Two space stocks face a major Wall Street test tonight

What happened

AST SpaceMobile and Rocket Lab are due to report third-quarter earnings on Monday, Nov. 9. Options pricing implies AST SpaceMobile could move 18.43%, or $5.96 per share, in either direction. Analysts expect sales of $45.73 million and a loss of $0.42 per share at AST SpaceMobile, and Rocket Lab sales of $257.2 million.

Confirmed

Global impact / market context

The reports could change investors’ estimates of each company’s sales, losses, and execution risks. For AST SpaceMobile, satellite deployment timing may influence confidence in its rollout plan; for Rocket Lab, launch results and progress on Neutron may shape expectations for future business and spending.

Analyst inference

The article describes heightened event risk for both shares, with options pricing pointing to a possible sharp AST SpaceMobile move. It also reports a downgrade and lower price target for AST SpaceMobile, while Rocket Lab has an analyst endorsement and recent launch progress.

Confirmed

What to watch

1. Check both earnings reports for actual sales and losses against the forecasts stated in the article; differences could alter expectations for revenue and cash needs. Analyst inference
2. Look for updates on AST SpaceMobile satellite deployments and launch timing, and on Rocket Lab’s launch schedule and Neutron development, as the article identifies these as key issues. Confirmed
3. Assess whether management guidance changes expectations for rollout or rocket-development spending; higher costs or delays could affect cash available and investor confidence, though outcomes are unknown. Analyst inference

Evidence

• gurufocus.com