Ekso Bionics Holdings, Inc.

MDA Space Ltd

MDA Space Ltd.

Exail Technologies

The robotics market is expanding at an accelerated pace and has the potential for multiple-fold growth in the coming decades, Morgan Stanley noted in its "Robot Almanac" report published at the end of 2025. The bank’s strategists estimate that the industry’s total addressable market could reach $500 billion by 2030. By 2040, it could amount to about $9 trillion, and by 2050 to $25 trillion, and that covers only the segment of robotics device sales.

10 robotics stocks with big returns so far in 2026

Amazon.com, Inc.

Delta Air Lines, Inc.

Delta Air Lines is the most expensive US airline by market capitalization

Delta has chosen Amazon's satellite internet service. This is important for its competition with SpaceX

EchoStar Corporation

Shares of satellite communications operator EchoStar fell in price at trading on March 23 - the first day after its inclusion in the S&amp;P 500, while the index itself <a href="https://oninvest.com/article/szataa-pruzina-indeksy-ssa-vzleteli-neft-obvalilas-na-24-den-vojny-s-iranom">rose</a> sharply. The company's capitalization has jumped more than 300% over the last year. Its securities remain one of the few public ways to bet on SpaceX before the IPO, writes Barron's. Analysts rate EchoStar's prospects moderately optimistic despite the rally.

The stock, known as a bet on SpaceX, fell on its first day in the S&amp;P 500. Worth buying

Tesla, Inc.

Microsoft Corporation

Several operators are thinking of changing the terms of inclusion of companies in the indices in anticipation of the IPOs of SpaceX, OpenAI and Anthropic

Dow Jones may change rules to quickly include SpaceX in the S&amp;P 500 after its IPO

York Space Systems, Inc.

Eight Wall Street analysts have <a href="https://www.marketwatch.com/investing/stock/yss/analystestimates?mod=mw_quote_tab">initiated coverage</a> of York Space Systems, recommending shares of the low-cost satellite maker less than a month after it <a href="https://ir.yorkspacesystems.com/news/news-details/2026/York-Space-Systems-Announces-Pricing-of-Upsized-Initial-Public-Offering/default.aspx">went public</a> on the New York Stock Exchange. The company is heavily reliant on government funding and major defense initiatives such as Trump’s Golden Dome missile defense program for the U.S. homeland, but Wall Street appears willing to accept that risk, Barron’s <a href="https://www.barrons.com/articles/york-space-systems-stock-ratings-26467d20?mod=RTA">believes</a>.

Eight analysts initiate on space stock York with 'buy' following recent IPO

Mirae Asset Securities Co., Ltd.

Investors are buying up Mirae Asset shares for access to SpaceX and xAI assets

180% YTD: bet on SpaceX propels Korean brokerage to top of global index

That's about one-sixth of current U.S. GDP

"The need for capital will be huge": Musk's data center in space estimated to cost $5 trillion a year

SpaceX is considering teaming up with Tesla or AI startup xAI, Bloomberg and Reuters wrote

Reuters: Musk's SpaceX has $8 billion in profits in 2025. That's about 50% of revenue

According to Bloomberg, a merger with Tesla is also a possibility

Musk wants to merge SpaceX and xAI into one company before IPO - Reuters

The company goes public on the New York Stock Exchange under the ticker YSS

York Space Systems IPO: Shares of Pentagon space contractor begin trading

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%.