Theme watch · accelerating
space and satellite stocks to watch · July 2026
As of 2026-07-15
Falcon 9 booking of BlueBirds 11-13 (6/23) severs the grounded-New-Glenn dependency and BlueBirds 8/9/10 orbited 6/17, giving ASTS an…
Rocket Lab's $8B Iridium confirmed debt-first via a $3.6B bridge loan (7/9) reframes the story from lumpy launch revenue to recurring sat-comms…
Broken parabolic post-SpaceX-IPO, but a cluster of NASA wins ($144M CLPS lunar 6/30, $13M Mars aeroshell 7/7) is re-accelerating the fundamental…
Recurring NASA lunar-lander revenue is real and building (Moon BASE $148.3M Nova-C award 2026-06-30), but the tape rejected it a one-day pop faded…
SpaceX's 6/12 IPO the catalyst the space cluster front-ran is spent, and PL has round-tripped from a $51+ May peak to the mid-$20s (~$25.74, -37%…
Post-SpaceX-IPO space-theme deflation: RDW sold the >$2T 6/12 SPCX debut, lost the ~$15 mid-June pivot, and dropped ~17.5% in one early-July…
Highest-beta space-narrative small-cap (~+496% YTD, 15.6% short) whose dominant SpaceX-IPO catalyst sold off (2026-06-12, -11.44%). Rocket Lab's…
Russell-add passive bid printed and faded after the 2026-06-26 close, and SpaceX now trades publicly (SPCX), gutting the proxy premium; SIDU has…
Space-launch-satellite theme re-accelerated into July (07-06), yet Spire trades as its smallest, highest-beta laggard. Live legs: a European…
Space-defense vertical-integration roll-up grinding from announcement to execution. Jefferies reinstated Buy at a $32 target (2026-07-13),…
"3-mo price move" is the stock's market price change, not an orbyd return.
How this page is built
These are the names orbyd covers in the space and satellite stocks cluster — each with a dated research dossier. Names currently on the move rank first by 3-month price momentum, then the rest of the covered roster. Cluster membership is assigned by a frontier model, currently read as accelerating.
RKLB critical Neutron engine test drove pre-market pop, First Trust FSPC Space ETF launch + York Space Buy init ($32) signal expanding capital. LUNR sliding below 200DMA is the one crack; broad theme still accelerating.
Questions
- What space and satellite stocks does orbyd cover?
- As of 2026-07-15, the space and satellite stocks orbyd tracks are led by ASTS, RKLB, FLY, LUNR, each with a dated research dossier. Names already moving rank first by 3-month price momentum; this is research, not a recommendation.
- Is the space and satellite stocks theme accelerating or slowing?
- orbyd's model reads this cluster as accelerating as of 2026-07-15. RKLB critical Neutron engine test drove pre-market pop, First Trust FSPC Space ETF launch + York Space Buy init ($32) signal expanding capital. LUNR sliding below 200DMA is the one crack; broad theme still accelerating.
- How does orbyd rank space and satellite stocks?
- Every name links to its dated research dossier. Those currently on the move rank first by cross-sectional 3-month price momentum, then the rest of the covered roster by conviction. Methodology is open; this is research, not advice.
Related
As of 2026-07-15 · research, not advice.