Space Stocks Diverge, SpaceX Rallies Post-Lockup — Is the Sector Turning a Corner?

Two space companies reported earnings after Monday's close, and the results told two different stories. Rocket Lab's print looked solid — revenue of $234 million, up 62% year-over-year, with diluted loss per share narrowing to $0.08, showing improvement on both growth and cost discipline at once. AST SpaceMobile's numbers were softer by comparison — revenue of just $31.5 million and a wider diluted loss per share of $0.77, a gap that could test the market's patience around its commercialization timeline. Meanwhile, a separate thread is drawing attention — SpaceX, which had just gone through the largest lockup expiration in market history, has rallied for three straight sessions since. The heavy selling pressure many had braced for didn't materialize as feared, and the stock instead staged something closer to a "sell-the-rumor, buy-the-news" recovery, giving sentiment across the broader space sector a modest lift. With one earnings beat, one miss, and an unexpectedly strong post-lockup bounce from SpaceX all landing at once, is this sector reaction just a handful of company-specific stories playing out independently, or enough to kick off a genuine new uptrend across space stocks? Where do you see this heading next? Flexibly allocate across core U.S. tech equities and diversified RWA portfolios on Bitget — achieve efficient cross-asset allocation and precision risk hedging: https://www.bitget.com/spot/RSPCXUSDT