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).
source: tweet-stocksavvyshay-2026-05-02
Aligns with the Space / Sat Comms bubble14/39Hypothetical· equal-weight buy at inception, mark-to-market today
May 3 → Jul 1 · 39/39 picks · equal-weightManufacturing & Supply
22 picks- #1LHX$292.23last
- #2PLTR$125.73last$137fib-8.2%vs fib
- #3HXL$98.09last
- #4BWXT$191.25last
- #5GE$374.94last
- #6TDY$661.20last
- #7BA$218.58last
- #8HEI.A$261.65last
- #9NOC$519.95last
- #10ESLT$759.98last
- #11RTX$191.78last
- #12KTOS$53.04last$50fib+6.1%vs fib
- #13LMT$521.82last
- #14SIDU$2.73last
- #15HON$221.75last
- #16ATRO$76.06last
- #17RDW$11.97last
- #18LDOS$103.07last
- #19TRMB$52.58last
- #20KULR$3.87last
- #21BAESY$99.68last
- #22EADSY$56.41last
Orbital Launch
3 picksSatellite Operators
11 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 39 tickers on QuantAbundancia: LHX, PLTR, HXL, BWXT, GE, TDY, BA, HEI.A, NOC, ESLT, plus 29 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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