Amazon is reportedly nearing an acquisition of Globalstar to accelerate its Project Kuiper satellite broadband network. This intensifying space race creates a compelling investment opportunity in aerospace manufacturers, launch providers, and ground infrastructure companies supporting the low Earth orbit ecosystem.
Published on April 14
Amazon's reported move to acquire Globalstar could reshape the entire satellite internet industry overnight. This is one of the most closely watched corporate stories in the market — and it is happening right now.
From rocket launches to ground-level antennas, the infrastructure behind global satellite broadband is being built at speed. Analysts are watching this space closely as billions of dollars pour into low Earth orbit networks.
The commercialisation of low Earth orbit is still in its early stages, meaning the companies enabling it could have significant room to grow. Professional investors are already positioning themselves — are you watching?
Amazon is reportedly moving to acquire Globalstar to supercharge its Project Kuiper satellite broadband network — putting the global space internet race front and centre. This group captures the full value chain behind that race: the satellite makers, the rocket launchers, the ground equipment suppliers, and the rival operators all competing to connect the world from orbit. As mega-cap technology firms pour capital into low Earth orbit, the companies enabling that buildout could see sustained demand growth.
This is a high-growth, thematic group of stocks tied to a fast-moving and competitive industry. The companies included span a wide range — from large, established defence and aerospace firms to smaller, earlier-stage space technology businesses. That mix means varying levels of risk and maturity. Some of these stocks may be more volatile than traditional investments, so it is worth understanding that this theme is best suited to investors comfortable with a longer-term outlook.
Every stock in this group was handpicked by professional analysts because of its direct connection to the orbital broadband ecosystem. Whether it is the primary acquisition target at the heart of the Amazon deal, a rival satellite network operator, a launch provider scaling rapidly, or a ground infrastructure maker — each company plays a meaningful role in the commercialisation of low Earth orbit. These are not random picks; they represent the key players in one of the most closely watched investment stories in the market right now.
This basket's total market capitalisation is $351.36B and is heavily anchored by large-cap stocks, giving it a generally stable, top‑heavy profile. Concentration in the largest holdings tends to reduce volatility but may limit upside from smaller, higher-growth names.
GSAT: $9.37B
LMT: $142.82B
NOC: $96.77B
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
$81.78
As the primary target of Amazon's reported acquisition to accelerate Project Kuiper, Globalstar sits at the epicenter of this space broadband investme...
As the primary target of Amazon's reported acquisition to accelerate Project Kuiper, Globalstar sits at the epicenter of this space broadband investment theme.
Lockheed Martin
LMT
Current Price
$564.07
Lockheed Martin's dedicated Space segment produces the advanced satellites and space transportation systems required for next-generation orbital netwo...
Lockheed Martin's dedicated Space segment produces the advanced satellites and space transportation systems required for next-generation orbital networks.
NORTHROP GRUMMAN CORP
NOC
Current Price
$550.21
Through its Space Systems division, Northrop Grumman provides the critical launch capabilities and mission solutions that enable large-scale space dep...
Through its Space Systems division, Northrop Grumman provides the critical launch capabilities and mission solutions that enable large-scale space deployments.
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On average, analysts expect assets in this group to grow 14.6% over the next year.
11 of 14 assets in this group are rated Buy by professional analysts.
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:
+14.60%
