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 → Aug 18 · 39/39 picks · equal-weightManufacturing & Supply
22 picks- #1LHX$279.54last
- #2PLTR$171.54last$137fib+25.2%vs fib
- #3HXL$101.18last
- #4BWXT$165.01last
- #5GE$375.09last
- #6TDY$665.00last
- #7BA$223.06last
- #8HEI.A$268.78last
- #9NOC$589.14last
- #10ESLT$795.71last
- #11RTX$225.49last
- #12KTOS$61.99last$50fib+24.0%vs fib
- #13LMT$607.17last
- #14SIDU$2.44last
- #15HON$227.71last
- #16ATRO$86.12last
- #17RDW$12.94last
- #18LDOS$143.48last
- #19TRMB$56.99last
- #20KULR$2.57last
- #21BAESY$120.64last
- #22EADSY$60.73last
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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