|
Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Sunday's Featured Article
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: 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 only a matter of time. That's because SpaceX, Elon Musk’s space company, is planning to go public with an IPO slated for sometime in June 2026. Retail and institutional investors are expected to show significant interest in the offering. But buying shares around an IPO is tricky, and many retail investors have been burned by volatile price action.
The "Sucker's Bet" Most New Options Traders Fall For
Most people who try options lose money the same way.
They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter.
Normally $29.97. Free today. Download your copy now.
One alternative way to gain exposure to the SpaceX story is to invest in companies that can act as proxies for the company. There are many names to choose from, but these three stand out for different reasons. Each has already posted meaningful 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 perhaps the most legitimate operational proxy for SpaceX. The company is the second-most-active launcher in the United States and the leading publicly traded space company globally. In 2025, that translated to more than $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 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 that bull case. RKLB has surged over 300% in the past 12 months and is up more than 20% in 2026. That said, the stock is currently trading above its consensus price target of $79.85 and may need fresh catalysts to sustain a substantial 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 could still benefit directly from the IPO. The SpaceX S-1 prospectus, expected sometime in May, will provide concrete figures on the satellite-broadband market that many investors are watching. Right now, ASTS is arguably the most direct public-market expression of that opportunity. ASTS 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 a distribution advantage that is 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 the way to more than $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 performance has come with significant volatility. Still, with roughly $2.8 billion in cash, over $1.2 billion in contracted telecom commitments, and the potential for the SpaceX prospectus to reframe how investors value 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 roughly $43.7 million, Momentus is a micro-cap space-infrastructure company with correspondingly modest revenue. Early-stage businesses aren’t expected to generate significant revenue, and for risk-tolerant investors the time to consider MNTS may be before the SpaceX IPO rerates the sector. Momentus specializes in satellite technology, in-space transportation and orbital services — the picks-and-shovels layer of the space economy. It’s less flashy than launching rockets, but these services are essential as satellite constellations scale. Its Vigoride Orbital Service Vehicle successfully launched aboard SpaceX's Transporter-16 rideshare mission in late March 2026, hosting 10 government and commercial payloads for customers including DARPA and SpaceWERX. Vigoride 8 is already scheduled to 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, however, real risks investors should not ignore: auditor "going concern" commentary, a 2025 reverse stock split and only about 9% institutional ownership. If the SpaceX IPO prompts a broader rerating of space-infrastructure names, Momentus could attract outsized attention — but it remains a high-risk, high-reward micro-cap play. |
Post a Comment
0Comments