Amazon's $11.57 billion acquisition of Globalstar accelerates its timeline to deploy a global low-Earth orbit satellite broadband network. This massive investment intensifies the space race against competitors like Starlink, creating a ripple effect of demand across aerospace and connectivity infrastructure stocks.
Published on April 15
Amazon's $11.57 billion bet on Globalstar is a clear signal that the space internet race is no longer a distant concept — it's happening right now. The companies in this group are right at the heart of it.
When the world's biggest tech giants start committing billions to a new industry, it tends to create a wave of opportunity across the entire ecosystem. Satellite operators, hardware makers, and launch providers could all see the ripple effect.
Professional analysts have handpicked these stocks as the most relevant players across the satellite communications value chain. If you're not watching this space yet, you may want to start.
Amazon's $11.57 billion acquisition of Globalstar has fired the starting gun on a new era of commercial space competition. With tech giants pouring massive capital into low-Earth orbit broadband networks, the entire space infrastructure ecosystem — from satellite operators to hardware manufacturers — is entering a period of accelerated growth. This group captures the companies best placed to benefit from that momentum.
This is a high-growth, thematic group with exposure to an exciting but fast-moving sector. The companies here span the full satellite communications value chain, including operators, manufacturers, ground station providers, and connectivity hardware suppliers. As with any growth-focused theme, these stocks can be more volatile than traditional sectors, so it's worth keeping that in mind when considering how much to invest.
These stocks were handpicked by professional analysts as strategic players and direct beneficiaries of the escalating space internet race. Each company plays a specific role in building, launching, or supporting the next generation of orbital connectivity infrastructure. They were not chosen at random — they represent the most relevant names across the communications value chain following Amazon's landmark acquisition.
The basket's total market capitalisation is $74.39B. A small number of large-cap constituents dominate the weight, which tends to anchor performance and reduce volatility.
GSAT: $10.28B
IRDM: $3.82B
VSAT: $7.74B
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.
GLOBALSTAR INC
GSAT
Current Price
$82.09
Globalstar is the direct subject of Amazon's $11.57 billion acquisition, providing the spectrum and satellite infrastructure necessary for the broadba...
Globalstar is the direct subject of Amazon's $11.57 billion acquisition, providing the spectrum and satellite infrastructure necessary for the broadband network.
AST SPACEMOBILE INC
ASTS
Current Price
$62.29
AST SpaceMobile's focus on space-based cellular broadband networks makes it a prime candidate for growth as global space connectivity demand accelerat...
AST SpaceMobile's focus on space-based cellular broadband networks makes it a prime candidate for growth as global space connectivity demand accelerates.
IRIDIUM COMMUNICATIONS INC
IRDM
Current Price
$47.32
Iridium's established global satellite communications network provides a critical backbone for voice and data, making it highly relevant to the space-...
Iridium's established global satellite communications network provides a critical backbone for voice and data, making it highly relevant to the space-based connectivity theme.
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On average, analysts expect assets in this group to grow 34.21% 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:
+34.21%
