus C$400M in options for a potential C$2.7B total. The deal adds 69 fully funded satellites expanding Lightspeed capacity by 44%, gives Lightspeed a 15-year government commitment de-risking network expansion, and pulls in an MDA $474M follow-on Aurora satellite order. Bulls expect more ESCP-P awards.

Kratos Defense & Security Solutions, Inc.$KTOS

Aerospace & Defense

$50.98-1.96%

1Y-22.9%

350 posts+1%

Bullish sentiment

Kratos sentiment is loudly bullish despite a rough tape, with traders framing the pullback as a defense-supercycle buying window and posting $106 price targets. The Boeing JDAM Long Range allocation of Spartan/J85 engines lands as central: CEO DeMarco flagged it as potentially "one of the largest single opportunities for our company." Bears note P/S looks stretched and drone stocks are down 60%+ off highs; bulls counter with CCAs, hypersonics, and directed-energy tailwinds.

Planet Labs PBC$PL

Aerospace & Defense

$19.85-0.65%

1Y+198.5%

227 posts+12%

Bullish sentiment

Planet Labs' thread is dominated by long-term bulls adding at $20-21, with posters citing a fresh German 'Sovereign Satellite Constellation' contract, a Rwanda national data program, a new Berlin European Space Hub doubling Pelican production and a record spike in institutional ownership. The stock is +209% over 12 months. A few chart posters flag $19.98 as a real break and see one more low toward $25.06 before a mark-up phase kicks in; the bear case is thin.

Gilat Satellite Networks Ltd.$GILT

Communication Equipment

$9.90-0.40%

1Y+5.9%

11 posts+13%

Bullish sentiment

Bullish thesis-driven chatter, anchored on a long-form deep dive framing Gilat as "the communication layer behind drones, defense forces, aircraft, ships" with 17% Q2 revenue growth and a $183M net-cash cushion. Posters highlight the pending $157.5M all-cash Comtech Satellite acquisition as pushing pro-forma revenue past $700M with "zero dilution," and a direct comparison against Ondas ($5B vs $798M cap) implicitly makes the value case.

Viasat, Inc.$VSAT

Communication Equipment

$67.27-0.15%

1Y+116.9%

86 posts+4%

Bullish sentiment

The narrative arcs bullish around a spectrum fight in which SpaceX is asking the FCC to reverse approval for Viasat-3 F2, a satellite designed to add over 1 Tbps of capacity. Posters describe Viasat as sitting on the largest coordinated L-band MSS block per Equatys, frame it as the licensed pipe complementing ASTS in the Starlink battle, and note bullish Jan 90 call flow and a juicy option setup.

Momentus Inc.$MNTS

Aerospace & Defense

$4.25+3.66%

1Y-81.8%

66 posts+20%

Bullish sentiment

Bulls frame Momentus as a resurrected small-cap space play. The corpus centers on Vigoride 7 completing orbit-lowering maneuvers while operating 10 hosted payloads for 'NASA and the Department of War,' with Vigoride 8 'fully booked' post-CDR and Vigoride 9 selling capacity. One comparison post pitches 3,437 shares of MNTS in place of 100 shares of SPCX for '+280%' upside. Only one voice calls the chart boring.

Comtech Telecommunications Corp.$CMTL

Communication Equipment

$1.69-0.59%

1Y-15.9%

9 posts+20%

Bullish sentiment

Comtech's week is defined by an announced sale of its Satellite (S&S) business to Gilat ($GILT), transforming the remaining company into a pure-play NG911 Allerium business with ~$240M annual revenue and $550M in funded backlog. Bulls note the stock now trades at roughly 0.15x its lowest historical valuation, clean lender consents were obtained, preferred conversion remains at $7.99 and management feels bullish on recompetes including California 911 and refinancing the senior and sub loans. The space investors have largely abandoned the stock, but those staying are constructive on the new structure.

Firefly Aerospace Inc.$FLY

Aerospace & Defense

$21.12-0.66%

1Y-52.2%

602 posts-1%

Bullish sentiment

Bullish. Firefly Aerospace fans are loading up on the thesis that the launch market has a "rocket shortage" with SPCX not accepting new dedicated Falcon 9 customers past 2028 — one poster explicitly names FLY as a buyout candidate at "11 times cheaper than a $RKLB." Long-dated space bulls treat levels near 2026 lows as opportunity, though one dryly notes FLY "has achieved virtually nothing" yet trades in lockstep with the sector.

BlackSky Technology Inc.$BKSY

Aerospace & Defense

$23.10-2.53%

1Y+35.4%

90 posts0%

Bullish sentiment

BlackSky is riding a strong technical setup, with posters noting a called breakout from July 21 has moved from $23.61 to roughly $31.87 (+35%) and structure holding cleanly. The next node in focus is a breakout above $36, and BKSY is being grouped with other space names for Q2 capex comparisons alongside RKLB and PL as a differentiated small-cap play.

Intuitive Machines, Inc.$LUNR

Aerospace & Defense

$15.36-0.07%

1Y+76.3%

492 posts-3%

Mixed sentiment

Sentiment is mixed. Bulls emphasize the disconnect between fundamentals and tape: Intuitive Machines "just printed $206M in a quarter" (versus $50M a year prior), an $1.8B backlog and a $600M satellite deal, with one writer calling it "trading like a meme. The business is not." Bears note the "great space selloff of 2026" and BofA's Underperform tag at a $13 PT, and one long-term holder calls the drops "really disappointing" while keeping LUNR a "higher-conviction long-term" position.

Lockheed Martin Corporation$LMT

Aerospace & Defense

$561.23-0.46%

1Y+24.0%

217 posts-5%

Bullish sentiment

Chatter runs bullish on defense stability, with Tom Lee and a ChatGPT trading bot both flagged as recent buyers, one calling LMT "a reasonable late-cycle, defense-heavy ballast." Bulls anchor on the "$230B record backlog," fresh $1.1B NASA awards and multibillion Patriot/THAAD contracts, with Iran/NATO tensions cited as background. The one meaningful cross-current is the Army opening NGSRI Stinger-replacement to a third bidder, framed by some as a "pressure tactic on price."

Spire Global, Inc.$SPIR

Specialty Business Services

$13.27+0.76%

1Y+45.0%

55 posts+15%

Bullish sentiment

Spire Global announces a partnership with SATE on an ESA-supported program to build an AI system for real-time satellite health monitoring and autonomous constellation operations. The Q2 print lands August 12 with analysts modelling roughly $18.5M revenue, EPS around -$0.29, gross margin near 60% and 2026 revenue guidance of $75M-$85M. Coverage frames the AI-defense-space combo as constructive.

Satellogic Inc.$SATL

Aerospace & Defense

$4.87+0.41%

1Y+35.7%

203 posts+10%

Mixed sentiment

Satellogic's thread pits system-signal bears against long-thesis bulls. Bears flag SATL below the 200-EMA with an active sell signal, price rejected at a local high and reliance on the 0.382 fib holding to prevent a slide to $4. Bulls counter with the first-ever positive EBITDA print, institutional ownership rising by 10M to 120M shares against 20.7M shorts, product roadmap (Mark VI, Next Gen, Merlin) framed as 'satell the earth,' and a $61 long-run price target.

Electro Optic Systems Holdings Limited$EOS.AX

Aerospace & Defense

—

1Y—

20 posts+7%

Bullish sentiment

Sentiment is loudly bullish after a half-year print showing revenue up 283% year-over-year to $168.8M, EBITDA swinging to a $21.6M profit, an $846M order book, and full-year guidance raised to $360-400M. Holders describe portfolios up 13% on the day, with one flagging MARSS systems confirmed "used in active combat." The pending catalyst driving conviction is a "transformational" contract sized at A$700m-A$1.4bn plus a Middle East deal backed by $77M in cash security.

AeroVironment, Inc.$AVAV

Aerospace & Defense

$148.35+0.28%

1Y-38.2%

271 posts+8%

Bullish sentiment

X is bullish on AVAV despite widespread pain, with the stock down roughly 65% from highs and holders openly grumbling that 'everyday govt talks drones yet the stocks fall.' The dominant camp is buying weakness on the strength of $2.7B in FY26 bookings, a new $500M Domestic Shield C-UAS IDIQ, fresh Switchblade orders and the pending Army E-HEL laser contract, framing sub-$150 as generational-buildout entry.

Starfighters Space Inc$FJET

Aerospace & Defense

$3.32-4.60%

1Y-60.9%

40 posts-3%

Bullish sentiment

Starfighters Space is being pitched as a speculative short-squeeze setup after reaching new post-IPO lows and breaking up 10% on covering activity. Contributors expect an outstanding capital offer to be finished imminently, framing a potential squeeze into space peers like SPCX, RKLB, ASTS, and FLY. Frustration is voiced over broader index-driven selling that appears to overlook the company-specific catalyst.

EchoStar Corporation$SATS

Telecommunications Services

$86.98-5.04%

1Y+218.0%

328 posts

Mixed sentiment

SATS chatter is split: EchoStar's Q2 revenue of $3.58B missed by $10M with pay-TV subscribers down 241K and wireless down 118K, though EPS was inflated by a $9.73B non-cash gain, and BRC-20 ordinals-token 'SATS' chatter runs alongside RATS and ORDI with technicians long SATS and shorting RATS. A former VIC pitch of EchoStar peaked at ~650% returns and is still up 400%. Ticker collision between equity and crypto is dominant.

Amplitech Group, Inc. Series B Right$AMPGZ

Hardware, Equipment & Parts

$0.214-12.78%

1Y-28.6%

1 posts0%

PendingInsufficient posts on X for reliable sentiment analysis.

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Karman Holdings Inc.$KRMNStrong Fundamentals

Aerospace & Defense

$41.45-9.04%

1Y-23.1%

55 posts+4%

Bullish sentiment

Comeback attempt

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