BlackSky (BKSY) at $51, up 5x from its 52-week low. The Gen-3 constellation expands high-revisit geospatial intelligence — and the government customer pipeline supports 30%+ revenue growth in 2026.
Globalstar (GSAT) trades at $84 with a $10.86B market cap following Amazon's $11.6B acquisition announcement. This is now a merger arbitrage situation — here is how to think about the risk-reward.
Viasat (VSAT) at $85 with $11.6B market cap, up nearly 10x from its 52-week low. The Inmarsat acquisition creates a multi-band satellite powerhouse — if integration succeeds and ViaSat-3 delivers.
Iridium (IRDM) at $51 with a $5.4B market cap. The real thesis isn't the 66 satellites — it's the L-band spectrum license that no competitor can replicate. Project Stardust changes the addressable market.
Rocket Lab (RKLB) stock hit $150 with an $87B market cap. Electron, Photon, and Neutron form a vertical stack that could redefine its competitive position against SpaceX.
ASTS AST SpaceMobile 2026: Direct-to-Cell satellite, AT&T Verizon Vodafone MNO partners, BlueBird constellation, Starlink competition, risk scenarios.