Space News 4 October 2025 - 29 October 2025

November 2, 2025, 12:10 PM EST. Susquehanna raised its price objective for First Solar (FSLR) from $273 to $285, signaling about 6.8% upside from the latest levels. The move adds to a generally bullish slate: Glj Research restates a Buy with $214.06 target; Goldman Sachs and Wolfe Research also toe the bullish line with $316 and $247 targets, while Guggenheim lifts to $287 and remains Buy. Weiss Ratings keeps a Hold. MarketBeat's consensus is Moderate Buy with an average target of $261.23. At the open, FSLR traded near $266.94; the stock's 52-week range is $116.56-$269.67. Key metrics include market cap $28.63B, P/E 22.83, ROE 15.57%, and EPS of $4.24 last quarter versus $4.32 expected. FY25 guide: $14-$15 EPS; insider sold 686 shares at $182.03.

November 2, 2025, 12:08 PM EST. Markets may overreact to a quantum risk even as researchers say the immediate threat to Bitcoin is a decade away. New post-quantum standards aim to harden systems before Q-Day, but governance and slow upgrades raise the odds of a panic-driven selloff before any math fails. The piece argues that fear can move markets faster than code, citing a recent flash crash and a record crypto wipeout after tariff threats. Voices like Yoon Auh warn that a single alarming headline could trigger rapid withdrawals. Technically, a large enough quantum computer could run Shor's algorithm to break ECC, but the timing remains debated.

November 2, 2025, 12:06 PM EST. Markets rarely move in a straight line, and history by presidential year offers context but no guarantees. For the S&P 500, research cited by Charles Schwab shows average returns by year in a presidential term: First Year 6.7%, Second Year 3.3%, Third Year 13.5%, Fourth Year 7.5%. If 2026 is the second year of Trump's second term, a tougher year is possible, though not certain. Yale Hirsch's Stock Trader's Almanac has long noted more wars, downturns, and bear markets in the first half of a term, with some rebound as elections approach. Tariffs and fiscal policy have added volatility in 2025, and trade news remains a market driver. Still, timing the market is notoriously hard, and averages don't predict every outcome.

November 2, 2025, 12:04 PM EST. AI-generated signals for Slate Office REIT 9.00% Convertible Unsecured Subordinated Debentures (SOT.DB:CA) were updated on Nov 2, 2025. Trading plans outline a Long setup: buy near 26.08 with a target of 43.80 and a stop at 25.95; a Short setup: sell near 43.80 with a target of 26.08 and a stop at 44.02. Ratings emphasize term view (Near, Mid, Long) with signals: Near: Strong, Mid: Weak, Long: Weak. The update includes a chart and a status check on the AI-generated signals. Investors should review timestamps and consider risk controls before acting.

November 2, 2025, 12:02 PM EST. COHU has surged about 18% in the last month, signaling renewed momentum after a choppy start to the year. Yet, over the past 12 months the stock trades with a negative total shareholder return, underscoring the volatility of cyclical end markets. With the share price hovering just below analysts' targets and a commonly cited fair value around $25.75, the question is whether the rally reflects genuine growth potential or a near-term squeeze. The bear case remains: heavy customer concentration and cyclicality could cap upside, while the bull case rests on a shift toward higher-margin, recurring software and services through DI-Core and Tignis. If investors price in a modest upside to a higher valuation multiple and stronger long-term margins, the stock could still offer short-term upside from here.