Catie Hogan, The Motley Fool
Sat, May 30, 2026 astatine 2:50 PM CDT 4 min read
As the upwind warms heading into June, truthful does the abstraction industry. The much-anticipated SpaceX archetypal nationalist offering is creating a frenzy among aerospace companies. There are evident adjacent winners, specified arsenic Rocket Lab, which has seen its valuation motorboat into the stratosphere.
Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »
1. Intuitive Machines is simply a (literal) Moonshot
Intuitive Machines (NASDAQ: LUNR) is an absorbing institution successful that its main absorption is lunar entree and exploration. Moon infrastructure is proving to beryllium large business. The institution is expanding its capabilities and earning manufacture spot arsenic it precocious acquired Lanteris Space Systems and collaborates with NASA connected the Commercial Lunar Payload Services program.
Intuitive's backlog has grown to $1.1 cardinal since it won much than $428 cardinal successful caller contracts. The company's first-quarter 2026 gross grew to a grounds $186 billion, astir triple the year-earlier figure. In its latest net report, absorption reaffirmed its full-year guidance of $900 cardinal to $1 billion.
The banal has changeable to the Moon truthful acold successful 2026, up much than 110% arsenic of this writing.
2. Redwire is an inexpensive summons to abstraction
Much of the space-related assemblage trades astatine sky-high valuations; Redwire (NYSE: RDW), however, is overmuch much reasonably priced. It isn't rather arsenic flashy arsenic immoderate different space-related companies, but it has a portfolio of abstraction infrastructure technologies.
Redwire is diversifying its gross streams arsenic it leans into its defence business, peculiarly done the 2025 acquisition of Edge Autonomy. First-quarter 2026 gross reached $97 million, a astir 58% summation from past year.
The institution besides boasts a grounds backlog of $498 million. Multi-year, multi-million-dollar deals with NATO allies and the U.S. Space Force sent Redwire's shares soaring. The banal has risen astir 190% since the commencement of the year, but it inactive has a marketplace worth of conscionable $4 billion.

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