Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTDavid MoadelTue, August 4, 2026 at 5:53 PM GMT+2 4 min readQuick ReadSpaceX surged 4% and AST SpaceMobile jumped 9% ahead of SpaceX's debut earnings report, reversing a brutal July selloff of roughly 27%.Intuitive Machines and Planet Labs advanced 7% and 6%, joining a sector-wide sympathy bid ahead of SpaceX's first earnings release.SpaceX's IPO lockup expires Thursday, unleashing over 911 million shares worth roughly $100 billion in potential supply overhang.Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rocket Lab didn't make the cut. Grab the names FREE today.Space stocks are climbing Tuesday morning as traders position ahead of SpaceX's (NASDAQ:SPCX) first-ever earnings report as a public company, due after today's close. SpaceX stock is up 4% to $119, with AST SpaceMobile (NASDAQ:ASTS) shares up 9% to $69 and Rocket Lab (NASDAQ:RKLB) shares up 6% to $74.34.24/7 Wall St.The bounce arrives after a brutal July for the sector. SpaceX stock is down 27% over the past month, and Rocket Lab shares are down 26% over the same window. Today's action looks more like an oversold, risk-on bounce into the report than a per-name catalyst.SpaceX's Debut Earnings Drive Sector-Wide PositioningSpaceX will release its first public quarterly report today after the market close at 4 p.m. ET, followed by an analyst call at 4:30 p.m. ET led by SpaceX founder and Tesla (NASDAQ:TSLA) CEO Elon Musk. The company priced its June IPO at $135 in the largest U.S. debut ever, and SpaceX stock now trades 11% below that offer price and well off of its mid-June intraday high of $225.64.Analysts expect a Q2 2026 net loss of around $1.9 billion, with revenue estimates near $6.9 billion driven by the Starlink business. SpaceX booked $18.7 billion in revenue in 2025 with a net loss of more than $4.9 billion, and its AI segment reported $818 million in Q1 2026 revenue. Starlink subscriber growth and Musk's tone on the call are among the key swing factors.Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rocket Lab didn't make the cut. Grab the names FREE today.The prediction-market crowd leans cautious. Polymarket contracts assign a 70.5% probability that SpaceX misses on the print, though the same venues cluster August price expectations in the $125 to $135 range, suggesting traders expect stabilization after the release.Sympathy Bid Lifts the Whole ComplexThe rally has spread across satellite communications, launch services, and lunar names. Intuitive Machines (NASDAQ:LUNR) stock is up 7% to $14, Planet Labs (NYSE:PL) shares are up 6% to $22.75, and Virgin Galactic stock is up 2% to $2.87, a comparative laggard among these names.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info