AST SpaceMobile vs. Rocket Lab: 1 Number Separates These Space Stocks

Rocket Lab generates approximately $200 million in quarterly revenue with 60% year-over-year growth and a $2 billion backlog, while AST SpaceMobile expects only $150-200 million for all of 2026. Rocket Lab represents a lower-risk, established business with proven revenue streams, whereas AST SpaceMobile is transitioning from development to commercial service with higher upside potential if its satellite-to-phone technology scales successfully.