Amazon is reportedly exploring a $9 billion acquisition of Globalstar to accelerate its satellite internet capabilities and rival SpaceX. This massive investment signals a lucrative opportunity for companies supplying aerospace hardware, satellite components, and communications infrastructure.
Published on April 3
When one of the world's largest companies reportedly commits $9 billion to the satellite sector, it sends a clear signal about where the future is heading. The companies in this group are right at the centre of that shift.
Low-Earth-orbit internet is becoming a battleground between the world's most powerful tech giants. The winners of this race could reshape global communications, and investors who spot it early may be well positioned.
Our professional analysts have hand-picked these stocks as direct beneficiaries of accelerated satellite infrastructure spending. This isn't a broad tech bet, it's a targeted, insight-driven selection.
Amazon's reported $9 billion move to acquire Globalstar signals a new chapter in the battle for low-Earth-orbit internet dominance. As tech giants race to challenge SpaceX's Starlink, enormous capital is flowing into satellite infrastructure. Our analysts see this as a pivotal moment for the entire commercial space sector, from satellite manufacturers to ground station operators.
This is a high-growth, high-potential theme with meaningful excitement behind it. The companies in this group operate across the full satellite value chain, covering hardware, launch services, spectrum assets, and ground infrastructure. As with any fast-moving technology sector, growth can be rapid, and this group reflects that dynamic, opportunistic nature.
Every stock in this group was hand-picked by our professional analysts to capture the direct beneficiaries of accelerated space infrastructure spending triggered by the Amazon-Globalstar headline. These are the companies building, launching, operating, and enabling the next generation of global satellite connectivity, chosen for their strategic positioning, not by chance.
The basket's total market capitalisation is 110,682.78209999998 and is top-heavy, anchored by a few large-cap positions that dominate its weighting. This concentration generally implies lower volatility but may limit upside from smaller, higher-growth names.
GSAT: $9.99B
RKLB: $38.57B
IRDM: $3.45B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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GLOBALSTAR INC
GSAT
Current Price
$82.40
Being the direct target of the reported $9 billion acquisition by Amazon puts Globalstar at the absolute core of this satellite internet expansion the...
Being the direct target of the reported $9 billion acquisition by Amazon puts Globalstar at the absolute core of this satellite internet expansion theme.
ROCKET LAB CORPORATION
RKLB
Current Price
$76.05
Rocket Lab's end-to-end space services, from manufacturing spacecraft components to providing satellite launch services, are critical for deploying ne...
Rocket Lab's end-to-end space services, from manufacturing spacecraft components to providing satellite launch services, are critical for deploying new satellite networks.
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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:
+14.01%
On average, analysts expect assets in this group to grow 14.01% over the next year.
12 of 14 assets in this group are rated Buy by professional analysts.
