Retail investors are waiting for SpaceX. Wall Street isn’t. |
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Because before the biggest IPO in years even files publicly, money is already flowing into the companies orbiting around it. |
→ Rocket builders.
→ Satellite operators.
→ Signal intelligence firms.
→ Space infrastructure plays. |
Some are doubling revenue.
Most are still building before the profits arrive.
All of them are racing to establish their niche in the space economy before SpaceX hits public markets. |
The race already started.
Here’s the story ⇩
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No one alive moves markets the way Elon does. |
Larry Benedict — the trader who delivered a 279% return on cash in 2025 — says Elon's next move is his biggest yet. |
And there's ONE ticker, overlooked by almost everyone, positioned to capture it. |
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The Ones Building Rockets |
1\ Rocket Lab RKLB ( ▼ 5.87% )- The SpaceX doppelganger
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Of all the publicly traded space companies, Rocket Lab is the one most often compared to SpaceX. |
It builds rockets today with its Electron launch vehicles, while developing its larger Neutron rocket — designed to carry heavier payloads to orbit, much like SpaceX’s Falcon system. |
But Rocket Lab has already evolved beyond launches. |
Its space systems division — selling satellite parts, kick-stage engines, and entire satellites — now generates twice the revenue of its launch business. |
→ Q1 revenue is expected to rise 54.5% to $189.4 million, while losses continue narrowing. |
Growing fast.
Still not profitable. |
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2\ Firefly Aerospace FLY ( ▼ 4.6% ) - The moon lander |
Firefly recently accomplished something most private aerospace companies never do. |
It landed on the Moon.
Revenue is beating expectations and guidance is decent. |
The company is now valued around $5.5 billion and sits at the center of growing investor interest around lunar infrastructure and defense-related launches. |
Revenue is improving and guidance remains solid. |
But profitability is nowhere close. |
Firefly is still burning cash aggressively while trying to scale a business that requires enormous upfront investment.
B. Riley analyst Mike Crawford maintains a $60 price target. |
The question with Firefly is not whether the technology works.
It is whether the business model catches up before the runway runs out.
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The Ones Watching From Orbit 🛰️ |
1\ BlackSky BKSY ( ▼ 9.17% ) - The eye in the sky |
BlackSky operates a constellation of AI-enhanced Earth observation satellites, on track to become the world's largest very high-resolution constellation by end of 2026. |
Its satellites can image objects as small as 35 centimeters across — four to six times sharper than Planet Labs, its main competitor. |
The company believes demand for real-time geospatial intelligence will surge as governments and corporations increasingly rely on satellite data. |
The financial picture is less exciting. |
Q1 revenue is expected to decline 8% year over year to $27.3 million, while losses widen. |
Strong technology.
More difficult near-term execution.
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2\ Redwire RDW ( ▲ 0.5% ) - The infrastructure supplier |
Redwire makes the components that make satellites work. |
→ Solar arrays.
→ Docking systems.
→ Sensors.
→ Cameras. |
Think of it as a behind-the-scenes supplier for orbital infrastructure. |
Last year the company made a major move by acquiring drone firm Edge Autonomy for $925 million — expanding aggressively into autonomous defense systems. |
→ That acquisition is expected to drive Q1 revenue growth of nearly 70% to $104.6 million. |
Profitability, however, remains a future goal. |
The company is still in expansion mode.
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3\ HawkEye 360 HAWK ( ▲ 0.94% ) - The listener |
We covered HawkEye in depth on Wednesday — the company that uses satellites to listen to radio frequency signals from space.
It raised $416 million in its IPO last week, priced at the top of its range, and jumped 30% on day one.
The Iran war has made signals intelligence one of the most valuable commodities in defense right now, and HawkEye's government customer base is not going anywhere.
Currently trading at 26x revenue — a premium that reflects both the quality of the business and the heat of the moment.
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The Honest Picture |
Here’s the part investors need to understand. |
→ Rocket Lab Q1 revenue growth → +54.5%
→ Redwire Q1 revenue growth → +70%
→ BlackSky Q1 revenue growth → -8%
→ HawkEye IPO day-one move → +30% |
Companies consistently profitable → Almost none |
Revenue across the sector is growing. |
Profitability is a different story entirely — building the future is expensive. |
That doesn’t necessarily mean these are bad businesses. |
It means most of them are still early. |
Building rockets, deploying satellites, and creating space infrastructure is enormously capital intensive.
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The SpaceX Effect |
Here is the question every investor in the sector is wrestling with right now. |
What happens when SpaceX finally arrives? |
The company is targeting a valuation north of $1.75 trillion and could raise as much as $75 billion in what may become the largest IPO in history. |
Its private market valuation has already exploded higher over the last few years. |
Meanwhile, Wall Street is already preparing for it. |
Nine space-related ETFs have launched or filed in just the past three months. |
The infrastructure around the IPO is being built before the IPO itself even exists. |
And when SpaceX finally lands in public markets, two very different outcomes could emerge.
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Don’t forget to to cast your vote 👇 |
Poll of the day:Beef just hit record highs. Are you cutting back? |
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