Investing in Space: The market’s taking off

It is time of the year again, when executive managers take a deep breath, they prepare their own calculators, and investors refresh an obsession with stock indicators and every open market is potential rollercoasster: quarterly profits.

It is a quieter relationship in the space sector, where some big names – such as the origin of Elon Musk’s Spacex and Jeff Bezos – have led to getting away so far. There is still an audio group of heavy hurt (also) in space activities and is likely to attract the eye, from Boeing and Lucheid Martin to Virgin Galactic. Voyageer Technologies just entered the public square last month, where the shares increased by more than 80 % on the first day trading in the company after increasing its initial general offer.

Then there is another new child set to enter the NASDAQ mass: Firefly Aerospace missile maker to the list and then trading under the “Fly” icon. The number of shares will not be provided and its price range has not yet been revealed, but the company’s success in touching its lunar land is likely to be Blue Ghost on the moon’s surface earlier this year has gained some attention.

The startups in the sector continued to draw money during the June to June period, as they installed the highest level of “constant interest” in defense opportunities and improving market morale after a rapid stop of mutual tariffs in the United States. There is no big surprise to the gains associated with security: From the intelligence information gathering to photography, communications and navigation, the space is an integral part of the defense operations. Only the spotlight this year has exceeded the US plans for the golden missile appetizer system, the “sequence” initiative in Europe, and NATO allies pledged to raise their defensive contributions to 5 % of their GDP by 2035.

In all, investment in satellite startups increased to $ 3.1 billion during the April to June extension, which represents the second largest quarter of investments in Seravim space records and an increase of about $ 2.1 billion during the March period to Jan. Unexpectedly, American companies have absorbed the lion’s share of financing space technology in the second quarter of $ 2.2 billion, or 70 %. This means that investment from year to year in American space business has already exceeded the total investigation in 2024-impressive, despite federal contracts, NASA budget discounts and fluctuations from protective commercial policies in the last US administration.

Only two non-American deals were ranked in the top 10 donations collections in the second quarter-by the German launch service supplier ISAR AEROSPACE in a round of $ 174 million chain, and another by the Chinese Chinese Service Spatial Service provider, who received $ 137 million money. Meanwhile, an American recorded the start of operation in the second quarter in the second quarter in an increase of $ 300 million.

In general, investment capital companies have been the most active investor in space in recent months, as they have contributed 77 % of 2025 financing in this sector so far, compared to an average of 54 % of 2024, according to the separate space report for the second area of Space Capital. The company has identified the momentum of strong financing in particular for specified habitations-specific space stations-as well as to serve or generate power and generate energy.

Referring to 18 acquisitions that occurred in the second quarter, Space Capital closed more than 10 “high -value” deals in 2025, becoming a total of 35 billion dollars.