If SpaceX’s Trillion Dollar Move Plays Out, These Satellite Stocks Blink

Simply Wall St.06-12 21:38

SpaceX’s record breaking SPCX IPO, with a $75 billion raise and a $1.77 trillion valuation, has just redrawn the map for satellite connectivity and launch providers. With only a small slice of shares ...

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With only a small slice of shares ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/telecom/nasdaq-irdm/iridium-communications/news/if-spacexs-trillion-dollar-move-plays-out-these-satellite-st\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If SpaceX’s Trillion Dollar Move Plays Out, These Satellite Stocks Blink</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf SpaceX’s Trillion Dollar Move Plays Out, These Satellite Stocks Blink\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-12 21:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/telecom/nasdaq-irdm/iridium-communications/news/if-spacexs-trillion-dollar-move-plays-out-these-satellite-st><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX’s record breaking SPCX IPO, with a $75 billion raise and a $1.77 trillion valuation, has just redrawn the map for satellite connectivity and launch providers. With only a small slice of shares ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/telecom/nasdaq-irdm/iridium-communications/news/if-spacexs-trillion-dollar-move-plays-out-these-satellite-st\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"VSAT","symbol_name":"卫讯公司","start_time":0,"source_url":"https://simplywall.st/stocks/us/telecom/nasdaq-irdm/iridium-communications/news/if-spacexs-trillion-dollar-move-plays-out-these-satellite-st","article_id":"2642329989","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9021000-choice2-main-header/1585186684476"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/telecom/nasdaq-irdm/iridium-communications/news/if-spacexs-trillion-dollar-move-plays-out-these-satellite-st","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2642329989","pubTimestamp":1781271504,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"SpaceX’s record breaking SPCX IPO, with a $75 billion raise and a $1.77 trillion valuation, has just redrawn the map for satellite connectivity and launch providers. With only a small slice of shares going to retail investors and fresh capital earmarked for Starlink, reusable Starship rockets, and space based AI data centers, competition for satellite broadband and launch contracts could tighten quickly. If you hold or are considering stocks that sit in the same orbit as SpaceX, this is a...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"VSAT":"卫讯公司","IRDM":"铱星通讯","BK4585":"ETF&股票定投概念","BK4187":"航天航空与国防","RKLZ":"2倍做空RKLB ETF-Defiance","BK4089":"非传统电信运营商","BK4615":"SpaceX概念","BK4020":"通信设备","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","RKLB":"Rocket Lab USA, Inc.","RKLX":"2倍做多RKLB ETF-Defiance","BK4564":"太空概念"},"translate_title":"如果SpaceX的万亿美元举措奏效，这些卫星股就会眨眼","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e2830993013d0f7999cfe666ab434ad7","symbols_score_info":{"VSAT":1.93,"IRDM":1.93,"RKLZ":0.6,"RKLB":1.93,"RKLX":0.6},"content_text":"SpaceX’s record breaking SPCX IPO, with a $75 billion raise and a $1.77 trillion valuation, has just redrawn the map for satellite connectivity and launch providers. With only a small slice of shares going to retail investors and fresh capital earmarked for Starlink, reusable Starship rockets, and space based AI data centers, competition for satellite broadband and launch contracts could tighten quickly. If you hold or are considering stocks that sit in the same orbit as SpaceX, this is a moment to reassess your risk. Below, you will see 3 stocks exposed to this news, all potentially negatively affected. Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page. AdvertisementIridium Communications (IRDM) Overview: Iridium Communications runs a global satellite network that keeps ships, aircraft, remote equipment and governments connected through voice, data, IoT and secure communication services, especially in places where traditional mobile and fiber networks do not reach. Operations: Iridium generates about US$875.8m in revenue from providing global satellite communications services and related products. Market Cap: US$4.8b Investors looking at Iridium now face a very different set of questions, with SpaceX pouring fresh capital into Starlink and space based data, which could affect Iridium’s position in global connectivity and influence pricing over time. Iridium continues to benefit from government contracts, specialized secure services and new products like satellite based IoT and PNT. However, recent results already show margin pressure, a dip in net income and only flat to low single digit service revenue guidance. Combined with high debt, weak interest coverage and a relatively rich P/E multiple versus peers, there is a risk that slower growth could coincide with a demanding valuation at the same time that better funded rivals increase competitive pressure. Iridium’s rich P/E, rising competition from a freshly funded SpaceX, and high debt could be masking a tougher road ahead. Pressure test your thesis against the 2 key rewards and 1 important major warning sign. NasdaqGS:IRDM P/E Ratio as at Jun 2026 Rocket Lab (RKLB) Overview: Rocket Lab designs and launches small and medium class rockets and builds satellites and related hardware, offering customers a bundled service that can put their spacecraft into orbit and then manage them once they are there. Operations: Rocket Lab generates about US$452.5m from its Space Systems segment and US$227.1m from Launch Services, so roughly two thirds of revenue comes from satellite and space hardware rather than rocket launches. Market Cap: US$60.8b Rocket Lab sits in the slipstream of SpaceX, with investors drawn to its mix of launch services and higher margin space systems. However, the fresh US$75b war chest from SPCX raises the bar for what it must achieve. The company is still loss making, carries a very high P/B multiple versus peers and relies entirely on external funding, which adds pressure as it ramps capital intensive Neutron development. Nasdaq 100 inclusion and a large backlog around government and defense work have pushed the stock into the spotlight just as competition for reusable rockets and satellite constellations intensifies. For investors, the key question is whether future growth can justify today’s valuation before funding costs or a slip in execution start to have a material impact. Rocket Lab’s soaring profile and rich P/B ratio could be masking how dependent the story is on external funding and flawless execution. Before the hype outruns the balance sheet, review the Rocket Lab financial health report NasdaqGS:RKLB P/B Ratio as at Jun 2026 Viasat (VSAT) Overview: Viasat provides satellite based broadband and secure communications for airlines, governments, militaries, ships and remote users, along with the satellites, antennas and network equipment that power those services across multiple orbits. Operations: Viasat generates about US$3.3b from Communication Services and US$1.3b from Defense and Advanced Technologies, with revenue split roughly US$3.2b from the United States and US$1.5b from international markets. Market Cap: US$8.4b Viasat sits right in SpaceX’s firing line, selling global satellite broadband and in flight connectivity at a time when Starlink has fresh US$75b to push capacity, pricing and coverage harder, which could make subscriber declines and heavy capital spending even tougher to absorb. The company has a record backlog and growing Defense and Advanced Technologies work, but it is still loss making, carries all external borrowing as funding and is expected to see earnings decline even as revenue creeps higher. Even with recent U.S. Space Force wins and ViaSat 3 progress, the stock’s appeal on price and P/S only matters if cash flow and debt discipline improve before competition or regulatory pressure bite harder. Viasat’s heavy capital spending, external borrowing and pressure from Starlink could be masking a deeper problem with how this story funds itself. Before risks compound, read the Viasat financial health report NasdaqGS:VSAT P/S Ratio as at Jun 2026 Take Control of Your Investment Journey  If Iridium Communications or any of these companies are making you feel more cautious, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Fresh Alternatives Before Others Look? Markets move fast, and new ideas can gain momentum before most investors even notice. Review these stock sets while they are still relatively under the radar.  Look for potential turnarounds with strong cash generation by reviewing companies in the 46 high quality undervalued stocks before more investors focus on the same opportunities. Explore the infrastructure backbone of AI by considering the hand picked companies inside the 48 AI infrastructure stocks while sentiment is still developing. Identify income-oriented ideas by scanning the curated 8 dividend fortresses before renewed interest leads to changes in yields and prices.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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