Space Economy stocks on X

Space Economy stocks trending on X

Top stocks by X chatter

HawkEye 360, Inc.$HAWKHot on

Aerospace & Defense

$12.44-3.49%

1Y-63.4%

236 posts5×

Bullish sentiment

HawkEye 360 announced preliminary inclusion in the Russell 2000 index effective September. Traders add on the dip calling the selloff overdone, technical setup shows a double bottom with 'badass tech,' and 'starter entry' framing is common. Modest positioning gains.

Hinges on a big event

HawkEye 360 operates a constellation of RF-geolocation satellites — tracking radio-frequency emissions worldwide for defense and intelligence customers. The company recently got preliminary Russell 2000 inclusion effective September. • Operations are improving: operating margin is positive at 2.9%, ROIC positive at 4.8%, PS 1.05 — unusually good fundamentals for a small-cap space name, which typically trade at deep operating losses. • The Russell inclusion is the near-term catalyst: index demand plus technical setup (double bottom with a "starter entry" framing) is drawing fresh positioning on the dip, with vol multiplier 1.23 confirming participation. • As a recent IPO the chart doesn't have a full year of 52-week range data — treat position reads with caution, but T12M is -57%, so the recent reclaim is off a meaningful drawdown. Nov 12 Q3 is the gate — any new defense or intelligence contract plus continued operating-margin improvement extends the move off the double bottom. A contract-timing slip or margin reversion and the setup fails back into the drawdown.

Telesat Corporation$TSAT

Telecommunications Services

$44.96-3.35%

1Y+38.6%

72 posts1.1×

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.

Hinges on a big event

Telesat Corporation is a Canadian satellite operator — operating Anik-F2 and the forthcoming Lightspeed LEO constellation. The stock is up 63% YTD and 61% of its 52-week range on specific transformational contract wins. • The P&L is in transition: revenue fell 25.2% YoY to $87.3M last quarter at a 3.5% operating margin — the GEO fleet is in managed decline while Lightspeed CapEx is ramping; the FY26 EPS estimate at -$0.91 reflects the transition-year financials. • The Canadian Defence Investment Agency Lightspeed deal is specifically transformational: C$2.3B contract with C$400M in options for a potential C$2.7B total, adding 69 fully funded satellites expanding Lightspeed capacity by 44%, 15-year government commitment. • The Orange European Lightspeed Gateway inauguration and SatPort global build-to-suit agreement are additional commercial anchors — the TSX30 top-performer ranking validates the operational re-rating. Accelerating holds while Lightspeed CapEx deployment and customer commitments extend. A soft Nov 10 earnings print on Lightspeed buildout progress, or any specific commentary on cost overruns, is what cools the move; a FY27 Lightspeed revenue trajectory with specific customer-contract commentary is what extends the breakout toward prior cycle highs.

Rocket Lab USA, Inc.$RKLBRising on

Aerospace & Defense

$50.84-7.98%

1Y-24.1%

5,545 posts1.3×

Bullish sentiment

X is confidently bullish — Rocket Lab is one launch from its 100th Electron mission with Maelstrom on October 1, CEO Peter Beck telling investors "at least 50% of Neutron's capacity will be consumed by ourselves," and the Iridium acquisition pointing to enterprise/defense services. One trader is already quoting the "50-DMA cross = 80-116% rally" pattern. The bear bench is empty — only a jab at Cathie Wood for shorting into the move.

Driven by hype

Rocket Lab is the small-launch alternative to SpaceX, now betting the next leg on Neutron, its reusable medium-lift rocket. Revenue is scaling but losses are deep, and the stock has reclaimed its 50-day on fresh commercial milestones. • The commercial momentum is real: Q1 revenue +63% YoY, approaching the 100th Electron launch, and a 20-mission bulk deal just announced — this is a business compounding on top of its small-sat franchise. • At 94x sales with a $43B cap, the market is pricing Neutron being a SpaceX-grade success — but Neutron hasn't flown yet, so the entire premium is extrapolation from one unflown rocket. • Beck's "50% of Neutron capacity consumed internally" line is the real pitch: if Rocket Lab moves up the stack from launcher to space-services operator, the multiple framework changes; if not, it stays a small-cap launcher priced like a utility. Watch the Neutron static-fire and inaugural-launch dates — a slip past 2027 and the air comes out of the thesis. Hold the schedule plus Electron cadence and the premium holds.

MDA Space Ltd$MDARising on

Aerospace & Defense

$28.22-1.57%

1Y+4.5%

43 posts1.1×

Bullish sentiment

MDA Space is bullish on X — customer validation with NOC, UK space agency's £7.8bn strategy boost, and Europe space-industry push (Isar rocket from Norway). Top-3 portfolio position after restructuring alongside TRT; multi-layer Tactical AI satellite architecture context.

AST SpaceMobile, Inc.$ASTSRising on

Telecommunications Services

$40.66-8.55%

1Y-54.6%

7,945 posts1.2×

Bullish sentiment

The crowd is bullish on direct-to-device — Fairwinds was granted a US patent for distributed-antenna coherent combining, the September corporate update is landing well, and 72% of the week's option volume was calls. Longs are modeling a "stock doubles overnight" scenario on a T-Mobile US-exclusive. The pushback is targeted and technical: one voice warning the recent ITU filing is a modification, not the 344-constellation new filing bulls are claiming.

Kratos Defense & Security Solutions, Inc.$KTOSStrong Fundamentals

Aerospace & Defense

$40.42-0.79%

1Y-54.4%

460 posts1×

Mixed sentiment

Kratos is a bruised long. The stock is down nearly 65% from ATH and one poster frames it as a potential asymmetric inverse H&S with a small starter position, citing high beta and negative FCF as the reason to size light. Bulls stack shares on weakness and cheer the Pacific Dragon 2026 exercise using the ARAV-B target, but the tape is drifting alongside a broader drone-sector slump waiting on AVAV's print to steady the group.

Comtech Telecommunications Corp.$CMTL

Communication Equipment

$1.37-5.52%

1Y-52.2%

10 posts

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.

Velo3D, Inc.$VELO

Industrial - Machinery

$6.795-9.04%

1Y+17.4%

374 posts1×

Bullish sentiment

The Velo Protocol crowd is confidently bullish — $VELO is testing the 50-DMA from below with a daily/weekly close approaching, holders call it a Darvas breakout at $237 with a 275% Wave 3 target, and the setup is being pitched as a six-month higher-low that leads to new ATHs. The dominant frame is "the current market is oversaturated, smart money positions pre-move." No bearish voice in the sample.

L3Harris Technologies, Inc.$LHX

Aerospace & Defense

$248.51+3.33%

1Y-12.6%

77 posts1.1×

Bullish sentiment

L3Harris Technologies sentiment is bullish after receiving a $4.7B, seven-year contract from Lockheed Martin to produce propulsion systems for the PAC-3 Missile Segment Enhancement interceptor, L3Harris's largest PAC-3 contract ever. RSI left oversold on Sept 4, and Covenant's Anthem missile production expansion adds context.

Gilat Satellite Networks Ltd.$GILT

Communication Equipment

$7.83-2.73%

1Y-43.4%

55 posts0.9×

Bullish sentiment

Gilat announces a $100M five-year convertible-notes private placement at a 60% conversion premium ($16 vs $10.04 spot; conversion first available on/after September 1, 2027). Community frames GILT as a small-cap risk-reward: ~50% off highs at ~$780M market cap with ~$145M cash and only ~$10M debt, and 'ground terminals for every constellation waiting to flip.' No bear voice appears.

Karman Holdings Inc.$KRMN

Aerospace & Defense

$34.68+2.30%

1Y-54.9%

62 posts0.9×

Bearish sentiment

Karman is one of the ugliest tapes in the window, approaching a 70% drawdown from peak with eight consecutive red candles and a break of the 0.786 fib triggering another 16% leg lower. Holders are tax-loss-harvesting rather than adding, one asks openly whether the company is committing fraud, and the last bull leans on "$34-$35 has to hold" and stop-loss discipline. No fresh catalyst is being cited.

Iridium Communications Inc.$IRDM

Telecommunications Services

$43.76-2.73%

1Y+133.8%

87 posts1×

Bearish sentiment

Ligado 'kindly and politely told IRDM to F off' on the wholesale model. VSAT setup with call flow could be positioning for a spectrum sale/takeover given IRDM/GSAT buyouts, but IRDM itself is the loser in the current thread.

Parsons Corporation$PSN

Information Technology Services

$44.15+0.11%

1Y-46.9%

15 posts

Bullish sentiment

Parsons posts are decisively bullish following the $14B COMET missile-evaluation multi-award and NITE-STAR $981M ceiling Space Force IDIQ. Bulls describe PSN as picking up seat after seat on high-dollar defense-intelligence programs. Sample small but tone is uniformly positive on the contract-flow catalyst.

AeroVironment, Inc.$AVAV

Aerospace & Defense

$121.79-1.16%

1Y-67.4%

286 posts0.9×

Bullish sentiment

AeroVironment posters closed Q1 in a good mood, with adj EPS of $0.59 crushing $0.25, revenue $480.5M vs $456M, and funded backlog at a record $1.5B, up 37% YoY. Bulls point at operating loss collapsing from -$69M to -$11M and two post-quarter awards ($464.8M E-HEL, $50M+ international Locust) already sitting in Q2 bookings before the guide is refreshed. The reservation is that FY27 guidance was left unchanged and adj EBITDA fell 6% YoY, so a small camp still frames it as beat-not-blowout.

Lockheed Martin Corporation$LMT

Aerospace & Defense

$552.09+3.65%

1Y+11.9%

497 posts1.4×

Bullish sentiment

Lockheed Martin drew a stream of defense wins: an $826M USAF JASSM/LRASM modification, a $1.32B contract for Australia's Joint Air Battle Management System, a $953M AIR6500 award, and CNBC coverage of the affordable long-range missile trend. Bulls call the stock's $528 print a defensive-exposure dip-buy. No bear voice in the window.

Redwire Corp$RDW

Aerospace & Defense

$8.39-5.84%

1Y-1.9%

620 posts1×

Bullish sentiment

X is bullish on Redwire — RDW is up 28% YTD (the best-performing space name), 70% of this week's 109K option contracts were calls, revenue is up 90% YoY, backlog is up 134.6%, and the stock just won selection into the Space Force's $981M NITE-STAR contract vehicle. The honest sell-side counter is BofA Underperform at $8 and CFRA Strong Sell, both of which bulls say are reading last year's numbers (Q2 margins flipped sharply positive).

Voyager Technologies, Inc.$VOYG

Aerospace & Defense

$25.35-5.27%

1Y-26.1%

122 posts1×

Bullish sentiment

Voyager Technologies is bullish — total backlog $335.5M (+78% from Feb), funded backlog $189M (+110%), Q2 bookings record $113M, 25% blended core CAGR pre-Starlab per CEO. GOEX Industries is the only US facility producing black powder for defense programs, scaling to meet mission demand. Bulls target +358% (to $10B EV per CEO); PLTR partnership + golden-dome tech + lunar ambition compounds.

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.

Viasat, Inc.$VSAT

Communication Equipment

$58.83-4.34%

1Y+62.7%

186 posts1×

Mixed sentiment

Viasat is mixed on X — SpaceX asking FCC to block/restrict Viasat-3 F2 satellite creates overhang, and 12+ VP/C-level execs departed since June. Bullish: holding strong +3.3% intraday, +55% since Jan Rep. Jackson buy (now selling), and 'pay attention next week' bull call.

Intuitive Machines, Inc.$LUNR

Aerospace & Defense

$10.78-6.83%

1Y-8.9%

650 posts1×

Bullish sentiment

Intuitive Machines holders point to $900M in new Q2 awards and a $1.8B backlog, arguing 'insanely undervalued' at ~$15. Traders openly say a turnaround has started, and it appears on multiple 'benefit-from-the-next-growth-wave' lists in the space cohort with SPCX/RKLB. No visible bear voice.

BlackSky Technology Inc.$BKSY

Software - Application

$17.32-6.12%

1Y-33.5%

122 posts1×

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.

Globalstar, Inc.$GSAT

Telecommunications Services

$82.38-0.71%

1Y+86.2%

38 posts1×

Bullish sentiment

Globalstar posters are trading the pending AMZN acquisition. Under the '$90' deal, the cash leg is capped at 40% (proration) and the stock leg lands around $83, blending to ~$86 (spread ~3.7%), with up to ~$0.85/share haircut if milestones miss. Bulls anchor to RKLB confirming the first 8 of 17 satellite platforms built for MDA Space under a $143M contract are on orbit and communicating. One bearish note: 4 insiders have sold ~$20M of GSAT this month. Net constructive.

Satellogic Inc.$SATL

Aerospace & Defense

$3.84-6.57%

1Y+32.0%

341 posts1×

Bullish sentiment

Satellogic just hired Vice Admiral Frank D. "Trey" Whitworth — the former head of the NGA — as President, effective immediately, running defense and intelligence strategy. Combined with Q2 revenue growth of +259% YoY, first positive operating income and EBITDA, and stacked defense wins (CEiiA, $12M NewSat, $18M+ international deal), the setup reads as financial inflection plus sovereign-grade credibility. Bulls call $61 a target. No bear voice.

York Space Systems, Inc.$YSS

Aerospace & Defense

$5.58-8.52%

1Y-83.4%

29 posts1×

Bullish sentiment

YottaSat introduced the LX/V-CLASS spacecraft platform purpose-built for VLEO missions. Posters connect YSS + Hanwha ecosystem to KTOS software-defined SATCOM work and $SIVE's Ka-band beamforming chips flowing through Hydra terminals. Chart weakness noted (broke 21ema early July) but sector narrative dominates.

Space Exploration Technologies Corp.$SPCX

Aerospace & Defense

$146.03-1.74%

1Y-9.3%

16,910 posts1×

Bullish sentiment

Sentiment is bullish into Monday's Starship Flight 14 — FAA approval is in hand, 26 V3 Starlinks ride along, and it's being pitched as Starship's first revenue-generating mission ("the commercial era"). Elon-and-Larry merger-of-equals rumors are flying. Congress and Trump are both shown buying. The only visible restraint is a technician flagging a daily bearish divergence and trendline break before the launch catalyst resolves it.

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Space Economy stocks trending on X