Walter Cicchetti/iStock Editorial via Getty Images As Elon Musk's SpaceX ( SPACE ) gears up for what could be the largest IPO in history, what's the most attractive space stock right now for investors? We asked Seeking Alpha analysts Oakoff Investments and Michael Del Monte which ones they favored. Oakoff Investments : The most attractive space stock remains Rocket Lab ( RKLB ), which I covered in...
Walter Cicchetti/iStock Editorial via Getty Images As Elon Musk's SpaceX ( SPACE ) gears up for what could be the largest IPO in history, what's the most attractive space stock right now for investors? We asked Seeking Alpha analysts Oakoff Investments and Michael Del Monte which ones they favored. Oakoff Investments : The most attractive space stock remains Rocket Lab ( RKLB ), which I covered in mid-March with a "Buy" rating. My thesis is simple: we should get a bullish catalyst when the firm reports and management comments on the Neutron launch (I expect a de-risked launch targeted for Q4 2026). And as the SpaceX ( SPACE ) IPO valuation benchmark has been set quite high, I also expect some institutional buying of RKLB, given that it's one of the most stable space names aside from SpaceX. In my most recent article on RKLB, I wrote this: "Even if SpaceX makes $50B in sales in FY2028, which is a heavy uptick from FY2025's $15B sales, it would mean a forward price-to-sales of 35x. RKLB is trading at 25x FY2028 sales—if the market decides there should be a catch-up trade that closes the gap, the upside would be 40%." I think my calculations should still hold. Michael Del Monte : I believe Firefly Aerospace ( FLY ) may be the most attractive company participating in the next-generation space race. Despite the post-IPO share slide, the company has gained significant traction in the space and defense markets. For example, FLY plays a critical role in missile detection through the FORGE defense program and may be well positioned to participate in the Golden Dome program. In addition, FLY has a large opportunity for lunar development following an announcement by NASA Administrator Jared Isaacman to launch lunar rovers on a monthly cadence beginning in 2027 with the goal of developing a lunar base. While the stock trades at a significant premium today, I believe operations may normalize the trading premium as these contracts convert into revenue, creating a more solidified ...
The average one-year price target for Vivendi SE (ENXTPA:VIV) has been revised to €2.74 / share. This is a decrease of 10.90% from the prior estimate of €3.07 dated February 21, 2026. The price target is an average of many targets provided by analysts. The lat
The average one-year price target for Vivendi SE (ENXTPA:VIV) has been revised to €2.74 / share. This is a decrease of 10.90% from the prior estimate of €3.07 dated February 21, 2026. The price target is an average of many targets provided by analysts. The lat
Tesla Inc. (NASDAQ:TSLA) said it has developed a long-lasting battery for its Semi truck, targeting one of the biggest barriers to electric trucking: vehicle lifespan. The battery is "designed to last a million miles," Tesla Semi program lead Dan Priestley said Monday on the "Jay Leno's Garage" podcast. Priestley's claim directly targets fleet economics. Long-haul truck operators typically plan ve...
Tesla Inc. (NASDAQ:TSLA) said it has developed a long-lasting battery for its Semi truck, targeting one of the biggest barriers to electric trucking: vehicle lifespan. The battery is "designed to last a million miles," Tesla Semi program lead Dan Priestley said Monday on the "Jay Leno's Garage" podcast. Priestley's claim directly targets fleet economics. Long-haul truck operators typically plan vehicle lifecycles around 500,000 to 1 million miles, making battery degradation a central concern for
Players are not covering the distances of old – they are not being lazy but adapting to demands of an arduous campaign There is nothing English football admires more than honest endeavour, which is perhaps a consequence of the league’s origins in the industrial cities of the north and Midlands. “He put in a shift.” “She did her job.” “He gave his all.” The language of football is the language of t...
Players are not covering the distances of old – they are not being lazy but adapting to demands of an arduous campaign There is nothing English football admires more than honest endeavour, which is perhaps a consequence of the league’s origins in the industrial cities of the north and Midlands. “He put in a shift.” “She did her job.” “He gave his all.” The language of football is the language of the pit or the factory floor. All top-level players these days are supremely skilled, but still we demand that they be exhausted by the final whistle, legs leaden with effort, hair soaked with sweat. Which was why it seemed to cause such consternation when Alan Shearer mentioned on Match of the Day last Saturday that Chelsea have run less than their opponents in every Premier League game they have played this season. Continue reading...
Hawaii is a popular vacation destination, and it's not difficult to see why. If you enjoy warm weather and relaxing on beautiful beaches, you'll have a hard time finding a better spot. But like any state, Hawaii has its drawbacks. It just so happens that these drawbacks make it a pretty unfavorable choice for retirees, at least according to The Motley Fool's research on the best states to retire i...
Hawaii is a popular vacation destination, and it's not difficult to see why. If you enjoy warm weather and relaxing on beautiful beaches, you'll have a hard time finding a better spot. But like any state, Hawaii has its drawbacks. It just so happens that these drawbacks make it a pretty unfavorable choice for retirees, at least according to The Motley Fool's research on the best states to retire in . And when you look beyond the beautiful scenery, the picture gets more complicated fast. Image source: Getty Images. Continue reading
US employment probably rebounded in March after one of the biggest pullbacks in payrolls since the pandemic, extending a string of volatile readings. Economists estimate 60,000 jobs were added for the month following a 92,000 decline, according the median of a Bloomberg survey ahead of Friday’s report. The jobless rate is seen holding steady at 4.4%. Payrolls haven’t increased in consecutive month...
US employment probably rebounded in March after one of the biggest pullbacks in payrolls since the pandemic, extending a string of volatile readings. Economists estimate 60,000 jobs were added for the month following a 92,000 decline, according the median of a Bloomberg survey ahead of Friday’s report. The jobless rate is seen holding steady at 4.4%. Payrolls haven’t increased in consecutive months since May of last year, illustrating a labor market that lacks any notable hiring momentum but also few signs of a concerning deterioration. Against this backdrop of limited job opportunities, war in the Middle East has rekindled Americans’ concerns about inflation as gasoline prices jump. Economists are penciling in a bounce back in March payrolls after disappointing February results that included possible weather-related declines in construction as well as leisure and hospitality employment. Health care payrolls may also push higher following the end of a strike by more than 30,000 Kaiser Permanente employees. Subdued employment growth and added price pressures will put consumer resilience to the test. Retail sales data out Wednesday are projected to show demand was holding up in February as purchases of automobiles rebounded. Excluding car dealers and gasoline service stations, economists project another 0.3% advance . Federal Reserve policymakers are weighing the durability of demand and modest hiring against the likelihood of an undesired pickup in inflation fed by higher energy costs. On Monday, Fed Chair Jerome Powell will participate in a moderated discussion at Harvard University, where he may offer clues on how he sees the war affecting the balance of risks to inflation and employment. What Bloomberg Economics Says: “We expect March nonfarm payrolls rose 80k, reflecting a rebound in strike-affected payrolls, sluggish private-sector hiring and a continued drag from federal payrolls. A gain around that amount would be roughly in line with what’s needed to keep the...
Alarming West Texas Oil Theft Emerges As National Security Threat Criminals are exploiting weak points across the West Texas oil production region, which accounts for 15% of the world's energy resources. This emerging wave of oil theft is burning a multi-billion-dollar hole in the budgets of oil and gas operators across the Permian Basin and is becoming a national security threat. Bloomberg report...
Alarming West Texas Oil Theft Emerges As National Security Threat Criminals are exploiting weak points across the West Texas oil production region, which accounts for 15% of the world's energy resources. This emerging wave of oil theft is burning a multi-billion-dollar hole in the budgets of oil and gas operators across the Permian Basin and is becoming a national security threat. Bloomberg reports that oil and gas producers are losing at least $1 billion, if not more, per year due to oilfield theft in what the outlet describes as something straight out of a "Mad Max" movie. At the center of the Permian Basin is Martin County, one of the most important oil-producing counties in the country. The outlet spoke with Sheriff Randy Cozart, who estimates that about 500 barrels of crude are stolen each week. Industry groups say statewide losses are accumulating and range from $1 billion to $2 billion annually. "Where there's money, there's crime," Cozart explained. "And there's lots of money in oil right now," he said, especially with WTI prices near triple-digit territory due in part to the energy shock in the Middle East. One of the major problems in the Permian Basin is the recent increase in criminal activity, which some say is due to the Biden-Harris administration's nation-killing open-border policies. Ed Longanecker, president of the Texas Independent Producers and Royalty Owners Association, told the outlet that oil companies in the region could incur losses of up to $2 billion. He said that figure does not cover thefts across the New Mexico portion of the Permian. "The old joke in the oil field used to be that if it wasn't bolted down, it would get stolen," Michael Lozano, who runs government affairs and communications for the Permian Basin Petroleum Association, said, adding, "Now they're unscrewing the bolts, and they're stealing those too." A recent Federal Reserve Bank of Dallas survey of oil executives showed that at least 60% said their operations were affect...
The amphibious assault ship USS Tripoli has arrived in the Middle East, US Central Command said on Saturday, as speculation soared about the possible deployment of US ground troops in Iran. The ship arrived in the region on Friday, CENTCOM said in a social media post, noting that the vessel is the flagship for a contingent of “about 3,500” Marines and sailors. The group also includes “transport an...
The amphibious assault ship USS Tripoli has arrived in the Middle East, US Central Command said on Saturday, as speculation soared about the possible deployment of US ground troops in Iran. The ship arrived in the region on Friday, CENTCOM said in a social media post, noting that the vessel is the flagship for a contingent of “about 3,500” Marines and sailors. The group also includes “transport and strike fighter aircraft, as well as amphibious assault and tactical assets”, it said. The post...