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Further Reading from MarketBeat Is 2026 the Year of Space Stocks? 2 Stocks to WatchWritten by Ryan Hasson. Posted: 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's "Hidden" Company
The space sector may be on the verge of its biggest moment yet. Reports and rumors suggest SpaceX, the world's largest 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 trades publicly, the space sector is already having a standout year. Rocket Lab (NASDAQ: RKLB) is up about 230% over the past year, while 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 names already delivering exceptional 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 SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation could reach over $1.5 trillion. But since SpaceX isn't publicly traded, most investors assume they have no way to invest—that assumption may be wrong. According to veteran investor Matt McCall, there's a little-known public investment vehicle that provides exposure to SpaceX and dozens of other private companies, and today shares trade for less than $30. Click here to see the full story Rocket Lab is an end-to-end aerospace company providing launch services, spacecraft, and space systems to commercial and government customers. Its primary launch vehicle, the Electron rocket, is a small-lift orbital vehicle designed to deploy satellites and rideshare payloads to low Earth orbit. With over 250 satellites launched and more than 1,700 satellites in orbit carrying Rocket Lab technology, Electron has become one of the most reliable and frequently flown small-lift rockets in operation. The company's most anticipated catalyst is Neutron, a medium-lift rocket built to compete directly with SpaceX's Falcon 9. Designed for mega-constellation deployment and deeper-space missions, Neutron can 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, Rocket Lab reported EPS of negative 3 cents, beating the consensus estimate of negative 5 cents, with quarterly revenue rising 48% year-over-year to $155.08 million. The company closed out 2025 with a record 21 successful launches, a 100% mission success rate, and a backlog that climbed 73% to $1.85 billion. Roughly 37% of that backlog is expected to convert to revenue within the next 12 months, providing solid forward visibility. Analysts maintain a consensus Moderate Buy rating, with a price target implying more than 15% additional 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 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 significantly, the company reached 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 active buyers, with $693 million in inflows over the prior 12 months versus $308 million in outflows. Following the results, analysts at Cantor Fitzgerald, Wedbush, and Needham raised their price targets to $40, implying nearly 47% upside potential at the time of the report. With a potential SpaceX IPO on the horizon and sector momentum already building, both Rocket Lab and Planet Labs are worth keeping on your radar. | 
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