Tesla, Inc.

SpaceX IPO has the potential to be the largest in history. The company expects to raise up to $50 bln

Musk proposed timing SpaceX IPO to coincide with start of planetary parade - Financial Times

Planet Labs PBC

Shares of mid-cap satellite data provider <a href="https://finance.yahoo.com/quote/PL/">Planet Labs</a> climbed&nbsp;almost 6% on Wednesday, January 14, reaching a new all-time high. Over the past two days, three Wall Street analysts have <a href="https://www.marketwatch.com/investing/stock/pl/analystestimates?mod=mw_quote_tab">raised their target prices</a> for the stock, with the most bullish call implying upside of over 12% from current levels. Over the last 12 months, Planet Labs has surged more than 600%.

Space stock Planet Labs is up 600% in LTM, but Wall Street sees more upside

Sidus Space, Inc.

Shares of micro-cap space services provider Sidus Space nearly doubled during the regular session on Monday, December 22, before giving back much of the gain after hours, as investors reacted to two closely timed announcements: the company’s <a href="https://investors.sidusspace.com/news-events/press-releases/detail/267/sidus-space-awarded-contract-under-missile-defense-agencys">inclusion</a>&nbsp;in a U.S. missile-defense program and a <a href="https://investors.sidusspace.com/news-events/press-releases/detail/269/sidus-space-announces-pricing-of-public-offering">discounted share offering</a>.

Sidus Space doubles on inclusion in defense program, then freefalls on stock offering

Rocket Lab Corporation

The Boeing Company

Alphabet Inc.

5N Plus Inc.

Amazon.com, Inc.

One of the hottest technology topics in December was data centers - data centers - in space. Suddenly, just about everyone is talking about it: Nvidia, Google, Amazon, a number of startups, and the ubiquitous Elon Musk. Let's see what makes the idea of orbital data centers so attractive and whether it will be possible to make money on it in 2026.

AI in orbit: why Elon Musk and Sam Altman want to build data centers in space

ARK Invest describes three scenarios for Elon Musk's space company - and based on them assesses its potential value

How much could SpaceX be worth? Cathie Wood's Analyst Prediction 

NVIDIA Corporation

OpenAI CEO Sam Altman was considering an acquisition or partnership with rocket company Stoke Space to create a competitor to Elon Musk's SpaceX, the Wall Street Journal (WSJ) <a href="https://www.wsj.com/tech/ai/sam-altman-has-explored-deal-to-build-competitor-to-elon-musks-spacex-01574ff7?mod=hp_lead_pos9">reported</a>, citing sources close to OpenAI. In the renewed company, Altman, according to them, hoped to get a controlling stake through a multibillion-dollar equity investment.

WSJ: The head of OpenAI wanted to create a SpaceX competitor. Why did he refuse?

Intuitive Machines, Inc.

One of the companies the analyst is betting on has lost almost 50% this year

Cantor Fitzgerald named stocks with up to 60% upside potential. What attracted them to the space?

Firefly Aerospace Inc.

Shares of <a href="https://investors.fireflyspace.com/">Firefly Aerospace</a>, a mid-cap developer of launch vehicles and orbital spacecraft and a competitor to Elon Musk’s SpaceX, have <a href="https://finance.yahoo.com/quote/FLY/">soared</a>&nbsp;more than a quarter in early trading today, November 13. The company <a href="https://investors.fireflyspace.com/news-releases/news-release-details/firefly-aerospace-announces-third-quarter-2025-financial-results">reported</a>&nbsp;strong third-quarter revenue growth and new contracts; plus it raised its full-year 2025 guidance.

SpaceX rival Firefly up 28% after strong 3Q25 results and upgraded 2025 guidance

Leonardo S.p.a.

Thales S.A.

Airbus SE

The alliance will test Europe's ability to unite its fragmented defense and space industries

EU aerospace companies form alliance against Musk's Starlink. Is it too late?

Karman Holdings Inc.

Space Agency NASA accused SpaceX of falling behind schedule and admitted that it will allow other companies to compete with Elon Musk's company for the contract, which the latter has already won. It is about the project to deliver astronauts to the Moon, <a href="https://www.bloomberg.com/news/articles/2025-10-20/spacex-delays-forcing-us-to-rethink-musk-s-moon-landing-contract">reports</a> Bloomberg. After this message, the shares of space companies, including those not related to the flights to the Moon, rose in price.

NASA may give SpaceX contract to competitors. Shares of space companies rose

AST SpaceMobile, Inc.

Redwire Corporation

The market is now pricing Rocket Lab stock based on SpaceX's implied valuation

Morgan Stanley has raised the stock target on rival SpaceX by 240%. What is the bank betting on?

Verizon Communications Inc.

AST SpaceMobile, a satellite company, has nearly quadrupled its capitalization this year