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16 handpicked stocks

SpaceX IPO Could Boost Aerospace Stocks?

Recent reports reveal SpaceX achieved a massive $8 billion profit last year, fueling speculation about its highly anticipated 2026 IPO. This theme focuses on the potential ripple effects, highlighting companies in the satellite, launch, and aerospace sectors that stand to benefit from the renewed investor interest and capital a successful SpaceX offering would bring.

Author avatar

Han Tan | Market Analyst

Published on January 31

Your Basket's Financial Footprint

This basket's total market capitalisation is 300,920.65 and is heavily anchored by a few very large-cap aerospace and defence stocks, giving it a predominantly large-cap profile. That concentration means the basket's performance is likely driven by those top constituents, tending toward lower volatility and more predictable returns.

Key Takeaways for Investors:
  • Large-cap dominance likely reduces volatility, offering lower risk and returns that tend to track broader market performance.
  • Consider as a core, long-term holding providing stable sector exposure rather than a short-term speculative position.
  • Expect steady, gradual appreciation over time; unlikely to deliver explosive short-term gains.
Total Market Cap
  • RKLB: $42.77B

  • BA: $183.40B

  • LHX: $64.13B

  • Other

About This Group of Stocks

1

Our Expert Thinking

SpaceX's reported $8 billion profit and potential 2026 IPO could be a watershed moment for the commercial space industry. This landmark event would likely draw massive investment capital into aerospace and satellite sectors, creating a rising tide that lifts valuations across the entire space economy ecosystem.

2

What You Need to Know

This group spans the full aerospace value chain - from rocket manufacturers and satellite operators to component suppliers and space services providers. These companies are positioned to benefit from the renewed investor confidence and capital influx that a successful SpaceX public offering would bring to the sector.

3

Why These Stocks

Each company was handpicked by professional analysts for their direct exposure to the space economy. They represent various ways to profit from the SpaceX ripple effect - whether through satellite technology, launch services, space infrastructure, or next-generation aerospace innovation.

Why You'll Want to Watch These Stocks

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Historic IPO Catalyst

SpaceX's potential 2026 public offering could be one of the largest tech IPOs ever, creating unprecedented investor interest in space-related companies across the board.

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Proven Profit Potential

With SpaceX reportedly generating $8 billion in profit, the commercial space industry has demonstrated massive profitability that could attract billions in new investment capital.

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First-Mover Advantage

These carefully selected companies are positioned at the forefront of the space economy, ready to benefit from the rising tide of capital and valuations that a landmark IPO would bring.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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