You can’t buy SpaceX—it’s okay! These three space stocks might be even more appealing

The IPO hype for SpaceX is so high, but the problem is that in the end, only a small number of people can actually get shares. What should you do then? Just watch others get rich?

Actually, not necessarily. In history, every time there’s a major IPO, the biggest winners are often not just the company that goes public. Do you remember NVIDIA? The biggest winners of the AI boom are actually the companies that provide the underlying computing infrastructure. By the same logic, the biggest beneficiaries of SpaceX’s listing might be those “space-concept stock” buddies.

The first thing to look at is Rocket Lab (ticker symbol RKLB). This company is very similar to SpaceX—it’s also in the business of launching rockets. Its 2025 revenue is expected to exceed $600 million, a 38% year-over-year increase. It has $2.2 billion in backlog orders and more than 70 rockets lined up to be launched. Its new rocket, Neutron, is expected to make its first launch this year, and its cost is already comparable to SpaceX’s Falcon 9. Most importantly, its stock price has already risen more than 50% this year, and retail investor attention is climbing rapidly.

The second one worth paying attention to is AST Spacemobile. Although it doesn’t launch rockets, it runs the business of satellite direct-to-cellular phones. SpaceX’s listing could “reprice” the entire low-Earth-orbit satellite sector, and companies like AST—purely service-oriented—may see their value re-rated.

The third is Redwire. This company provides key technology and components for space missions—basically the role of “selling shovels to gold miners.” The more successful SpaceX is, the greater the demand for space infrastructure, and the more orders Redwire is likely to get.

The logic is simple: once SpaceX goes public, the valuation anchor for the whole space economy gets set. Institutional capital will start looking for other undervalued targets in this sector, and Rocket Lab is the most obvious one.

So if you can’t get SPCX, consider diversifying across these “little space players.” After all, don’t put all your eggs in one basket—everyone understands that principle.
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