SpaceX Just Went Public. These 5 Other Publicly Traded Companies Could Be the Biggest Winners.

Key Points

• SpaceX just raised $75 billion in new capital in the largest IPO ever.

• Nvidia and Alphabet could be big winners of the public debut.

• There are several other suppliers and partners that could benefit as well.

• 10 stocks we like better than Alphabet ›

SpaceX (NASDAQ: SPCX) just went public in the largest IPO of all time, raising $75 billion at a valuation of nearly $1.8 trillion. Many investors are excited to finally own a piece of the Starlink satellite internet business, SpaceX’s dominant rocket launch business, and the high-potential xAI artificial intelligence business.

However, the story here goes beyond how SpaceX stock will perform as a publicly traded company. It’s important for investors to keep in mind that SpaceX just raised $75 billion in fresh capital, and with big growth ambitions, the company will deploy it into AI computing hardware, rocket and satellite parts, and more. And there are some publicly traded companies that could be big winners now that such a big customer has much deeper pockets.

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With that in mind, here are five companies in particular that could be big beneficiaries of SpaceX’s IPO windfall for years to come.

Image source: Getty Images.

5 Companies that could make billions now that SpaceX is public

To be clear, there are more than just five. SpaceX buys components from dozens of companies, and many others are likely to get secondary tailwinds from the IPO. But here are five in particular that investors might want to take a closer look at.

1. Alphabet

Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) could be a big winner from the SpaceX IPO, but not because SpaceX is a major customer. Alphabet made a $900 million investment in SpaceX in 2015, when SpaceX had a $12 billion valuation. At the IPO valuation, Alphabet’s stake is worth about $150 billion. That’s already an incredible return, but if SpaceX’s stock were to rise post-IPO, it could become a serious needle-mover for the Google parent company.

2. Nvidia

You’ve probably heard about SpaceX’s deals to provide compute infrastructure to Anthropic and Google, which will require SpaceX to continue purchasing hundreds of thousands of GPUs and other AI computing components. And I wouldn’t be surprised to see further compute deals announced, creating an excellent recurring revenue stream for SpaceX. Nvidia (NASDAQ: NVDA) is likely the most direct beneficiary of SpaceX’s deeper pockets post-IPO.

3. Moog

Now we’re starting to dig a little deeper. Moog (NYSE: MOGA) is the leader in precision motion control systems for the aviation, space, and defense industries. The company provides essential components for many satellites, and once Starship improves SpaceX’s launch economics, the volume of new satellite deployments could increase rapidly.

4. Kratos Defense & Security

Kratos Defense & Security (NASDAQ: KTOS) is best known for its unmanned aerial vehicles (drones), but it also offers the only commercially available satellite ground system, OpenSpace. Even if Kratos doesn’t get a direct SpaceX contract, it is a clear beneficiary as the commercial satellite economy accelerates.

5. Intel

To say that Intel (NASDAQ: INTC) has been a big winner recently would be an understatement. The company has benefited from an investment from the U.S. government and partnerships with Nvidia, Apple (NASDAQ: AAPL), and other tech giants. Investors have been handsomely rewarded, with the stock up about 500% over the past year alone. However, it’s also worth noting that Intel has a close relationship with both SpaceX and Tesla (NASDAQ: TSLA) as a key Terafab partner. Specifically, Terafab will use Intel’s next-generation fabrication technology, and the capital SpaceX raised in its IPO could be a major source of funding to get the Terafab project going.

The bottom line

As mentioned, there could be plenty of winners from the SpaceX IPO. But these are five companies that should be major beneficiaries of SpaceX’s massive infusion of capital for years to come, and they could be worth a look for patient investors.

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Matt Frankel, CFP® has positions in Kratos Defense & Security Solutions. The Motley Fool has positions in and recommends Alphabet, Apple, Intel, Kratos Defense & Security Solutions, Moog, Nvidia, and Tesla. The Motley Fool has a disclosure policy.