ULA delays Vulcan launch of 40 Amazon Leo satellites to Saturday
Published November 14, 2026 · Updated November 14, 2026 · 3 sources
ULA's Vulcan launch with 40 Amazon Leo satellites moved to Saturday, Nov. 14, after a nitrogen plant power interruption. Market data for related companies.
The exposed companies and what ATLAS says about each
Price change between the last close before the event and the latest available close. It is a coincidence in time, not a cause-and-effect relationship.
Customer and owner of Amazon Leo, whose 40 satellites are on the Vulcan launch, part of a 38-launch partnership with ULA. · Consumer Cyclical
Amazon owns Amazon Leo, whose 40 satellites are on the Vulcan rocket, and the mission begins a 38-launch partnership with ULA [1]. Its shares closed at $267.44 on November 12 and $265.00 on November 13, a decline of 0.91%, a coincidence in time with the delay.
Price between closes
$267.44 → $265.00Close of November 12 and November 13
Fair value (ATLAS)
$199.30Fair range: $120.65 to $329.21The price ($265.00) is 33.0% above that figure.
Chance of a rise in 1 month
50%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $248.80 and $282.38; 9 in 10, between $222.38 and $315.91.
Co-owner of United Launch Alliance, the operator of the delayed Vulcan rocket. · Industrials
Lockheed Martin is a co-owner of United Launch Alliance, the operator of the Vulcan; it is included for that business, not because the event affects it. Its shares closed at $604.09 on November 12 and $593.89 on November 13, down 1.69%.
Price between closes
$604.09 → $593.89Close of November 12 and November 13
Fair value (ATLAS)
$840.68Fair range: $581.88 to $1,199.25The price ($593.89) is 29.4% below that figure.
Chance of a rise in 1 month
50%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $555.50 and $634.47; 9 in 10, between $493.75 and $713.81.
Recent results (EPS)
Oct 227.97 actual vs 7.49 est.Beat expectations
Jul 237.94 actual vs 7.19 est.Beat expectations
Apr 161.15 actual vs 1.15 est.In line
Apr 80.64 actual vs 0.57 est.Beat expectations
Dividend
2.32% dividend yieldNext ex-dividend date: December 1, 2026 · 13.80 $ over the last 12 months
Co-owner of United Launch Alliance, the operator of the delayed Vulcan rocket. · Industrials
Boeing is a co-owner of United Launch Alliance, the operator of the Vulcan; it is included for that activity, not because the event affects it. Its shares closed at $171.55 on November 12 and $169.91 on November 13, down 0.96%.
Price between closes
$171.55 → $169.91Close of November 12 and November 13
Fair value (ATLAS)
$191.25Fair range: $42.07 to $279.26The price ($169.91) is 11.2% below that figure.
Chance of a rise in 1 month
50%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $158.77 and $181.64; 9 in 10, between $140.91 and $204.66.
Rocket Lab is a launch provider and space company competing in the commercial launch market. · Industrials
Rocket Lab is a launch provider and space company competing in the commercial launch market; it is included for its activity in the sector, not because the event affects it. Its shares closed at $64.07 on November 12 and $59.82 on November 13, down 6.63%.
Price between closes
$64.07 → $59.82Close of November 12 and November 13
Chance of a rise in 1 month
45%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $49.13 and $68.29; 9 in 10, between $36.69 and $91.45.
SpaceX is a major launch provider competing with ULA in the commercial and government launch market. · Industrials
Space Exploration Technologies (SpaceX) is a major launch provider competing with ULA in the commercial and government launch market; it is included for its activity in the sector, not because the event affects it. Its shares closed at $139.94 on November 12 and $138.12 on November 13, down 1.30%.
Price between closes
$139.94 → $138.12Close of November 12 and November 13
Chance of a rise in 1 month
47%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $123.05 and $152.01; 9 in 10, between $102.03 and $183.33.
S&P 500 between the same closes (November 12 and November 13): 7,592.40 → 7,516.64 points, −1.00%.
Nasdaq-100 between the same closes (November 12 and November 13): 28,289.19 → 27,721.10 points, −2.01%.
What happened
United Launch Alliance will try again Saturday to launch its Vulcan rocket with 40 Amazon Leo satellites after a power interruption at a nitrogen plant scrubbed Friday's attempt [2]. Amazon, ULA's co-owners and other launch companies are included below with their closes for November 12 and November 13.
ULA said a power interruption at the Air Liquide gaseous nitrogen plant resulted in the loss of its high-pressure pumps. Without confirmation of sustained commodity flow, the team decided to realign the launch to the back-up opportunity [2].
Liftoff from Space Launch Complex 41 at Cape Canaveral Space Force Station is now scheduled for 12:32:30 p.m. EST (1732:30 UTC) on Saturday, Nov. 14. ULA said the rocket and the 40 satellites remain healthy [2].
The delay further postpones the Vulcan's return to flight, after solid rocket booster nozzles failed on two of its first four missions [2]. Amazon has described the mission, called Leo Vulcan 1 (LV-01), as carrying its largest batch of Leo satellites yet and starting a 38-launch partnership with ULA [1].
What ATLAS data show
ATLAS model estimates put Amazon's fair value at $199.30, within a range of $120.65 to $329.21, with the price 32.97% above that value. For Lockheed Martin the estimate is $840.68 (range $581.88 to $1,199.25), with the price 29.36% below it. For Boeing the estimate is $191.25 (range $42.07 to $279.26), with the price 11.16% below it. These are model estimates, not promises, and are not advice.
Two prices falling between the same closes is a coincidence in time, not proof that one caused the other. The S&P 500 fell 1.00% and the Nasdaq-100 fell 2.01% between the same closes. Figures come from closes and may change.
What you get with ATLAS
Fair value of each company, with its range, against today's price.
Chance of a rise in 1 month and the normal price range, from a calibrated model.
Earnings: next date, estimated EPS and surprise history.
Dividends and alerts by email when a company reports.
Liftoff is scheduled for 12:32:30 p.m. EST (1732:30 UTC) on Saturday, Nov. 14, from Space Launch Complex 41 at Cape Canaveral [2].
Why was Friday's launch scrubbed?
ULA said a power interruption at the Air Liquide gaseous nitrogen plant caused the loss of high-pressure pumps, and the team moved to the back-up opportunity [2].
How many satellites does the Vulcan carry?
It carries 40 Amazon Leo satellites, which ULA said remain healthy [2].
Closing prices, fair value, probabilities, earnings and dividends: ATLAS own data as of November 14, 2026. How we calculate fair value.
Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer
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