3 Space Stocks To Watch Amid Elon Musk’s SpaceX IPO Hype
A $1.75 trillion IPO is about to redefine which house shares to observe this summer time. SpaceX is closing in on the most important IPO ever. The public S-1 is due late May, with the itemizing slated for late June or early July.
When SpaceX publishes actual launch prices and Starlink economics, your entire sector will get repriced in opposition to the identical yardstick. Three names stand out because the cleanest read-through factors.
Rocket Lab (NASDAQ: RKLB)
Rocket Lab Corporation (RKLB) is the closest public comparability to SpaceX, constructing launch automobiles, spacecraft, and parts in-house. The SpaceX IPO issues right here.
The S-1 is the SEC doc required earlier than going public. (*3*) with the general public model due late May.
When it lands, SpaceX’s launch revenue, prices, and Starlink margins go on show for the primary time. RKLB is the one publicly traded firm doing related work. When traders see SpaceX’s actual numbers, RKLB will get repriced in opposition to them.
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Fundamentals look robust. Q1 income hit $200.3 million (+63.5% YoY), backlog reached $2.2 billion, and liquidity exceeded $2 billion.
The inventory fell 7.17% to $78.58 anyway, as profit-taking on a 240% YoY run outweighed a Q2 steering beat.
RKLB sits inside a rising channel that has held since late November. The latest prime was rejected at $94.40 (0.618 Fibonacci). Price hugs the 20-day exponential shifting common (EMA) at $78.96.
EMAs weight latest costs most closely, whereas the 50-day EMA sits at $75.52.
The final clear break of the 20-day EMA on March 26 produced a 19.31% slide. A repeat opens $70.71, then $62.45 (200-day EMA), then $56.08 (channel ground).
Options lean the opposite method. The quantity put-call ratio sits at 0.53 versus 0.73 on the final -$0.07 print. Open curiosity holds at 0.77. Traders purchase calls into the IPO window regardless of the miss.
A reclaim of $87.08 opens $94.40 and the breakout zone above $104.81.
Among house shares to observe, RKLB units up the cleanest transfer into the SpaceX itemizing.
AST SpaceCell (NASDAQ: ASTS)
AST SpaceCell, Inc. (ASTS) builds the one US satellite tv for pc community that connects instantly to plain smartphones. AT&T, Verizon, and FirstNet are anchor companions.
That positioning maps to the a part of SpaceX no person can value but: Starlink direct-to-cell. When SpaceX’s S-1 publishes Starlink’s subscriber rely and income per buyer, the market will get its first benchmark for ASTS.
BlueBird 7, one among ASTS’s direct-to-cell satellites, failed to reach orbit on April 20. The miss places the 45-satellite year-end goal in danger. ASTS introduced a mid-June Falcon 9 launch for BlueBird 8-10, set to overlap with the SpaceX roadshow week.
ASTS closed at $65.35 on May 7, down 7.54%, with earnings due Monday after shut.
ASTS has fallen 51.27% from its February 2 high of $129.78. Current help is $63.25. Above value, the 200-day EMA sits at $73.53, the 20-day at $76.20, and the 50/100-day cluster sits at $82.40-$82.50.
Two bearish crossovers loom. The 50-day EMA is closing in on the 100-day, and the 20-day EMA is closing in on the 200-day. A break of $63.25 opens $58.40, then $45.95.
Options lean the opposite method. The quantity put-call ratio dropped from 0.62 to 0.45 since early April, whereas open curiosity fell from 0.49 to 0.42. With earnings on Monday and implied volatility at 112.55%, merchants guess on a optimistic shock.
For ASTS to reset the development, it must reclaim $68.17, $81.90, and $82.40. A transfer above $104.12 invalidates the bearishness. Among house shares to observe, ASTS is the higher-risk decide into the SpaceX itemizing.
Intuitive Machines (NASDAQ: LUNR)
Intuitive Machines, Inc. (LUNR) builds lunar landers and runs NASA’s Near Space Network, sharing the Artemis program with SpaceX.
The SpaceX IPO angle right here is profitability. LUNR is the one listed pure-play stock guiding to optimistic adjusted EBITDA in 2026. When SpaceX’s S-1 reveals Starlink’s revenue economics, the market hunts for the subsequent inventory with that profile.
LUNR closed at $24.11 on May 7, down 8.43%. The firm guides 2026 income of $900 million to $1 billion, nearly 5x FY25, with optimistic adjusted EBITDA. Q1 outcomes land on May 14.
LUNR has held a rising channel since mid-November. A breakout try failed on April 22, and the worth has weakened since. The latest pullback pushed LUNR under the 20-day EMA at $24.92 on May 7.
The important ground is $22.71, and the 50-day EMA is at $22.61, just under. Breaking these ranges opens deeper losses. The first upside hurdle is $32.21 (0.618 Fibonacci). A clear break units up a channel breakout.
The Chaikin Money Flow (CMF) measures institutional inflows and outflows. CMF sits at -0.01, just under the zero line. April 1 set the precedent. CMF crossed zero alongside a 20-day EMA reclaim, and LUNR rallied 71.15% in days.
Earnings on May 14 are the set off. A CMF cross with a 20-day EMA reclaim can replay April 1 into the SpaceX itemizing. Among house shares to observe, LUNR provides the cleanest profitability story.
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