$KRMN — FinTwit mentions on Surfaced

$KRMN — FinTwit mentions on Surfaced

Recent mentions

19 mentions

@spaceinvestor_dJun 5, 2026 · 12:17 PM

$ASTS / $KRMN - William Blair notes that Blue Origin's expected return to launch operations this year benefits AST SpaceMobile and Karman following last week's explosion on the New Glenn launchpad. Blue Origin founder Jeff Bezos posted on X yesterday that a solid path forward exists for the company to launch again in 2026. AST SpaceMobile depends on New Glenn as its main launch supplier. The company announced at William Blair's 46th Annual Growth Stock Conference this week that it still expects to launch its beta direct-to-device service later this year with a commercial service launch in the first half of 2027. AST also announced it was authorized for 10x10 spectrum usage in Brazil. Karman provides Blue Origin's New Glenn launch system with proprietary products including aerodynamics interstage assemblies, large metal-formed structural assemblies, and panel protection systems. William Blair estimates that New Glenn represents a 5% platform for Karman. Karman CEO Jon Rambeau said yesterday at the Growth Stock Conference that the company's space segment growth should be unaffected by the Blue Origin mishap. Rambeau indicated that Karman already has greater than 90% visibility to hit the midpoint of its full-year revenue guidance for 25% organic growth. Blue Origin CEO David Limp expressed optimism earlier in the week about the company's launch schedule following the New Glenn launchpad explosion.

@investmentguru_May 16, 2026 · 2:58 PM

SpaceX $SPCX IPO — June 12. Biggest IPO in history. Know your map. 🛸 Launch → $RKLB $FLY 🛰️ Imaging → $PL $SATL $BKSY $SPIR $HAWK $GSAT 📡 Satellite Comms → $ASTS $IRDM $VSAT $SATS $TSAT $ETL $GILT $SIDU 🏗️ Infrastructure → $LUNR $RDW $MDA $VOYG 🔩 Components → $KRMN $TDY $APH $HEI $ATRO $DCO $VELO $RBC $AME $PH $GHM ⚙️ Materials → $CRS $MTRN $HXL $ATI $GLW $PKE 🛡️ Aerospace & Defense → $LMT $RTX $NOC $KTOS $LHX $BA $AIR $HO The rising tide lifts all rockets. Not financial advice.

@spaceinvestor_dMay 3, 2026 · 7:54 PM

Q1 EARNING SEASON IS HERE Here’s the current Wall Street consensus for your favorite space names heading into the prints. $VOYG: EPS -0.61, Rev 35.21M $FLY: EPS -0.51, Rev 77.08M $TSAT: EPS -0.68, Rev 63.11M $RDW: EPS -0.15, Rev 105.04M $MDA: EPS 0.23, Rev 299.58M $BKSY: EPS -0.39, Rev 27.60M $RKLB: EPS -0.07, Rev 189.65M $ASTS: EPS -0.24, Rev 39.01M $SATL: EPS -0.04, Rev 5.26M $KRMN: EPS 0.12, Rev 150.56M $GILT: EPS 0.04, Rev 114.56M $SPIR: EPS -0.49, Rev 15.08M $LUNR: EPS -0.04, Rev 202.95M $SPCE: EPS -0.86, Rev 200K $YSS: EPS -0.11, Rev 109.61M Keep this close, you’ll want it when the numbers hit.

@michaelsikandApr 22, 2026 · 12:05 AM

HYPERSONICS: $5B Mach 5+ weapons you can't intercept. $FLY, Alpha rocket testing program $LPTH, thermal seekers $KRMN, airframes for hypersonic missiles $VIGO.WA, Polish made thermal sensors https://t.co/1KNwBkVvEf

@wliangMar 16, 2026 · 12:54 PM

I've made millions trading themes. You may lose some trades, just make sure the wins make up for it. Since I shared my list: $ONDS +3.47% $OSS +26.88% $AVAV -16.36% $KRMN +14.6% $RCAT +37.5% $UMAC +50.81% $KRKNF +14.15% $KTOS +2.5% Excluding $AMPX that's up 80%. Diversify...

@spaceinvestor_dMar 12, 2026 · 1:00 PM

$KRMN Karman announced a transition in leadership to drive its next phase of growth, with Jon Rambeau assuming the CEO position effective March 23, 2026. He has held C-suite and senior executive roles with two of the world’s top defense contractors, most recently as president of the $8 billion Communications & Spectrum Dominance segment for L3Harris Technologies. In this role, he led an extensive portfolio that included electronic warfare, advanced communications, threat sensing and targeting, and integrated vision systems.

@spaceinvestor_dMar 10, 2026 · 12:14 PM

$KRMN Karman Space & Defense Expands Production Capacity to Support Critical Pentagon Missile and UAS Programs. New factory will quadruple launch system production capacity and provide additional solid rocket motor nozzle manufacturing capacity for missile systems on the Pentagon’s critical munitions list. Karman continues to invest in capacity and capabilities to accelerate delivery of critical subsystems supporting U.S. space and defense programs.

@ivanaspearMar 6, 2026 · 6:33 PM

Tune into Making Money with @cvpayne @FoxBusiness at 2PM today. We ll cover: 1. Hardware vs. Software 2. Opportunities in Space&Defense $MRVL $AVGO $NVDA $COHR $ASTS $KRMN $RKLB https://t.co/QQOGGLbu15

@wliangMar 2, 2026 · 1:08 AM

As promised, here's my watchlist of Defense related tickers. I highly suggest keeping an eye on them tomorrow: $ONDS $OSS $AVAV $KRMN $RCAT $UMAC $KRKNF $KTOS The US/Israel-Iran war has shown us the importance of our military budget and spending. It's only going to increase. https://t.co/407vQLoOrn

@wliangMar 1, 2026 · 1:41 PM

And where will the US get it from? $ONDS $RCAT $KRMN $AVAV And many more. I'll share my watchlist of Defense-related tickers soon, as well as Oil companies that could see a surge in prices.

@wliangFeb 19, 2026 · 1:26 PM

As the US & Middle East tension continues to grow, I expect the Defence theme to continue its run. $ONDS $RCAT $OSS $KRMN $AVAV and more. Yesterday was just a taste of what's to come.

@wliangFeb 18, 2026 · 3:18 PM

This is only the beginning. $ONDS $KRMN $RCAT $UMAC $KTOS And more. https://t.co/Tm52es2sjQ

@bmsinvestsFeb 16, 2026 · 7:35 AM

@BamBamthatshit $ONDS is a great company. I’ve researched $RDW a fair bit and I do think they have a good future too. Never heard of $KRMN prior to their award from SHIELD. You’ll have to let me know what you decide on doing, and if you have any Q’s just ask.

@ftr_investorsFeb 2, 2026 · 1:51 PM

The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇 1. $SDNK | Sandisk - 156.7% 2. $BE | Bloom Energy - 74.2% 3. $FLNC | Fluence Energy - 55.6% 4. $ASTS | AST SpaceMobile - 53.1% 5. $MRNA | Moderna - 49.4% 6. $STX | Seagate - 48.0% 7. $MU | Micron - 45.4% 8. $WDC | Western Digital - 45.3% 9. $IREN | IREN Limited - 42.3% 10. $KRMN | Karman - 41.9% 11. $ENTG | Entegris - 40.3% 12. $NVMI | Nova - 39.4% 13. $BILI | Bilibili - 38.4% 14. $FTAI | FTAI Aviation - 38.3% 15. $APLD | Applied Digital - 38.2% 16. $ASM | ASM International - 37.1% 17. $LRCX | Lam Research - 36.4% 18. $KTOS | Kratos Defense - 35.7% 19. $NXT | Nextpower - 34.4% 20. $CCO | Cameco - 34.0% 21. $SCCO | Southern Copper - 32.7% 22. $ASML | ASML - 31.9% 23. $LMT | Lockeed Martin - 31.1% 24. $CRWV | Coreweave - 30.1% 25. $VACN | VAT Group - 29.9% Source: @KoyfinCharts Are you invested in any of these early winners? 👇

@spaceinvestor_dJan 27, 2026 · 12:43 PM

$KRMN Karman today announced it was awarded a contract for the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract with a ceiling of $151B. https://t.co/L3E0SPph1A

@jasonl_capitalJan 24, 2026 · 9:14 PM

@SpacBobby I haven’t heard of $PL or $KRMN before. Thanks for bringing those to my attention.

@investmentguru_Jan 23, 2026 · 1:19 AM

This is where the money is going in this market Rare Earths / Strategic Metals $CRML $TMC $USAR $MP Defense & National Security $SKYT $KTOS $KRMN $AMTM AI Infrastructure & Compute $GOOGL $NUAI $NBIS $IREN Critical Minerals & Uranium $TMQ $UUUU $UAMY Energy & Grid Modernization $BE $GEV $PWR Semiconductors $TSM $INTC $NVDA $AMD Memory & Data Storage $SNDK $MU $STX $WDC Space Economy $RKLB $ASTS $PL $FLY $RDW Drones & Autonomous Defense $ONDS $UMAC $RCAT Nuclear & Advanced Reactors $LEU $CCJ $OKLO $BWXT Autonomous Vehicles $TSLA $AEVA $RIVN Robotics & Automation $SERV $AMZN $ARBE $RR Batteries & Energy Storage $TE $EOSE $ELVA $FLNC $QS Smart money is rotating into hard assets, AI, defense, energy, and infrastructure — follow the sectors, and the stocks will follow.

@investmentguru_Jan 7, 2026 · 1:12 AM

𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲 Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital platforms. Leadership is forming across three clear layers — established market leaders, emerging growth names, and high-upside speculative plays. Here’s a clean framework to track where leadership is developing: Leaders Proven companies with scale, earnings power, and institutional sponsorship — often the backbone of strong portfolios. $SNDK $WDC $RKLB $LRCX $SYM $STX $TER $MU $KLAC $CCJ $ASML $FIX $RDDT $RKT $MPWR $NU Growth stocks Faster-growing disruptors gaining traction, revenue acceleration, and expanding TAMs — where leadership is still forming. $SKYT $FIGR $LEU $VICR $AVAV $CAMT $INOD $FTAI $KRMN $APLD $VSAT $KTOS $HSAI $NVMI $ACMR $OSCR $ZETA Speculative stocks High-risk, high-reward names tied to frontier tech, space, rare earths, drones, nuclear, and next-gen mobility. $CRML $USAR $AEVA $RCAT $UAMY $ASTS $NVTS $BKSY $ONDS $UUUU $UMAC $HUT $SERV $JOBY $AEHR $AXTI $MP Market leaders provide stability, young growth drives performance, and speculative names deliver optionality. The strongest portfolios in 2026 will blend all three — scaling exposure as leadership confirms.

@ftr_investorsDec 24, 2025 · 6:51 PM

The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀 1. $NBIS | Nebius - 521.1% 2. $IREN | IREN - 134.6% 3. $NVDA | Nvidia - 49.8% 4. $PLTR | Palantir - 43.3% 5. $BESI | BE Semiconductor - 42.8% 6. $ALAB | Astera Labs - 42.2% 7. $CRDO | Credo Technologies - 40.1% 8. $RDDT | Reddit - 38.7% 9. $AVGO | Broadcom - 35.9% 10. $APP | AppLovin - 35.6% 11. $CLS | Celestica - 33.4% 12. $RHM | Rheinmetall - 32.2% 13. $FIGR | Figure Tech Solutions - 31.9% 14. $NU | Nu Holdings - 31.8% 15. $CELH | Celsius Holdings - 31.6% 16. $AMD | AMD - 31.5% 17. $BE | Bloom Energy - 31.3% 18. $LITE | Lumentum Holdings - 31.2% 19. $PRX | Prosus - 31.2% 20. $TKO | TKO Group - 29.8% 21. $DASH | DoorDash - 29.8% 22. $MELI | MercadoLibre - 29.1% 23. $ORCL | Oracle - 28.4% 24. $DY | Dycom - 27.6% 25. $CVNA | Carvana - 27.3% 26. $BROS | Dutch Bros - 25.7% 27. $AXON | Axon - 25.5% 28. $SOFI | SoFi - 25.3% 29. $KRMN | Karman Holdings - 24.9% 30. $AFRM | Affirm - 24.6% 31. $FTAI | FTAI Aviation - 24.4% 32. $SE | Sea Limited - 24.2% 33. $SHOP | Shopify - 23.5% 34. $BRO | Brown & Brown - 23.3% 35. $TER | Teradyne - 23.0% 36. $ON | On Holding - 22.6% 37. $DUOL | Duolingo - 22.6% 38. $ANET | Arista Networks - 22.4% 39. $SMCI | Super Micro Computer - 22.2% 40. $ADYEN | Adyen - 22.0% Source: @KoyfinCharts 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Revenue TTM >$250M - Net income margin >0% - Altman Z-Score >3 - Marketcap >$8B What are your favourite growth stocks for 2026? 🤔🚀