RJ Hamster
Stock Investor Insights: Three Space Stocks to Buy








Three Space Stocks to Buy
01/27/2026
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Three space stocks to buy offer potent potential for companies that aim to profit from ventures that aim high.
The three space stocks to buy feature an earth imaging company, a global broadband services provider and a big company that recently received financial backing from the U.S. government. Investors willing to accept some extra risk may find their reward could be outsized investment returns.
Three Space Stocks to Buy: Planet Labs
San Francisco-based Planet Labs PBC (NYSE: PL) zoomed 8.50% to $28.07 on Tuesday, Jan. 27, giving the earth imaging company a 445% return in the past year. The surge on Jan. 27 followed an announcement the previous day that Planet Labs signed an enterprise agreement with the Slovenian government to support agriculture, urban planning and disaster management.
Chart courtesy of www.stockcharts.com.
Planet Labs Germany GmbH, a provider of daily data and insights about change on Earth, reached its agreement with the Surveying and Mapping Authority of the Republic of Slovenia (GURS) to provide comprehensive satellite data and high-resolution tasking capabilities across the country’s civil public administration. The partnership is the latest of many such deals that has fueled the company’s rising share price in the past year.
This strategic partnership establishes a spatial data resource for Slovenian state and municipal authorities. Under the agreement, the Slovenia’s civil public administration will gain access to Planet’s high-cadence PlanetScope imagery, and GURS will also have access to high-resolution tasking services.
Three Space Stocks to Buy: Slovenian Support
The data will serve as the foundational spatial basis for critical national analyses, including systematic monitoring of Slovenia’s forest cover and agricultural health, tracking for urban and infrastructure planning to inform sustainable development and rapid detection and response capabilities for natural disasters. Particular concerns are wildfires, droughts and flooding events.
“Our mission at GURS is to provide the highest quality geodetic and spatial data to support the prosperity and safety of the Republic of Slovenia,” Tomaž Petek, director-general of the Surveying and Mapping Authority of the Republic of Slovenia, said in a prepared statement. “This agreement with Planet represents a significant leap forward in our national infrastructure. By integrating daily global scanning and high-resolution tasking into our workflows, we are providing our agencies with the tools needed for faster decisions during natural disasters and a more robust foundation for the long-term planning of our built and natural environments.”
Three Space Stocks to Buy: Gilder’s Seal of Approval
The deal moves Slovenia toward a more proactive governance model, where frequent satellite updates allow for better planning, monitoring and reporting to both domestic and European regulatory bodies, the management of Planet Labs announced.
Among the strongest advocates for Planet Labs is Gilder’s Moonshots, a trading alert that seeks to identify and recommend early-stage companies that have huge potential. Gilder’s Moonshots is headed by technology guru George Gilder, who has top analysts such a John Schroeter and Robert Castellano.
Planet Labs is just one of 14 high-potential companies that are compose the portfolio of Gilder’s Moonshots. I moderated a panel discussion at Satellite 2025 in Washington, D.C., where George Gilder himself was one of the presenters. He spoke optimistically about the prospects for Planet Labs and others to find successful niches among bigger companies.
George Gilder, who heads Gilder’s Moonshots, meets with Paul Dykewicz.
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Three Space Stocks to Buy: ViaSat
Carlsbad, California-based ViaSat Inc. (NASDAQ: VSAT) is not a household name, but it is rated an “outperform” by Louie DiPalma, the aerospace and defense analyst at Chicago-based William Blair & Co. Part of his reasoning stems from the value he sees in the company’s defense and advanced technologies business.
Before the markets opened on Jan. 13, L3Harris (NYSE: LHX) announced that it intends to spin out its solid rocket motor missile business and receive a $1 billion investment from the U.S. Department of War. DiPalma wrote that he recalls ViaSat leaders saying during the company’s November earnings call that its board of directors is evaluating strategic options, including a spinout, for its defense and advanced technologies division.
“In our view, the proposed L3Harris transaction may cause ViaSat to move forward,” DiPalma wrote in a recent research note. “As opposed to the proposed L3Harris transaction, we do not expect the Department of War to take an equity stake in ViaSat’s defense and advanced technologies division. However, that does not mean that ViaSat is devoid of catalysts.”
For example, investors increasingly view ViaSat as a “double special situation” because of the company’s ability to unlock value associated with its defense tech division and its trove of global L-band spectrum assets, DiPalma wrote. SpaceX is paying an estimated $28 billion in combined cash, and its own stock for Echostar (NasdaqGS: SATS) spectrum. EchoStar’s shares jumped 5.09% on Jan. 27.
Chart courtesy of www.stockcharts.com.
ViaSat’s defense and advanced technologies business generated $1.2 billion in revenue for its fiscal year 2025 on 17% growth, with 23% earnings before interest, taxes, depreciation and amortization (EBITDA) margin, DiPalma wrote.
“We value ViaSat using a sum-of-the-parts analysis,” DiPalma continued. “We assume that ViaSat’s defense tech business is worth $5 billion based on an 18-times EBITDA multiple, a discount to the 22-times EBITDA multiple for Leonardo DRS (NASDAQ: DRS) and the 32-times multiple for Mercury Systems (NASDAQ: MRCY). We estimate that ViaSat’s satellite communications business is worth at least $4 billion.”
In addition, DiPalma estimates that ViaSat’s L-band spectrum assets are worth $5 billion with a wide range of potential values. When taking into account $5 billion in net debt, he added that ViaSat shares may be valued at greater than $75 per share over the next several years. As a result, he put an “outperform” rating on the company.
Three Space Stocks to Buy: L3Harris
The U.S. government seldom has invested in American businesses, but the Trump administration has been willing to pursue selected direct investments that have potential to produce a profitable return for the U.S. taxpayers. As a seasoned businessman, President Trump has unique background among U.S. presidents.
Citi Research issued a recent report stating its $389 base case price target for L3 Harris Technologies Inc. (NYSE: LHX), of Melbourne, Florida. LHX received a valuation from Citi Research that uses historical ranges in conjunction with trading relationships to include factors such as margins, returns, growth and earnings momentum.
The company received a contract in December 2025 from the Space Development Agency (SDA) to build 18 infrared satellites for the Tranche 3 (T3) Tracking Layer. The contract, valued up to $843 million, includes ground software, operations and sustainment functions. It obtained a direct investment from the U.S. government.
But the company is not without significant risks from heavy dependence on U.S. government customers and spending priorities, Citi Research wrote. Those risks include unilateral contract actions, government shutdowns and shifts in defense budget allocations that could materially impact revenue and operations.
Additional risks include supply chain disruptions that pose another critical vulnerability. A further risk stems from any failures in subcontractor or supplier performance that could delay product delivery, increase costs and damage customer relationships across its defense and technology portfolio, Citi Research continued.
Chart courtesy of www.stockcharts.com.
Michell Connell, who heads Portia Capital Management in Dallas, advocates choosing an exchange-traded fund that offers exposure to space stocks.
“Why not consider a defense ETF that holds some of the best performing names?” Connell counseled.
Michelle Connell heads Portia Capital Management.
ARK Space & Defense Innovation ETF (ARKX) is her recommendation. For the three-year period ending December 31, 2025, the ETF has gained 133%.
So far this year, ARKX is up 14%. Due to the continued push into space exploration, as well as the desire to utilize AI in space, Connell said owning a portfolio of the current leaders in the industry makes the most sense.
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Geopolitical Risks
The conflicts around the world have boosted the demand for space services that offer environmental and military applications, among others. Technology is important, with soldiers wary about going off to war and possibly becoming injured or killed.
Ukraine estimates that 200,000 of its soldiers are absent without official leave (AWOL), meaning they have left their positions without permission to do so, the country’s new Defense Minister Mykhailo Fedorov said on Wednesday, Jan. 14. While speaking to the Ukrainian Parliament before his confirmation vote to become the nation’s new defense chief, Fedorov added that roughly two million of his fellow countrymen are “wanted” for avoiding military service.
By law, all Ukrainian men between the ages of 18 and 60 must register with the military, but only those 25-60 can be mobilized. Amid Ukraine’s martial law, all men 23-60 who are eligible for military service are prohibited from leaving the country, but tens of thousands have fled illegally.
Russia also has been incurring a wave of defections from its current and prospective combatants. The war in Ukraine is threatening to worsen further if Putin and his comrades in the country’s leadership keep trying to deflect attention away from Russia’s worsening economy and force its citizens to fight and die, despite limited territorial gains since the early phase of its invasion.
If a ceasefire is achieved in Ukraine, Britain and France have signed a historic agreement put peacekeeping troops on the ground in the war-torn country. The peacekeeping pact, signed at a summit in Paris by French President Emmanuel Macron, U.K. Prime Minister Sir Keir Starmer and Ukraine President Volodymyr Zelensky, could bring what has been called the “coalition of the willing” into a role to keep peace if a ceasefire occurs.
President Trump and his administration are supporting that initiative, as he seeks to broker a peace agreement between Ukraine and Russia. But Russia’s role as the aggressor and demands to receive additional land beyond what it has seized on the battlefield is blocking progress. Recent polls indicate roughly 75% of Ukrainians who responded oppose offering any land to Russia. The opinion poll reflects the sacrifices endured by Ukrainians to defend their freedom and protect against Russia’s sustained assaults.
Claims by Russia’s leaders that they seek peace so far belie the reality of attacking non-soldiers, including Ukraine’s mothers and children who continue to be killed and injured severely. President Trump is advocating prosperity that tends to occur in countries that have the greatest freedom.
Mark Skousen led record 2025 performance for Forecasts & Strategies.
Mark Skousen, PhD, the Doti-Spogli Chair of Free Enterprise at Chapman University in Orange County, California, is a free-market economist who travels the world to praise freedom as a conduit to open opportunities for economic growth across the globe. News reports offer a ray of new hope that President Trump may be able to arrange for three-way talks that would include leaders from Russia and Ukraine joining him to finally forge a peace agreement.

Sincerely,
Paul Dykewicz, Editor
StockInvestor.com
About Paul Dykewicz:
Paul Dykewicz is an accomplished, award-winning journalist who has written for Dow Jones, the Wall Street Journal, Investor’s Business Daily, USA Today, Seeking Alpha, GuruFocus and other publications and websites. Paul is the editor of StockInvestor.com and DividendInvestor.com, a writer for both websites and a columnist. He further is the editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. Paul also is the author of an inspirational book, “Holy Smokes! Golden Guidance from Notre Dame’s Championship Chaplain“, with a foreword by former national championship-winning football coach Lou Holtz. Follow Paul on Twitter @PaulDykewicz.
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