Deutsche Bank
May 27, 2026
Top 50 Perspectives on the Space Rally
Sector ReportEquitiesIndustrialsOther
Deutsche Bank identifies a massive rally in the global space sector, with 50 public companies now valued at $402bn, significantly outperforming the NASDAQ YTD.
Key Takeaways
- 1.The top 50 public space companies globally are now worth $402bn, representing a 3.5x increase year-over-year.
- 2.Space stocks are massively outperforming the broader market, with an average YTD market cap increase of 138% compared to 15% for the NASDAQ.
- 3.North American space companies are the best regional performers, seeing a 223% market cap rise YTD.
Table of Contents
- Industry Update
- Top 50 - Perspectives on the rally
- Appendix 1
- Important Disclosures
- Analyst Certification
- Additional Information
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Authors
Edison YuBryan KraftRoshan Ranjit, CFAChristophe MenardLaura Li
Securities
Top 50 Global Space StocksNasdaq
Themes
Global Space Sector RallyRegional Performance Disparity
Regions
North AmericaAsia PacificEuropeUnited StatesCanada