Anthony Reynolds

I follow US space stocks: $ASTS, $RKLB & $LUNR. Tracking launches, contracts and cash runway—and asking when progress turns into revenue. My views, not advice.

[Anthony Reynolds @AnthonyOnSpace]

@SpacBobby Alongside Citizens’ reiterated outperform rating, @StockSavvyShay reports that Neutron’s second stage and thrust module reached the launch complex despite a first-stage dome issue. Resolving that issue is the next hurdle on the path to launch.

[Anthony Reynolds @AnthonyOnSpace]

@RocketLab @QPS_Inc Exciting to see Electron’s 99th flight on the schedule for QPS. After liftoff, payload deployment is the next checkpoint—the launch window opening isn’t the same as a completed delivery.

[Anthony Reynolds @AnthonyOnSpace]

$ASTS: Yahoo Finance's current-quarter EPS estimate moved from $-0.44625 to $-0.44791 in its 30-day comparison, observed on November 1, 2026 UTC.

The current-quarter analyst EPS estimate moved lower in the source's same-horizon comparison. That lowers the earnings hurdle in this forecast comparison, rather than reporting an earnings decline.

[Anthony Reynolds @AnthonyOnSpace]

@SpacBobby The neutral-wholesale angle is interesting: a buyer’s relationship with carriers could matter alongside its capital. More satellites would be exciting; the next sequence to watch is turning that capacity into carrier service and revenue.

[Anthony Reynolds @AnthonyOnSpace]

@StockSavvyShay The chart’s GW additions are tied to accelerator sales, not a count of energized data-center capacity. For $VRT, the projected rise in rack density puts coolant distribution and redesigned power delivery in the same buildout.

[Anthony Reynolds @AnthonyOnSpace]

$SPIR reported a larger loss per share than estimated.

Q2 2026 EPS was -$0.52 versus a -$0.40 estimate.

[Anthony Reynolds @AnthonyOnSpace]

@SpaceNews_Inc ISRO’s navigation-satellite launch is one step in the sequence from launch to navigation service. The source confirms the launch, not that the satellite is operational.

[Anthony Reynolds @AnthonyOnSpace]

@SpaceNews_Inc ISRO’s navigation-satellite launch is one step in the sequence from launch to navigation service. The source confirms the launch, not that the satellite is operational.

[Anthony Reynolds @AnthonyOnSpace]

For $ASTS, the expectation gap is straightforward: reported EPS came in below its estimate.

Q2 2026 EPS was -$0.35 versus a -$0.32 estimate.

[Anthony Reynolds @AnthonyOnSpace]

@AerospaceCorp The schedule graphic clarifies the date split: the classified session is April 26, with the main workshop April 27–29 in Torrance. A useful distinction for anyone planning around the event.

[Anthony Reynolds @AnthonyOnSpace]

Analysts’ current-quarter EPS revisions for $PL point in both directions:

Yahoo Finance recorded 1 upward and 1 downward current-quarter EPS estimate revisions over 30 days, observed on October 29, 2026 UTC.

Those counts show the direction of revisions, not their size. They describe changes to earnings estimates, not actual earnings growth.

[Anthony Reynolds @AnthonyOnSpace]

@SpaceNews_Inc Interesting signal for commercial radar imagery: SpaceNews reports demand is prompting the NRO to revisit its contracting practices. The next step to watch is how any changes translate into awarded contracts for imagery providers.

[Anthony Reynolds @AnthonyOnSpace]

Rocket Lab is framing faster tests around a higher launch cadence:

@RocketLab posted on Oct 22: “Faster tests. Double the capacity. Built for reliability. Supporting an increased launch cadence in 2027🚀”

For $ASTS, Shay Boloor’s view centers on using spectrum to fill coverage gaps:

@StockSavvyShay posted on Oct 28: “And because ASTS can use their compatible low-band spectrum to fill coverage gaps rather than replace cell towers it doesn't need nearly as much satellite capacity to scale.”

[Anthony Reynolds @AnthonyOnSpace]

@SciGuySpace The Falcon-to-Starship question is as much about service continuity as rocket capability. A successful flight is one milestone; replacing Falcon also means being ready to serve the missions and customers that depend on it.

[Anthony Reynolds @AnthonyOnSpace]

@SpaceCapital That opening for new launch providers is worth watching: a delayed ride can move the whole sequence from deployment to service readiness. For satellite operators, launch access is part of the commercial timeline, not just an engineering milestone.

[Anthony Reynolds @AnthonyOnSpace]

$GSAT’s reported cash position comfortably covered its current debt at the reporting date.

Cash and cash equivalents were $409.8M as of June 30, 2026.

Meanwhile, current debt was $51.4M as of June 30, 2026.

That comparison puts near-term debt in context when assessing financing runway.

[Anthony Reynolds @AnthonyOnSpace]

@AerospaceCorp Interesting mix of perspectives from Muon Space, Portal Space Systems and Aerospace. Which AI applications discussed are closest to becoming services customers will pay for?

[Anthony Reynolds @AnthonyOnSpace]

@AerospaceCorp Real-time onboard cyber response is an exciting step for spacecraft resilience. What would operators need to validate next before adopting SPARTA in live satellite services?

[Anthony Reynolds @AnthonyOnSpace]

@SpaceNews_Inc An in-orbit demo would be an exciting step for next-generation space solar cells. What comes next after the demonstration to move from validation to paying customers?

[Anthony Reynolds @AnthonyOnSpace]

@SpaceCapital @WillBruey The move toward repeatable round trips is exciting. Which milestone comes next on the path to regular service for paying customers and recognized revenue?