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These three space stocks could stand to gain big from SpaceX’s impending initial public offering this year.
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SpaceX’s anticipated $1.75 trillion-plus IPO will redefine the entire space industry and lift valuations across the board.
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SpaceX has spent more than two decades as a private company and is hurtling toward what is expected to be the largest IPO in history. Space actions like EchoStar (NASDAQ:SATS), Rocket Laboratory (NASDAQ:RKLB)and Planet Laboratories (NYSE:PL) could appear quickly after SpaceX goes public and redefines valuations across the industry.
SpaceX is not only a space company, but it is also an artificial intelligence company now that it acquired xAI. The market will have the purest exposure to a major Western AI company. The only diluting factor is SpaceX’s traditional space business, which is better than maintaining a massive software business like Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL). I expect SpaceX to become the AI ​​play of choice and the hottest tech stock. Maybe even surpass Palantir (NASDAQ:PLTR) in terms of valuations.
This will undoubtedly boost other space technology stocks as the premium paid for these space companies will go vertical by the time SpaceX comes online. There is explosive commercial demand from private companies and the government due to programs like the Golden Dome project.
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The company reportedly plans to file a confidential IPO filing with the SEC early this month. It’s a good idea to get some good exposure to space stocks beforehand.
EchoStar is one of the most unconventional dealmakers in American telecommunications. What was a satellite TV business eventually turned DISH Network into a major pay TV competitor to DirecTV, although today the company is very different and the product of several levels of mergers and acquisitions.
EchoStar today changed course and orchestrated a spectrum sale to SpaceX. This sale gave him $8.5 billion in cash and $11 billion in SpaceX stock, and that $11 billion is why I think it’s the go-to stock if you want to profit from the SpaceX IPO, since EchoStar already has exposure to it.
SATS stock has soared 307% in the past year, in part because of this SpaceX stake. He owns almost 3% of SpaceX. The IPO could push SpaceX’s valuation to $1.75 trillion, and likely more than $2 trillion in the coming months if all goes according to plan.
That means EchoStar’s stake could rise to ~$50 billion in the future. SATS has a market capitalization of $32.4 billion right now, which includes both the business itself and its stake in SpaceX.
Rocket Lab is SpaceX’s main competitor and is already public. The company’s Electron rocket is the most frequently launched small orbital rocket, with 81 successful launches. It is making other rockets that compete directly with SpaceX in a way that no other company can.
Revenue has grown nearly 36% annually on average over the past three years, and growth is expected to accelerate in the coming years. Rocket Lab continues to generate losses, but has reduced them considerably. EBITDA losses went from $47 million in Q3 2025 to just a $6 million loss in Q4 2025.
Cash on the balance sheet increased by more than $1 billion, and debt was cut in half, from $517 million to $254 million, all in just one quarter. Analysts expect profits to start pouring in from next year, with annual growth rates of up to 50%. I expect Rocket Lab to be the second most profitable space company after SpaceX. That status will guarantee a very high premium.
RKLB stock is up 226% in the past year alone. However, the fast-moving space industry and a SpaceX IPO leave room for more multibagger gains in the future. I see the stock rising above $100 as the SpaceX IPO approaches.
Planet Labs has carved a niche for itself in the space industry. The niche is in satellites that constantly photograph the Earth. The images are used for both military and commercial purposes, and demand is increasing rapidly, as are margins, as the same satellites serve more and more customers.
Planet Labs has miniature satellites called Doves, which are about the size of a shoe box, each cost about $200,000 and last between 3 and 5 years. It runs a subscription-based SaaS model, so customers pay recurring annual fees to access Planet’s continually updated image archive. This is why the company has a net margin of 36.3% despite being a startup. This margin is better than 96.4% of companies, even in the software industry. Most space startups are big loss makers, so Planet Labs is truly unique.
All of this profitability has allowed the company to accumulate $7.2 billion in cash with only $229 million of debt. Revenue increased 26.6% in the most recent quarter, with $900 million in backlog. Planet Labs has now become a fan favorite in the defense intelligence sector, and that’s mostly where the growth is coming from.
I see PL stock soaring much higher as satellites become even more integral to the military. Revenue and EPS growth is expected to reach 50% annually.
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