Follow capital across the space economy — launch, satellites, defense and the SpaceX supply chain. 24 stocks with MoonshotScores and FMP-grounded analysis.
Quick Answer
Space Economy maps capital across five layers — components, launch, orbital infrastructure, satellite services and defense — covering 24 public stocks with MoonshotScores and FMP-grounded analysis.
The space economy is the full value chain that builds, launches and operates in space — from rocket and satellite components, through launch providers, to orbital infrastructure, satellite services and space defense. It is estimated at roughly $610B today and projected toward $1.8T by 2035. This page maps capital across five investable layers covering 24 public companies.
Twenty-four public companies across five layers, including Rocket Lab (RKLB), AST SpaceMobile (ASTS), Planet Labs (PL), Intuitive Machines (LUNR), L3Harris (LHX), Redwire (RDW), Kratos (KTOS), Lockheed Martin (LMT) and Northrop Grumman (NOC). Each is shown with its role, a MoonshotScore and analysis grounded in real financial data.
Launch is the toll booth of space. The cost to put a kilogram in orbit fell from roughly $65,000 on the Space Shuttle to about $2,700 with SpaceX, with Starship targeting $100–200. As access gets cheaper, demand compounds across the entire value chain.
The defense super-cycle is a multi-year, structural rise in space-related defense spending. The US Space Force budget reached $40.2B for 2026 (+40% year over year), and the Golden Dome missile-defense shield carries $15.7B — a durable demand signal for defense primes and specialists.
A possible SpaceX listing near a $1.5–2T valuation would re-price the entire sector and could lift public peers and the SpaceX supply chain. History shows post-IPO pullbacks are common, so the listing is both a catalyst and a risk.
No. This is an educational research tool, not investment advice. Conviction tiers reflect research interest, not buy or sell recommendations. Data is sourced from FMP earnings calls and analyst estimates. Always do your own research and consult a licensed advisor.