Quantum computing is advancing quickly, but the infrastructure needed to deploy it at scale has lagged.
One Seattle-based company recognized this coming gap early.
This early stage company has spent more than two decades building the connective infrastructure behind AI and quantum systems.
Today, the company has surpassed 500 patent filings and projects approximately $274 million in 2025 revenue - with guidance of $450 million or more in 2026.
Rather than chasing trends, Spectral has focused on where AI infrastructure and quantum computing are headed, then designed and acquired systems that can be deployed incrementally as those technologies mature.
With a NASDAQ uplisting planned for Q1 2026, Spectral is preparing for its next phase.
This is not a pre-revenue AI story. It's an infrastructure business operating through the transition, as AI and quantum computing become mainstream.
How one small cap is scaling its platform and revenue for 2026
Tomorrow Investor
RKLB, ASTS, TDG: Insiders are Selling These 3 Space Stocks
Author: Leo Miller. Date Posted: 12/22/2025.
Article Highlights
- Rocket Lab’s heavy insider selling looks less alarming because nearly all sales came through a prearranged trading plan.
- AST SpaceMobile faces the most concerning signal after American Tower cut its stake by nearly half in discretionary sales.
- TransDigm’s insider selling is sizable but limited to one director, making it only a modest bearish indicator.
Some of the most talked-about space stocks among retail investors have seen recent bouts of insider selling. Below, we'll detail the selling surrounding Rocket Lab (NASDAQ: RKLB) and AST SpaceMobile (NASDAQ: ASTS). Additionally, we'll examine the insider sales of a company that—while not a retail darling—is a stalwart of the aerospace industry, TransDigm (NYSE: TDG).
RKLB CEO Sells Roughly $141 Million of Shares
First up is Rocket Lab, which has surged by approximately 177% in 2025. The stock experienced notable insider selling in December, largely from the firm's founder and CEO, Peter Beck. In December, Beck's total sales amounted to around $141 million.
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Click here to see where the money is going. Not AI stocks.The company also saw sales from its lead independent director, Merline Saintil. Compared with Beck's sales, Saintil's were much smaller, totaling about $1.7 million.
There is an important distinction in the nature of these sales. All of Beck's sales were executed under a predetermined 10b5-1 plan. Because insiders set the timing of 10b5-1 sales in advance, these transactions generally carry less informational weight about near-term views on the business.
About $1.43 million of Saintil's sales were not made under a predetermined plan. That discretionary element introduces a mildly more cautionary signal, but the dollar amount is modest relative to Beck's sales and Rocket Lab's market capitalization.
While the headline dollar figures may look concerning, because nearly all of the selling at Rocket Lab was done through 10b5-1 plans, the activity does not necessarily signal imminent downside for the stock.
Big-Name Shareholder Cuts ASTS Position Nearly in Half
AST SpaceMobile's shares have been highly volatile in 2025 but are up more than 250% year-to-date.
American Tower (NYSE: AMT), one of the world's largest owners and operators of telecommunications real estate, is a majority shareholder of ASTS. American Tower recently sold just under $160 million worth of ASTS shares, dwarfing the size of any prior insider sale for the company. These sales were not executed under a predetermined plan, which increases their potential informational significance.
American Tower holds both Class A and Class B shares of AST SpaceMobile; Class B shares are convertible into Class A on a one-for-one basis.
Before the sale, American Tower effectively controlled about 4.67 million shares (roughly 2.5 million Class A and 2.17 million Class B). After selling approximately 2.29 million Class A shares, its effective stake fell to about 2.38 million shares — a roughly 49% reduction in its position.
Given American Tower's deep expertise in telecommunications infrastructure, the scale and discretionary nature of this sale stand out. It's difficult to ignore the implication that a seasoned strategic investor chose to materially reduce exposure after the stock's dramatic run.
TransDigm Insider Sales Spike in December
TransDigm is a key supplier in the commercial aerospace chain, providing parts to firms like Boeing (NYSE: BA). The company posts an unusually high gross margin of around 60%, reflecting strong pricing power with customers. While TransDigm has returned only about 8% so far in 2025, the stock's three-year return is roughly 147%.
In December, TransDigm insiders sold approximately $157 million in shares. About $127 million of that selling came from Robert Small, a member of the company's board, and those sales were not executed under a 10b5-1 plan.
Large discretionary sales by an insider are generally a cautionary sign.
However, aside from CEO Michael Lissman's modest $2.6 million sale in November, Small appears to be the only TransDigm insider making sizable discretionary sales recently. Because the selling is concentrated in a single director rather than spread across multiple insiders, it is a less bearish signal for the company than broader, company-wide insider exits would be.
American Tower's ASTS Sale: The Biggest Red Flag
Comparing insider activity across these three companies, AST SpaceMobile raises the clearest red flag. Rocket Lab's sales are overwhelmingly preplanned, and TransDigm's recent discretionary selling is largely concentrated in one board member. By contrast, American Tower's large, non-preplanned reduction in AST SpaceMobile exposure carries substantially more informational weight.
Given American Tower's stature and industry insight, investors should pay close attention. Insider selling alone should not dictate an investment decision, but the scale and discretionary nature of this transaction suggest a more cautious outlook for AST SpaceMobile going forward.
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