15 handpicked stocks

Satellite Giants Unite: The Next Chapter for Europe

Three of Europe's top aerospace companies are nearing a deal to merge their satellite units, creating a €10 billion joint venture. This strategic consolidation is poised to bolster Europe's competitiveness in the global space race, creating opportunities for companies in the satellite technology supply chain.

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Author avatar

Han Tan | Market Analyst

Published on September 13

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

PL

Planet Labs PBC

PL

Current price

$9.78

Satellite technology company positioned to benefit from increased European space industry investment and partnerships.

RKLB

Rocket Lab USA Inc

RKLB

Current price

$53.34

Launch services provider that could see new business opportunities from the European satellite consolidation.

VSAT

ViaSat, Inc.

VSAT

Current price

$30.55

Satellite communications company in the supply chain that may benefit from the expanded European satellite operations.

12 Month Growth Potential

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:

$1,000.00

+99.68%

About This Group of Stocks

1

Our Expert Thinking

This group captures a historic moment in European aerospace as three industry giants—Thales, Airbus, and Leonardo—combine their satellite divisions into a €10 billion powerhouse. The consolidation represents Europe's strategic push for technological sovereignty and aims to challenge American and Chinese dominance in the global space market.

2

What You Need to Know

This theme includes both the primary companies involved in the merger and key players throughout the satellite technology supply chain. The group spans component manufacturers, launch services, ground control systems, and related aerospace technologies that could benefit from increased European space investment and partnerships.

3

Why These Stocks

These stocks were handpicked by professional analysts based on their direct involvement in the European satellite consolidation or their strategic position in the broader aerospace supply chain. Each company stands to benefit from the increased investment and business opportunities this major industrial shift is expected to create.

Group Performance Snapshot

99.68%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 99.68% over the next year.

7 of 9

Stocks Rated Buy by Analysts

7 of 9 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Historic Space Consolidation

This €10 billion merger represents the largest European aerospace consolidation in decades, creating a new powerhouse to challenge global space dominance. The ripple effects could transform the entire European space supply chain.

🌍

Europe's Technological Sovereignty Push

As Europe seeks greater independence from American and Chinese space technology, this consolidation signals massive investment flowing into European aerospace capabilities. Companies positioned in this ecosystem could see significant growth.

Supply Chain Opportunity Wave

The creation of this satellite giant is expected to drive new business for component manufacturers, launch services, and ground control specialists throughout the aerospace value chain. Early positioning could be rewarding.

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