Space Investment
Search documents
3 Space ETFs With Triple-Digit Upside Potential Once SpaceX Goes Public
247Wallst· 2026-01-27 22:22
member receiving $3,000 is a probability of 0.026% If you don't make a selection in 45 days, you'll no longer qualify for the promo. Percentages for the $3,000 are subject to decrease. See full terms and conditions.INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA([www.finra.org])/SIPC([www.sipc.org]).Advisory services are offered by SoFi Wealth LLC, an SEC- registered investment adviser. Info ...
Stocks to Love in 2026
The Motley Fool· 2026-01-12 04:04
Investment Opportunities in Space Sector - The space sector is expected to continue its momentum into 2026, with the RCSpace and Defense Innovation ETF rising 50% in 2025 [3][5] - SpaceX is rumored to have an IPO in 2026, potentially valued at $1.5 trillion, which could positively impact other speculative stocks in the sector [4][5] - Rocket Lab (RKLB) is highlighted as a leading company in the space sector, with a preference for it over SpaceX [5] - Redwire (RDW) is noted for its role as a component manufacturer for space and drones, with potential for profitability in 2026 following a significant acquisition in 2025 [5][8] - The space sector is characterized by high risk and speculation, with many companies currently unprofitable [6][9] Investment Opportunities in Healthcare Sector - TransMedics Group is a medical device company that has developed an organ care system (OCS) for organ transplantation, which is FDA-approved and enhances organ viability during transport [15][16] - The company has transitioned to a fully integrated logistics and service provider, operating its own fleet of aircraft for organ transport [15] - TransMedics holds over 50% market share in the U.S. for portable organ systems and is initiating major clinical trials that could drive future growth [16][18] - Hims & Hers is a healthcare company disrupting traditional models, focusing on telehealth and compounding facilities, with a significant short interest of over 30% [20][24] - The company is involved in the GLP-1 market, which has generated both interest and skepticism among investors, but it is noted that GLP-1s represent only 20% of their business [25][28]
Forget About the 2026 SpaceX IPO. This Space Stock Is 1500x Cheaper.
Yahoo Finance· 2026-01-10 22:05
Company Overview - SpaceX plans to conduct an initial public offering (IPO) in 2026, with a projected valuation of $1.5 trillion, where CEO Elon Musk owns 42% of the company [1] - LandSpace is identified as the leading privately owned space company in China, founded in 2015 and considered the closest equivalent to SpaceX in the country [4][6] Financial Comparisons - SpaceX's IPO is expected to be priced at nearly 70 times its annual sales, which raises concerns about the sustainability of such a high valuation [2] - In contrast, LandSpace is set to go public in 2026 at a valuation of just $1 billion, making it significantly more accessible for investors [6] Technological Development - LandSpace is known for its Zhuque-2 rocket, which has successfully reached orbit multiple times since its first launch in 2013 [5] - The company is currently developing the Zhuque-3 rocket, modeled after SpaceX's Falcon 9, with plans for twelve launches and landing attempts in 2026 [5][7]
Space ETF Shifts From Defense Giants to Emerging Names
Etftrends· 2026-01-07 21:43
Core Viewpoint - The Procure Space ETF (UFO) has completed its quarterly rebalance, focusing on emerging space companies and increasing its exposure to lunar exploration and satellite infrastructure providers [1][2]. Group 1: ETF Rebalance Details - The S-Network Space Index, which underlies UFO, added four new holdings: Momentus Inc. (MNTS), Sidus Space Inc. (SIDU), GomSpace Group (GOMX), and Space-Communication Ltd. [3] - Ispace Inc., a Japanese lunar exploration company, saw its index allocation rise by 38% during the rebalance, while Satellogic Inc. (SATL) received a 31% allocation increase [3]. - Redwire Corp. (RDW) gained a 14% share increase, and Rocket Lab USA Inc. (RKLB) saw a 6.3% allocation climb [4]. - AST SpaceMobile Inc. (ASTS) received a 5.1% allocation increase, with no companies removed from the index, only adjustments made to existing holdings [5]. Group 2: Adjustments to Established Holdings - The index reduced its exposure to established telecommunications and defense companies, with Eutelsat Group (ETL) seeing a 16% allocation drop [6]. - Defense contractors Lockheed Martin Corp. (LMT) and Northrop Grumman Corp. (NOC) experienced decreases of less than 2%, while Comcast Corp. (CMCSA) dropped by 1.3% [6]. - Telecommunications providers AT&T Inc. (T) and T-Mobile US Inc. (TMUS) saw allocation decreases of 2.1% and 1.5% respectively [7]. Group 3: ETF Performance and Structure - The Procure Space ETF has attracted $92.4 million in net inflows over the past year and delivered a 77% return [2]. - The ETF carries a 0.75% expense ratio and holds $195.5 million in assets, having launched in April 2019 and rebalancing quarterly [7].
Forget Redwire Stock: This Space Stock Is a Better Moonshot Bet
The Motley Fool· 2025-12-28 01:11
Core Viewpoint - The article suggests that investors should avoid Redwire Corporation due to its significant decline in stock value and instead consider more successful companies in the space sector, such as AST SpaceMobile, which has shown substantial growth this year [1][8]. Company Performance - Redwire Corporation's shares have fallen over 48% year-to-date, contrasting sharply with the S&P 500's increase of around 17% [1][2]. - The company has faced investor disappointment due to two consecutive earnings misses, share dilution, and delays in government contracts, leading to cautious sentiment regarding its future prospects [4][6]. - Despite a recent partial rebound following a contract agreement with The Exploration Company, Redwire's long-term recovery remains uncertain without significant growth and profitability improvements [5][7]. Comparison with AST SpaceMobile - AST SpaceMobile has experienced a remarkable increase in its stock price, rising over fourfold from the low $20s to the low $80s per share year-to-date [8][9]. - The company is expected to see a sales increase of 342.6% in 2026, with long-term earnings forecasts predicting EPS of $0.35 in 2027 and $2.57 in 2028 [12]. - AST SpaceMobile's growth is supported by commercial agreements with major telecom companies, which bolsters investor confidence in its long-term prospects [11]. Market Data - Redwire's market capitalization stands at $1.2 billion, with a gross margin of 3.85% [6]. - In contrast, AST SpaceMobile has a market cap of $20 billion, although it currently has a negative gross margin of -38675.73% [9][10]. Investment Outlook - The article indicates that while both Redwire and AST SpaceMobile carry high levels of risk as early-stage companies, AST SpaceMobile is viewed as the stronger investment choice at present due to its growth trajectory and market position [13][15].
Space stocks rocket higher as sector optimism gains steam into 2026
CNBC· 2025-12-22 17:02
Firefly’s CEO Jason Kim reacts during the company's IPO at the Nasdaq MarketSite in New York City, U.S., August 7, 2025.Space stocks skyrocketed Monday, building on last week's gains as investors celebrated a wave of boosted optimism for the sector. Rocket maker Firefly Aerospace, which went public in August, rallied 13%, while Intuitive Machines surged about 7%. Rocket Lab jumped 10%, building on a nearly 18% gain from Friday after announcing an $816 million satellite deal with the U.S. Space Development A ...
SpaceX may go public. What that means for Elon Musk's rocket company
Yahoo Finance· 2025-12-10 15:53
In an era when commercial spaceflight companies are increasingly taking on endeavors once the realm of government agencies like NASA, SpaceX stands out. The company, which billionaire Elon Musk founded in 2002, has firmly solidified its status as one of most reputable and well-known commercial cosmic ventures. SpaceX not only routinely facilitates private space voyages and launches its own satellites, but is critical to the country’s own spaceflight ambitions as NASA eyes human missions to the moon and Ma ...
Space Stock Tracker: Rocket Lab, AST Fly Again
Benzinga· 2025-12-04 19:57
Group 1: Rocket Lab - Rocket Lab's "Raise and Shine" mission is scheduled for launch on December 5, marking the 19th Electron launch of the year and the first of two dedicated launches for the Japan Aerospace Exploration Agency [2] - The company celebrated a milestone with two NASA-backed spacecraft beginning their journey toward Mars [2] - Rocket Lab stock increased by 8.47% on Thursday [2] Group 2: AST SpaceMobile - AST SpaceMobile announced the expansion of operations with two new manufacturing sites in Texas and Florida, leading to a surge in stock price [3][4] - The CEO stated that the expansion will increase capacity and strengthen the supply chain while bringing high-technology manufacturing back to the U.S. [4] - AST's BlueBird 6 satellite is set to launch on December 15 from India [4] - ASTS stock rose nearly 17% on Thursday [4] Group 3: Virgin Galactic - Virgin Galactic shares increased due to sector momentum, despite no specific company news [5] - SPCE stock has gained over 20% in the past five days [5] Group 4: Firefly Aerospace - Firefly Aerospace's stock also rose with the sector, with analysts updating their coverage [6] - JPMorgan maintained an Overweight rating but lowered the price target from $55 to $28 [7] - Goldman Sachs reinstated coverage with a Neutral rating and a $29 price target [7] Group 5: Intuitive Machines - Intuitive Machines shares increased by 10% on Thursday and over 22% in the past five days as the space sector gained momentum [8] Group 6: Plug Power - Plug Power entered the space industry by supplying NASA with up to 218,000 kilograms of liquid hydrogen for operations at two facilities in Ohio [9]
Space Stock Tracker: AST Hits New Highs, Rocket Lab Bullish Coverage
Benzinga· 2025-10-17 15:59
Core Insights - The space sector is experiencing significant momentum with large price movements, analyst updates, and institutional support [1] Institutional Support - JPMorgan Chase & Co. launched a "Security and Resiliency Initiative" with a commitment of $1.5 trillion to support industries crucial for national economic security [2][3] - A key aspect of this initiative includes a direct capital investment of up to $10 billion for select companies in 27 sectors, including spacecraft and space launches [3] Market Reactions - Space stocks rallied following the announcement of JPMorgan's initiative, enhancing positive sentiment in the sector [4] Company Updates - **BlackSky Technology, Inc. (BKSY)**: Analyst Scott Buck maintained a Buy rating and raised the price target from $28 to $42; shares increased by 28% over the past month, trading at $24.60 [5] - **Rocket Lab Corp. (RKLB)**: Analyst Peter Arment initiated coverage with an Outperform rating and an $83 price target; stock gained 35% over the past month following a successful launch [6][7] - **AST SpaceMobile, Inc. (ASTS)**: Stock surged to an all-time high of $102.79 but was downgraded from Overweight to Underweight with a $60 price target; stock gained over 100% in the past month and nearly 300% in 2025 [8] - **Virgin Galactic Holdings, Inc. (SPCE)**: Experienced volatility with a 28% gain over the past month, influenced by sector momentum and social media activity [10]
This Space Stock Keeps Rocketing to New All-Time Highs. Should You Buy It Here?
Yahoo Finance· 2025-10-16 15:47
Core Viewpoint - Space stocks, particularly those involved in government contracts, can offer compelling returns for investors, with Rocket Lab being a notable example due to its recent successes and contracts [1][2]. Company Overview - Rocket Lab (RKLB) has completed over a dozen successful launches in 2023 and recently secured a contract with the Japan Aerospace Exploration Agency [2]. - The company, based in Long Beach, California, provides launch services and has a market capitalization of $33 billion, offering launch-on-demand services with three launch pads and 132 annual launch slots [3][4]. Financial Performance - Rocket Lab's stock has increased by 183% year-to-date, significantly outperforming the Nasdaq Composite, which is up 18% [5]. - In the second quarter, Rocket Lab reported $145 million in revenue, a 36% increase from the previous year, and increased gross profit from $27.6 million to $46.4 million. However, operating expenses rose sharply from $70.4 million to $106 million, resulting in a quarterly loss of $59.6 million, worse than analysts' expectations [6][7]. Market Sentiment - Despite not yet turning a profit, Rocket Lab's price-to-sales ratio stands at 52.5, indicating high investor expectations for future growth [6].