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Special Report Is 2026 the Year of Space Stocks? 2 Stocks to WatchWritten by Ryan Hasson. Publication Date: 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: This Could Turn $100 into $100,000
The space sector may be on the verge of 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 trades publicly, the sector is already having a standout year. Rocket Lab (NASDAQ: RKLB) is up roughly 230% over the past year. Planet Labs (NYSE: PL) has surged more than 700% over the same period and is up about 65% year-to-date. With a rising defense budget, a potential landmark IPO on the horizon, and several sector 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 After nearly five decades on Wall Street, Louis Navellier says a major currency shift is already underway - and the wealthiest Americans, including Musk, Zuckerberg, and Ellison, are quietly moving money out of dollars and into a different type of asset entirely. It's not bitcoin or any other crypto. Navellier has identified 7 companies he believes are positioned at the center of this trend - the last time he spotted a setup like this, Nvidia climbed as high as 10,000%. Watch Navellier's urgent briefing and get all 7 company names 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 launcher designed for deploying satellites and rideshare payloads to low Earth orbit. Having launched more than 250 missions and supported over 1,700 satellites in orbit with its technology, Electron has become one of the most frequently flown and reliable small-lift rockets available. The company's most anticipated catalyst is Neutron, a medium-lift rocket designed to compete with SpaceX's Falcon 9. Built for mega-constellation deployment and deeper-space missions, Neutron will carry payloads up to 13,000 kilograms and could materially expand 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, while quarterly revenue rose 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% 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 and 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 mark a meaningful inflection point in Planet Labs' 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 at the time of the reports. With a potential SpaceX IPO on the horizon and sector momentum already building, Rocket Lab and Planet Labs are two space names worth keeping on your radar. |
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