Amazon is in advanced talks to purchase Globalstar for $9 billion, aiming to fast-track its satellite internet capabilities against SpaceX's Starlink. This potential acquisition highlights a booming low-Earth-orbit market, signaling opportunities for specialized aerospace and telecommunications infrastructure providers.
Published on April 5
Amazon's $9 billion move for Globalstar isn't just a headline — it's a signal that the satellite internet race is heating up fast. The companies in this group are right at the centre of that shift.
When giants like Amazon start acquiring satellite operators, smaller players across the aerospace chain tend to get noticed — and valued — very differently. Experts are watching this space closely for what comes next.
Analysts believe this deal could trigger a broader wave of mergers and acquisitions across the satellite and aerospace sector. The companies already positioned in this space could be tomorrow's biggest stories.
Amazon's reported $9 billion bid for Globalstar signals a seismic shift in the race for global satellite internet dominance. This move is designed to fast-track Amazon's Project Kuiper constellation and go head-to-head with SpaceX's Starlink. Our analysts see this as a defining moment for the entire low-Earth-orbit sector, where big tech is now actively buying its way into space infrastructure rather than building from scratch.
This is a high-growth, high-momentum theme with meaningful upside potential, but also higher risk than traditional sectors. The companies here span the full aerospace value chain, from satellite operators and spectrum holders to ground equipment makers and launch providers. Because this theme is driven by deal activity and rapidly evolving technology, valuations can move quickly in either direction.
Every stock in this group was handpicked by professional analysts to reflect the direct beneficiaries of the Amazon-Globalstar deal and the broader surge in space telecommunications consolidation. These are not random picks — they represent companies with meaningful roles across satellite operations, aerospace manufacturing, spectrum assets, and ground infrastructure that stand to gain as merger and acquisition activity accelerates across the sector.
The basket's total market capitalisation is $110.46B. It is heavily anchored by a few large-cap constituents, which generally impart a lower-volatility, large-cap profile.
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.
ROCKET LAB CORPORATION
RKLB
Current Price
$76.05
Rocket Lab provides dedicated space launch services and spacecraft manufacturing, enabling the physical deployment of massive new satellite internet n...
Rocket Lab provides dedicated space launch services and spacecraft manufacturing, enabling the physical deployment of massive new satellite internet 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:
+25.90%
On average, analysts expect assets in this group to grow 25.9% over the next year.
14 of 16 assets in this group are rated Buy by professional analysts.
