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This Week's Featured Story
3 Satellite Stocks To Check Out Before SpaceX's IPOBy Nathan Reiff. First Published: 3/31/2026. 
Key Points
- With a rumored $1.75 trillion valuation, the anticipated SpaceX IPO could be transformative for the entire space and satellite industry.
- Satellite companies like BlackSky and Viasat, which provide geospatial intelligence and broadband or wireless services, respectively, have seen backlogs soar.
- Redwire may present a value prospect for investors banking on an increase in satellite infrastructure demand.
- Special Report: Elon’s “Hidden” Company
Elon Musk's SpaceX IPO, anticipated this year, could be the largest ever based on a rumored valuation of $1.75 trillion—and savvy investors may want to consider how other space stocks could ride that momentum. Several companies in the growing satellite industry may be positioned for movement as the SpaceX event approaches, and many of them have compelling standalone investment cases. Three notable names beyond SpaceX are BlackSky Technology Inc. (NYSE: BKSY), Viasat Inc. (NASDAQ: VSAT), and Redwire Corp. (NYSE: RDW). These companies could attract extra investor attention ahead of the SpaceX IPO, and some may play pivotal roles in the ongoing Iran conflict or other near-term geopolitical events. BlackSky's Technological Advantage Needs Continued Support From Growing Fundamentals
While attention stays fixed on dominant AI names, one low-priced stock is gaining quiet momentum - trading for pennies compared to industry leaders like Nvidia.
Early investors still have a window before this pick reaches wider awareness. A modest position could establish exposure ahead of broader attention. A 12-page Special Report covers the full case, including the name and ticker. Watch the video update and get the name and ticker now
BlackSky operates a constellation of satellites used for geospatial intelligence and related services. The company remains pre-profit and has shown inconsistent revenue growth (in the last quarter, revenue of $35.2 million missed analyst estimates by roughly $2 million), but it ended 2025 with a substantial $345 million backlog and $240 million in contract bookings, signaling strong customer demand. BlackSky's key advantage is its ability to deliver satellite imagery in real time, a capability many competitors do not yet offer. That real-time imagery is valuable across defense, weather services, disaster response and other applications. Investors should watch whether BlackSky can convert its backlog and rising customer interest into realized revenue in 2026. That will depend largely on its ability to deploy and scale its Gen-3 satellite systems. Margin expansion, strengthening the cash position, and managing capital expenditures will also be important. With a price-to-sales (P/S) ratio of 8.11, BlackSky has limited room for error, but analysts remain optimistic: the stock carries a Moderate Buy rating and about 25% upside is expected. Return to Profitability as Viasat Prepares for Major New Satellite LaunchesBroadband and wireless communications provider Viasat has climbed roughly 25% year-to-date after its Q3 fiscal 2026 report (period ended Dec. 31, 2025) showed improving fundamentals. After a $158 million loss in the prior-year quarter, the company returned to profitability with net income of $25 million and reported positive free cash flow. Backlog rose 12% year-over-year to nearly $4 billion. Like BlackSky, Viasat is relying on execution of a new generation of satellites—the ultra-high-capacity ViaSat-3—to sustain and deepen these improvements throughout 2026 and beyond. Growing government demand, reflected in multi-year contracts, should help provide stable, recurring revenue. The ViaSat-3 rollout should also bolster the company's appeal to government clients and customers in aviation and maritime markets. There may be less near-term upside versus BKSY, but VSAT retains analyst support, carrying a Moderate Buy rating. Potential Value Deal on a Satellite Infrastructure FirmRedwire is a different type of space company—a space-infrastructure firm that designs, services, and builds spaceflight and satellite hardware and software. Shares have been roughly flat year-to-date amid low gross margins in the latest quarter and wider-than-expected net losses. Still, Redwire's backlog reached a record of more than $411 million with accelerating bookings late in 2025, and management has guided 2026 revenue of $450 million to $500 million, implying about 42% year-over-year growth at the midpoint. With a P/S ratio of 4.52, Redwire offers a relatively attractive valuation given its near-term prospects. Defense and other space contracts should continue to support growth this year, though the key challenge will be returning to profitability and improving margins. Analysts are generally bullish on RDW, assigning a Moderate Buy rating. The consensus Wall Street price target is near $14, suggesting upside of roughly 80%. Investors expecting renewed interest in space names as the SpaceX IPO approaches may find Redwire competitively valued after its recent dip. |
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