Oct 15, 2025 • 2 days ago • Report

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Mach33’s Q3 SpaceX Quarterly Report breaks down the latest updates to our valuation model with updated valuations for year-end 2025 and 2030.

Oct 13, 2025 • 4 days ago • News

SpaceX completed the 11th Starship test and final flight of its Block 2 Starship, marking a major milestone before transitioning to the upgraded, operational design. The launch from Starbase achieved all primary objectives: successful booster sepa...
Stoke Space Technologies, a Mach33 portfolio company, announced a $510 million Series D equity raise alongside a $100 million debt facility, bringing its total capital raised to $990 million.The funding is earmarked to accelerate development and m...

Oct 09, 2025 • 8 days ago • Report

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Stoke Space closes a $510M Series D and $100M debt facility, bringing total funding to $990M as it scales manufacturing of the fully reusable Nova launch vehicle. Our updated October 2025 Investment Guide breaks down the round, progress at LC-14, and why Stoke remains one of Mach33’s highest-conviction positions.
Under these task orders, for launches beginning in FY 2027, SpaceX secured seven “must-go” national security payloads, while ULA received two.This allocation reflects the U.S. Space Force’s confidence in SpaceX’s capability to deliver complex miss...
Firefly Aerospace (NASDAQ: FLY) announced a definitive agreement to acquire SciTec, a specialist in software, analytics, and data processing for national security systems, for $300 million in cash and $555 million in Firefly shares.This represents...
Rocket Lab has secured an additional 10 dedicated launches from Synspective, bringing total contracted missions between the companies to 21.This continues to validate demand for small launchers / dedicated rides in the Earth imaging / commercial s...
The European Space Agency signed a contract with Avio (Italy) for a 24‑month development to mature technologies for a reusable upper stage demonstrator (flight ground segment work) (~€40 million).Europe has long lagged in reusability; this is a c...

Sep 24, 2025 • 23 days ago • Analysis

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AST SpaceMobile is racing to deploy a constellation big enough to power direct-to-cell service across the U.S., Europe, Japan, and the U.K. in 2026, and we map the possible trajectories of its Block-2 launch campaign. 
SpaceX is targeting October 6, 2025 for its next Starship test launch (Flight 11), according to a Local Notice to Mariners (LNM) filing revealing the proposed launch window. Earlier this week, the company completed a full-duration static fire test...
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