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Exclusive News Could These 3 Aerospace Firms Go Stratospheric in 2026?Written by Nathan Reiff. Date Posted: 12/22/2025. 
What You Need to Know - Some space industry stocks have boomed this year, driven by hype surrounding federal defense spending, speculation about a SpaceX IPO, and more.
- Major contracts for Rocket Lab and L3Harris, each worth close to $1 billion, affirm these companies' dominance heading into 2026.
- AST SpaceMobile's rapid gains this year may cause some concern, but the firm's ambitious satellite launch plans and growing revenue could bode well.
2025 was a standout year for the space industry, with historic advances in commercial space tourism, significant investment in infrastructure, and the debut of new publicly traded firms that broadened market interest. At the same time, NASA faces mounting fiscal pressure amid potential budget cuts, increasing the likelihood that commercial firms will step in to fill critical operational and infrastructure roles. While President Trump's official salary is $400,000 per year... his tax returns reveal he's been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn't touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies... Discover how to invest in the fund Trump uses to collect this income >> Investors can capitalize on the surge in space stocks through a broad-based exchange-traded fund like the Procure Space ETF (NASDAQ: UFO). But a few standout companies may also merit targeted individual investments heading into 2026. The names below are established firms that could leverage their size and experience for further growth next year. Rocket Lab's Government Contracts and Neutron Rocket Set the Stage for 2026 Industry leader Rocket Lab (NASDAQ: RKLB) has seen significant share-price volatility over the past year, but the recent trend has been upward. The launch and space-services company has nearly tripled year-to-date, including a roughly 75% surge in the last month. Some of that momentum reflects broader industry optimism, fueled in part by speculation that Elon Musk's SpaceX—still privately held but among the industry's most influential companies—might pursue an IPO in 2026. More directly, Rocket Lab has reported a string of operational wins that have positioned it as a go-to services provider for the Japan Aerospace Exploration Agency, the U.S. Space Force, and other government partners. A late-December $816 million contract with the Space Force—Rocket Lab's largest-ever award—signals potential expansion in 2026. Company management indicated in the latest earnings report that pad operations could begin in the first quarter of 2026, with first flights to follow. That and other positive results prompted multiple analysts to reiterate Buy or Overweight ratings in November. AST Finds Footing With Growing Revenue, Ambitious Satellite Launches Planned Satellite broadband company AST SpaceMobile (NASDAQ: ASTS) has outperformed peers this year, returning roughly 250% in 2025. That surge has led some analysts to warn of overvaluation—based on a consensus price target of $45.66, the shares imply downside of nearly 40%, and several firms have downgraded ASTS in recent months. Still, AST provided encouraging results in its latest earnings report. Pro forma cash and liquidity topped $3.2 billion, which should support the company's plan to launch 45 to 60 satellites in 2026. Contracted commercial commitments are also building: the company reported more than $1 billion in aggregate commercial revenue commitments in the latest quarter, underscoring growing confidence from partners. Although revenue missed some analyst expectations, it grew roughly 13-fold year-over-year in the quarter, indicating the business is gaining traction. Satellite Contract Worth Nearly $1 Billion Highlights L3Harris' Strong Fundamentals and Operations L3Harris Technologies (NYSE: LHX) takes a different approach from the companies above, focusing on communications systems, avionics, electronic warfare, intelligence, and other defense- and aerospace-related technologies. LHX shares have risen a more modest 38.6% YTD, and analysts still see upside. That upside could accelerate if L3Harris continues to win large contracts like its latest award: an infrared tracking-layer satellite project from the Space Development Agency worth up to $843 million, announced in late December. In the most recent quarter, L3Harris reported organic growth, projected full-year revenue of $22 billion, and nearly $2.7 billion in free cash flow—signs of generally strong fundamentals. If the company sustains that momentum, its stock could continue climbing.
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