Two space names reporting tonight: $AST SpaceMobile, Inc.(ASTS)$  and RKLB.

$AST SpaceMobile, Inc.(ASTS)$  — Revenue seen around $35M, which is huge percentage growth off a small base, with adjusted loss around $0.32 per share. The real focus is whether the launch bottleneck since the Bluebird 7 failure in May has been resolved. Losses and opex have been climbing fast. The Street's split on this one, with an average target implying roughly 24% upside.

$Rocket Lab USA, Inc.(RKLB)$  — Revenue seen around $232M, roughly 60% year-over-year, with a loss of about $0.06 per share, right at the guidance midpoint. Watching for Space Systems profitability, whether EBITDA losses stay within the guided $20-26M range, and any update on the Neutron rocket timeline, with the first flight targeted this year. There's a $2.2B backlog in the bank. Much more bullish sentiment from the Street here, with the average target implying roughly 58% upside.