MarketPulse

space infrastructure

8 articles
BenzingaBenzinga··Erica Kollmann

Wood's ARK Redefines Defense Investing: Space, Chips, Drones Over Tanks

ARK Invest argues modern defense should prioritize space, semiconductors, drones, and AI over traditional contractors, repositioning defense sector investing around technology rather than capex-heavy platforms.
RKLBAMDKTOSACHRACHR.WS+4space infrastructureautonomous systems
The Motley FoolThe Motley Fool··Rich Smith

Redwire Stock Surges 10% on Margin Expansion Thesis Amid Path to Profitability

Redwire stock surges 10% after Truist analyst upgrades to buy with $15 target, citing gross margins potentially doubling from 9.2% to 23.3% by 2026.
RDWTFCTFCpITFCpOTFCpRmilitary dronesprofitability
Investing.comInvesting.com··Ryan Hasson

Rocket Lab Stabilizes After 30% Pullback on Strong Q4 Earnings and $1.85B Backlog

Rocket Lab stabilizes after 30% pullback with record $602M revenue, 40% growth, and $1.85B backlog supporting fundamentals despite Neutron rocket delay.
RKLBearningsrevenue growth
The Motley FoolThe Motley Fool··Brett Schafer

Redwire Stock Surges on Robust Backlog as Revenue Outlook Nearly Doubles

Redwire stock surges 20% on strong backlog expansion and 1.52x book-to-bill ratio. Company nearly doubles 2026 revenue guidance to $450-500M, though remains unprofitable.
RDWrevenue guidanceprofitability concerns
Investing.comInvesting.com··Timothy Fries

Intuitive Machines Stock Slides 16% Despite $175M Funding Round

Intuitive Machines stock fell 16% despite announcing $175M funding round, as investors worried about shareholder dilution despite capital gains for growth initiatives.
LUNRspace infrastructurestock selloff
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Intuitive Machines Sets March 19 Earnings Date Following Lanteris Acquisition

Intuitive Machines announced March 19 earnings date following its January 2026 Lanteris Space Systems acquisition, expanding its space technology portfolio.
LUNRacquisitionearnings announcement
The Motley FoolThe Motley Fool··Adé Hennis

Redwire Director Liquidates $51.5M in Stock Amid Financial Headwinds

Redwire director liquidates $51.5M in stock over two weeks as company faces doubled net losses and volatile trading conditions.
RDWaerospace and defensenet loss
The Motley FoolThe Motley Fool··Sarah Sidlow

Major Redwire Shareholder Exits $34M Position as Stock Trades Near Lows

Red Holdings divested $34.2M in Redwire shares, reducing stake by 5.43%. Stock trades 57% below all-time high amid aerospace sector weakness.
RDWaerospace and defensestock underperformance