The video reviews three space‑related stocks still trading below $50 that are riding the wave of excitement around SpaceX’s upcoming IPO:
1. **Momentous (MNTTS)** – a small‑cap maker of the Vigoride orbital‑service vehicle that acts like an “Uber for satellites,” moving payloads from SpaceX rockets to their final orbits. The stock has surged ~73% in a day on strong revenue projections and high short interest, but it remains unprofitable and cash‑burning, making it a high‑risk, speculative play best considered on a pullback.
2. **Redwire** – a space‑infrastructure supplier providing optical imaging, sun sensors, camera tech and other hardware used by SpaceX (e.g., for Starship and lunar missions). The share price is up ~25% today, trading above analyst consensus targets, with 2026 revenue guidance of $450‑$500 M (≈41% growth) and a backlog up 71% YoY. Gains are partly driven by short‑covering; analysts suggest waiting for a pullback after the SpaceX IPO before adding a position.
3. **Intuitive Machines (LU NR)** – a Houston‑based lunar‑lander company expanding into broader space services. The stock is up 285% over the past year, trading well above current analyst fair‑value estimates (though some have raised targets). It benefits from SpaceX launches as a customer and from growing lunar‑mission demand, but it is still unprofitable, burning cash after a recent acquisition, and faces potential volatility around the IPO.
Overall, the speakers liken these companies to “picks and shovels” in the space‑economy gold rush: they stand to gain from increased launch activity and SpaceX‑related contracts regardless of who ultimately wins the exploration race. However, they warn that the current rally is fueled by FOMO and short‑interest covering, and advise investors to look for pullbacks or take small, staggered positions rather than chasing the hype at today’s elevated levels.
1. SpaceX had a launch over the Memorial Day holiday.
2. SpaceX released its S‑1 filing last week.
3. SpaceX’s IPO is expected to occur sometime in June.
4. Momentous (ticker MNTTS) is based in San Jose.
5. Momentous was founded around 2017.
6. Momentous’ core product is the Vigoride orbital service vehicle.
7. Momentous’ Vigoride had its first launches with SpaceX earlier this year.
8. Momentous has contracts with DARPA and NASA.
9. Momentous generated about $3 million in revenue in the last quarter.
10. That quarterly revenue exceeded Momentous’ total revenue for the prior year.
11. Momentous is currently burning cash.
12. Momentous executed a reverse stock split at the end of 2025.
13. Approximately 20% of Momentous’ float is sold short.
14. Momentous’ stock was under $10 when the analyst prepared the list over the weekend.
15. Momentous’ stock rose about 73% on the day of the discussion.
16. Redwire provides hardware such as optical imaging systems, sun sensors, and camera technologies for SpaceX.
17. Redwire’s hardware is used on SpaceX Starships for the Artemis missions.
18. Redwire’s full‑year 2025 revenue was approximately $335 million.
19. Redwire’s most recent quarter revenue was about $97 million, up 8% year‑over‑year.
20. Redwire’s 2026 revenue guidance is between $450 million and $500 million.
21. Redwire’s contracted backlog is around $498 million, up 71% year‑over‑year.
22. Redwire’s book‑to‑bill ratio is approximately 1.9.
23. Approximately 14% of Redwire’s float is sold short.
24. Redwire’s stock was under $20 yesterday.
25. Redwire’s stock rose about 25% today, trading over $20 but still under $50.
26. Intuitive Machines (ticker LUNR) is a Houston‑based space exploration company.
27. Intuitive Machines is known for its lunar lander that delivers NASA payloads to the lunar surface.
28. Intuitive Machines is expanding beyond lunar landers to become a multi‑domain space company.
29. SpaceX is a customer of Intuitive Machines.
30. Intuitive Machines’ market capitalization is about $9.5 billion.
31. Intuitive Machines’ stock increased 285% over the past year.
32. Intuitive Machines missed revenue expectations in early May and reported a wider‑than‑expected loss.
33. Intuitive Machines acquired a company called Lantteras last year.
34. The Lantteras acquisition has stressed Intuitive Machines’ balance sheet and increased cash burn.
35. Intuitive Machines is not yet profitable.
36. Analyst price targets for Intuitive Machines: Canaccord (referred to as Caner Fitzgerald) raised from $26 to $43; Deutsche Bank reiterated $34; B Riley Financial reiterated $45.
37. The consensus price target for Intuitive Machines per MarketBeat is $31.50.