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Market Update 28 Jun 2026

Fifth Person

Here’s a rundown of US-listed companies with meaningful space-industry exposure, grouped by what they actually do.

Pure-play launch & rockets

SpaceX (Nasdaq: SPCX) — Now directly investable through its IPO at roughly a $1.75 trillion valuation, after previously being the dominant private launch provider generating an estimated $15–16 billion in 2025 revenue. Exoswan InvestSnips
Rocket Lab (Nasdaq: RKLB) — Leads the launch & services layer, described as the most credible public proxy for SpaceX and highly sensitive to mission-success milestones. It recently expanded into satellite components via acquisition. InvestSnips
Firefly Aerospace (Nasdaq: FLY) — A space and defense technology company that recently won a $144 million NASA lunar delivery contract and is building launch infrastructure in Sweden. Green Stock News
Relativity Space and Stoke Space — Part of the 2025–2026 wave of space IPOs; Relativity is building a 3D-printed reusable rocket with over $2.9 billion in launch contracts, while Stoke is pursuing full first- and second-stage reusability. (Check current listing status — these were recent/pending IPOs as of early-to-mid 2026.) Exoswan
Karman Space & Defense (NYSE) — Designs payload protection, propulsion, and interstage systems for missile-defense and space-launch programs, headquartered in California and listed in February 2025. Stock Titan

Satellite connectivity & data

AST SpaceMobile (Nasdaq: ASTS) — Sits in the data & connectivity layer, converting orbital hardware into high-margin recurring digital revenue; building direct-to-smartphone satellite broadband. InvestSnips
Planet Labs (NYSE: PL) — Earth-observation/data analytics.
Iridium Communications — Operates a constellation of low-Earth-orbit satellites providing voice, data, and IoT connectivity with global coverage including the poles. Stock Titan
Globalstar — satellite communications, recently tied to Apple’s emergency SOS feature.
Spire Global (NYSE: SPIR) — An Earth-observation company operating a satellite network used across meteorology and aviation, with 2026 revenue guidance of $75–85 million, up ~50% year-over-year. Yahoo Finance
BlackSky Technology (Nasdaq: BKSY) — satellite imaging.

Lunar / deep-space infrastructure

Intuitive Machines (Nasdaq: LUNR) — Focused on the lunar economy, part of NASA’s commercial approach to Artemis-adjacent infrastructure. Exoswan
Redwire Corporation (NYSE: RDW) — A space infrastructure company diversifying into defense; Q1 2026 revenue rose nearly 58% to $97 million with a record $498 million backlog. Yahoo Finance
Momentus Inc. (Nasdaq: MNTS) — A commercial space company specializing in satellite technology and in-space logistics. Green Stock News