SpaceX is preparing for a historic IPO aiming to raise over $75 billion at an estimated valuation of $1.75 trillion. This monumental public debut is expected to catalyze significant momentum and capital inflows for surrounding aerospace, telecommunications, and satellite companies.
Published on March 26
SpaceX's IPO could be one of the largest public offerings ever recorded, and history shows that events like this tend to lift the entire sector around them. The companies in this group are positioned right in the middle of that potential wave.
From satellite broadband to earth observation and in-orbit services, commercial space is evolving fast. These stocks represent the infrastructure and innovation that make the new space economy possible — and investor interest is growing rapidly.
Professional analysts curated this group specifically to capture the spillover from SpaceX's landmark listing. When a $1.75 trillion valuation enters the market, the capital flows that follow rarely stop at just one company.
SpaceX is preparing for one of the most anticipated public offerings in history, targeting a valuation of $1.75 trillion. Our analysts believe an event of this scale could trigger a broad rerating of the entire space sector, drawing fresh capital into satellite operators, rocket manufacturers, and aerospace infrastructure providers that sit within or alongside SpaceX's orbit.
This is a high-growth, tactical group of stocks focused on the expanding commercial space economy. The companies here range from satellite broadband providers to in-orbit service operators, meaning the group carries meaningful growth potential alongside higher risk. It is best suited to investors who are comfortable with volatility and excited by long-term space commercialisation trends.
Each stock in this group was handpicked by professional analysts to capture the spillover effects of the SpaceX IPO. They include direct competitors, essential infrastructure providers, and companies that power the data and connectivity layers of the modern space economy. These are not random picks — they represent the businesses most likely to benefit from a surge in investor enthusiasm for commercial space.
This basket's total market capitalisation is $108.60B. Its value is concentrated in a few large-cap constituents that anchor performance.
RKLB: $41.50B
IRDM: $3.12B
VSAT: $6.79B
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
$67.33
Rocket Lab provides end-to-end space launch services and spacecraft manufacturing, making it a direct competitor and beneficiary of the launch industr...
Rocket Lab provides end-to-end space launch services and spacecraft manufacturing, making it a direct competitor and beneficiary of the launch industry's expansion.
AST SPACEMOBILE INC
ASTS
Current Price
$62.29
As a developer of a global space-based cellular broadband network, AST SpaceMobile is well-positioned to ride the momentum of commercial space expansi...
As a developer of a global space-based cellular broadband network, AST SpaceMobile is well-positioned to ride the momentum of commercial space expansion.
IRIDIUM COMMUNICATIONS INC
IRDM
Current Price
$47.32
Iridium operates a global satellite communications network that is directly tied to the telecommunications growth expected from space commercialisatio...
Iridium operates a global satellite communications network that is directly tied to the telecommunications growth expected from space commercialisation.
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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:
+21.58%
On average, analysts expect assets in this group to grow 21.58% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
