Space Stocks Week Ahead: Can SpaceX’s Nasdaq-100 Entry Reverse the Selloff?

No, not on its own. Space Exploration Technologies’s rapid entry into the Nasdaq-100 has not produced a broad lift for space shares. SpaceX fell 10.3% from July 2 through Friday even though its inclusion was expected to generate about $4.3 billion of passive buying — automatic purchases by funds tracking the index. An equal-weight basket, giving each stock the same influence, of Rocket Lab, AST SpaceMobile and Planet Labs slid 16.7%. The split suggests validation is concentrating capital in the leader, not widening appetite for smaller space stocks.

Tesla–SpaceX merger rumors get $500 target, Wall Street takes notice

Tesla–SpaceX merger rumors get $500 target, Wall Street takes notice

Tesla shares climbed Thursday morning after RBC Capital lifted its price target to $500. The move puts a number on a merger scenario with SpaceX, which is still just speculation at this point. RBC's Tom Narayan said, “Raise PT to $500 on Potential SpaceX Combination.” Narayan said the new target bakes in a 25% to 30% premium for a possible SpaceX deal, even though those reports are unconfirmed.
Rocket Lab (NASDAQ:RKLB) holds near deal collar as Iridium agreement in focus on Nasdaq open

Rocket Lab (NASDAQ:RKLB) holds near deal collar as Iridium agreement in focus on Nasdaq open

Rocket Lab Corporation traded higher in premarket Monday, but Iridium Communications Inc. gave a stronger read for deal watchers: IRDM was at $53.75, just under the $54 per share cash-and-stock offer, while Rocket Lab last changed hands at $100.46. These premarket quotes hit before Nasdaq’s regular session, after Friday’s market close for July 4th.
SpaceX (NASDAQ:SPCX) launch puts Sirius XM Holdings (NASDAQ:SIRI) cash flow to the test

SpaceX (NASDAQ:SPCX) set for $8.3 billion index demand as float stays tight

Space Exploration Technologies Corp heads into Tuesday with index demand still building up around the name, while the float remains small for a stock with a $2.16 trillion market cap. Shares settled at $164.19 on Monday, rising 7.15%. They traded at $163.30 in the premarket ahead of the 9:30 a.m. ET Nasdaq open. The Nasdaq market schedule lists July 3 as the next full closure for Independence Day, with June 30 open for trading.
Rocket Lab-Iridium deal puts cash-flow satellites in focus for space stocks in June 2026

Rocket Lab-Iridium deal puts cash-flow satellites in focus for space stocks in June 2026

Space and satellite stocks faced a tougher test this Monday than the SpaceX-driven rally that kicked off June, as investors started to focus on networks and contracts over just launch schedules. Rocket Lab Corporation said it will buy Iridium Communications Inc. in a deal valued at about $8 billion. The deal brings Rocket Lab access to L-band spectrum, over 2.55 million subscribers and $495 million in 2025 operational EBITDA to fold into its launch and spacecraft operations.
SpaceX Stock Risks Build as ARK ETF Flows, Retail Rules and Lockups Test IPO Rally

SpaceX Stock Risks Build as ARK ETF Flows, Retail Rules and Lockups Test IPO Rally

SpaceX’s first week as a public company ended with the stock still above its offering price, but the trade has shifted from scarcity to supply risk. With U.S. markets shut for the weekend, shares of the Elon Musk-led company last traded at $185 on Friday, down from a Tuesday peak of $225.64 but still about 37% above the $135 IPO price.