SignalForge

Resolver-driven radar and ticker monitoring with null-safe catalyst hooks for the later 4B merge.

Ticker Detail

BKSY · BlackSky Technology

Score: 0.62
Latest event: 2026-09-22T03:51:55+00:00

BUILDING: 4 resolver-linked event(s) in the last 24h, 2 active source(s), catalyst support 1.00.

Recent Events

Resolver-linked recent activity

reddit · peer_reaction · 0.48

Solar Stock SPRU will be ripping off the new power narrative through 2026

2026-09-22T03:51:55+00:00

Alright so Spruce Power. Ticker SPRU. They own the panels on about 85,000 houses. People pay them every month. Contracts still have like 10 years left. They also service another 60,000 systems they don’t even own. The roofs are already on the houses and the checks already clear. Closed today at $2.04. After hours a little over $2.07. Market cap is $39 million. Last quarter they reported $81.5 million in cash and restricted cash and called it $4.24 a share. Q2 they printed a profit. $3.3 million to stockholders. Record operating EBITDA of $26.5 million. Portfolio value on their PV6 number is $802 million. Now the part that should make this board sit up. Last week Elon went on a solar run and it wasn’t subtle. Sep 11: “solar energy over time will round up to 100% of energy harnessed (obviously)” Sep 15, quoting Texas solar passing nuclear and then doubling it: “Solar is so obviously the future” Same day, after Chamath posted a solar chart: “The solar power exponential will continue until all other energy sources are He called the sun an enormous free fusion reactor in the sky. Tesla and SpaceX are each talking 100 GW a year of U.S. solar manufacturing. There’s a $10 billion Tesla cell plant proposal in Texas. The whole energy bet is swinging into panels and storage. That’s the tape. The guy with 240 million followers just told everyone solar is the entire energy stack. Meanwhile SPRU already owns the residential version of that stack, sitting at two dollars, with a float around 15 million and about 840k shares short. Normal volume on this thing is 65k. Friday it did 500k and went up 17%. Today it did 1.3 million, tagged $2.35, and still closed green. Steel Partners owns roughly 18% and just put one of their people on the board. They’ve been buying stock in the open market. 52-week high is $6.75. Same ticker. This year. When solar rips, the orphan with real contracted rooftops and a tight float is the one that gaps. Volume is here. The activist is here. Elon just handed the sector the headline. I’m in from the $2s. submitted by /u/1NS1D1OUS187 [link] [comments]

Source

news · peer_reaction · 0.46

Prediction: Here's What a $1,000 Investment in SpaceX Stock Could Be Worth in 2031 - Yahoo Finance

2026-09-22T01:20:00+00:00

Prediction: Here's What a $1,000 Investment in SpaceX Stock Could Be Worth in 2031 Yahoo Finance

Source

news · peer_reaction · 0.46

Rocket Lab Looks More and More Like a SpaceX Competitor. The Stock Is Up. - Barron's

2026-09-21T20:36:00+00:00

Rocket Lab Looks More and More Like a SpaceX Competitor. The Stock Is Up. Barron's

Source

news · peer_reaction · 0.46

Nasdaq just put SpaceX stock investors on notice - Yahoo Finance

2026-09-21T19:04:25+00:00

Nasdaq just put SpaceX stock investors on notice Yahoo Finance

Source

news · peer_reaction · 0.46

The Case for (and Against) Buying SpaceX Stock Right Now - Yahoo Finance

2026-09-21T18:20:00+00:00

The Case for (and Against) Buying SpaceX Stock Right Now Yahoo Finance

Source

news · peer_reaction · 0.46

Should You Buy SpaceX Stock Before Its Next Earnings Report? - The Motley Fool

2026-09-20T21:01:24+00:00

Should You Buy SpaceX Stock Before Its Next Earnings Report? The Motley Fool

Source

news · peer_reaction · 0.46

SpaceX Stock: 3 Things to Watch Before the December Lock-Up Cliff - Yahoo Finance

2026-09-20T11:20:00+00:00

SpaceX Stock: 3 Things to Watch Before the December Lock-Up Cliff Yahoo Finance

Source

reddit · peer_reaction · 0.46

SpaceX Has Already Won More Than $8 Billion From Golden Dome. This Could Be Just the Beginning

2026-09-19T21:36:20+00:00

submitted by /u/deeptechdegen [link] [comments]

Source

news · peer_reaction · 0.50

Redwire Stock: A High-Risk Bet on SpaceX Starship or a Lower-Growth Plan B? - The Motley Fool

2026-09-19T14:19:07+00:00

Redwire Stock: A High-Risk Bet on SpaceX Starship or a Lower-Growth Plan B? The Motley Fool

Source

news · peer_reaction · 0.46

Robinhood Soars, SpaceX Orbits Entry: Five Stocks Near Buy Points - Investor's Business Daily

2026-09-19T12:00:00+00:00

Robinhood Soars, SpaceX Orbits Entry: Five Stocks Near Buy Points Investor's Business Daily

Source

news · peer_reaction · 0.46

Tesla vs SpaceX: Which Is the Better Elon Musk-Backed Stock to Buy? - Yahoo Finance

2026-09-18T06:50:00+00:00

Tesla vs SpaceX: Which Is the Better Elon Musk-Backed Stock to Buy? Yahoo Finance

Source

news · peer_reaction · 0.50

RKLB, ASTS, VOYG, LUNR Steal SpaceX’s Thunder — Here’s What Lit Up Space Stocks This Week - Yahoo Finance

2026-09-18T06:44:38+00:00

RKLB, ASTS, VOYG, LUNR Steal SpaceX’s Thunder — Here’s What Lit Up Space Stocks This Week Yahoo Finance

Source

news · peer_reaction · 0.46

Market Rebounds, But What Comes Next? SpaceX, AMD Flash Buy Signals - Investor's Business Daily

2026-09-18T03:09:00+00:00

Market Rebounds, But What Comes Next? SpaceX, AMD Flash Buy Signals Investor's Business Daily

Source

news · peer_reaction · 0.46

Your Data Could Outlive the Startup You Gave It To. Elon Musk Wants to Buy What's Left

2026-09-17T21:16:03+00:00

SpaceX's AI division has held internal talks about buying customer records from dead startups—cheap fuel for Grok, no questions asked, because there's nobody left to ask them.

Source

news · peer_reaction · 0.47

Here's What a $500 Investment in SpaceX Stock Could Be Worth by 2030 - The Motley Fool

2026-09-17T20:45:14+00:00

Here's What a $500 Investment in SpaceX Stock Could Be Worth by 2030 The Motley Fool

Source

news · peer_reaction · 0.45

Q2 Earnings Highs And Lows: ATI (NYSE:ATI) Vs The Rest Of The Aerospace Stocks - Yahoo Finance

2026-09-17T15:46:17+00:00

Q2 Earnings Highs And Lows: ATI (NYSE:ATI) Vs The Rest Of The Aerospace Stocks Yahoo Finance

Source

reddit · peer_reaction · 0.46

lmao you BUMS dogged on me for going mega long SPCX but now I’m up +1 million year on year

2026-09-17T14:47:36+00:00

I put my entire Roth IRA into SpaceX and have been spamming bullish call options ever since along with Nvidia trades and am now mega in the green thank you rocket man submitted by /u/smellyfingernail [link] [comments]

Source

news · peer_reaction · 0.46

Stock Market Today: Dow Rises In Fed Aftermath; Generac, Nebius, Bloom, SpaceX Are Early Movers (Live Coverage) - Investor's Business Daily

2026-09-17T12:17:00+00:00

Stock Market Today: Dow Rises In Fed Aftermath; Generac, Nebius, Bloom, SpaceX Are Early Movers (Live Coverage) Investor's Business Daily

Source

news · peer_reaction · 0.46

AI Stocks Crashing After Warning Signs Emerge: What Does It Mean for Nvidia, Micron, and SpaceX? - The Motley Fool

2026-09-17T03:31:00+00:00

AI Stocks Crashing After Warning Signs Emerge: What Does It Mean for Nvidia, Micron, and SpaceX? The Motley Fool

Source

news · peer_reaction · 0.46

Musk’s long-time backer is giving SpaceX stock to its investors - TechCrunch

2026-09-16T23:50:07+00:00

Musk’s long-time backer is giving SpaceX stock to its investors TechCrunch

Source

Catalyst
Ticket 4A placeholder
Catalyst data is not available yet. This panel is intentionally null-safe and will be populated in 4B.
Timeline

Event timeline

reddit · peer_reaction · 0.48

Solar Stock SPRU will be ripping off the new power narrative through 2026

2026-09-22T03:51:55+00:00

Alright so Spruce Power. Ticker SPRU. They own the panels on about 85,000 houses. People pay them every month. Contracts still have like 10 years left. They also service another 60,000 systems they don’t even own. The roofs are already on the houses and the checks already clear. Closed today at $2.04. After hours a little over $2.07. Market cap is $39 million. Last quarter they reported $81.5 million in cash and restricted cash and called it $4.24 a share. Q2 they printed a profit. $3.3 million to stockholders. Record operating EBITDA of $26.5 million. Portfolio value on their PV6 number is $802 million. Now the part that should make this board sit up. Last week Elon went on a solar run and it wasn’t subtle. Sep 11: “solar energy over time will round up to 100% of energy harnessed (obviously)” Sep 15, quoting Texas solar passing nuclear and then doubling it: “Solar is so obviously the future” Same day, after Chamath posted a solar chart: “The solar power exponential will continue until all other energy sources are He called the sun an enormous free fusion reactor in the sky. Tesla and SpaceX are each talking 100 GW a year of U.S. solar manufacturing. There’s a $10 billion Tesla cell plant proposal in Texas. The whole energy bet is swinging into panels and storage. That’s the tape. The guy with 240 million followers just told everyone solar is the entire energy stack. Meanwhile SPRU already owns the residential version of that stack, sitting at two dollars, with a float around 15 million and about 840k shares short. Normal volume on this thing is 65k. Friday it did 500k and went up 17%. Today it did 1.3 million, tagged $2.35, and still closed green. Steel Partners owns roughly 18% and just put one of their people on the board. They’ve been buying stock in the open market. 52-week high is $6.75. Same ticker. This year. When solar rips, the orphan with real contracted rooftops and a tight float is the one that gaps. Volume is here. The activist is here. Elon just handed the sector the headline. I’m in from the $2s. submitted by /u/1NS1D1OUS187 [link] [comments]

news · peer_reaction · 0.46

Prediction: Here's What a $1,000 Investment in SpaceX Stock Could Be Worth in 2031 - Yahoo Finance

2026-09-22T01:20:00+00:00

Prediction: Here's What a $1,000 Investment in SpaceX Stock Could Be Worth in 2031 Yahoo Finance

news · peer_reaction · 0.46

Rocket Lab Looks More and More Like a SpaceX Competitor. The Stock Is Up. - Barron's

2026-09-21T20:36:00+00:00

Rocket Lab Looks More and More Like a SpaceX Competitor. The Stock Is Up. Barron's

news · peer_reaction · 0.46

Nasdaq just put SpaceX stock investors on notice - Yahoo Finance

2026-09-21T19:04:25+00:00

Nasdaq just put SpaceX stock investors on notice Yahoo Finance

news · peer_reaction · 0.46

The Case for (and Against) Buying SpaceX Stock Right Now - Yahoo Finance

2026-09-21T18:20:00+00:00

The Case for (and Against) Buying SpaceX Stock Right Now Yahoo Finance

news · peer_reaction · 0.46

Should You Buy SpaceX Stock Before Its Next Earnings Report? - The Motley Fool

2026-09-20T21:01:24+00:00

Should You Buy SpaceX Stock Before Its Next Earnings Report? The Motley Fool

news · peer_reaction · 0.46

SpaceX Stock: 3 Things to Watch Before the December Lock-Up Cliff - Yahoo Finance

2026-09-20T11:20:00+00:00

SpaceX Stock: 3 Things to Watch Before the December Lock-Up Cliff Yahoo Finance

reddit · peer_reaction · 0.46

SpaceX Has Already Won More Than $8 Billion From Golden Dome. This Could Be Just the Beginning

2026-09-19T21:36:20+00:00

submitted by /u/deeptechdegen [link] [comments]

news · peer_reaction · 0.50

Redwire Stock: A High-Risk Bet on SpaceX Starship or a Lower-Growth Plan B? - The Motley Fool

2026-09-19T14:19:07+00:00

Redwire Stock: A High-Risk Bet on SpaceX Starship or a Lower-Growth Plan B? The Motley Fool

news · peer_reaction · 0.46

Robinhood Soars, SpaceX Orbits Entry: Five Stocks Near Buy Points - Investor's Business Daily

2026-09-19T12:00:00+00:00

Robinhood Soars, SpaceX Orbits Entry: Five Stocks Near Buy Points Investor's Business Daily

news · peer_reaction · 0.46

Tesla vs SpaceX: Which Is the Better Elon Musk-Backed Stock to Buy? - Yahoo Finance

2026-09-18T06:50:00+00:00

Tesla vs SpaceX: Which Is the Better Elon Musk-Backed Stock to Buy? Yahoo Finance

news · peer_reaction · 0.50

RKLB, ASTS, VOYG, LUNR Steal SpaceX’s Thunder — Here’s What Lit Up Space Stocks This Week - Yahoo Finance

2026-09-18T06:44:38+00:00

RKLB, ASTS, VOYG, LUNR Steal SpaceX’s Thunder — Here’s What Lit Up Space Stocks This Week Yahoo Finance

news · peer_reaction · 0.46

Market Rebounds, But What Comes Next? SpaceX, AMD Flash Buy Signals - Investor's Business Daily

2026-09-18T03:09:00+00:00

Market Rebounds, But What Comes Next? SpaceX, AMD Flash Buy Signals Investor's Business Daily

news · peer_reaction · 0.46

Your Data Could Outlive the Startup You Gave It To. Elon Musk Wants to Buy What's Left

2026-09-17T21:16:03+00:00

SpaceX's AI division has held internal talks about buying customer records from dead startups—cheap fuel for Grok, no questions asked, because there's nobody left to ask them.

news · peer_reaction · 0.47

Here's What a $500 Investment in SpaceX Stock Could Be Worth by 2030 - The Motley Fool

2026-09-17T20:45:14+00:00

Here's What a $500 Investment in SpaceX Stock Could Be Worth by 2030 The Motley Fool

news · peer_reaction · 0.45

Q2 Earnings Highs And Lows: ATI (NYSE:ATI) Vs The Rest Of The Aerospace Stocks - Yahoo Finance

2026-09-17T15:46:17+00:00

Q2 Earnings Highs And Lows: ATI (NYSE:ATI) Vs The Rest Of The Aerospace Stocks Yahoo Finance

reddit · peer_reaction · 0.46

lmao you BUMS dogged on me for going mega long SPCX but now I’m up +1 million year on year

2026-09-17T14:47:36+00:00

I put my entire Roth IRA into SpaceX and have been spamming bullish call options ever since along with Nvidia trades and am now mega in the green thank you rocket man submitted by /u/smellyfingernail [link] [comments]

news · peer_reaction · 0.46

Stock Market Today: Dow Rises In Fed Aftermath; Generac, Nebius, Bloom, SpaceX Are Early Movers (Live Coverage) - Investor's Business Daily

2026-09-17T12:17:00+00:00

Stock Market Today: Dow Rises In Fed Aftermath; Generac, Nebius, Bloom, SpaceX Are Early Movers (Live Coverage) Investor's Business Daily

news · peer_reaction · 0.46

AI Stocks Crashing After Warning Signs Emerge: What Does It Mean for Nvidia, Micron, and SpaceX? - The Motley Fool

2026-09-17T03:31:00+00:00

AI Stocks Crashing After Warning Signs Emerge: What Does It Mean for Nvidia, Micron, and SpaceX? The Motley Fool

news · peer_reaction · 0.46

Musk’s long-time backer is giving SpaceX stock to its investors - TechCrunch

2026-09-16T23:50:07+00:00

Musk’s long-time backer is giving SpaceX stock to its investors TechCrunch

news · peer_reaction · 0.46

Salesforce, SpaceX, Intel, J.B. Hunt, Coinbase, and More Stocks That Explain Today’s Market - Barron's

2026-09-16T17:09:00+00:00

Salesforce, SpaceX, Intel, J.B. Hunt, Coinbase, and More Stocks That Explain Today’s Market Barron's

reddit · peer_reaction · 0.55

DD: $DXYZ is the cleanest way to front-run the Anthropic IPO

2026-09-16T14:55:14+00:00

Alright fellow regards, here's the thesis: DXYZ's last reported NAV was $34.30/share. Stock is around ~$30. For context: in May, DXYZ had $24.56/share of NAV and traded at $61.66. This was pre-IPO Space X. Anthropic's IPO is rumored to be the largest IPO in history. So unlike the lunatics who bought this thing at $61.66 when NAV was ~$25, you're currently getting it at roughly a 10% discount to NAV. Historically speaking, DXYZ is almost never priced under its NAV. This makes for a fantastic entry level. At June 30, Anthropic was ~14.4% of DXYZ NAV, worth roughly $236M. Anthropic's last major financing valued it around $965B. Now there are reports discussing a possible IPO valuation around $2T. If Anthropic actually rerates anywhere near that, DXYZ's NAV could gain several dollars per share from Anthropic alone. DXYZ also owns a big chunk of OpenAI exposure, SpaceX, Databricks, Shield AI, etc. They also dumped another $150M into OpenAI recently. So you're basically buying: Anthropic OpenAI SpaceX other private tech + a giant pile of T-bills If NAV eventually gets to ~$40: 20% discount = $32 25% premium = $50 50% premium = $60 100% premium = $80 Premium will inflate as Anthropic IPO gets closer, and surely after the S-1 public filing drops. Also: CEO Sohail Prasad recently bought ~56,000 shares around $31-32, roughly $1.8M worth. CEO is putting his money where his mouth is. POSITIONS: 1000 shares DXYZ 50x DXYZ 40 18 Dec 26 Calls DYOR submitted by /u/infinitycurvature [link] [comments]

news · peer_reaction · 0.50

U.S. Stock Market Movements | SpaceX (SPCX.US) Rises Over 4%; Starship's 14th Test Flight Scheduled for Launch on September 22 - moomoo.com

2026-09-16T14:18:28+00:00

U.S. Stock Market Movements | SpaceX (SPCX.US) Rises Over 4%; Starship's 14th Test Flight Scheduled for Launch on September 22 moomoo.com

news · peer_reaction · 0.46

Oracle, HPE, CrowdStrike, Corning, SpaceX, and More Stocks That Explain Today’s Market - Barron's

2026-09-14T14:31:00+00:00

Oracle, HPE, CrowdStrike, Corning, SpaceX, and More Stocks That Explain Today’s Market Barron's

news · peer_reaction · 0.46

SpaceX vs. Apple: Wall Street Sees Strong Upside for One of These Stocks and Remains Neutral On the Other - Yahoo Finance

2026-09-13T22:50:00+00:00

SpaceX vs. Apple: Wall Street Sees Strong Upside for One of These Stocks and Remains Neutral On the Other Yahoo Finance

news · peer_reaction · 0.46

Dear SpaceX Stock Fans, Mark Your Calendars for September 21 - Barchart.com

2026-09-13T17:08:26+00:00

Dear SpaceX Stock Fans, Mark Your Calendars for September 21 Barchart.com

news · peer_reaction · 0.46

Coinbase Brings SpaceX Stock Onchain, Says Token Terminal - Cryptonews.net

2026-09-13T14:51:39+00:00

Coinbase Brings SpaceX Stock Onchain, Says Token Terminal Cryptonews.net

news · peer_reaction · 0.58

SpaceX IPO Token Demand Hits $557M In Binance Wallet Campaign - Yellow.com

2026-09-13T13:30:46+00:00

SpaceX IPO Token Demand Hits $557M In Binance Wallet Campaign Yellow.com

news · peer_reaction · 0.46

Jordi Visser Puts Bitcoin In The Same Bucket As SpaceX, Anthropic And OpenAI, Says ‘None Of Them Make Money’ - Stocktwits

2026-09-13T11:46:47+00:00

Jordi Visser Puts Bitcoin In The Same Bucket As SpaceX, Anthropic And OpenAI, Says ‘None Of Them Make Money’ Stocktwits

news · peer_reaction · 0.46

Jordi Visser Puts Bitcoin In The Same Bucket As SpaceX, Anthropic And OpenAI, Says ‘None Of Them Make Money’ - TradingView

2026-09-13T11:38:59+00:00

Jordi Visser Puts Bitcoin In The Same Bucket As SpaceX, Anthropic And OpenAI, Says ‘None Of Them Make Money’ TradingView

news · peer_reaction · 0.46

Jordi Visser Puts Bitcoin In The Same Bucket As SpaceX, Anthropic And OpenAI, Says ‘None Of Them Make Money’ - Yahoo Finance

2026-09-13T11:38:59+00:00

Jordi Visser Puts Bitcoin In The Same Bucket As SpaceX, Anthropic And OpenAI, Says ‘None Of Them Make Money’ Yahoo Finance

news · peer_reaction · 0.47

Wall Street Thinks SpaceX Stock Has 50% Upside. Here's Why I Don't Care. - Yahoo Finance

2026-09-13T08:54:00+00:00

Wall Street Thinks SpaceX Stock Has 50% Upside. Here's Why I Don't Care. Yahoo Finance

news · peer_reaction · 0.46

3 Reasons SpaceX Stock Could Crash in Q4 -- and 1 Reason It Won't - finance.yahoo.com

2026-09-13T01:50:00+00:00

3 Reasons SpaceX Stock Could Crash in Q4 -- and 1 Reason It Won't finance.yahoo.com

news · peer_reaction · 0.55

Nvidia Could Make Anthropic IPO Bigger than SpaceX With $10 Billion - Yahoo Finance

2026-09-12T12:02:59+00:00

Nvidia Could Make Anthropic IPO Bigger than SpaceX With $10 Billion Yahoo Finance

reddit · peer_reaction · 0.54

DD: $DXYZ: The Dumbest Smart Trade Before the Anthropic IPO

2026-09-11T16:45:39+00:00

Been looking at ways to trade the Anthropic IPO hype and I think DXYZ might be the best way to do it. DXYZ has meaningful Anthropic exposure, plus OpenAI Last reported NAV was $34.30 per share and the stock is still hanging around there. Highly unusual for this stock historically, making it a crazy good entry point at around $32.5 We literally just saw this thing go insane around SpaceX. People wanted private SpaceX exposure, DXYZ got bid way above NAV DXYZ is a closed-end fund, so if enough retards pile in, it can trade way above the actual value of the stuff it owns. Chain of events: Anthropic S-1 drops, everyone starts freaking out over the numbers, CNBC starts doing “HOW TO BUY ANTHROPIC BEFORE THE IPO” segments, people start searching for proxies, and eventually they find DXYZ. 🤑 Position: 800 shares + 50x Dec 18 $40C 🤑 DYOR submitted by /u/infinitycurvature [link] [comments]

news · peer_reaction · 0.54

SpaceX Fell 3.9% on Its Third Lockup Release Since the IPO. I'd Wait to Buy the Stock. - The Motley Fool

2026-09-11T16:23:00+00:00

SpaceX Fell 3.9% on Its Third Lockup Release Since the IPO. I'd Wait to Buy the Stock. The Motley Fool

reddit · peer_reaction · 0.60

Anthropic IPO = easy money for monkey

2026-09-11T14:49:17+00:00

Anthropic IPO is coming. During SpaceX, you monkeys bought Virgin (won't mention ticker as it isn't allowed...) ahead of it because of the ticker similarity. Some of you made it big. The ones that dared. I will give one idea. You know Anthropic will be the most oversubscribed IPO in history right? As they are predicting we will be extinct soon because of their AI, there's no way we will have such oversubscribed IPO again. So, we monkeys can't lose the opportunity of gambling here too. People who subscribed to the SpaceX IPO, sometimes got not even 5% of it. This time, you can actually get 10%! I will show you how. It's by buying Zoom. Wall street will only find this out too late. This is when we will be selling on them. With its current market cap, whatever ZM stock you buy, it's 10% Anthropic. They own 3B in anthropic stonks. Now, if you are a Monkey that likes to gamble and also is a value investor... Do you know that ZM made 2B of Free cashflow last year? It's basically an actively managed AI fund. They make money with little effort, invest the bananas in other companies, and buyback some of their stocks. That's all folks submitted by /u/rakeee [link] [comments]

news · peer_reaction · 0.46

Rocket Lab Has Something SpaceX Doesn’t. The Case to Buy the Stock. - Barron's

2026-09-11T13:42:00+00:00

Rocket Lab Has Something SpaceX Doesn’t. The Case to Buy the Stock. Barron's

news · peer_reaction · 0.58

Tesla Shares Suffer Slow Summer After SpaceX IPO, Earnings Rout - Bloomberg.com

2026-09-11T13:15:50+00:00

Tesla Shares Suffer Slow Summer After SpaceX IPO, Earnings Rout Bloomberg.com

news · peer_reaction · 0.46

SpaceX stock rises with data center overhaul, budding UK defense deal in focus - Yahoo Finance

2026-09-10T16:31:59+00:00

SpaceX stock rises with data center overhaul, budding UK defense deal in focus Yahoo Finance

reddit · peer_reaction · 0.53

$CHTR - Perhaps Heavily Undervalued?

2026-09-10T00:47:30+00:00

Hello good friends. I've been looking at $CHTR for a bit, and I think it's a very interesting play. The stock is down about 80% from it's highs, and the reasons for that are reasonable: they're losing subscribers and market share to fiber, wireless, and satellite. However I believe that the sell off has gone too far. The company is now so cheap that the market is pricing in catastrophic failure, which I don't believe will happen. The initial picture when you look at $CHTR sucks honestly. $90 billion in debt, revenue dropping due to subscriber loss, insane capex. But when you look a bit deeper, this company pumps some crazy numbers. P/E: 3.5 FCF: $4.4 billion (last year) FCF Yield: 24% ->>> !!!! insane Ok, but there must be a reason for these numbers right? What's the reason? Honestly, I'm not sure. Let's go through all the bad. Debt - $90 billion With an $18 billion market cap, the debt number seems insane. Although these telecom companies do seem to operate with higher leverage ratios, $CHTR's leverage is higher than its peers. This has both positive and negative side effects. On the positive side it increases shareholder returns (because debt is money that shareholders aren't putting up, but is working for the shareholder nonetheless). On the negative side, the more debt you have the more likely it is that the company death spirals, and the more likely cash must be used to pay back debt in order to maintain an investable leverage profile. For $CHTR however, death spiral and bankruptcy risk is still pretty far in the future. $CHTR still carries investment grade on most of its debt, and the debt cliffs for refinancing aren't coming until ~2030. Management has reiterated plans to deleverage as well, whether that's a good choice, I'm not sure. Of course the debt burden problem will be exacerbated with continued subscriber loss, which I believe is part of the reason that management wants to deleverage. But again, $CHTR is not at any risk of bankruptcy for at least for the next 2 years. I think that the major risk of the debt is that rates remain high through the 2030s and $CHTR has to refinance a large portion of debt at higher rates, leading to further leverage pressure and the increased need to deleverage. https://preview.redd.it/xh2euvl43loh1.png?width=1912&format=png&auto=webp&s=672a0e2e089023e56cd6962f1aadab2b593bc00c Subscriber Loss This is a big one, and I believe it's the primary reason that this company is so hated. The narrative is so easy. SpaceX is extremely hyped right now. What's more cool than satellites in space? Fiber is coming to everywhere. Wireless is cheaper than everything. And this has been showing up. CHTR has been losing subscribers in internet which is their most profitable and highest margin sector. About 170k lost last quarter from their total of ~29 million. But I mean let's compare the products. Wireless - Cheap, internet can be spotty, terrible for gaming / latency / consistent uptime. Basically for people who use internet just for browsing and light / medium streaming Starlink - IDK how expensive it is, but probably has similar problems to wireless I'd imagine. I mean surely sending a signal to space and back is not the most efficient way to transmit data. Mainly for rural people with no other coverage options. Fiber - The best for speed, data transmission, latency. If you want the best internet you get this Cable - similar price to fiber, worse quality product, but actually not that much worse. Don't know if you know this but cable internet providers actually run fiber for much of the data transmission. It's only the last bit to your house that's cable. This actually leads to comparable speeds and performance to Fiber. They call this DOCSIS 4.0 or something (terrible marketing name). The product is quite good, the marketing not so much. "Fiber" just has an aura that cable can't match. And honestly off marketing alone, the majority of people will choose fiber if they have a choice. So basically to fight the subscriber loss, the name of the game is retention. Price competition drives down margins and ARPU which is bad, so $CHTR has been doing things with bundles. They offer mobile lines bundled with internet. And honestly switching internet providers is an annoying experience. If your internet works well enough for you, are you likely to switch? But I think arguing that subscriber loss won't continue is a stupid argument. But I think that this company at the current price is still a bargain EVEN IF subscriber losses continue. If subscriber losses stabilize (which is honestly best case) this company just seems so insanely undervalued. When I initially looked at the company I did a DCF and I estimated a figure for the % YOY subscriber loss to justify the current price. I don't remember exactly what it was but it was pretty damn high. A lot higher than the current rate (although the rate could accelerate, and if it accelerates enough, my thesis breaks down). But I truly don't believe subscriber loss will accelerate. This is a big ass company, providing essentially one service, and literally everyone is working toward the singular goal of keeping as many subscribers as possible. They have plenty of time and resources (see FCF) to try a ton of shit. And if they manage to stop the bleeding (or even grow subscribers), then the multiple should expand and it should be a 2x at least. That's essentially the bad, but there are some other things to talk about too that I would consider neutral or good. The recent acquisition of Cox Some people view this as a bad, some as a good, some whatever. I personally think it's good. The Cox deal was completed as a $34 billion dollar deal. $CHTR assumed Cox's debts which were about $12 billion. The remaining $22 billion was paid out with $4 billion in debt and $18 billion in equity ($CHTR stock). The great thing about this deal was that this deal was penned when $CHTR stock was a lot higher, so the equity portion was calculated with a $CHTR stock price of $353.64. At today's stock price, effectively $CHTR acquired Cox for 63% off. I actually haven't looked that deeply into Cox's financials, and the Cox equity portion does dilute existing $CHTR holders quite a bit, but the merged companies do the same thing and there should be savings (or synergies as they corporate people like to say). The estimated figures are $1 billion in capex and $800 billion in operating synergies. That's quite a lot. In addition to getting the cash flows and income (which was deemed good when $CHTR was at $356), at $133 (today's price) it's even better, I think Cox's leverage profile is also better than $CHTR's so this also helps to deleverage somewhat. I really like the acquisition. And I think it helps my case. Upcoming Capex Cliff This is the most exciting "event" that's coming up. Leadership is guiding Capex to decrease from ~$11.5 billion to ~$8 billion by 2028. This is caused by buildout finishing for the DOCSIS 4.0 I think. But anyway that extra 3.5 billion will directly hit FCF which will pump the FCF yield to an insane like 40%? Nuts. In 2028 they could literally pay a 40% dividend if they wanted to. Although that's unlikely to happen, it's an insane amount of cash. Conclusion. Honestly it's a dying company. But it's dying very slowly, and has the potential to throw off a ton of cash before it dies. I really like it. Also management really likes to buy back stock. Which I think is a great move at the current prices. They could potentially retire half of their shares within the next few years. If you have any objections I'd love to hear it. Always open to changing my mind :) submitted by /u/LiyangHuang [link] [comments]

news · peer_reaction · 0.46

GE Aerospace Buys Turbine Maker in Blow to SpaceX. These Stocks Could Benefit. - Barron's

2026-09-09T11:34:00+00:00

GE Aerospace Buys Turbine Maker in Blow to SpaceX. These Stocks Could Benefit. Barron's

news · peer_reaction · 0.46

This alternative energy stock is more popular than SpaceX in the options pits. Here's why - CNBC

2026-09-08T20:22:20+00:00

This alternative energy stock is more popular than SpaceX in the options pits. Here's why CNBC

reddit · peer_reaction · 0.45

SPCX MADE 101K TODAY🔥 LET ME TO MOON🚀

2026-09-08T17:12:26+00:00

Thanks Elon. Thanks Starship. Thanks everyone. And thanks to this damn casino for giving me my first 5x. My life not fucked. I’m gonna work hard to earn my ticket to the moon🚀 submitted by /u/Robertharrison07o [link] [comments]

news · peer_reaction · 0.46

Should You Buy SpaceX Stock in September? - The Motley Fool

2026-09-08T16:20:38+00:00

Should You Buy SpaceX Stock in September? The Motley Fool

news · peer_reaction · 0.47

Oil Nears $100, Amgen Falls, SpaceX Valuation | September 8 Barron's Daily - Barron's

2026-09-08T11:31:00+00:00

Oil Nears $100, Amgen Falls, SpaceX Valuation | September 8 Barron's Daily Barron's

news · peer_reaction · 0.47

SpaceX Stock Rises After Bullish $3 Trillion Valuation - Barron's

2026-09-08T10:40:00+00:00

SpaceX Stock Rises After Bullish $3 Trillion Valuation Barron's

news · peer_reaction · 0.54

Just like for SpaceX, investors may look to ‘make room’ for AI lab IPOs. These stocks could pay the price. - MarketWatch

2026-09-07T10:37:00+00:00

Just like for SpaceX, investors may look to ‘make room’ for AI lab IPOs. These stocks could pay the price. MarketWatch

news · peer_reaction · 0.46

Should You Forget SpaceX (SPCX) Stock? - finance.yahoo.com

2026-09-06T19:53:00+00:00

Should You Forget SpaceX (SPCX) Stock? finance.yahoo.com

news · peer_reaction · 0.46

Trump’s Financial Disclosure Reveals a Personal Stake in Musk’s SpaceX (SPCX) - finance.yahoo.com

2026-09-06T19:14:47+00:00

Trump’s Financial Disclosure Reveals a Personal Stake in Musk’s SpaceX (SPCX) finance.yahoo.com

Alerts

Ticker alerts

BKSY · early_signal · 0.63

Solar Stock SPRU will be ripping off the new power narrative through 2026

2026-09-22T03:51:55+00:00

BKSY: Solar Stock SPRU will be ripping off the new power narrative through 2026 (early_signal, score 0.63)

BKSY · early_signal · 0.58

The Case for (and Against) Buying SpaceX Stock Right Now - Yahoo Finance

2026-09-21T18:20:00+00:00

BKSY: The Case for (and Against) Buying SpaceX Stock Right Now - Yahoo Finance (early_signal, score 0.58)

BKSY · early_signal · 0.59

Should You Buy SpaceX Stock Before Its Next Earnings Report? - The Motley Fool

2026-09-20T21:01:24+00:00

BKSY: Should You Buy SpaceX Stock Before Its Next Earnings Report? - The Motley Fool (early_signal, score 0.59)

BKSY · early_signal · 0.61

SpaceX Stock: 3 Things to Watch Before the December Lock-Up Cliff - Yahoo Finance

2026-09-20T11:20:00+00:00

BKSY: SpaceX Stock: 3 Things to Watch Before the December Lock-Up Cliff - Yahoo Finance (early_signal, score 0.61)

BKSY · early_signal · 0.61

SpaceX Has Already Won More Than $8 Billion From Golden Dome. This Could Be Just the Beginning

2026-09-19T21:36:20+00:00

BKSY: SpaceX Has Already Won More Than $8 Billion From Golden Dome. This Could Be Just the Beginning (early_signal, score 0.61)

BKSY · early_signal · 0.56

Robinhood Soars, SpaceX Orbits Entry: Five Stocks Near Buy Points - Investor's Business Daily

2026-09-19T12:00:00+00:00

BKSY: Robinhood Soars, SpaceX Orbits Entry: Five Stocks Near Buy Points - Investor's Business Daily (early_signal, score 0.56)

BKSY · early_signal · 0.48

Market Rebounds, But What Comes Next? SpaceX, AMD Flash Buy Signals - Investor's Business Daily

2026-09-18T03:09:00+00:00

BKSY: Market Rebounds, But What Comes Next? SpaceX, AMD Flash Buy Signals - Investor's Business Daily (early_signal, score 0.48)

Risk flags: exhaustion
BKSY · early_signal · 0.63

lmao you BUMS dogged on me for going mega long SPCX but now I’m up +1 million year on year

2026-09-17T14:47:36+00:00

BKSY: lmao you BUMS dogged on me for going mega long SPCX but now I’m up +1 million year on year (early_signal, score 0.63)

BKSY · early_signal · 0.62

Musk’s long-time backer is giving SpaceX stock to its investors - TechCrunch

2026-09-16T23:50:07+00:00

BKSY: Musk’s long-time backer is giving SpaceX stock to its investors - TechCrunch (early_signal, score 0.62)

BKSY · early_signal · 0.57

U.S. Stock Market Movements | SpaceX (SPCX.US) Rises Over 4%; Starship's 14th Test Flight Scheduled for Launch on September 22 - moomoo.com

2026-09-16T14:18:28+00:00

BKSY: U.S. Stock Market Movements | SpaceX (SPCX.US) Rises Over 4%; Starship's 14th Test Flight Scheduled for Launch on September 22 - moomoo.com (early_signal, score 0.57)