Rocket Lab Spikes, ASTS Plunges: Buy Space Sector Divergence?
Rocket Lab jumped 11.3% after Needham issued a research note with a significantly raised price target。
Sector peer Intuitive Machines hit a 52-week high on the same day. AST SpaceMobile reversed sharply after hours, swinging from +10% intraday to -13% at $72 following Q1 revenue that missed estimates, with the earnings data amplifying concerns over cash burn pace and commercialization timing. The space sector runs hot, but divergence is huge.
Would you chase RKLB, LUNR or buy the dip of ASTS?