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Additional Reading from MarketBeat Media
SpaceX IPO Frenzy: 3 Space Stocks That Could Benefit MostAuthored by Chris Markoch. Originally Published: 4/20/2026. 
Key Points
- The upcoming SpaceX IPO is expected to drive renewed investor interest across the broader space stock sector.
- Rocket Lab, AST SpaceMobile, and Momentus offer distinct ways to gain exposure to launch services, connectivity, and infrastructure.
- While momentum is strong, valuation and volatility risks remain elevated across many space-related equities.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Space has become a big business, and space stocks are riding that trend higher. They may not be as hot as artificial intelligence stocks were in 2024 and 2025, but that mania could be a matter of time. That's because SpaceX, Elon Musk’s space company, is going public with an IPO expected sometime in June 2026. Both retail and institutional investors are likely to show significant interest in the offering. But buying shares around an IPO can be tricky, and many retail investors have been caught on the wrong side of volatile price action.
The mainstream explanation for the Iran airstrikes may not be the full story. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there's a deeper motive behind the bombing campaign that most coverage is ignoring.
If you're making investment decisions based on what you're hearing in the news, Wiggin argues you could be working with an incomplete picture. Read Addison Wiggin's full breakdown of the real Iran story
An alternative way to profit from the SpaceX IPO is to invest in companies that act as proxies for the firm. Investors have many names to choose from, but these three stand out for different reasons. Each stock has already posted substantial gains in 2026 and could continue to rise. The Closest Thing to SpaceX You Can Buy TodayThat may sound bold, but Rocket Lab (NASDAQ: RKLB) is perhaps the most legitimate operational proxy for SpaceX. The company is the second-most-active launcher in the United States and the global leader among publicly traded space companies. In 2025, that translated to over $600 million in sales, a 39% year-over-year gain. Rocket Lab’s business model mirrors SpaceX's ambitions at a smaller scale: launch services, satellite manufacturing, and in-orbit operations. Its backlog now exceeds $2 billion and is anchored by an $816 million Space Development Agency contract to build 18 satellites. A key catalyst coming in late 2026 is the company’s Neutron rocket, scheduled for its inaugural launch in Q4 2026. It's designed to compete with SpaceX's Falcon 9 in the medium-lift segment. Investors appear to believe in the bull case: RKLB has soared more than 300% in the last 12 months and over 20% in 2026. That said, the stock is currently trading above its consensus price target of $79.85 and may need additional catalysts to sustain a significant move higher. A Direct-to-Device Bet That Doesn't Need SpaceX to WinAST SpaceMobile (NASDAQ: ASTS) occupies a unique position relative to SpaceX. The company competes with SpaceX's Starlink division, yet it still stands to benefit directly from the IPO. The SpaceX S-1 prospectus, due sometime in May, will provide hard numbers on the satellite broadband market for the first time. Right now, ASTS is arguably the most direct public-market expression of that opportunity. The company is building a space-based cellular network that connects standard smartphones to broadband internet without specialized hardware. Partnerships with AT&T (NYSE: T) and Verizon (NYSE: VZ) give it an enviable distribution that’s showing up on the top line. Q4 2025 revenue came in at $54 million, beating estimates by nearly 29%, and analysts project full-year 2026 revenue could exceed $180 million on its way to over $785 million in 2027. The company is targeting 45 to 60 satellites in orbit by year-end. That said, ASTS has already had a remarkable run—up more than 3,000% since its commercial pivot in mid-2024—and that growth has come with volatility. But with $2.8 billion in cash, over $1.2 billion in contracted telecom commitments, and the SpaceX prospectus as a potential catalyst that could reframe how investors price satellite connectivity, the bull case remains compelling. A Micro-Cap Sleeper Playing Space Infrastructure's Long GameMomentus Inc. (NASDAQ: MNTS) may look like an outlier compared with Rocket Lab and AST SpaceMobile, but that’s part of the opportunity. With a market cap of about $43.72 million, this micro-cap space infrastructure company’s revenue profile reflects its size—but so does its upside potential. Early-stage businesses aren’t expected to generate significant revenue immediately. For risk-tolerant investors, the time to consider MNTS may be before the SpaceX IPO rerates the sector. Momentus specializes in satellite technologies, in-space transportation, and orbital services—the picks-and-shovels layer of the space economy. It’s unglamorous work, but vital as satellite constellations scale. Its Vigoride Orbital Service Vehicle successfully launched aboard SpaceX's Transporter-16 rideshare mission in late March 2026, carrying 10 government and commercial payloads for customers including DARPA and SpaceWERX. Vigoride 8 is already scheduled for launch in early 2027. Momentus also holds active contracts with NASA, DARPA, and the U.S. Air Force Research Laboratory, and recently expanded into a 61,000-square-foot R&D and manufacturing facility in San Jose. There are real risks investors shouldn't ignore, including going-concern commentary and a 2025 reverse stock split. There's a reason the company has only about 9% institutional ownership. But if the SpaceX IPO rerates how the market values space infrastructure, Momentus could be a tiny company that captures outsized attention. |
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