2 Space Stocks That Could Double in 2027 (Hint: Neither of Them Is SpaceX)
Redwire (RDW) and Rocket Lab (RKLB) are positioned to benefit from the growing space industry. Redwire focuses on space infrastructure and defense tech, while Rocket Lab expands into rockets, satellites, and defense contracts. Both companies aim to double by 2027, driven by government and commercial space investments.
How this was made
The 30-second read
Why it matters
Provides a forward‑looking thesis rather than reporting a concrete earnings or macro event.
Market read
M&A and launch‑vehicle development could reshape the competitive landscape of the space sector.
What to watch
Regulatory hurdles for the Iridium acquisition and competition from larger launch providers could limit upside.
Background
The article is an opinion piece projecting which space‑related stocks could double by 2027, focusing on Redwire and Rocket Lab.
Ticker impact
Redwire is highlighted as a diversified infrastructure play in the growing space economy, with new defense and microgravity projects driving its growth outlook.
Moderate upside over the next 12‑18 months if defense spend continues to rise.
The article positions Redwire as a pick for steadier growth, but no new concrete contract is disclosed.
Rocket Lab's acquisition of Iridium and progress on the Neutron reusable rocket are presented as key catalysts for a possible double‑by‑2027 scenario.
Potential strong upside if the Iridium deal closes and Neutron reaches flight.
The acquisition financing is newly reported, making the news material but still speculative.
Iridium Communications is the target of Rocket Lab's announced acquisition, with financing completed and closing expected mid‑2027.
Short‑term upside as the market prices in the deal premium.
Deal announcement is fresh news; impact depends on regulatory approval and integration execution.
Market effects
Highlights growing defense and infrastructure demand in the space sector, potentially benefiting related suppliers.
U.S. defense spending and satellite communications markets may see increased activity.
The acquisition underscores consolidation trends in the global satellite launch and communications industry.
Counterpoint
If Neutron faces technical delays or the Iridium deal stalls, Rocket Lab could see a sharp downside.
Key entities
- companyRedwire
U.S. space‑infrastructure and defense supplier (ticker RDW).
- companyRocket Lab
Launch provider expanding into satellite services (ticker RKLB).
- companyIridium Communications
Satellite communications firm being acquired by Rocket Lab (ticker IRDM).
