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Goldman Sachs Forecasts $1.8 Trillion Space Economy by 2035

Key Takeaways
  • Goldman Sachs projects the global space economy to reach $1.8 trillion by 2035.
  • Rocket Lab, AST SpaceMobile, and Redwire are identified as key investment targets.
  • Commercial satellites, defense demand, and infrastructure drive growth.
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Strategic Implications

The projected growth of the space economy may indicate a significant shift in investment opportunities, with companies like Rocket Lab, AST SpaceMobile, and Redwire potentially benefiting from increased demand for commercial satellites, defense technologies, and space infrastructure, which could drive industry consolidation and M&A activity.

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What Happened

Three Space Stocks Poised for Growth Amid Industry Expansion

Goldman Sachs forecasts the global space economy to reach $1.8 trillion by 2035, driven by commercial satellites, defense demand, and infrastructure. Three companies, Rocket Lab, AST SpaceMobile, and Redwire, are highlighted as potential investment targets, offering distinct opportunities in launch services, satellite-to-cellular connectivity, and space infrastructure. According to the report, increased access to capital could drive further M&A and vertical integration in the industry, as noted by TradingKey.

Source | Originally Published: August 23, 2026

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JUMPSEAT
AEROSPACE NEWS
JUMPSEAT
AEROSPACE NEWS

Goldman Sachs Forecasts $1.8 Trillion Space Economy by 2035

Sponsored by: Jumpseat Solutions
Key Takeaways
  • Goldman Sachs projects the global space economy to reach $1.8 trillion by 2035.
  • Rocket Lab, AST SpaceMobile, and Redwire are identified as key investment targets.
  • Commercial satellites, defense demand, and infrastructure drive growth.
Sign in to view key takeaways Get full access to in-depth analysis and key takeaways.
Sign In
Silver membership required Upgrade to Silver to access Key Takeaways.
Upgrade
Strategic Implications

The projected growth of the space economy may indicate a significant shift in investment opportunities, with companies like Rocket Lab, AST SpaceMobile, and Redwire potentially benefiting from increased demand for commercial satellites, defense technologies, and space infrastructure, which could drive industry consolidation and M&A activity.

Sign in to view strategic implications Get full access to strategic analysis and expert insights.
Sign In
Silver membership required Upgrade to Silver to access Strategic Implications.
Upgrade

What Happened

Three Space Stocks Poised for Growth Amid Industry Expansion

Goldman Sachs forecasts the global space economy to reach $1.8 trillion by 2035, driven by commercial satellites, defense demand, and infrastructure. Three companies, Rocket Lab, AST SpaceMobile, and Redwire, are highlighted as potential investment targets, offering distinct opportunities in launch services, satellite-to-cellular connectivity, and space infrastructure. According to the report, increased access to capital could drive further M&A and vertical integration in the industry, as noted by TradingKey.

Source | Originally Published: August 23, 2026

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