The Rundown Deep Dive: 4 Space Stocks to Watch as SpaceX Nears IPO
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Dec 27, 2025 The space economy is heating up, driven by the buzz around SpaceX’s potential IPO. There’s a fascination with investing in companies aligned with this cosmic race. Topics include the potential of AI data centers in orbit and the U.S. government’s renewed commitment to space exploration. Companies like EchoStar and Rocket Lab are discussed for their connections to SpaceX and satellite innovations. However, there's caution amid the hype, as the market navigates risks and attempts to identify long-term winners.
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SpaceX IPO Is Repricing The Sector
- SpaceX's impending IPO is re-pricing the entire space sector as investors hunt for the next winner.
- Rapid private share moves (from $400B to $800B) and IPO chatter create spillover enthusiasm for other space stocks.
AI Is Pushing Space Infrastructure
- AI demand is a major driver pushing space companies toward new infrastructure like orbital data centers.
- Space offers 24/7 solar power and easier radiative cooling, which appeal to hyperscale AI operators.
Factor In Federal Policy Tailwinds
- Expect increased government support and contracts as the administration prioritizes moon return and space superiority.
- Factor potential federal funding and policy tailwinds into long-term investment theses for space firms.