Creator sentiment
5 creators · 5 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Expects an okay and good report because the big disappointment (Neutron delay) is already known.
- +Electron doing very well, potential new contracts.
- +Revenue should beat estimates due to strong satellite component demand, with a >$1B run rate.
- +EPS may miss as the company invests heavily to accelerate Neutron, which is the right long-term call.
- +Neutron's delay to 2027 is not a major concern; when it comes online, it will accelerate growth.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
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Neutron delays are already known, and profitability is unlikely this quarter. · The stock has been beaten down materially, so good news could spark a rally.
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Expects an okay and good report because the big disappointment (Neutron delay) is already known. · Electron doing very well, potential new contracts.
