SPCE
Virgin Galactic Holdings, Inc
NYSE · Industrials · Aerospace & Defense · US
$2.55
+2.00%Research · Apr 13, 2026
SpaceX $1.75T IPO Buzz: RKLB at 63x Sales Looks Reasonable — SPCE Does Not
SpaceX's $1.75T IPO speculation and Starlink praise highlight valuation gaps: RKLB's 63x EV/Sales reflects 38% growth but risks SpaceX competition, while SPCE's 135x on -78% revenue collapse looks untenable. RKLB merits ownership over SPCE, though both pale against the private benchmark.
Research · Apr 10, 2026
SpaceX $1.75T IPO Filing Lifts Aerospace Sector — Why RKLB Is the Biggest Winner
SpaceX's confidential IPO filing at ~$1.75T has buoyed aerospace stocks, validating the sector. Rocket Lab shines with growth and backlog, while LMT offers defense stability; BA and SPCE lag. Bullish on RKLB as prime beneficiary.