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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending after the National Comprehensive Cancer Network updated its clinical guidelines to include ANKTIVA for a broader range of bladder cancer patients, signaling a significant expansion of the drug's eligible treatment population. The community is buzzing over this potential catalyst for increased insurance coverage and revenue, while actively discussing the long-term outlook for the company's immunotherapy platform as it gains momentum in both clinical and international markets.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences is surging following a positive clinical update that highlights an annual recurrence rate of less than 1% in the open-label arm of its Phase III trial, fueling community optimism about the company's competitive position. Investors are actively discussing the trial's statistically significant results compared to industry standards, the high level of insider ownership, and growing anticipation for upcoming abstract presentations.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging following a massive five-year, $27 billion AI infrastructure deal with Meta, which builds on a recent $2 billion equity investment from Nvidia. The community is heavily focused on the company's rapid hyperscaler expansion, debating the implications of this contract for future revenue and whether the stock's valuation is poised for a sustained breakout or a potential pullback.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is currently trading in a tight consolidation range as investors weigh record-breaking revenue and strong AI infrastructure demand against margin compression concerns and lingering sentiment around historical accounting reports. The community is actively debating the company's long-term value, with many hopeful that upcoming industry conferences and strategic NVIDIA ecosystem partnerships will finally catalyze a breakout from the stock's multi-month sideways trend.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is facing significant operational headwinds as a prolonged government shutdown triggers mandatory flight capacity cuts and widespread cancellations, putting pressure on industry profit guidance. Despite these challenges, market sentiment remains cautiously optimistic as investors monitor the impact of rising fuel costs against the backdrop of robust travel demand and resilient corporate booking trends.

Bakkt, Inc. is building the backbone of next-generation financial infrastructure. The company provides solutions that enable institutional participation in the digital asset economy, spanning Bitcoin, tokenization, stablecoin payments, and AI-driven finance. Bakkt was founded in 2018 and is headquartered in New York, NY.

Bakkt Inc. - Ordinary Shares - Class A

Bakkt Holdings Inc

Bakkt is drawing significant investor attention due to a surge in trading volume and speculation regarding a potential short squeeze, fueled by its pivot toward stablecoin settlement and institutional infrastructure. The community is actively discussing recent corporate developments, including share dilution, and is keenly anticipating an upcoming Investor Day that many hope will clarify the company's long-term growth strategy.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

Ripple's XRP is trending as traders closely monitor its recent price action and resistance levels, with many community members debating whether the current move is a sustainable breakout or another manipulation trap. The conversation is heavily polarized between long-term holders citing institutional adoption and potential utility, and skeptics who remain wary of market volatility and its historical correlation with broader crypto movements.

Bitwise XRP ETF - Common Shares Of Beneficial Interest

Bitwise XRP ETF

The XRP community is currently polarized as the Bitwise XRP ETF launch drives intense debate over its role in institutional adoption versus speculative price manipulation. Traders remain divided between those aggressively buying into the current price volatility and others expressing deep skepticism about the asset's long-term utility and historical price action.

Coda Octopus Group, Inc. engages in the developing, manufacturing, and marketing of subsea products. The firm operates through the following segments: Marine Technology Business (Products), Acoustics Sensors and Materials Business (PAL), and Defense Engineering Services Business. The Marine Technology Business segment develops solutions for subsea and underwater markets. The Acoustics Sensors and Materials Business segment engages in the provision of a comprehensive range of products and solutions, with a primary focus on medical imaging and Non-Destructive Testing. The Defense Engineering Services Business segment engages in defense contractors and designs, engineers, manufactures and supplies proprietary sub-assemblies for incorporation into broader mission critical defense systems. It also operates through the Americas, Europe, Australia or Asia, and Middle East or Africa geographical segments. The company was founded in 1994 and is headquartered in Orlando, FL.

Coda Octopus Group Inc.

Coda Octopus Group is gaining traction as investors focus on its proprietary real-time 3D sonar technology, which is increasingly critical for subsea infrastructure, defense, and maritime security. The community is actively discussing the stock's multi-bagger potential, high institutional interest, and the significant demand for its specialized equipment in global underwater operations.

Bicycle Therapeutics Plc is a clinical-stage biopharmaceutical company, which engages in the development of a novel class of medicines, which the company refers to as bicycles, for diseases that are underserved by existing therapeutics. Its portfolio includes internal product candidates that are directed to oncology applications. The company was founded by Gregory Winter, John Tite, and Christian Heinis in 2009 and is headquartered in Cambridge, the United Kingdom.

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<ul class="summary-bullets"><li>Karp said new technology enables militaries to operate with greater precision, speed, and coordination across domains.</li><li>He noted that Palantir’s products can convert existing systems into modernized networks.&nbsp;</li><li>The Palantir CEO also underscored the United States’ central role in advancing AI technology.</li></ul>Palantir Technologies Inc. CEO Alex Karp highlighted the transformative role of the company's AI platforms in modern warfare, particularly in the United States' war against Iran in the Middle East.&nbsp;During an interview with CNBC on Thursday, he emphasized that technology improvements allow military forces to operate with unprecedented precision, speed, and coordination across multiple domains.&nbsp;<h2 class="st-heading-2">Enhanced Targeting And Coordination</h2>Karp explained that tools like Palantir’s (PLTR) Project Maven form an important part of these capabilities.<blockquote>“The fact that you can now target more precisely, quickly, and accurately, and organize the total power of our fleet and resources and bring it to bear against adversaries has shifted the way war is fought, and I have read that Palantir’s project maven is the core backbone of that.”-Alex Karp, CEO, Palantir</blockquote><a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded 1% higher by Thursday mid-morning. On Stocktwits, retail sentiment around the stock flipped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;He added that if Palantir’s products help carry out more precise operations with clear objectives, the company’s defense opportunity could grow beyond replacing old software to supporting missions that were previously considered too risky.“The most important thing is our adversaries and enemies are witnessing an ability to fight that they don’t have,” added Karp.&nbsp;<h2 class="st-heading-2">Palantir Helps Build a Connected Infrastructure&nbsp;</h2>Karp pointed out that Palantir’s platforms can coordinate complex infrastructure in commercial and government settings, linking hospitals, aircraft, engines, and missile systems. The AI-driven approach transforms existing systems into integrated, modernized networks capable of rapid response and efficient resource management.He underscored the United States’ central role in advancing AI technology, emphasizing that American innovation is shaping both defense and commercial sectors. “America is the center of the AI revolution,” he said, highlighting the growing global influence of Palantir’s platforms in strategic operations.PLTR stock gained over 84% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-in-spotlight-first-aml-patient-enrolled-in-phase-2-leukemia-trial/cZduE6RRI9L">SLS Stock In Spotlight: First AML Patient Enrolled In Phase 2 Leukemia Trial</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Palantir Co-founder and CEO Alex Karp speaks onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center.

Palantir CEO Alex Karp Highlights Faster, More Precise Warfare Enabled By AI Platforms Against Iran

Karp explained that tools like Palantir’s Project Maven form an important part of a more advanced defense capabilities.

Equity

Karp explained that tools like Palantir’s Project Maven form an important part of a more advanced defense capabilities.


<ul class="summary-bullets"><li>The decision disclosed during the company’s third-quarter earnings call will allow the Space Force to reopen the SCAR program to competitive bids.&nbsp;</li><li>The contract was not terminated due to technical issues, but rather because of disagreements over the program’s financial terms and structure.</li><li>AeroVironment recorded a $151 million non-cash goodwill impairment in Q3 tied to SCAR.</li></ul>AeroVironment Inc. (AVAV) stock received a sharp blow after a major U.S. defense contract tied to space technology was abruptly halted. During its third-quarter (Q3) 2026 earnings call on Tuesday, the company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, triggering investor concerns.&nbsp;The cancellation did not stem from technical shortcomings but from disagreements over the program’s financial framework.<blockquote>“Therefore, the U.S. Space Force has concluded to terminate our existing contract for convenience, pay us for our allowable incurred cost with a fee and enable AV to recompete for the program with their revised requirements and our proposed solution."-Wahid Nawabi, Chairman, President &amp; CEO, AeroVironment</blockquote>AeroVironment stock traded over 9% lower in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">What Is The SCAR Program About?&nbsp;</h2>The SCAR program is a U.S. Space Force initiative designed to modernize how the military communicates with satellites. Its goal is to replace aging, fixed parabolic dish antennas with modern phased-array antennas, specifically the BADGER system.Unlike traditional dishes that must physically move to track a satellite, phased-array antennas use software to electronically steer their beams. This allows one ground station to track multiple satellites simultaneously. AeroVironment inherited this contract as part of its $4.1 billion acquisition of BlueHalo in May 2025.&nbsp;<h2 class="st-heading-2">SCAR Program Termination: The Financial Hit</h2>Last week, the U.S. Space Force said it is reopening the project to competitive bids, a move that could invite participation from larger defense contractors.&nbsp;The latest termination decision significantly affected AeroVironment’s financial outlook. The company recorded a $151 million non-cash goodwill impairment in Q3 tied to SCAR, as in January, AeroVironment was instructed to halt activities under its agreement to supply BADGER phased-array antenna systems intended for the initiative.AeroVironment also trimmed its 2026 outlook, forecasting annual revenue between $1.85 billion and $1.95 billion while cutting projected earnings per share to a range of $2.75 to $3.10.Retail Traders Are Watching The DipOn Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory while message volume jumped to ‘extremely high’ from ‘normal’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_064240_png_be42749f25.webp" alt="AVAV’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits" width="928" height="100"><figcaption>AVAV’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 310% surge in retail message over the last 24-hour period.&nbsp;&nbsp;A bullish Stocktwits user said it is time for a rebound.&nbsp;<stembedurl>https://stocktwits.com/maxD2016/message/647195278</stembedurl>Another user said they would take a sizable position because they believe the drop from about $400 to $200 over the SCAR program development is overblown.&nbsp;<stembedurl>https://stocktwits.com/Sleepygsx/message/647193206</stembedurl>AVAV stock has gaine dover 78% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-vs-crm-is-heating-up-oracle-now-has-3-products-that-salesforce-doesn-t-says-co-ceo/cZdArybRIJB">ORCL Vs CRM Is Heating Up: Oracle Now Has 3 Products that Salesforce Doesn't, Says Co-CEO</a>

In this photo illustration, the AeroVironment logo is seen displayed on a smartphone screen. 

AVAV Stock Faces Selloff After Space Force Ends SCAR Contract, But Retail Says Time For ‘Rebound Now’

AeroVironment Inc company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, prompting investor concerns. 

The company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, prompting investor concerns. 


<ul class="summary-bullets"><li>The drone identification system enables mutual authentication capabilities between drones and ground forces or counter-drone systems.</li><li>Peraso has been in discussions with Mobix Labs regarding a potential acquisition.</li><li>As of January, the companies have signed a mutual confidentiality agreement and are conducting due diligence.</li></ul>Shares of Peraso Inc. (PRSO) shot up more than 120% on Friday after the company announced that its 60 GHz millimeter-wave semiconductor technology has been selected by Israeli defense contractor InTACT for a new drone identification system.The Identification Friend or Foe (IFF) system is designed to help military forces quickly identify whether drones in the air are friendly or hostile. It enables mutual authentication capabilities between drones and ground forces or counter-drone systems, the company said. Peraso’s low-power 60 GHz beamforming wireless transceivers will power the IFF system.“Our 60 GHz mmWave technology is designed to provide a secure, directional communications channel ideally suited for these environments, enabling advanced systems such as the IFF platform developed by InTACT,” said Ron Glibbery, CEO of Peraso.<h2 class="st-heading-2">The Mobix Labs Link</h2>Mobix Labs (MOBX) has been pursuing a potential acquisition of Peraso since June 2025, when it submitted an unsolicited, non-binding proposal. The initial offer proposed exchanging Mobix shares for Peraso stock at a 20% premium to Peraso’s 30-day average share price through June 10, 2025.Discussions continued in September, with Mobix stating its goal was to complete the transaction within 75 days. The company later changed its proposal, offering Peraso shareholders a deal structured at 30% cash and 70% Mobix common stock.In November, the companies signed a mutual confidentiality agreement to begin cooperative discussions. As of January 2026, both sides are conducting due diligence, although no final agreement has been reached.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/PRSO">PRSO</a> remained in the “extremely bullish” zone for the past 24 hours, amid “extremely high” message volumes.One user expects the stock to climb to $3 by the end of the day. It is currently at $1.8.<stembedurl>https://stocktwits.com/DaSqueeza/message/646820750</stembedurl>Another user called the stock an “all-day hold.”<stembedurl>https://stocktwits.com/ironic_username/message/646818372</stembedurl>Year-to-date, the stock has gained over 100%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did PRSO Stock Surge More Than 120% Today?

The company disclosed on Friday that its technology will be used by Israeli defense firm InTACT for a new drone identification system.

<ul class="summary-bullets"><li>Aerodrome specializes in technologies that combine autonomy, target discrimination, and advanced aerial warfare capabilities.</li><li>EagleNXT said the investment will strengthen its autonomous systems and precision-strike technologies.</li><li>Last month, the company sold 15 eBee X fixed-wing drones to a Europe-based defense integrator.</li></ul>Shares of AgEagle Aerial Systems (UAVS) reversed pre-market gains to trade 1% lower on Friday, on track for their first decline in five sessions.&nbsp;AgEagle Aerial Systems announced a strategic investment in Aerodrome Group,&nbsp;an Israel-based developer of precision loitering munitions and advanced defense technologies.Aerodrome specializes in technologies that combine autonomy, target discrimination, and advanced aerial warfare capabilities.AgEagle Aerial Systems, also known as EagleNXT, said the investment will strengthen its autonomous systems and precision-strike technologies. As part of the agreement, EagleNXT also secured a reserved right to establish a U.S.-based joint venture with Aerodrome.<h2 class="st-heading-2">International Orders Pile Up</h2>Last month, the company announced that a Malaysian government agency procured an eBee TAC tactical mapping drone. The order also included spare parts to support and extend the operational life of the agency’s existing eBee X drone fleet.Earlier, AgEagle Aerial Systems announced the sale of 15 eBee X fixed-wing drones to a Europe-based defense integrator. The eBee X is a lightweight mapping and surveying drone that can fly for up to 90 minutes, cover large areas, and deliver centimeter-level accuracy. The drones will be used for intelligence, surveillance and reconnaissance (ISR), mapping, and training applications.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/UAVS">UAVS</a> remained 'extremely bullish' on Stocktwits, amid 'extremely high' message volumes.&nbsp;One user said its only a "matter of time" before the stock rallies.<stembedurl>https://stocktwits.com/BdaChiefP94/message/646806189</stembedurl>Another user saw support at $1.15.<stembedurl>https://stocktwits.com/stockrockinbeats/message/646813509</stembedurl>Year-to-date, the stock has shed 1%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A candlestick chart can be seen in a trading platform on a smartphone. Top U.S. firms announced record buybacks this year. (Photo by Silas Stein/picture alliance via Getty Images)

UAVS Stock Reverses Early Gains After Aerodrome Investment - Retail Says Only 'Matter Of Time' Till The Shares Rally 

The company announced a strategic investment in Israel-based Aerodrome Group and secured a reserved right to establish a U.S.-based joint venture.

<ul class="summary-bullets"><li>The test simulated a realistic combat scenario in which a hostile drone rapidly approached ground forces, the company said.</li><li>ParaZero will present its DefendAir system at the Enforce Tac security and defense trade fair in Germany later this month.</li><li>The company has already signed three defense contracts this year.</li></ul>Shares of ParaZero Technologies (PRZO) popped 15%&nbsp;pre-market before paring most of its gains after the opening bell on Wednesday, after the company reported favorable results from an internal live test of its DefendAir system.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/PRZO">PRZO</a> shares were trading up 2%.<h2 class="st-heading-2">Defending 70 MPH Drone Attack</h2>During the trial, the system successfully intercepted a fast-moving drone traveling at 70 miles an hour using its patented net-launching mechanism. The test simulated a realistic combat scenario in which a hostile drone rapidly approached ground forces.ParaZero added that the test results demonstrate that DefendAir can be used against high-speed unmanned systems, including first-person view (FPV) attack drones.“We believe that intercepting a 70 mph threat represents a significant advancement for force protection in modern battlefields,” said Ariel Alon, CEO of ParaZero.&nbsp;The company will present its DefendAir system at the Enforce Tac security and defense trade fair in Germany from February 23 to 25.<h2 class="st-heading-2">Anti-Drone Contracts Galore&nbsp;</h2>ParaZero signed multiple contracts for its DefendAir solution this year. In January, the company announced it had secured its first purchase order from a primary Israeli defense entity for the Counter-Unmanned Aerial Systems (C-UAS) platform. The company also received a second order from a global defense corporation for its interception net-pods in the same month.Additionally, ParaZero entered a reseller agreement with a Western European partner that includes an initial order for training kits, supporting its expansion across NATO-aligned markets.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘bullish’ from ‘bearish’ a day earlier.<img src="https://news.stocktwits-cdn.com/PRZO_jpg_d5782f1927.webp" alt="PRZO.jpg">Meanwhile, chatter was bullish, with one user expecting more orders.<stembedurl>https://stocktwits.com/wispy58/message/645202462</stembedurl>Another user highlighted the high pre-market trading volumes.<stembedurl>https://stocktwits.com/Bigg554/message/645204818</stembedurl>Year-to-date, PRZO shares have gained around 10%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/microcap-ai-stock-gpus-silver-reserve-bitcoin-strategy/cZR0sINR4vg">This Microcap AI Data Center Stock Saw A Pre-Market Boost – What’s The Silver Link?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

PRZO Stock Pares Pre-Market Gains, But Remains In The Green After Successful Drone Test

The company said that its DefendAir system successfully intercepted a drone traveling at 70 mph.

<ul class="summary-bullets"><li>Sweden will own a customized suite of Planet Labs satellites and have access to the company’s high-resolution imagery and analytics.</li><li>Planet Labs said the revenue from the deal will be recognized over several years and that this does not change its previously issued Q4 guidance.</li><li>Over the past twelve months, Planet Labs has signed more than $500 million in satellite services contracts.</li></ul>Shares of Planet Labs PBC (PL) jumped 7% on Monday after the company secured a multi-year, low nine-figure contract with the Swedish Armed Forces to deliver satellites, space-based data, and intelligence solutions.Under the agreement, Sweden will own a customized suite of Planet Labs satellites and have access to the company’s high-resolution imagery and analytics.“Europe needs its own eyes, and Sweden is leading the way by rapidly securing its own, comprehensive space capability – helping achieve its own security objectives and assisting regional allies, like Ukraine, with timely, critical information,” said Will Marshall, Planet Labs CEO and co-founder.&nbsp;<h2 class="st-heading-2">Financial Outlook</h2>Planet Labs said that revenue from the Swedish partnership will be recognized over several years and that this does not change its previously issued fourth-quarter (Q4) guidance. The company expects revenue of $76 million to $80 million in Q4, with gross margins of 50% to 52% and an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss of $5 million to $7 million.For the full fiscal year 2026, Planet Labs’ revenue is forecast between $297 million and $301 million, while adjusted EBITDA is forecast to come in between $6 million and $8 million.<h2 class="st-heading-2">Global Partnerships</h2>Over the past twelve months, Planet Labs has signed more than $500 million in satellite services contracts.In May, the German Federal Agency for Cartography and Geodesy (BKG) signed a seven-figure, one-year contract with Planet Labs, with an option to extend for two more years.The deal gives BKG access to Planet Labs’ data over Germany, supporting environmental, agricultural, and land-use monitoring.Planet Labs signed a seven-figure NATO contract in June and renewed a $7.5 million U.S. Navy deal to provide advanced monitoring and vessel detection across the Pacific.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘bullish’ from ‘neutral’ over the past 24 hours. <a href="https://stocktwits.com/symbol/PL">PL</a> was also among the top trending tickers at the time of writing.<img src="https://news.stocktwits-cdn.com/PL_jpg_f247675df5.webp" alt="PL.jpg">One bullish user predicts the company will secure numerous global contracts, potentially driving the share price up to $60.<stembedurl>https://stocktwits.com/Counselor53/message/641531232</stembedurl>Another user believes the company could be the next Rocket Lab.<stembedurl>https://stocktwits.com/ryanbolin2001/message/641529291</stembedurl>Over the past year, the PL stock has surged more than 550%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-sofi-afrm-stocks-are-rising-today/cmUacDhR4EW">Why Analysts See SoFi, Affirm Benefiting From A Credit Card Rate Cap</a>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Planet Labs PBC

Planet Labs Stock Gained 7% Today — What Is The Swedish Military Deal About?

The company secured a multi-year, low nine-figure contract with the Swedish Armed Forces to deliver satellites, space-based data, and intelligence solutions.

<ul class="summary-bullets"><li>Northrop Grumman secured the competitive award for the MUX TACAIR aircraft, with Kratos’ Valkyrie drone forming a core part of the solution.</li><li>Kratos’ Valkyrie uncrewed aerial system enables operators to tailor mission effects to operational needs.</li><li>Kratos also voiced its backing for President Trump’s renewed emphasis on using defense industry funds for capability development.</li></ul>Kratos Defense &amp; Security Solutions, Inc. (KTOS) has landed a key role in a new U.S. Marine Corps effort to expand uncrewed combat aviation, teaming with Northrop Grumman Corp. (NOC).Following the update,&nbsp;<a href="https://stocktwits.com/symbol/KTOS">Kratos’ stock</a> traded more than 15% higher by mid-morning on Thursday. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_08_104845_png_c27dd72ad7.webp" alt="KTOS’s Sentiment Meter and Message Volume as of 10:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits" width="926" height="102"><figcaption>KTOS’s Sentiment Meter and Message Volume as of 10:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Collaborative Combat Aircraft (CCA)</h2>Northrop Grumman secured the competitive award for the Marine Air-Ground Task Force Uncrewed Expeditionary Tactical Aircraft, known as MUX TACAIR, with Kratos’ Valkyrie drone forming a core part of the solution.Under the program, Northrop Grumman will lead development and delivery of an uncrewed platform that blends its autonomous technologies with Kratos’ Valkyrie aerial system.&nbsp;The aircraft is designed to fly in coordination with crewed fighters, supporting air dominance missions in high-threat environments. Kratos’ Valkyrie uncrewed aerial system allows operators to tailor mission effects depending on operational needs.<h2 class="st-heading-2">Support For Capital Choices</h2>Kratos also voiced its backing for President Trump’s renewed emphasis on using defense industry funds for capability development rather than share repurchases by defense contractors.<blockquote>“Since our inception as a defense company, we have aggressively self-funded development to be first-to-market with relevant systems that can be affordably produced in large quantities to deter and, if necessary, defeat our adversaries, and we have reinvested in people, facilities, inventory, and real technologies that can be delivered at speed and scale to support today’s and tomorrow’s warfighter.”-Eric DeMarco, President and CEO, Kratos</blockquote>The company underscored that it has long pursued a reinvestment-focused financial model that avoids share buybacks and dividends, allocating capital instead to advancing battlefield technologies.KTOS stock has gained over 271% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smx-stock-sparks-retail-buzz-after-elimination-of-convertible-debt/cmUbORER45R">SMX Stock Sparks Retail Buzz After Elimination Of Convertible Debt</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Kratos Defense & Security Solutions Inc. 

Why Did Kratos Defense Stock Surge 17% Today?

Under the Marine Corps program, Northrop Grumman will lead the development and delivery of an uncrewed platform that blends its autonomous technologies with Kratos’ Valkyrie aerial system.

<ul class="summary-bullets"><li>Revenue growth is explosive but inconsistent, losses remain deep, and valuation far exceeds listed peers on a price-to-sales basis.</li><li>High short interest, though easing from peaks, leaves ASTS vulnerable to sharp volatility or a short squeeze if launches or partnerships deliver positive surprises.</li><li>Retail sentiment is bullish, shorts remain elevated, but analysts warn that valuation risk outweighs near-term upside despite the upcoming BlueBird 6 launch.</li></ul>While speculation swirls around Elon Musk–owned SpaceX’s potential IPO, another space stock quietly delivered a record rally—even as fundamental challenges lingered.&nbsp;<a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile’s stock</a> had a stellar year, rising to an all-time high of $102.97 despite the satellite communications company experiencing delays in building and launching satellites.The company is under pressure to scale up quickly as competition breathes down its neck, while the capital-intensive nature of its business has put pressure on its liquidity.<h2 class="st-heading-2">ASTS’s BlueBird 6 Hiccup</h2>The launch of the first of ASTS’s next-generation BlueBird 6 satellite — its next significant catalyst — has been pushed back from the originally planned Dec. 15 to Dec. 21. The Indian Space Research Organisation (ISRO), which has been managing the launch, has reportedly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://timesofindia.indiatimes.com/science/isros-bluebird-6-launch-rescheduled-to-december-21-heaviest-us-satellite-to-boost-global-broadband-in-major-indo-us-mission/articleshow/125959451.cms">communicated</a> the delay, citing prolonged prelaunch activities.ASTS, meanwhile, confirmed on its X handle that BlueBird 6 was encapsulated and handed off to the launcher on Dec. 6 for liftoff, and that the exact December launch date will be announced in the coming days.“This launch marks the beginning of our launch campaign, with a launch every forty-five days on average during 2026,” the company said.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_15_at_5_18_30_AM_png_3339d361b3.webp" alt="Screenshot 2025-12-15 at 5.18.30 AM.png">BlueBird 6 is the first of ASTS’s next-generation satellites. According to the company:<blockquote>“When launched, it will feature the largest commercial phased array in low Earth orbit at nearly 2,400 square feet. This represents a 3.5 times increase in size over BlueBirds 1-5 and supports 10 times the data capacity.”</blockquote><h2 class="st-heading-2">ASTS’s Risk-Reward Profile</h2>AST SpaceMobile operates in a high-growth, high-risk industry, with the company touring its total addressable market (TAM) at $1 trillion and potential subscribers at about 3 billion.&nbsp;&nbsp;Its revenue rose a whopping 1,240% year-over-year to $14.74 million in the third quarter ended on Sept. 30, 2025, yet it missed the consensus estimate. The topline has trailed expectations in each of the past four quarters. It continues to rake in huge losses as operating expenses rise.&nbsp;<img src="https://news.stocktwits-cdn.com/ASTS_Quarterly_Revenue_Losses_png_85a689024e.webp" alt="ASTS_Quarterly_Revenue_Losses.png">Source:&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>ASTS generates revenue through wholesale service agreements with mobile network operators such as AT&amp;T, Verizon, Vodafone, etc, with carriers providing satellite service as an add-on to their plans. Revenue is shared equally between the two parties. It also gets revenue from federal contracts. The company has the potential to&nbsp;generate subscription-based revenue by providing seamless space-based voice, data, and video to users in&nbsp;a dead zone.<h2 class="st-heading-2">A Pricer Stock</h2>Compared with its publicly listed rivals, ASTS commands a hefty price-to-sales (P/S) valuation. Its P/S ratio is 124.84 compared to 32.61 for Globalstar and 2.23 for Iridium communication. SpaceX’s valuation, by the same measure, would be 25.1 times, considering a valuation of $400 billion, according to Morgan Stanley’s August report. Musk-led&nbsp;SpaceX’s valuation based on the latest insider stock sales is reportedly $800 billion, but it is also said to be&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/did-musk-just-confirm-space-x-ipo-is-happening/cLIxPawREVU">aiming</a> for a $1.5 trillion valuation if it goes public.<img src="https://news.stocktwits-cdn.com/ASTS_stock_return_png_e4afb84d23.webp" alt="ASTS stock return.png">Source: KoyfinThe short interest in&nbsp;ASTS’ stock is relatively high, although the short percent has declined from the March peak of over 21%, making it an ideal candidate for a squeeze if there is positive news flow down the line.<img src="https://news.stocktwits-cdn.com/ASTS_Short_Interest_png_954d764e43.webp" alt="ASTS Short Interest.png">Source: Koyfin<h2 class="st-heading-2">Retail Upbeat, Analysts Wary</h2>AST SpaceMobile stock elicited a ‘bullish’ reaction from among Stocktwits’ retail users as of early Monday. Retail mood, however, tempered from an ‘extreme bullish’ stance seen a week ago.<figure class="image"><img style="aspect-ratio:712/441;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_15_at_6_04_26_AM_png_e0c9cf60f1.webp" alt="Screenshot 2025-12-15 at 6.04.26 AM.png" width="712" height="441"></figure>&nbsp;&nbsp;According to Koyfin, the average analyst price target for AST SpaceMobile stock is $71.51, implying a downside of nearly 7% from current levels. More than half of the analysts covering the stock either remain on the sidelines or are bearish.Bearish analysts are mainly concerned about valuation. When Barclays double-downgraded the stock in mid-October, the firm said the direct-to-cellular segment would be a "very attractive opportunity" and that AST has key assets to succeed, The Fly reported. Still, the stock's valuation "has become excessive,” the firm said.With stock pulling back from its October peak and bottoming in late November, Scotiabank upgraded it to ‘Sector Perform’ from ‘Underperform’ and maintained the price target at $45.60. But since then, the stock has trended higher.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rivian-2025-is-a-comeback-year-but-can-its-stock-continue-to-outrun-tesla/cLeEULJRE8o">For Rivian, 2025 Is A Comeback Year — But Can Its Stock Continue To Outrun Tesla With Big AI Bets?</a>

Launch of the first of AST SpaceMobile’s next-generation BlueBird satellite has been pushed back.

AST SpaceMobile’s Extraordinary Year Didn’t Come Easy — The Next Satellite Launch May Decide Whether This Rally Has Real Legs

ASTS stock surged to record highs despite delays, losses, and bloated valuation, as retail optimism clashes with analyst caution ahead of the crucial BlueBird 6 launch.

<ul class="summary-bullets"><li>The launch follows closely on the heels of Rocket Lab’s recent HASTE mission.</li><li>If successful, the ‘Follow My Speed’ mission will mark Rocket Lab’s 18th launch in a single year.</li><li>Rocket Lab stock traded over 4% higher in Thursday’s premarket.&nbsp;</li></ul>Rocket Lab Corp. (RKLB) announced on early Thursday that it is gearing up for the Electron rocket launch in under 48 hours after its earlier mission, demonstrating its rapid-response capability in the commercial space sector.This launch follows closely on the heels of Rocket Lab’s recent HASTE mission, which marked the company’s 75th overall flight.<h2 class="st-heading-2">Launch Timing and Client&nbsp;</h2>The upcoming mission, dubbed ‘Follow My Speed,’ is slated to lift off on November 20 from Rocket Lab’s Launch Complex 1 in New Zealand. The rocket will carry a single, confidential commercial satellite.&nbsp;<a href="https://stocktwits.com/symbol/RKLB">Rocket Lab’s stock</a> traded over 4% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:931/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_20_054947_png_3224b28764.webp" alt="RKLB’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Nov. 20, 2025 | Source: Stocktwits" width="931" height="106"><figcaption>RKLB’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Nov. 20, 2025 | Source: Stocktwits</figcaption></figure>If successful, this mission will mark Rocket Lab’s 18th launch in a single year, surpassing its previous record of 16 missions. The proximity in timing, less than 48 hours between flights, underscores the company’s growing global reach, using launch pads in both hemispheres.By executing back-to-back missions within a tight timeframe, the company is signaling its readiness to serve commercial customers with time-sensitive needs.<h2 class="st-heading-2">BofA Raises Price Target&nbsp;</h2>On Wednesday, BofA raised its 12-month price target on Rocket Lab to $50, up from its previous $30, according to TheFly. The increase stems from BofA’s conviction that consolidation in the space sector will favor a few large players.&nbsp;The firm said the market is likely to evolve into a ‘winner-take-most’ environment, where strategic vision and integration strength will determine who comes out on top.Rocket Lab offers rocket launches, spacecraft, and satellite hardware for commercial, government, and national security customers. Its Electron vehicle is a small orbital rocket, while its HASTE system supports hypersonic test flights for the U.S. and partner countries.RKLB stock has gained over 71% in 2025 and over 116% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jobs-data-disruptions-put-fed-in-tight-spot/cLPABllRE9S">Jobs Data Disruptions Put Fed In Tight Spot Weeks Before Crucial December Rate Call</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Rocket Lab USA Inc.

Rocket Lab Plans Second Mission In 48 Hours – RKLB Stock Rises Premarket

The launch follows closely on the heels of Rocket Lab’s recent HASTE mission.

The upcoming mission, dubbed ‘Follow My Speed,’ is slated to lift off on November 20 from Rocket Lab’s Launch Complex 1 in New Zealand. 

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