Virgin Galactic Holdings, Inc. SPCE

Virgin Galactic Holdings, Inc. es una empresa aeroespacial. La compañía se enfoca en el desarrollo, fabricación y operaciones de naves espaciales y tecnologías relacionadas con el propósito de llevar a cabo vuelos espaciales comerciales tripulados y transportar cargas comerciales de investigación y desarrollo al espacio. Los activos de la compañía incluyen su aeronave de transporte, la nave nodriza, que es una aeronave de doble fuselaje diseñada para transportar sus naves espaciales a una altitud de aproximadamente 45,000 pies, donde la nave espacial es liberada para su vuelo al espacio; su plataforma de nave espacial es una nave espacial reutilizable con capacidad para llevar a dos pilotos y hasta seis futuros astronautas al espacio antes de devolverlos de manera segura a la superficie de la Tierra; su motor de cohete híbrido está diseñado para proporcionar capacidades de rendimiento necesarias para el vuelo espacial con un enfoque en la seguridad, confiabilidad y economía; su Spaceport America es un puerto espacial comercial, que incluye terminal espacial, instalaciones de hangares y una pista de 12,000 pies.

SPCE hizo una agrupación de acciones (split inverso) de 1:20 el 17 de junio de 2024: cada 20 acciones se juntaron en una. Bajó la cantidad de acciones y subió su precio, pero no el valor total de la inversión.

• Zacks Investment Research 1 oct

  Intuitive Machines vs. Virgin Galactic: Which Has More Potential?

  Intuitive Machines (LUNR) and Virgin Galactic (SPCE) are both benefiting from growing space industry opportunities. LUNR is expanding in lunar exploration and satellite services with strong expected 2026 sales growth of 338.9%, while SPCE is advancing commercial spaceflight with sold-out $750,000 bookings adding $50M+ in future revenues. However, SPCE has outperformed LUNR by 47% over six months, maintains a more attractive valuation (2.25X vs 3.26X price-to-sales), and has improving EPS estimates, while LUNR faces declining EPS estimates despite strong sales growth.

  

• The Motley Fool 18 ago

  Can Space Stocks Bounce Back? This $1 Billion Air Force Contract Might Help.

  Space stocks have recovered somewhat after a historic decline following SpaceX's June IPO. The U.S. Space Force awarded a $981 million NITE-STAR contract to 15 space companies, but the contract's modest per-company value ($6.5 million annually on average) is unlikely to significantly move the needle. Despite government support, space stocks remain richly valued with average price-to-sales ratios around 65.4, suggesting caution for investors.

  

• Benzinga 12 jun

  Space Stocks Get Torched: Short Seller Calls Them 'Sci-Fi Wishes'

  Space stocks plummeted Friday as SpaceX began trading and short seller Fugazi Research published a critical report targeting six publicly traded space companies. Fugazi argues the sector's premium valuation relied on investors buying space proxies before SpaceX's IPO, a trade that will unwind now that SpaceX offers direct access to a company with actual revenue and profitability. The report characterizes the sector as a 'capital recycling mechanism' with business plans that read as 'sci-fi wishes' rather than viable commercial opportunities.

  

• Benzinga 12 jun

  Chamath Palihapitiya Compares SpaceX IPO To 529-Year-Old Event: 'Largest Opportunities Are Still Ahead'

  Investor Chamath Palihapitiya compares SpaceX's impact on space access to Vasco da Gama's discovery of a sea route to Asia in 1497, arguing that SpaceX has dramatically lowered the cost of reaching orbit (from $54,500 to $2,720 per kilogram). He believes the company's largest opportunities remain ahead, including orbital connectivity, compute, and critical minerals extraction, positioning SpaceX as a transformative force in the space industry.

  

• Benzinga 12 jun

  SpaceX IPO Looms Ahead And These Rocket Stocks Are Popping: Here's What Is Going On With SPCE, ASTS, RKLB, LUNR And PL Overnight

  Space-related stocks rallied in after-hours trading as SpaceX prepared for its Nasdaq debut on Friday at $135 per share under ticker SPCX. With no direct pure-play alternative available, traders rotated into publicly listed space companies including SPCE, ASTS, RKLB, PL, and LUNR. Beyond broad sector momentum, several stocks had company-specific catalysts: AST SpaceMobile's BlueBird satellite launch confirmed for June 17, Rocket Lab's Nasdaq-100 inclusion, Intuitive Machines' NASA partnerships, Virgin Galactic's balance sheet strengthening, and Planet Labs' earnings beat.