Investors who missed allocations in SpaceX’s IPO are rotating into select listed space stocks, with Spire Global (NYSE: SPIR), Redwire (NYSE: RDW) and Voyager Technologies (NYSE: VOYG) among the main beneficiaries. According to BeInCrypto, the move is basket-driven but selective, with only about a third of space names above their 50-day averages.
Spire is up 143% in 2026 after a European defense pivot, including a deal with Germany’s Diehl Defence and a new Munich satellite plant. Redwire posted 58% Q1 revenue growth, record $498 million backlog and 2026 guidance of $450 million to $500 million, but faces dilution risk after a $500 million share sale. Voyager, up about 35% in 2026, leads the Starlab space-station project with Airbus, Mitsubishi and MDA Space, with payload capacity 130% booked.