Over the past month, SpaceX (SPCX) fell 5%, AST SpaceMobile (ASTS) dropped 27%, Rocket Lab (RKLB) lost 15% and Planet Labs (PL) slipped 13%, while Viasat (VSAT) gained 11%. SpaceX reported third-quarter revenue of $14.58 billion, up 161% year over year, and net income of $4.4 billion, while Starlink had 13.6 million consumer subscribers. Rocket Lab pushed Neutron’s debut to 2027 after finding air pockets in a first-stage tank dome, though an $816 million award lifted the potential value of its two Space Development Agency programs above $1.3 billion. Piper Sandler downgraded ASTS to “Neutral” from “Overweight” and cut its target to $54 from $98. Viasat faced takeover chatter, with analyst Tim Farrar suggesting Amazon could acquire it, though no deal has been announced.
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