My girlfriend says she'll buy and hold $SPCX like marriage when it IPO on June 12.
She'd have $40,000,000 if she held $NVDA since its IPO with $10,000.
There's 10 stocks with direct SPACEX partnerships:
1. $SATS — EchoStar
The most direct SpaceX proxy. Sold spectrum licenses to SpaceX in a $19.6B deal and received an $8.4B SpaceX equity stake in return. Buying SATS = buying pre-IPO SpaceX exposure with a public ticker.
2. $TMUS — T-Mobile
SpaceX partnership delivers Starlink Direct-to-Cell coverage across 500K+ square miles of dead zones no special hardware needed. Guides $77B in service revenue and $37–37.5B EBITDA for 2026. Most financially dominant carrier riding the Starlink wave.
3. $FLTCF — Filtronic (OTC / AIM: FTC.L)
Pure-play SpaceX hardware supplier. Five-year supply agreement with SpaceX; revenue more than doubled to £56.3M in FY2025 with £13.4M operating profit. Landmark £47.3M contract to supply next-gen GaN E-band amplifiers for Starlink cumulative SpaceX contracts now exceed $115M. Biggest hidden gem on this list.
4. $GOOGL — Alphabet
Owns ~7.5% of SpaceX worth tens of billions at SpaceX's $1.75T IPO valuation. When SpaceX lists, Alphabet's balance sheet gets a massive mark-up. Sleeping SpaceX exposure inside a mega-cap.
5. $LUNR — Intuitive Machines
Guiding 2026 revenue of $900M–$1B nearly 5x trailing revenue from NASA lunar contracts that rely on SpaceX Falcon 9 as the launch vehicle. Every LUNR mission = a SpaceX launch. Growth is structurally tied to SpaceX cadence.
6. $RKLB — Rocket Lab
NASA formally partnered Rocket Lab alongside SpaceX for test flights and reusability research. FY2025: $602M revenue, 44.3% non-GAAP gross margins, $1.85B backlog. Also benefits directly from any SpaceX IPO-driven capital surge into the sector.
7. $FLY — Firefly Aerospace
Q1 2026 revenue $80.9M (+40% QoQ), full-year guidance $420M–$450M. Blue Ghost lunar lander launches on SpaceX rockets. Both compete together on Golden Dome contracts operationally intertwined.
8. $TSLA — Tesla
SpaceX and xAI bought ~$650M in Tesla goods in 2025, including $506M in Megapack battery systems. Tesla is effectively a major SpaceX supplier. The Musk ecosystem cross-transaction flows are now publicly disclosed and massive.
9. $WKEY — WISeKey (parent of $LAES)
WISeSat has launched multiple satellites aboard SpaceX Falcon 9 Transporter missions, with the latest embedding SEALSQ's QS7001 post-quantum chip into LEO. SpaceX is their exclusive launch partner — every new satellite = another SpaceX contract.
10. $RDW — Redwire
Q1 2026: $97M revenue (+57.9% YoY), record $498M backlog, 1.92 book-to-bill ratio. Builds in-space hardware that rides aboard SpaceX launches for defense and commercial customers. Winning large IDIQ defense contracts alongside SpaceX.
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