Speculation about a SpaceX IPO in 2026 grows, with reports suggesting a 1.5 trillion valuation is possible。。。

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

Tag :@Huat99  @Snowwhite  

SpaceX IPO Coming! Surge Over 100% YTD: What Space Stocks to Look?

@Tiger_comments
$Destiny Tech100 Inc(DXYZ)$ 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? Leave your comments to win tiger coins~ Click to view our TA lessons: TA Education 1|Understand Market Signals! How to Spot $MSFT & $TSLA's Uptrend? TA Education 2|How to Spot 2 Common Bearish Patterns? TA Education 3|2 Common Bearish Patterns - How to Spot Misleading Signals? TA Education 4|How to apply MA indicators in live-trading? TA Education 5|6 Common MA Patterns — Which One Do You Find Most Useful?
SpaceX IPO Coming! Surge Over 100% YTD: What Space Stocks to Look?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment2

  • Top
  • Latest
  • BruceBryant
    ·12-15 17:29
    TOP
    SpaceX's potential IPO could launch the sector like Falcon 9! 🚀 But remember rockets take years to build...
    Reply
    Report
    Fold Replies
    • BTS
      [smile]
      12-16 02:11
      Reply
      Report