Latest issue · May 6, 2026
Joby drops 35% on cash burn; ASTS hits 2026 low
Mercury Systems bookings up 74%, record backlog. Lockheed downgraded. RKLB prints tomorrow.
JOBY ASTS MRCY LMT RDW
Archive
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- April 30, 2026L3Harris prints the bull case at $40.7B backlog