Watchlist
Global Space Industry Enablers 2026
39 publicly-traded space enablers across 4 layers - Orbital Launch, Manufacturing & Supply, Satellite Operators, Space Infrastructure. Editorial thesis: 2026 is the "summer of space" with SpaceX IPO as forcing function (~92% implied prob, rumored $2T valuation), Golden Dome missile-defense buildout, and rising launch + satellite + defense demand. SpaceX itself is private and excluded; ULA exposure is via its parents BA and LMT (placed in M&S). Heavy in defense primes (RTX, LMT, NOC, BA, LHX, GE, HON) and pure-play sat ops (RKLB, ASTS, PL, IRDM, BKSY).
Via @stocksavvyshay on X
Aligns with the Space / Sat Comms bubble13/38Hypothetical· equal-weight buy at inception, mark-to-market today
May 3 → Nov 6 · 38/38 picks · equal-weightManufacturing & Supply
22 picks- #1LHX$259.89last
- #2PLTR$160.38last$137fib+17.1%vs fib
- #3HXL$80.40last
- #4BWXT$119.52last
- #5GE$323.24last
- #6TDY$618.60last
- #7BA$173.40last
- #8HEI.A$250.28last
- #9NOC$525.01last
- #10ESLT$682.59last
- #11RTX$189.53last
- #12KTOS$35.10last$50fib-29.8%vs fib
- #13LMT$567.08last
- #14SIDU$0.99last
- #15HON$220.05last
- #16ATRO$54.71last
- #17RDW$7.21last
- #18LDOS$132.68last
- #19TRMB$54.11last
- #20KULR$1.48last
- #21BAESY$98.98last
- #22EADSY$54.50last
Orbital Launch
3 picksSatellite Operators
10 picksSpace Infrastructure
3 picksFrequently asked questions
- What stocks are in the Global Space Industry Enablers 2026 watchlist?
- The Global Space Industry Enablers 2026 watchlist tracks 38 tickers on QuantAbundance: LHX, PLTR, HXL, BWXT, GE, TDY, BA, HEI.A, NOC, ESLT, plus 28 more.
- What is the Global Space Industry Enablers 2026 watchlist?
- 39 publicly-traded space enablers across 4 layers - Orbital Launch, Manufacturing & Supply, Satellite Operators, Space Infrastructure. Editorial thesis: 2026 is the "summer of space" with SpaceX IPO as forcing function (~92% implied prob, rumored $2T valuation), Golden Dome missile-defense buildout, and rising launch + satellite + defense demand. SpaceX itself is private and excluded; ULA exposure is via its parents BA and LMT (placed in M&S). Heavy in defense primes (RTX, LMT, NOC, BA, LHX, GE, HON) and pure-play sat ops (RKLB, ASTS, PL, IRDM, BKSY).
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