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Rocket Lab, AST SpaceMobile and Intuitive Machines face space reset

The outlet frames the post-SpaceX valuation drop as hype-driven, highlighting Rocket Lab’s Neutron first flights in late 2026 or early 2027 as a key catalyst toward profitability.

Reported · Written up by our desk · Previews

Space stocks have surged and then pulled back sharply this year after the SpaceX NASDAQ IPO, with one view attributing the reset more to hype than to underlying operational failures, according to MarketBeat Ratings.

The analysis argues that broad sector profitability remains limited, with pockets of earnings such as SpaceX’s Connectivity segment, while most space companies still face high upfront development and operating costs. It adds that space is valued at about $650 billion as of late August, with expectations for modest single digit growth driven by declining launch costs and constellation demand, including commercial applications as the bulk.

MarketBeat Ratings projects SpaceX to reach profitability soonest, potentially in its next fiscal year, followed by Intuitive Machines, AST SpaceMobile, and Rocket Lab. It describes Rocket Lab’s pathway as being increasingly de-risked as Electron ramps and the Neutron medium-lift rocket prepares to enter the market, with first flights scheduled for late 2026 or early 2027 and a slower ramp over the following three years.

The piece also positions medium-lift capability as central to Rocket Lab’s profitability outlook, noting Neutron is designed to carry more payload at lower cost, while warning that most of the sector still has long timelines to profits.

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