3 Space Infrastructure Stocks Gaining Momentum Ahead of the SpaceX IPO

Summary

The space sector has been one of the most exciting areas of the market in 2026, and the excitement is only building. Reports that SpaceX could file its prospectus as soon as this week, ahead of a potential June IPO, have injected fresh momentum into a sector already generating compelling stories of its own. A potential SpaceX listing at a rumored valuation of $1.75 trillion would be one of the largest IPOs in history. And in the lead-up to that moment, capital is flowing into space infrastructure names that stand to benefit most from the sector's continued expansion. Three names in particular are worth paying close attention to right now.Get Intuitive Machines alerts:Sign Up Intuitive Machines: The Lunar Infrastructure PlayIntuitive Machines NASDAQ: LUNR is one of the most established names in commercial lunar services. The company provides end-to-end lunar mission capabilities through NASA's Commercial Lunar Payload Services program. Intuitive Machines TodayLUNRIntuitive Machines$32.96 +0.50 (+1.54%) As of 01:44 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$7.78▼$38.55Price Target$29.65 It is building what could become critical cislunar infrastructure through its $4.82 billion Near Space Network Services contract. That contract alone, first announced near the end of 2024, represents multi-year recurring revenue visibility at a scale few space companies can match. More recently, on May 18, the company announced that it had won a $20 million NASA contract for the Lunar Reconnaissance Orbiter Camera and ShadowCam. The stock is up 100% year to date, driven by both sector excitement and genuine fundamental progress. Q1 2026 revenue came in at $186.73 million, with a record backlog of $1.1 billion. Management has guided 2026 revenue of up to $1 billion. Investors should be clear-eyed about the setup, however. Q1 results missed both revenue and earnings per share (EPS) estimates, and the stock’s consensus rating is Hold across ...