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Special Report
SpaceX IPO Frenzy: 3 Space Stocks That Could Benefit MostReported by Chris Markoch. Article Posted: 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: Elon’s “Hidden” Company
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 on the horizon. That's because SpaceX, Elon Musk’s space company, is expected to go public with an IPO in June 2026. Retail and institutional investors are likely to show strong interest, but buying shares around an IPO can be tricky — many retail investors have been caught on the wrong side of volatile price action.
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One alternative way to play the SpaceX IPO is to invest in companies that act as operational or market proxies for SpaceX. Investors have many names to choose from; however, these three stand out for different reasons. Each has already posted notable gains in 2026 and has catalysts that could support further upside. The Closest Thing to SpaceX You Can Buy TodayThat may sound bold, but Rocket Lab (NASDAQ: RKLB) is arguably the most legitimate operational proxy for SpaceX. The company is the second-most-active launcher in the United States and the leading publicly traded launcher globally. In 2025, that scale translated to over $600 million in sales, a 39% year-over-year increase. 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 is the company’s Neutron rocket, scheduled for an inaugural launch in Q4 2026. It's positioned to compete with SpaceX's Falcon 9 in the medium-lift segment. Investors appear to be buying the bull case. RKLB has climbed more than 300% over the past 12 months and over 20% in 2026. That said, the stock is trading above its consensus price target of $79.85 and may need additional catalysts to sustain a significant move higher (read more). 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 could still benefit directly from the IPO. The SpaceX S-1 prospectus, due sometime in May, should provide hard numbers on the satellite broadband market for the first time; ASTS is one of the most direct public-market plays on that opportunity. ASTS is building a space-based cellular network that connects standard smartphones to broadband internet without specialized handsets. Partnerships with AT&T (NYSE: T) and Verizon (NYSE: VZ) give it an attractive distribution channel that is already showing up in the top line. Q4 2025 revenue came in at $54 million, beating estimates by nearly 29%. Analysts project full-year 2026 revenue could exceed $180 million and climb toward $785 million in 2027. The company is targeting 45 to 60 satellites in orbit by year-end. ASTS has already enjoyed a remarkable run — up more than 3,000% since its commercial pivot in mid-2024 — and that growth has been volatile. Still, with roughly $2.8 billion in cash, more than $1.2 billion in contracted telecom commitments, and the SpaceX prospectus as a potential market re-rating catalyst, the bull case remains compelling. A Micro-Cap Sleeper Playing Space Infrastructure's Long GameMomentus Inc. (NASDAQ: MNTS) may look like an outlier next to Rocket Lab and AST SpaceMobile, but that disparity is part of the opportunity. With a market cap of about $43.72 million, Momentus is a micro-cap space infrastructure company whose revenue reflects its early-stage status. Early-stage businesses are not expected to generate significant revenue immediately, and for risk-tolerant investors the most attractive entry point in MNTS may be before the SpaceX IPO. Momentus focuses on satellite technology, in‑space transportation, and orbital services — the "picks-and-shovels" layer of the space economy. It’s not glamorous, but these services are 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 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 should not ignore, including going-concern warnings and a 2025 reverse stock split. Institutional ownership sits at just 9%, which reflects those concerns. Still, if the SpaceX IPO causes a sector-wide re-rating of space infrastructure, Momentus could attract outsized attention despite its small size. |
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