This carefully selected group of stocks represents companies poised to benefit from Firefly Aerospace's upcoming IPO. Our professional analysts have identified opportunities across the aerospace ecosystem that could see growth from renewed investor confidence in the commercial space sector.
Published on July 14
Firefly's IPO could trigger a renewed investor interest in space companies after a recent sector slump. This might create a rising tide that lifts valuations across the entire space ecosystem.
When a company like Firefly goes public, it often leads to increased investment throughout the supply chain. From launch providers to satellite operators, many companies stand to benefit from this capital influx.
This collection includes not just the obvious aerospace giants, but also specialized component suppliers and innovative service providers that might fly under the radar but could see significant growth.
Firefly Aerospace's Nasdaq IPO signals a potential revival in the commercial space industry after a recent slump. This collection captures companies across the entire space ecosystem that could benefit from this renewed confidence and the influx of fresh capital into the sector.
This theme represents a mix of established aerospace giants, direct competitors to Firefly, and specialized component suppliers. It offers exposure to the growing commercial space market through companies that could see increased activity, investment, and innovation.
These companies were specifically selected for their strategic positions in the space industry value chain. They include Firefly's investors and partners, launch competitors, satellite operators, and critical component suppliers who stand to gain from a healthier space ecosystem.
Interpretation of the basket's market capitalisation and investor takeaways, following FCA guidelines.
NOC: $85.54B
RKLB: $31.65B
LMT: $113.27B
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.
NORTHROP GRUMMAN CORP
NOC
Current Price
$544.08
As a major investor in Firefly and a partner on the Antares 330 and Eclipse launch vehicles, Northrop Grumman benefits directly from Firefly's growth ...
As a major investor in Firefly and a partner on the Antares 330 and Eclipse launch vehicles, Northrop Grumman benefits directly from Firefly's growth and access to public capital.
ROCKET LAB CORPORATION
RKLB
Current Price
$67.33
A direct competitor in the small- and medium-lift launch market, Rocket Lab's valuation could be positively reassessed as a publicly-traded peer, Fire...
A direct competitor in the small- and medium-lift launch market, Rocket Lab's valuation could be positively reassessed as a publicly-traded peer, Firefly, enters the market.
Lockheed Martin
LMT
Current Price
$557.98
A major aerospace and defense prime contractor, Lockheed Martin benefits from a healthier and growing domestic space industrial base, which a successf...
A major aerospace and defense prime contractor, Lockheed Martin benefits from a healthier and growing domestic space industrial base, which a successful Firefly IPO supports.
On average, analysts expect assets in this group to grow 71.29% over the next year.
13 of 15 assets in this group are rated Buy by professional analysts.
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:
+71.29%
