Amazon is reportedly in advanced negotiations to acquire Globalstar for $9 billion in a bid to accelerate its satellite internet capabilities. This massive investment underscores the intensifying space race as tech giants rush to compete with SpaceX's Starlink.
Published on April 4
When Amazon reportedly puts $9 billion on the table to buy a satellite company, it sends a clear message: the race for space-based internet is one of the biggest investment stories of our time. The companies in this group are right at the centre of it.
As tech giants scramble to lock down spectrum assets and orbital infrastructure, smaller satellite companies are becoming highly attractive takeover targets. Any one of the stocks in this group could be the next big deal headline.
Professional analysts have identified this theme as a high-growth, high-stakes opportunity — and every stock here was handpicked for its role in the satellite communications value chain. This is a theme with serious momentum behind it.
Amazon's reported $9 billion move to acquire Globalstar is more than a single deal — it's a signal that the race to control space-based internet is well and truly on. Tech giants are pouring capital into low-earth-orbit networks to compete with SpaceX's Starlink, and every satellite operator, launch provider, and ground equipment supplier in the chain stands to benefit. This group was built around that big-picture opportunity.
These stocks span the entire satellite communications value chain — from companies that build and launch satellites to those that supply the hardware and spectrum that make it all work. This is a high-growth, high-stakes sector, which means it carries more excitement and more risk than traditional industries. It's a thematic, tactical group designed for investors who want exposure to the future of global connectivity.
Every stock in this group was hand-picked by professional analysts to represent a key part of the satellite internet ecosystem. Some are direct players in the Amazon-Globalstar story; others are niche spectrum holders, aerospace manufacturers, or infrastructure startups that could become the next acquisition target. Together, they offer a broad view of where the smart money is watching in the space communications sector.
This basket's total market capitalisation is $111.02B and is anchored by a small number of very large-cap constituents, giving it a top-heavy profile. That concentration tends to reduce volatility relative to small-cap baskets but may limit upside from smaller names.
GSAT: $10.00B
RKLB: $38.57B
IRDM: $3.47B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+26.53%
On average, analysts expect assets in this group to grow 26.53% over the next year.
12 of 14 assets in this group are rated Buy by professional analysts.
