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3 Space Stocks: Ready for Liftoff or Burning Up on Reentry?

Written by Thomas Hughes. First Published: 9/1/2026.

Space stocks have been on a wild ride this year. Many, if not all, rose 50% to 100% at their peaks, if not more, only to fall back to earth after the SpaceX (NASDAQ: SPCX) IPO was completed. We can blame this sharp reset in space stock valuations on SpaceX—not because of any underlying failure, but simply because of the hype surrounding the company. SpaceX is compelling: It has an eccentric, headline-making CEO and unlocked the floodgates of institutional space investing. What it does not do is make space an advanced or profitable sector. Pockets of profitability exist—SpaceX’s Connectivity segment, which includes Starlink, is one—but they are few and far between. It will take some time for these stocks to fully recover.

The opportunity in space today is to pick up the pieces left by the SpaceX IPO and put them back together into a portfolio of winners. Space was valued at approximately $650 billion as of late August and is expected to grow at a modest single-digit CAGR over the coming years. Growth will be driven by declining launch costs and constellation demand, with commercial applications making up the bulk and defensive applications representing a large but still minority share. Commercial space stations and manufacturing platforms could soon replace existing infrastructure—which is limited—and open new paths to revenue and profits.

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Profits are key, as most space companies, including SpaceX, face high upfront development and operating costs. SpaceX is forecast to achieve profitability soonest, potentially in the next fiscal year, followed by Intuitive Machines (NASDAQ: LUNR), AST SpaceMobile (NASDAQ: ASTS), and Rocket Lab (NASDAQ: RKLB). The question is which company is best positioned today.

Rocket Lab Accelerates Launch Schedule

Rocket Lab is accelerating its launch schedule and has a major catalyst at hand. While its primary launch system, Electron, is ramping up, the company is preparing to bring its Neutron system to market. The first flights are scheduled for late 2026 or early 2027, setting the stage for a gradual ramp over the subsequent three years. Neutron is Rocket Lab's medium-lift rocket, capable of carrying more payload into space at a lower cost. It is central to the company's profitability outlook. As it stands, Rocket Lab has one of the longest timelines to profitability, but that timeline is becoming increasingly de-risked. The company has a visible pipeline of contracts for future capacity; it just needs the rockets to deliver.

Revenue is ramping in step with the launch pace. Q2 results reflect year-over-year acceleration, more than 130% growth on a two-year stack, and narrowing losses. Backlog and guidance added to the results, pointing to sustained strength, if not acceleration, in upcoming quarters.

Analyst sentiment and institutional interest are also ramping up. MarketBeat data show that analyst coverage is rising, sentiment is firming, and price targets are increasing, with consensus forecasting about 70% upside. The data also show that institutions own over 70% of the stock and are aggressively accumulating shares, reaching record levels in early Q3.

AST SpaceMobile: On Track to Dominate 5G

AST SpaceMobile is more of a space-based play than a space pure play, operating a satellite constellation to support ground-based 5G operations. The constellation is made up of antenna arrays that can beam signals directly to ground-based devices, providing broad coverage. Today's story is the cost and time required to get satellites into orbit. Tomorrow's story is the large and growing number of contracts with global 5G service providers, enterprises, and governments. These contracts support a robust revenue and earnings outlook, with revenue in the midst of a significant ramp. However, profitability remains dependent on satellite deployment, service activation, and cost control.

Analyst and institutional activity reflects continued interest in the stock, though not without risk. While sentiment is pegged at Hold, it is improving, and consensus forecasts nearly 50% upside, with institutions buying. Institutions show even higher conviction, owning more than 60% of the stock and buying at a pace of more than $10 for every $1 sold in early Q3. This activity underpins late-summer support, limits risk, and provides a launchpad for rallies. A potential catalyst is the expected launch of a U.S. satellite service with major mobile network partners.

Intuitive Machines: Your Guide to Lunar Landings and Space Profits

Intuitive Machines has emerged as a mission-critical service provider with vertically integrated capabilities to support moon-oriented missions.

Recent acquisitions have increased its telemetry and communications capacity, while its existing technologies include space infrastructure, payload protection, and lunar landers. Numerous contracts support its business, including government contracts and work related to NASA’s Artemis mission.

Results reflect accelerating demand and a path to profitability, with profitability expected in 2026 and broader earnings improvement anticipated thereafter. Upcoming results are likely to trigger price action, with analysts rating the stock a Moderate Buy, price targets firming, and consensus forecasting nearly 100% upside.