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Additional Reading from MarketBeat Is 2026 the Year of Space Stocks? 2 Stocks to WatchAuthored by Ryan Hasson. First Published: 3/25/2026. 
Key Points - The potential SpaceX IPO has put the space sector in the spotlight, but Rocket Lab and Planet Labs are already delivering exceptional returns with or without it.
- Rocket Lab completed 21 successful launches in 2025, achieving a 100% mission success rate, and grew its backlog to $1.85 billion.
- Planet Labs just reported record revenue, reached adjusted EBITDA profitability for the first time, and saw several analysts raise price targets to $40.
- Special Report: Elon Musk already made me a "wealthy man"
The space sector may be approaching its biggest moment yet. Reports and rumors suggest SpaceX, the world's largest private space company, could announce its long-awaited IPO as early as mid-2026, with early estimates valuing it near $1.5 trillion. If that happens, it would rank among the largest IPOs in history and could lift the entire aerospace sector. Even before SpaceX goes public, the space sector is having a standout year. Rocket Lab (NASDAQ: RKLB) is up about 230% over the past year, and Planet Labs (NYSE: PL) has surged more than 700% over the same period and is up roughly 65% year to date. With a rising defense budget, a potential landmark IPO on the horizon, and several sector names already delivering strong returns, 2026 is shaping up to be a defining year for space stocks. Here are two to watch closely. Rocket Lab: Building the Infrastructure of the Space Economy Rocket Lab is an end-to-end aerospace company that provides launch services, spacecraft, and space systems to commercial and government customers. Its primary launch vehicle, the Electron rocket, is a small-lift orbital vehicle built to deploy satellites and rideshare payloads to low Earth orbit. With more than 250 satellites launched and over 1,700 satellites in orbit carrying Rocket Lab technology, Electron has become one of the most frequently flown and reliable small-lift rockets in operation. The company's most anticipated catalyst is Neutron, a medium-lift rocket designed to compete more directly with SpaceX's Falcon 9. Built for mega-constellation deployments and deeper-space missions, Neutron will carry payloads up to 13,000 kilograms, significantly expanding Rocket Lab's addressable market. The fundamentals for Rocket Lab continue to impress. In Q4 2025, the company reported EPS of -$0.03, beating the consensus estimate of -$0.05, and quarterly revenue rose 48% year over year to $155.08 million. Rocket Lab closed out 2025 with a record 21 successful launches, a 100% mission success rate, and a backlog that climbed 73% to $1.85 billion. About 37% of that backlog is expected to convert to revenue within the next 12 months, providing strong forward visibility. Analysts maintain a consensus Moderate Buy rating, with a price target implying more than 15% upside from current levels. Planet Labs: Record Revenue and a Breakout Quarter Planet Labs was founded with a bold mission: to image the entire Earth every day and make that data visible, accessible, and actionable. The company operates one of the largest fleets of Earth-imaging satellites, delivering high-frequency, high-resolution imagery and data analytics to customers across government, agriculture, energy, and finance. That mission is translating into accelerating financial results. In its most recent quarter, Planet Labs reported revenue of $86.8 million, up 41% year over year — a new quarterly record. Full-year revenue for the fiscal period ending 2026 rose 26% to $307.7 million, also a record. Perhaps most importantly, the company achieved adjusted EBITDA profitability for the first time in a fiscal year and generated positive free cash flow — two milestones that signal a meaningful inflection point in the company's maturity. Backlog climbed 79% year over year to $900 million, driven by strong government demand, new satellite launches, and expanding partnerships. Looking ahead, management guided fiscal 2027 revenue of $415 million to $440 million. Institutions have been net buyers, with $693 million in inflows versus $308 million in outflows over the prior 12 months. Following the results, analysts at Cantor Fitzgerald, Wedbush, and Needham raised their price targets to $40, implying nearly 47% upside at the time of the report. With a possible SpaceX IPO on the horizon and sector momentum building, both Rocket Lab and Planet Labs are worth monitoring as 2026 unfolds. | 
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