--- title: "SPCX, RKLB, ASTS: Space Economy Could Soar to $1.3T by 2040, Says UBS. 3 Space Stocks to Watch Now" type: "News" locale: "en" url: "https://longbridge.com/en/news/293130831.md" description: "UBS projects the global space economy to reach $1.3 trillion by 2040, driven by falling launch costs and satellite services. The report highlights three key stocks: SpaceX (SPCX), Rocket Lab (RKLB), and AST SpaceMobile (ASTS). While analysts note limited near-term upside for SPCX and RKLB due to pricing, they view ASTS favorably following a recent upgrade. Wall Street sees significant upside potential for SPCX based on average price targets." datetime: "2026-07-19T17:32:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293130831.md) - [en](https://longbridge.com/en/news/293130831.md) - [zh-HK](https://longbridge.com/zh-HK/news/293130831.md) generator: "portal-rs" --- # SPCX, RKLB, ASTS: Space Economy Could Soar to $1.3T by 2040, Says UBS. 3 Space Stocks to Watch Now The global space economy could grow into a $1.3 trillion market by 2040, according to UBS. The firm expects the market to grow by about 7% each year. Growth in satellite services could help drive this rise. Higher defense spending could also give the sector a boost. ### Claim 55% Off TipRanks ASTX: an alternative to margin or options on ASTS Another key factor is the falling cost of space launches. UBS expects the cost of sending payloads into low Earth orbit to fall below $250 per kilogram by 2040. Today, that cost is roughly $1,500 to $2,000 per kilogram. This steep drop could open the door to more space-based services. As the space economy grows, SpaceX (SPCX), Rocket Lab (RKLB), and AST SpaceMobile (ASTS) are three stocks that could benefit from this trend. Here's a closer look at these three space stocks. ## **SpaceX Stock (SPCX)** SpaceX is one of the biggest names in the global space industry. Its business spans rocket launches and the fast-growing Starlink satellite network. The company could benefit as launch costs fall and demand for satellite-based services grows. SpaceX is also looking at new areas of growth. The company is reportedly in talks with the U.S. Department of Defense over a possible deal tied to AI data centers. Still, the stock has faced recent pressure. A Starship test flight was delayed after some engines failed to start. Piper Sandler analyst Alexander Potter recently started coverage of SpaceX with a Neutral rating and a $156 price target. While he is upbeat about the company's long-term outlook, he sees "limited upside" for the stock over the next year. ## **Rocket Lab Stock (RKLB)** Rocket Lab has grown beyond its core rocket launch business. The company also makes satellite parts and other space systems. Its next major growth driver could be Neutron, a reusable rocket built to carry larger payloads. Piper Sandler's Potter recently praised Rocket Lab's business model. He said CEO Sir Peter Beck has built a strong alternative to SpaceX. However, the analyst believes much of the optimism is already priced into RKLB stock. Potter started coverage with a Neutral rating and an $83 price target. Still, Neutron could play a key role in Rocket Lab's growth if its launch plans stay on track. ## **AST SpaceMobile Stock (ASTS)** AST SpaceMobile is building a satellite network that aims to bring mobile service directly to standard phones. The company hopes to help wireless firms expand coverage without the need for more cell towers. Meanwhile, ASTS received a bullish analyst call recently. B. Riley analyst Mike Crawford upgraded the stock to Buy from Neutral and kept his $85 price target. He believes the company is "fully funded" to build out its global network. The company has also made progress with its BlueBird satellites. It recently deployed the BlueBird 10 satellite array. More BlueBird launches are planned as AST SpaceMobile moves closer to offering commercial service. ## **Wall Street's Take** Turning to Wall Street, out of the three stocks mentioned above, analysts think that SPCX stock has the most room to run. In fact, SPCX's average price target of $243.81 per share implies almost 96.6% upside potential. (See SPCX Stock Forecast). ### Related Stocks - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) - [RKLB.US](https://longbridge.com/en/quote/RKLB.US.md) - [PL.US](https://longbridge.com/en/quote/PL.US.md) - [ASTS.US](https://longbridge.com/en/quote/ASTS.US.md) - [SATS.US](https://longbridge.com/en/quote/SATS.US.md) - [DXYZ.US](https://longbridge.com/en/quote/DXYZ.US.md) - [VCX.US](https://longbridge.com/en/quote/VCX.US.md) - [RKLX.US](https://longbridge.com/en/quote/RKLX.US.md) - [ITA.US](https://longbridge.com/en/quote/ITA.US.md) - [XAR.US](https://longbridge.com/en/quote/XAR.US.md) - [512810.CN](https://longbridge.com/en/quote/512810.CN.md) - [PPA.US](https://longbridge.com/en/quote/PPA.US.md) - [ASTX.US](https://longbridge.com/en/quote/ASTX.US.md) - [159241.CN](https://longbridge.com/en/quote/159241.CN.md) - [159227.CN](https://longbridge.com/en/quote/159227.CN.md) - [563380.CN](https://longbridge.com/en/quote/563380.CN.md) - [ARKX.US](https://longbridge.com/en/quote/ARKX.US.md) - [PLU.US](https://longbridge.com/en/quote/PLU.US.md) - [ASUP.US](https://longbridge.com/en/quote/ASUP.US.md) - [ASTN.US](https://longbridge.com/en/quote/ASTN.US.md) - [SPCH.US](https://longbridge.com/en/quote/SPCH.US.md) - [SPCF.US](https://longbridge.com/en/quote/SPCF.US.md) - [SPAL.US](https://longbridge.com/en/quote/SPAL.US.md) - [SNK.US](https://longbridge.com/en/quote/SNK.US.md) - [SSPC.US](https://longbridge.com/en/quote/SSPC.US.md) - [SPCU.US](https://longbridge.com/en/quote/SPCU.US.md) - [LOFF.US](https://longbridge.com/en/quote/LOFF.US.md) - [RKLZ.US](https://longbridge.com/en/quote/RKLZ.US.md) - [UBS.US](https://longbridge.com/en/quote/UBS.US.md) - [PIPR.US](https://longbridge.com/en/quote/PIPR.US.md) - [RILY.US](https://longbridge.com/en/quote/RILY.US.md) - [RILYL.US](https://longbridge.com/en/quote/RILYL.US.md) - [RILYG.US](https://longbridge.com/en/quote/RILYG.US.md) - [RILYN.US](https://longbridge.com/en/quote/RILYN.US.md) - [RILYK.US](https://longbridge.com/en/quote/RILYK.US.md) - [RILYP.US](https://longbridge.com/en/quote/RILYP.US.md) - [RILYZ.US](https://longbridge.com/en/quote/RILYZ.US.md) - [RILYT.US](https://longbridge.com/en/quote/RILYT.US.md) ## Related News & Research - ['This Isn't the Time,' Says Investor About SpaceX Stock](https://longbridge.com/en/news/296503573.md) - [Rocket Lab and AST SpaceMobile Are Priced for the Big Bang. One Space Stock Already Delivered.](https://longbridge.com/en/news/296657943.md) - [Where Will SpaceX Stock Be in One Year? Morgan Stanley Weighs In](https://longbridge.com/en/news/296032718.md) - [New Trump memo targets orbit launch explosion amid escalating space race](https://longbridge.com/en/news/296618880.md) - [SpaceX and a new Trump order that could rewrite the next decade of launches](https://longbridge.com/en/news/296670980.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**