5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover

Five space stocks for the next leg higher.

5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover VIEW IN BROWSER  |  FOLLOW LUKE ON 𝕏 When Space Exploration Technologies Corp. (SPCX) went public on June 12, a particular wealth advisor received a call from a client who simply asked: Did you buy any shares? He had not… yet. Like most analysts and advisors tracking SpaceX, the IPO was blowing through every valuation and screener condition imaginable. So, the client asked if they could just buy 10 shares anyway. The advisor did as asked, later likening the trade to buying a lottery ticket after the jackpot already hit a billion dollars. The odds are not in your favor, but you buy anyway for the buzz and the hope. But the space trade is much, much bigger than any single stock. Space stocks spent the six weeks after the SpaceX IPO in a brutal drawdown. The sector ran hot into the listing, then was crushed once the hype passed. But now we’re staring down the barrel of a major turnaround, and I want to walk you through why this setup is one of my favorite trades in the market currently. In short, we’re seeing long-term winners that have worked through short-term corrections, which have flipped into short-term rebounds. When that happens in a sector this early in its growth curve, you want to be positioned before the move, not after it. There are two reasons for the turnaround in space stocks. First, the entire space basket reported earnings, and the reports were good almost across the board. Second, SpaceX cleared its first major post-IPO share lockup without triggering the wave of insider selling that bears (me included) worried about. Both were clearing events. And both point toward a sector that’s ready to surge. We discuss this (and more) in our latest episode of Being Exponential with Luke Lango below: Recommended Link Rare Earth Stocks Are Becoming a National-Security Trade Today’s chokepoint is rare earth magnets. And the biggest industrial buildout of our lifetimes – Musk’s newest project included – is competing for the same limited supply. Luke Lango has spent months mapping how every pillar of what could be Elon Musk’s next act – the robots, the orbital data centers, the chip fabs, all of it – depends on a short list of critical suppliers. Luke calls the master plan “XPANSE.” And it’s a project so enormous that Elon himself believes it could make early investors 1,000 times their money. Luke gives away the name and ticker symbol of an investment perfectly positioned to capitalize – free. 5 Space Stocks to Buy Now Redwire Corporation (RDW ) is a space infrastructure company built through a mix of internal engineering and an aggressive M&A strategy: eleven acquisitions to date, most recently Edge Autonomy. The result is a business split across two segments. Space covers next-generation spacecraft, large space infrastructure such as solar arrays and power systems, and microgravity manufacturing. Defense Tech covers combat-proven unmanned aircraft systems (the Stalker and Penguin platforms) and sensor and payload systems (Octopus ISR). Redwire is less a single-product company than a rollup of critical, often single-source components and capabilities that other space and defense programs depend on. The numbers back up the story. In the second quarter, Redwire delivered record revenue of $117.1 million, up 89.6% year over year, with record gross margins of 27.8%. Backlog hit a record $542.1 million, up 64.5% year over year (the fifth consecutive quarter of backlog growth) on a book-to-bill ratio of 1.42. Management reaffirmed full-year revenue guidance of $450 million to $500 million, roughly 42% growth at the midpoint, and the company ended the quarter with $557.8 million in cash after a $487.9 million capital raise. That gives Redwire real firepower to keep pursuing accretive M&A and to fund expansion projects like the new Microgravity Center of Excellence in Georgetown, Indiana, and a 164,000-square-foot Defense Tech production expansion in Huntsville, Alabama. BlackSky Technology Inc. (BKSY ) operates a constellation of high-resolution imaging satellites paired with real-time analytics through its Spectra software platform. Its core intelligence and AI subscription business hit a $100 million annualized revenue run rate in the second quarter, up 50% sequentially. Management says that revenue level unlocks real operating leverage, meaning incremental subscription dollars now drop to the bottom line at a far higher rate. Adjusted EBITDA turned solidly positive at roughly $5 million, a 14.2% margin and a $7.5 million improvement from a year earlier. BlackSky raised $150 million in fresh capital during the quarter and now holds liquidity north of $300 million. The chart shows the stock reclaiming its 200-day and 50-day moving averages with a bullish MACD crossover. I expect a new high above the prior peak of $51.63, potentially reaching $60 to $70 in the coming weeks to months. Rocket Lab USA, Inc. (RKLB ) is following the same playbook SpaceX wrote: evolving from a rocket launch company into a vertically integrated space and AI business through its pending Iridium Communications acquisition, its push into spectrum, and talk of orbital data centers. Second-quarter revenue reached $234 million, up 62% year over year and above estimates, with a backlog of $2.36 billion and more than $1 billion in new contracts signed across the quarter and the week after. The adjusted loss came in at $8.8 million, far better than management’s guided range of $20 million to $26 million. Rocket Lab lost its 200-day moving average in mid-July for the first time since 2024, but it has since reclaimed that level, and I want to see $78 hold as support. If it does, this stock could put in its biggest rebound yet, potentially reaching $200 from around $150 to $160. AST SpaceMobile, Inc. (ASTS ) is building a satellite network that connects directly to ordinary, unmodified smartphones, a real technological edge over Starlink’s hardware-dependent approach. Verizon, AT&T, Vodafone and 21 of Europe’s top 25 carriers have expressed interest in the technology. Backlog grew to $1.3 billion, and the company landed more than $100 million in new U.S. government contracts tied to national security priorities, including the Golden Dome missile defense initiative. A new $1.15 billion convertible note priced at the company’s lowest-ever coupon, near 1.6%, pushed pro forma cash to nearly $4 billion. The chart lags the rest of the group because it has not reclaimed its 200-day moving average, but the bounce off the roughly $53 low looks legitimate, with a bullish MACD crossover pushing above the zero line. I recommend buying the rebound here even without full technical confirmation. Space Exploration Technologies Corp. (SPCX) is the head of the snake for this entire trade. Second-quarter revenue hit $7.8 billion, up 92% year over year, and EBITDA reached $3.5 billion, up 191%. All three segments grew: Space up 29%, connectivity up 66%, and the AI segment up 247%. That AI unit turned EBITDA-positive for the first time, at $1.1 billion. Management guided toward more than $100 billion in annualized revenue by December, backed by roughly $100 billion in cash following the IPO and a $25 billion bond offering. When the SpaceX rally cooled after the IPO, this entire sector fell with it. Now that SpaceX is rebounding, the rest of the group is rebounding, too. You cannot separate the two stories. The Bottom Line on Space Stocks One name notably absent from this list is Planet Labs (PL). I recommend the stock long-term, but it still trades below its 200-day moving average and its earnings report remains roughly a month out. Four of the five stocks above have earnings confirmation, and all five show technical confirmation. Planet Labs has neither yet. The lottery-ticket logic from that SpaceX buyer applies to this whole sector. You are not betting the farm here. You are making a calibrated bet on businesses with growing backlogs, improving margins, and balance sheets now flush with fresh capital, at exactly the moment their charts are turning higher. That is the setup, and I think space stocks are ready to rocket over the next few weeks to months. Luke Lango Editor, Hypergrowth Investing P.S. Questions or comments about this issue? Drop us a line at langofeedback@investorplace.com. Join Luke Lango in Vegas to Hear His Top Ideas LIVE! Registration is open for our corporate affiliate Stansberry Research’s popular annual conference… Save your seat right here. The Stansberry Conference & Alliance Meeting isn’t just another conference… It’s where ideas move fast, conviction gets sharper, and the next big opportunities come into focus. Plus, this is your chance to meet all your favorite editors in person! You’ll get live market updates and learn about top ideas and stock picks from Luke and Jonathon Rose… plus affiliate editors Marc Chaikin, Whitney Tilson, Dr. David Eifrig, Keith Kaplan, and many more. The featured speaker lineup this year also includes famed actor Henry Winkler (aka "The Fonz" from Happy Days). And attendees will hear from bestselling authors and experts in economics, technology (including AI), and more. You can expect two days packed with intriguing presentations and fun social events – all in the luxurious city of Las Vegas. It really pays to be in the room where it all happens! Reserve your discounted ticket today before they sell out!

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Buy These Stocks Before August 31st

Dear Reader, One of America’s most respected AI insiders just issued a major buy alert for August 31st. Keith Kaplan has already invested $17 million directly into his own AI research and tools and built a platform that 180,000 people worldwide now use in the stock market. He famously called the 2020 crash early, while dramatically escaping from London on one of the last planes out before lockdown. Now he says there’s a handful of stocks you need to buy before the end of this month, to set yourself up for 1,000% potential returns in the near future. Everything you need to know is revealed FREE right here. Put simply, after spending millions of dollars on AI research, hiring a former NSA codebreaker and Pentagon insider… Keith is unveiling a revolutionary new approach to AI stocks, which could make you $100,000 more than owning high flying tech names like Microsoft or Meta. If you’re worried the AI boom is passing you by, he predicts it’s the fastest way to avoid getting left behind. In fact, Keith recently warned: “Do NOT buy SpaceX, Microsoft, or any high-flying tech names… “Move your money HERE instead.” Best, Allison Isla Publisher, TradeSmith P.S. Tens of thousands of folks already use Keith’s tools in the stock market. One gentleman named Stephen told us he has built a $2.95 million retirement portfolio using Keith’s work, saying that “these results wouldn’t have been possible” without it. Another follower named Keith W. said: “I have more than doubled my portfolio. I love the consistency of my results.” But if Keith’s new warning is correct, you’re running out of time to move your money ahead of the market’s next big twist. Everything you need to know is laid out free of charge right here. The investment results described in these testimonials are not typical. Investing in securities carries a high degree of risk; you may lose some or all of the investment. To ensure that you continue to receive marketing emails from TradeSmith, please add info@exct.tradesmith.com to your address book. If you no longer want to receive marketing emails from TradeSmith, please click here to unsubscribe. If you have any questions, please don't hesitate to contact Customer Service at support@tradesmith.com or by calling 1-866-385-2076. © 2026 TradeSmith, LLC. All Rights Reserved. 1125 N. Charles Street, Baltimore, MD 21201 Terms of Use  |  Privacy Policy  |  Unsubscribe

Why 2027 could be even hotter

El Niño is raising the odds of record-setting global temperatures ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

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This year’s El Niño is already delivering intense heat and erratic rainfall. Today’s edition looks at new analysis indicating there’s a high likelihood the weather phase will push global temperatures to a new annual record. In a Bloomberg Originals documentary, we also examine El Niño’s catastrophic toll on supply chains and communities as the climate warms. Elsewhere, we detail how Microsoft has slashed its investments in carbon removals, and have exclusive news on proposals in import-dependent Singapore to climate-proof food supply chains. Subscribe to Bloomberg.com for unlimited access to all our coverage. Tumbling heat records By Eric Roston An unusually powerful El Niño is raising the odds that 2026 will surpass 2024 as the world’s hottest year on record, and regardless, 2027 is expected to set a new high, according to a monthly analysis of global weather data by Berkeley Earth, a nonprofit research group. “We are likely to see something quite dramatic in the next year or so,” Robert Rohde, chief scientist at Berkeley Earth, said on Thursday. “It will be giving us weather conditions that we would normally expect to be a decade or more away. It’s going to be a big deal.” Read More: El Niño May Push Global Warming to 2C or Higher in the Short Term Workers cool themselves in water fountains during high temperatures in Paris in May. Photographer: Benjamin Girette/Bloomberg El Niño, a months-long recurring weather phase, brings powerful consequences for the globe — drying out some regions, like Western and Southern Africa, Australia and India, while potentially raising rainfall in others, such as the southern US.  Scientists gauge the strength of an El Niño from sea-surface temperatures in a specific region of the Eastern tropical Pacific Ocean. Projections suggest temperatures will rise an extraordinary 4C above normal in that patch of ocean, compared with 2.75C for the El Niño of 2015 to 2016. The crushing heat in the late spring and early summer this year probably came too early for El Niño to have made it worse.  This El Niño started in June and is coming on so strong that the odds of 2026 becoming the hottest year have jumped from 12% in July to 69% in August, according to Berkeley Earth.  Last month, heat waves fueled destructive wildfires in France and Spain and a heat dome baked parts of the US. It was the hottest or second-hottest July ever recorded, according to the major climate datasets. In the contiguous US, the month’s average high temperature broke a record set 90 years ago, at the peak of the Dust Bowl. So much of the world is sweltering that it’s easier to name the place that isn’t: “It’s been a very, very cold Antarctic winter,” Rohde said.  Read more El Niño expectations 69% The chance during October to December that the current El Niño reaches a strength not seen in 76 years of record keeping, according to the US Climate Prediction Center. Climate impact “El Niño is a giant hammer that the climate gets hit with, so it is going to scramble a lot of different things.” Zeke Hausfather A research scientist at Berkeley Earth Microsoft cuts back By Coco Liu Microsoft Corp. dramatically cut back investments in carbon removals in the first half of the year, as it ratchets up spending on artificial intelligence. The company bought 8.55 million metric tons of carbon removal credits in the year through mid-July, which is about 80% less than it purchased over the same period in 2025, according to calculations by BloombergNEF. That puts Microsoft on track for its first retreat since 2023 from a market it entered in 2020. A Microsoft data center in Aldie, Virginia. Photographer: Lexi Critchett/Bloomberg At the same time, Microsoft’s carbon footprint has been growing. AI’s seemingly insatiable demand for electricity, coupled with the slow rollout of cleaner solutions, resulted in a 25% increase in the company’s emissions last year, according to its latest sustainability report. The development comes as Microsoft and other hyperscalers are locked in an AI arms race in which efforts to achieve scale appear to be on a collision course with previously stated climate goals. Bloomberg News reported in April that Microsoft was pausing some of its carbon removal purchases due to financial considerations. The company said back then the program hadn’t ended. In an emailed response to Bloomberg News, Microsoft said that buying removal credits is only one pillar of its pathway toward decarbonization. “Any adjustments we make are part of our disciplined approach, not a change in ambition,” a spokesperson for the company said. Read more Turbocharging weather disasters WATCH: How Super El Niño Is Turbocharging Weather Disaster This year’s Super El Niño is already taking a heavy toll. From erratic rains in India to intense heat in Europe, weather extremes are threatening crops, supply chains, energy sources — and human life. As the world grapples with ever-increasing temperatures tied to global warming, watch Bloomberg Originals explain how this year may be a preview of the not-too-distant climate future. Singapore’s food security plan By Ishika Mookerjee Singapore, which imports more than 90% of its food, is exploring a proposal to raise about $500 million for a fund to boost climate resilience in Southeast Asia’s supply chains. The plan would see the Monetary Authority of Singapore establish an adaptation fund focused on protecting sectors like agriculture and aquaculture from the impacts of extreme weather and global warming, according to people familiar with the discussions. Officials aim to help secure finance for projects that currently struggle to attract funding, said the people, who asked not to be identified as discussions are confidential. A fund could be launched early next year as Singapore takes on the rotating chairmanship of the Association of Southeast Asian Nations, the bloc of 11 regional economies, the people said. Considerations are at an early stage and no final decisions have been made, including on the final fundraising amount, they said. The Monetary Authority of Singapore didn’t respond to a request for comment. Read more 🎥 Attention all filmmakers! Working on a short documentary about climate change? Don’t miss your chance to submit it to the Bloomberg Green Docs film competition. Grand prize: $25,000. Submissions will be accepted through October 2, 2026. See official rules at bloomberg.com/greendocs. More from Green Green One in 25 Australian Homes Installed a Battery in Grid Shakeup Half a million Australian homes, or about 4% of the total, have installed a residential battery under a government program that is transforming one of the world’s most volatile power markets. Read more Green Heat Waves May Cost France Up to €15 Billion, Minister Says This summer’s heat waves may cost France as much as €15 billion ($17.3 billion), a government minister said, according to Les Echos. Green Wild Weather Forces Antofagasta to Cut Copper Output Forecast Antofagasta Plc cut its copper production guidance by several tens of thousands of tons after extreme rain and snow disrupted its flagship mine in Chile, underscoring the growing operational challenge posed by extreme weather in the top copper-producing nation. Green US Climate Prediction Center Sees 69% Chance of Historic El Niño The El Niño building in the Pacific Ocean is increasingly expected to reach a strength not seen in 76 years of record keeping. Finance Trader Who Made $1 Billion on Coal Now Bets on US Minerals Push Commodity baron Matt Latimore is diversifying into critical minerals, steelworks, and even a freight railway after facing a liquidity crunch a decade ago. More from Bloomberg Business of Food for a weekly look at how the world feeds itself in a changing economy and climate, from farming to supply chains to consumer trends Energy Daily for a daily guide to the energy and commodities markets that power the global economy Tech In Depth for analysis and scoops about the business of technology Explore all Bloomberg newsletters. We’re improving your newsletter experience and we’d love your feedback. If something looks off, help us fine-tune your experience by reporting it here. Follow Us You received this message because you are subscribed to Bloomberg’s Green Daily newsletter. If a friend forwarded you this message, sign up here to get it in your inbox. Unsubscribe Bloomberg.com Contact Us Bloomberg L.P. 731 Lexington Avenue New York, NY 10022 |