The SpaceX IPO is expected to -To The Moon - Tiger Brokers Online Investing Community - To The Moon

The SpaceX IPO is expected to be a pivotal moment for the space economy. Analysts point to accelerating capital inflows, stronger fundamentals, and a broad sector re-rating beyond just one company.

Deutsche Bank tracks 50 listed space companies globally with a combined market cap of $402B, which is 3.5 times higher year over year. The Bloomberg Space Economy index is up 85% over the past 12 months, far outperforming the Nasdaq's 15% gain. In 2026, average sector market caps are up 138%.

Bloomberg Intelligence notes the industry is transitioning from the infrastructure buildout phase (2021–2023) to monetization, with stabilizing free cash flow and rising revenues. Defense-linked orbital tracking firms show the strongest fundamentals due to long-term government contracts, while space data and AI companies are growing faster but remain loss-making with stretched valuations.

Europe leads in profitability with a 6.9% median net margin, while US firms spend heavily on R&D, at about 9.1% of sales.

$Rocket Lab USA, Inc.(RKLB)$ $Viasat(VSAT)$ SPACZZX.P

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.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":573657782473408,"tweetId":"573657782473408","gmtCreate":1781034251000,"gmtModify":1781083443725,"author":{"id":9000000000000133,"idStr":"9000000000000133","authorId":9000000000000133,"authorIdStr":"9000000000000133","name":"WalterD","avatar":"https://static.tigerbbs.com/913bd7c943b66ec0e8fdf377f9038692","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":106,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>The SpaceX IPO is expected to be a pivotal moment for the space economy. Analysts point to accelerating capital inflows, stronger fundamentals, and a broad sector re-rating beyond just one company.</p>\n<p>Deutsche Bank tracks 50 listed space companies globally with a combined market cap of $402B, which is 3.5 times higher year over year. The Bloomberg Space Economy index is up 85% over the past 12 months, far outperforming the Nasdaq's 15% gain. In 2026, average sector market caps are up 138%.</p>\n<p>Bloomberg Intelligence notes the industry is transitioning from the infrastructure buildout phase (2021–2023) to monetization, with stabilizing free cash flow and rising revenues. Defense-linked orbital tracking firms show the strongest fundamentals due to long-term government contracts, while space data and AI companies are growing faster but remain loss-making with stretched valuations.</p>\n<p>Europe leads in profitability with a 6.9% median net margin, while US firms spend heavily on R&amp;D, at about 9.1% of sales.</p>\n<p><a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> <a href=\"https://ttm.financial/S/VSAT\">$Viasat(VSAT)$&nbsp;</a> SPACZZX.P</p></body></html>","htmlText":"<html><head></head><body><p>The SpaceX IPO is expected to be a pivotal moment for the space economy. Analysts point to accelerating capital inflows, stronger fundamentals, and a broad sector re-rating beyond just one company.</p>\n<p>Deutsche Bank tracks 50 listed space companies globally with a combined market cap of $402B, which is 3.5 times higher year over year. The Bloomberg Space Economy index is up 85% over the past 12 months, far outperforming the Nasdaq's 15% gain. In 2026, average sector market caps are up 138%.</p>\n<p>Bloomberg Intelligence notes the industry is transitioning from the infrastructure buildout phase (2021–2023) to monetization, with stabilizing free cash flow and rising revenues. Defense-linked orbital tracking firms show the strongest fundamentals due to long-term government contracts, while space data and AI companies are growing faster but remain loss-making with stretched valuations.</p>\n<p>Europe leads in profitability with a 6.9% median net margin, while US firms spend heavily on R&amp;D, at about 9.1% of sales.</p>\n<p><a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> <a href=\"https://ttm.financial/S/VSAT\">$Viasat(VSAT)$&nbsp;</a> SPACZZX.P</p></body></html>","text":"The SpaceX IPO is expected to be a pivotal moment for the space economy. Analysts point to accelerating capital inflows, stronger fundamentals, and a broad sector re-rating beyond just one company. Deutsche Bank tracks 50 listed space companies globally with a combined market cap of $402B, which is 3.5 times higher year over year. The Bloomberg Space Economy index is up 85% over the past 12 months, far outperforming the Nasdaq's 15% gain. In 2026, average sector market caps are up 138%. Bloomberg Intelligence notes the industry is transitioning from the infrastructure buildout phase (2021–2023) to monetization, with stabilizing free cash flow and rising revenues. Defense-linked orbital tracking firms show the strongest fundamentals due to long-term government contracts, while space data and AI companies are growing faster but remain loss-making with stretched valuations. Europe leads in profitability with a 6.9% median net margin, while US firms spend heavily on R&D, at about 9.1% of sales. $Rocket Lab USA, Inc.(RKLB)$ $Viasat(VSAT)$ SPACZZX.P","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/573657782473408","repostId":0,"isVote":1,"tweetType":1,"viewCount":379,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["VSAT","RKLB"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":899,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/573657782473408"}