MY 3 FAVORITE SPACE ECONOMY STOCKS
1.
$Rocket Lab USA, Inc.(RKLB)$(Vertically Integrated Defense Prime)
Rocket Lab is the only company outside of SpaceX that's executing as a vertically integrated space prime with Q1 2026 revenue growing 64% YoY to a record $200M, backlog jumped to $2.2B (+108% YoY, +20% sequentially) & management booked more Electron, HASTE & Neutron launches in Q1 alone than it did in all of 2025.
Rocket Lab is becoming a launch, space systems & national security platform with real scale, real backlog & a $2B+ liquidity position to keep consolidating the space stack. The $190M Anduril HASTE deal, $816M SDA award, Mynaric, Geost & Motiv acquisitions all point toward a company that could become a $100B space prime one day with Neutron’s first launch in Q4 2026 as the next major catalyst.
2.
$AST SpaceMobile, Inc.(ASTS)$ (Tower in the Sky)
AST SpaceMobile building one of the most ambitious communications networks in the world with a D2C satellite broadband that works with unmodified smartphones with largest commercial phased-array antennas ever placed in low Earth orbit.
The constellation is the wireless infrastructure layer for the 4 billion people without reliable cellular coverage with carrier partnerships already locked in across AT&T, Verizon, Vodafone, Rakuten & dozens more covering several billion subscribers globally. AST also has $1.2B in contracted revenue commitments, BlueBird 8-10 scheduled on a SpaceX Falcon 9 in mid-June & 32 next-gen satellites in advanced assembly at its 500K+ square foot Texas factory.
3.
$Planet Labs Pbc(PL)$ (Eyes From Above)
Planet Labs is becoming the AI-enabled global monitoring that defense & intelligence agencies are standardizing on with Q4 revenue growing 41% YoY to a record $87M & customer list now includes NATO, the NRO, U.S. Navy, NASA & international defense agencies.
AI changes the value of Planet’s data because daily satellite imagery alone can become commoditized but daily imagery combined with AI-enabled change detection & broad-area monitoring becomes an intelligence platform. With
$Alphabet(GOOGL)$ AI partnership & a customer mix shifting toward sticky multi-year defense subscriptions, Planet is becoming more of an operating system for global visibility.
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