Rocket Lab, Intuitive Machines and AST SpaceMobile Post 2026 Growth Ahead of June 12 SpaceX IPO
Updated
Updated · The Motley Fool · Jun 3
Rocket Lab, Intuitive Machines and AST SpaceMobile Post 2026 Growth Ahead of June 12 SpaceX IPO
3 articles · Updated · The Motley Fool · Jun 3
Summary
June 12's expected SpaceX IPO is lifting attention across listed space names, with Rocket Lab, Intuitive Machines and AST SpaceMobile highlighted for strong 2026 growth signals.
Rocket Lab posted a record $200 million in Q1 revenue, up 63.5% year over year, and ended the quarter with a $2.2 billion backlog while guiding Q2 revenue to $225 million-$240 million.
Intuitive Machines reported $186.7 million in Q1 revenue—nearly triple a year earlier—and kept 2026 guidance at $900 million to $1 billion after new lunar reconnaissance contracts and its Lanteris acquisition.
AST SpaceMobile projected 2026 revenue of $150 million-$200 million versus $70.9 million in 2025, backed by a backlog covering about half that target and plans to reach 45 satellites in orbit by year-end.
The setup still carries execution risk: AST lost $191 million in Q1 and must scale launches, but all three companies are being framed as public-market ways to gain space exposure before SpaceX lists.
Is the SpaceX IPO a launchpad for the space economy or a bubble that could ground smaller competitors?
Beyond the hype, can companies like AST SpaceMobile overcome launch failures to truly connect the globe from orbit?
SpaceX’s $1.75 Trillion IPO and the $1 Trillion Space Economy: Opportunities, Risks, and the New Era of Space Investment
Overview
The upcoming SpaceX IPO, expected in June 2026, is set to be a historic catalyst for the entire space sector. This highly anticipated event is generating a surge in investor interest and capital flows into space-related stocks, fundamentally reshaping the commercial space economy. The IPO is creating a powerful 'halo effect' that draws attention to companies with strong ties to the broader space narrative. As a result, investors are closely watching which companies stand to benefit, not just through direct financial connections, but also through increased visibility, valuation comparisons, and broader sector momentum.