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SPSPCE

Virgin Galactic Holdings, Inc.

$SPCE·$365M·Aerospace & Defense·Industrials
$2.58+1.2%YTD-7.0%1Y-43.9%
Price updated 14h ago·X counts updated 5d ago
SPSPCE
$SPCEVirgin Galactic Holdings, Inc.
$2.58+1.18%270 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SPCE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

270X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SPCE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data14 posts analyzed · as of 2026-08-19

Virgin Galactic sentiment is genuinely split. Bulls point to the $750K spaceflight tranche being oversubscribed with a higher-priced tranche coming this fall, BlackRock adding 7M shares last month, and 'think like an institution.' Bears note Q2 revenue was just $0.1M vs $0.4M YoY, net loss $56M, adj EBITDA -$52M (flat YoY), and the first commercial flight has been delayed to February 2027 with 'massive dilution funding the runway.' The stock plunged from $3.30 to $2.70 AH after the print. The mood: strong spaceflight demand can't offset ongoing cash burn. No clean directional signal.

Read what X is saying about $SPCE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SPCE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellStalledAI verdict · as of 2026-10-03

The move has stalled — likely just drifts unless something new shows up.

Virgin Galactic is pre-commercial space tourism with first commercial flight delayed to Feb 2027 — not investable yet, but it's cheap.

Virgin Galactic is the public space-tourism pure-play building the Delta-class next-generation spaceships. The business is essentially pre-revenue and burning cash while waiting for first commercial flights, now delayed to February 2027.

  • Revenue is a rounding error: Q1 2026 of $227K was down -51% YoY — this is effectively a cash-burning development company with 2027 revenue consensus at $251M only if Delta-class flights actually fly.
  • The P&L is deeply red: Q1 operating margin of -2889% and -$2.00+ in annual EPS consensus for 2026 — every quarter is funded by dilution, and management has openly said "massive dilution funding the runway."
  • Positives are visible but thin: the $750K spaceflight tranche was oversubscribed with a higher-priced tranche coming, and BlackRock added 7M shares — the demand side exists; the supply side (flying ships) does not.

A Delta-class first commercial flight date confirmed in early 2027 is the clearest re-rating catalyst; another delay or a dilutive capital raise before flights fly and the stock stays near $3 with downside bias.

Agrees with X sentimentX is genuinely split and correctly so — the $750K tranche oversubscription and BlackRock position are real demand signals; the Q2 revenue print ($0.1M vs $0.4M YoY), $56M net loss, and Feb 2027 commercial-flight delay are also real. No clean directional signal, which is the honest read for a pre-commercial company.

What to watch: The confirmed first commercial flight date for the Delta-class spaceship (currently Feb 2027), cash runway at Nov 12 Q3 earnings, and any announcement of a dilutive follow-on equity raise. A delayed first flight to late 2027 extends the stall.

On the calendar: 2026-11-12 — Q3 2026 earnings

float missing

Read the AI verdict on $SPCE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops and operates spaceplane vehicles for commercial human spaceflight and research payload missions.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $SPCE.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $SPCE

Neutral — Develops and operates spaceplane vehicles for commercial human spaceflight and research payload missions.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-44.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-199%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-150%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
208.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-105%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-73.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.50$-0.64+22.2%
Q1 2026May 14, 2026$-0.81$-0.86+6.1%
Q4 2025Mar 30, 2026$-0.98$-1.04+5.3%
Q3 2025Nov 13, 2025$-1.09$-1.51+27.8%
Next earningsThu, Nov 12·consensus EPS $-0.44

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$227K-50.8%-14682%-28895%$-0.81$-93.3M
Q4 FY25$312K-27.3%-7020%-19531%$-0.98$-94.6M
Q3 FY25$365K-9.2%-6370%-17470%$-1.09$-107.8M
Q2 FY25$406K-90.4%-4426%-17227%$-1.47$-113.8M

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3M$2.0M – $2.6M-$2.27-$2.50 – -$2.033
FY27$250.9M$218.5M – $284.4M-$0.81-$1.11 – -$0.504
FY28$503.3M$442.0M – $556.0M$0.05-$0.24 – $0.824
FY29$582.4M$507.2M – $660.0M$1.36$1.13 – $1.602

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.7%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-14.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-12.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 100.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 19Diana S. StrandbergDirector20.0K sh$50K
+ 21 other (8 inkinds · 7 awards · 6 exempts) in window

See when $SPCE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationJul 17S-3ASR
AI summary

Virgin Galactic filed an S-3ASR automatic shelf registration, becoming effective immediately upon filing as a well-known seasoned issuer. The shelf provides flexibility to issue equity, debt, or other securities on short notice. Standard capital markets housekeeping with no specific offering size or timing disclosed.

8-K/AUnregistered equity sale (amended)Jun 298-K/A — Item 3.02: Unregistered equity sale
AI summary

Virgin Galactic Holdings, Inc. (SPCE) filed an amended 8-K (8-K/A) on June 22, 2026 to correct or supplement its original same-day filing concerning unregistered sales of equity securities (Item 3.02). The nature of the correction and the full scope of the private equity issuance are not detailed in the available excerpt. The amendment likely corrects share counts, terms, or exhibit attachments related to a warrant exercise or private placement.

8-KUnregistered equity saleJun 228-K — Item 3.02: Unregistered equity sale
AI summary

Delaware 001-38202 85-3608069 reported unregistered sales of equity securities: ity Securities. On June 22, 2026, Virgin Galactic Holdings, Inc. (the “Company”) entered into a privately negotiated exchange agreement with a holder of its 2.50% Convertible Senior Notes due 2027 (the “2027 Notes”) to exchange (the “Exchange”) approximately $52.5 million in aggregate principal amount of 2027 Notes held by such holder for the Shares (as defined below). The Company entered into the.

8-KOfficer or director changeJun 158-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Virgin Galactic Holdings, Inc. (SPCE) reported officer/director changes (Item 5.02) and annual meeting vote results (Item 5.07) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before specific personnel changes and vote tallies are disclosed.

3New insider — initial holdingsJun 123
AI summary

Allison Belzberg filed a Form 3 as a newly appointed director of Virgin Galactic Holdings (SPCE) on June 12, 2026, reporting no securities of any class beneficially owned as of the event date. Routine initial Section 16 beneficial ownership disclosure for a newly appointed board director.

8-KUnregistered equity saleJun 108-K — Item 3.02: Unregistered equity sale
AI summary

Virgin Galactic Holdings redeemed $30,524,000 in principal of its 9.80% First Lien Notes due 2028 on June 10, 2026, issuing 6,734,960 shares of common stock to noteholders in lieu of cash, with the share count based on a five-day VWAP observation period per the indenture. After this partial redemption, approximately $172 million in aggregate principal amount of First Lien Notes remains outstanding, with no principal due until March 31, 2028. The shares were issued in reliance on the Section 4(a)(2) private placement exemption. The debt-for-equity swap reduces near-term cash interest obligations as the company targets commercial launch in Q4 2026, but is dilutive to existing shareholders.

8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Virgin Galactic announced preliminary court approval of a proposed settlement of certain stockholder derivative actions; press release furnished as Exhibit 99.1. Settlement of shareholder litigation removes a legal overhang; specific terms not disclosed in the filing body.

8-KUnregistered equity saleMay 188-K — Item 3.02: Unregistered equity sale
AI summary

Virgin Galactic Holdings (SPCE) redeemed $10,000,000 of its 9.80% First Lien Notes due 2028 on May 18, 2026 by issuing 3,768,536 shares of common stock to noteholders — a debt-for-equity exchange at a share count determined by a 10-day VWAP per the December 2025 Indenture. After the redemption, approximately $202.5 million in First Lien Notes remain outstanding. The exchange is dilutive to shareholders but eliminates $10M in debt principal and reduces ongoing cash interest obligations as part of the company's broader capital management strategy.

+ 20 other (5 13Gs · 3 routine 8-Ks · 3 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Virgin Galactic Reports Inducement Award Under NYSE Listing Rule 303A.08businesswire.com·19h agoVirgin Galactic and the Air Force Research Laboratory Enter Agreement to Advance Space Weather Sciencebusinesswire.com·2d agoSpaceX Drops 4% on Agreement to Testify in New York City AI Safety Probe; Intuitive Machines Sinks 6%, Virgin Galactic Holdings Slips247wallst.com·3d agoIntuitive Machines vs. Virgin Galactic: Which Has More Potential?zacks.com·15d agoVirgin Galactic Receives Final Approval by the Court to Settle Derivative Claims With No Findings of Wrongdoinggurufocus.com·59d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space Economy

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Voices on X · last 7 days

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