Looking beyond rockets to the companies building space's essential infrastructure. These carefully selected stocks represent the firms creating the backbone of our off-world future—from satellite manufacturing and servicing to the communication networks making space business possible.
While everyone's watching rocket launches, these companies are quietly building the systems that will make space commercially viable. It's like investing in railroads before the gold rush.
Many of these companies have secured long-term contracts with NASA, the Space Force, and other agencies, creating predictable revenue streams that most space startups can only dream about.
As rockets get cheaper, more satellites and space infrastructure need to be built and maintained. These companies are positioned right at the sweet spot of this expanding market.
The space economy needs more than just launch vehicles—it requires a complete ecosystem of support services and infrastructure. We've identified companies building the "picks and shovels" of space commerce: the satellite systems, manufacturing capabilities, and communication networks that will enable sustainable economic activity beyond Earth.
This collection targets established companies with proven technologies and existing contracts rather than speculative moonshots. These stocks represent essential services like satellite refueling, orbital manufacturing, and space communications—the unsexy but fundamental infrastructure making off-world commerce possible.
Our analysts selected these companies based on their crucial roles in building space's physical and digital infrastructure. With both government and private spending on space accelerating and launch costs dropping dramatically, these firms are positioned to benefit from increased demand for their mission-critical services.
Summarised market capitalisation and investor takeaways for the 'Off-Planet Builders' basket.
RKLB: $31.65B
NOC: $85.54B
IRDM: $2.01B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
+4
Here are a few of the assets in this group. Create an account to unlock the full list.
ROCKET LAB CORPORATION
RKLB
Current Price
$76.05
Its business provides end-to-end services, including launch capabilities and satellite manufacturing, which are fundamental to building any off-planet...
Its business provides end-to-end services, including launch capabilities and satellite manufacturing, which are fundamental to building any off-planet infrastructure.
IRIDIUM COMMUNICATIONS INC
IRDM
Current Price
$48.67
Its global satellite constellation provides essential voice and data communication services, a utility critical for commanding and controlling assets ...
Its global satellite constellation provides essential voice and data communication services, a utility critical for commanding and controlling assets in orbit.
Join Nemo FREE today and unlock every stock.
It only takes 60 seconds.
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:
+13.49%
On average, analysts expect assets in this group to grow 13.49% over the next year.
12 of 14 assets in this group are rated Buy by professional analysts.
