Total Tracked
20
Stocks across all tiers
Prime Plays
12
Direct space companies
Supply Chain
8
Confirmed suppliers
SpaceX IPO
Jun 12
Nasdaq: SPCX Β· $1.75T
π Live prices: Click any ticker to open Google Finance Β· Or use the Live Prices button for all sources Β· Prices shown below are research estimates β always verify.
π Prime Space Stocks
Direct plays
Launch Β· Satellite Β· Lunar Β· Earth Observation Β· Satcom
| Ticker | Company | Est. Price | Est. Chg | Mkt Cap | P/E | Fwd P/E | Revenue | Category | Signal |
|---|
βοΈ Supply Chain Stocks
Confirmed suppliers
RF/GaN Β· Solar Β· Materials Β· Connectors Β· Thermal Β· 3D Print
| Ticker | Company | Est. Price | Est. Chg | Mkt Cap | P/E | Fwd P/E | Revenue | Confirmed | Signal |
|---|
π Earnings & Valuation Β· P/E ratios, forward EPS estimates, revenue growth, and path-to-profitability for all tracked stocks. Many space names are pre-profit β P/S and forward EPS show the growth trajectory. Not financial advice.
Profitable Stocks
β
Have trailing P/E
Pre-Profit Growth
β
P/S valued, scaling rev
Avg Fwd P/E
β
Profitable stocks only
Analyst Consensus
8 Buy
Across all tracked names
| Ticker | Company | Price | Mkt Cap | Trailing P/E | Fwd P/E | EPS (TTM) | Fwd EPS | Revenue | Rev Growth | EBITDA % | Analyst | Price Target | Earnings Path |
|---|
P/E vs Growth Insight β Why Most Space Stocks Have No P/E
Most pure-play space stocks are pre-profitability growth companies β they are valued on P/S (Price/Sales) and forward EPS estimates rather than trailing earnings. This is normal for high-growth tech/space sectors:
β’ Profitable (P/E available): IRDM, STM, APH, BWXT, MTRN, FLTCF, AMPG, FSLR, MTSI, AAOI β established companies with mature revenue streams.
β’ Pre-profit with P/S: RKLB, ASTS, LUNR, PL, BKSY, IONQ, MNTS β high growth, burning cash to capture market. Valued on revenue trajectory.
β’ Pre-revenue: OKLO β valued on TAM and technology optionality.
Key principle: When SpaceX IPOs, institutional investors will apply P/E multiples to the entire sector β re-rating unprofitable names to premium P/S multiples (40β100x) and pushing profitable suppliers to 35β50x P/E on space revenue growth. That re-rating event is the catalyst your portfolio is positioned for.
β’ Profitable (P/E available): IRDM, STM, APH, BWXT, MTRN, FLTCF, AMPG, FSLR, MTSI, AAOI β established companies with mature revenue streams.
β’ Pre-profit with P/S: RKLB, ASTS, LUNR, PL, BKSY, IONQ, MNTS β high growth, burning cash to capture market. Valued on revenue trajectory.
β’ Pre-revenue: OKLO β valued on TAM and technology optionality.
Key principle: When SpaceX IPOs, institutional investors will apply P/E multiples to the entire sector β re-rating unprofitable names to premium P/S multiples (40β100x) and pushing profitable suppliers to 35β50x P/E on space revenue growth. That re-rating event is the catalyst your portfolio is positioned for.
πΌ My Portfolio β SpaceX / Space Economy Bull Case Β· Current holdings + projected market caps if the space economy explodes. Data as of May 27, 2026. Not financial advice.
| Ticker | Company | Qty | Avg Cost | Price | Value | Gain/Loss | Return | Cur. Mkt Cap | Bull MC | Bull Price | Upside | Space Angle |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOTAL PORTFOLIO | Excl. MTSI (qty unknown) | |||||||||||
SpaceX IPO Scenario β What Happens to Each PositionSpeculative Analysis
π Supply chain thesis: SpaceX 1M-satellite orbital AI datacenter plan + Starlink V3/V4 expansion = massive demand for RF amplifiers, solar cells, PCBs, superalloys, and thermal systems. These are the picks-and-shovels of the space gold rush β click each layer to expand.
π Space company map: Public tickers, private launch companies, and supplier read-throughs. Use this as a starting map, then verify current contracts and filings before trading.
π X Handle Tracker: Monitoring space & crypto influencer stock picks. Click "View on X" to check their latest posts. X has no public API so picks are from research.
π SpaceX IPO CountdownJun 12, 2026
Nasdaq: SPCX Β· Target valuation: $1.75T
Roadshow: Jun 5β11
Retail ~30% allocation
π S-1 Key Facts
π S-1 confidentially filed Apr 1, 2026
π¦ 21-bank syndicate β Goldman + Morgan Stanley lead
π°οΈ Starlink Q1 2026: $3.257B revenue
π Q1 2026 total: $4.694B
π° FY2025 adj. EBITDA: $6.58B (35% margin)
π€ xAI merger Feb 2026 β orbital AI DCs
πΈ FCC filing: 1M solar-powered AI satellites
π΅ IPO raise target: $75β80B
π₯ Retail allocation: ~30% of shares
π IPO Halo β Beneficiary Stocks Ranked by ConvictionClick to view live price
| Ticker | Reason | Conviction | Tier | Live Price |
|---|
β οΈ S-1 Risk Disclosures
Orbital AI datacenters "may not be viable" β radiation and thermal not solved
Starship hasn't yet achieved commercial orbital delivery
Starlink revenue: 69% of total β concentration risk
US Government = large % of launch revenue β policy risk
π Full Investment ThesesUpdated May 26 2026
π Screen History β What Ran & What's Fresh