SpaceX IPO Coming! Surge Over 100% YTD: What Space Stocks to Look?
$Destiny Tech100 Inc(DXYZ)$ jumped 10%, and $EchoStar(SATS)$ gained over 6% after reports that SpaceX is advancing plans for a 2026 IPO with a fundraising target far exceeding $30 billion — potentially the largest IPO in history. The company is aiming for a valuation of around $1.5 trillion.
If SpaceX’s IPO application is approved, its valuation would surpass the level Saudi Aramco reached when it went public in 2019. The fundraising amount would exceed Saudi Aramco’s previous record of 29 billion dollars, potentially making it the largest IPO in history.
It would also overtake Tesla’s 1.46 trillion-dollar market value, becoming the most valuable company under Elon Musk and lifting Musk’s personal wealth to a new level.
On June 10, 2025, Cathie Wood’s ARK Invest $ARK Innovation ETF(ARKK)$ released a valuation model predicting that SpaceX’s enterprise value could reach approximately 2.5 trillion dollars by 2030.
Morgan Stanley noted that Elon Musk’s next “grand narrative” may be space-based data centers, a concept that has significantly boosted SpaceX’s valuation outlook.
Space stocks have surged over 100% year-to-date.
Space stocks are surging—what are the investable names to watch?
$Destiny Tech100 Inc(DXYZ)$ and $ERShares Private-Public Crossover ETF(XOVR)$ are currently the only “premium channels” through which individual investors can gain indirect exposure to SpaceX in the secondary market.
So what are the highlights of the top space-related companies?
$Rocket Lab USA, Inc.(RKLB)$ is regarded as a “mini SpaceX,” one of only two private aerospace companies in the world capable of high-frequency, reliable launches. Its small Electron rocket has firmly established its position in the industry.
$Firefly Aerospace Inc.(FLY)$ has risen to prominence with its light-lift Alpha rocket, which successfully executed rapid-response missions for the U.S. Department of Defense. It is considered the strongest challenger after SpaceX and Rocket Lab.
$Planet Labs Pbc(PL)$ operates the world’s largest Earth-observation satellite constellation. It reported earnings after the close yesterday, sending the stock up nearly 20%.
The company posted rapid revenue growth and reached breakeven on a non-GAAP EPS basis—well above expectations. Its full-year guidance also came in far ahead of Wall Street forecasts, particularly revenue and EBITDA, signaling that Planet Labs is entering a truly profitable phase.
$EchoStar(SATS)$ sold its key spectrum licenses (AWS-4 and H-band) to SpaceX in 2025 in a deal that included $8.5 billion in cash and $8.5 billion worth of SpaceX stock.
$AST SpaceMobile, Inc.(ASTS)$ aims to build the world’s first space-based cellular broadband network, enabling ordinary smartphones to connect directly to satellites without any hardware modification.
Have you boarded the space-stock rally? Is space the “next Tesla of 2019”? If SpaceX goes public, would you join the IPO?
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如果SpaceX的IPO申請獲得批准，其估值將超過沙特阿美2019年上市時的水平。此次募資金額將超過沙特阿美此前290億美元的紀錄，有可能成爲史上最大的IPO。
這也將超過特斯拉1.46萬億美元的市值，成爲Elon Musk旗下最有價值的公司，並將馬斯克的個人財富提升到一個新的水平。
Imagine performing AI in the environment that constantly cooling down the power generated from AI chips. A big saving in energy.
Imagine you calculate & performing all the weather forecast out of space then send it back... edge- AI. And many other task that uses the satellite...all out from Space-AI.
It will be very interesting to watch this Sci friction unfolding in our lifetime.
Don't miss it...but watch where you put your money.
Rocket Lab is an emerging leader in a volatile but fast growing industry. Rocket Lab's share price has been going up like a rocket to the moon as it is up 29% in the past 5 days and 154% year todate.
This can be attributed to Rocket Lab's recent success in major new contract wins, positive analyst ratings and growing market anticipation for its upcoming reusable Neutron rocket launch. Neutron is designed to rival SpaceX's Falcon 9.
Rocket Lab is a high growth , high risk investment, suitable for long term investors with a high risk appetite who believe in its ability to execute on its substantial growth catalysts.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
What’s driving this momentum is the belief that SpaceX is evolving far beyond a launch company. Starlink, defense contracts, rapid-launch capability, even the idea of space-based data centers are expanding its valuation outlook. Strong earnings from Planet Labs & SATS’s multibillion-dollar spectrum deal with SpaceX further validate the sector’s strength.
And yes—if SpaceX goes public in 2026, I would definitely join the IPO. Elon Musk has a track record of creating transformational companies. For me, SpaceX represents a rare chance to invest in the next major technological frontier.
@Tiger_comments @TigerStars
Calling space the “Tesla of 2019” is partly accurate, but incomplete. Like EVs back then, space has a strong story and long runway. Unlike Tesla, however, commercial monetisation is slower, more capital-intensive, and heavily reliant on government contracts. Outcomes are therefore more binary and timelines longer.
If SpaceX were to IPO, I would be interested, but disciplined. SpaceX has clear technological leadership and execution credibility, which sets it apart from most peers. That said, valuation would likely be aggressive, with early price action driven by scarcity and sentiment rather than fundamentals.
In short: space is promising, but not a blanket trade. It rewards patience, sizing discipline, and a long-term mindset.
Investors eye Rocket Lab (RKLB) for small satellite launches, Firefly Aerospace (FLY) for medium-class rockets, Planet Labs (PL) for earth observation, EchoStar (SATS) for satellite communications and AST SpaceMobile (ASTS) for space-based cellular, as key space stocks
The space sector, similar to early-stage Tesla Motors (TSLA), is driven by visionary leadership (Elon Musk) and disruptive potential, but its higher capital intensity and longer build-out cycles make it riskier than the next rise of TSLA in 2019
While the sector offers likely long-term growth and could spark massive interest in a SpaceX IPO, its volatility and capital demands make it better suited for long-term investors
Space stocks are gaining attention, with strong growth in the satellite and defense sectors, and comments by Musk confirming that a SpaceX IPO is on the horizon
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