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AEROSPACE NEWS

Berenberg Launches Coverage of Trillion Dollar Space Sector

Key Takeaways
  • Berenberg initiates coverage of the commercial space industry.
  • Four companies receive Buy recommendations.
  • The space sector is expected to grow to over $1 trillion by 2030.
  • Falling launch costs and data-driven services drive growth.
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Strategic Implications

This move may signal growing investor interest in the space sector, which could lead to increased funding and innovation. The focus on pure-plays with vertical integration suggests a shift towards more specialized and efficient space infrastructure, which may benefit companies like AST SpaceMobile and Rocket Lab.

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What Happened

Four Companies Receive Buy Recommendations Amid Sector Growth

German private bank Berenberg has launched coverage of the commercial space industry, initiating four companies with a Buy rating and one with a Hold recommendation. According to analyst Michael Filatov, the sector is expected to grow from approximately $500 billion in 2025 to over $1 trillion by 2030, driven by falling launch costs, geopolitical sovereignty efforts, and data-driven downstream services. The recommendations were reported by Unknown Source.

Source | Originally Published: September 3, 2026

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JUMPSEAT
AEROSPACE NEWS
JUMPSEAT
AEROSPACE NEWS

Berenberg Launches Coverage of Trillion Dollar Space Sector

Sponsored by: Jumpseat Solutions
Key Takeaways
  • Berenberg initiates coverage of the commercial space industry.
  • Four companies receive Buy recommendations.
  • The space sector is expected to grow to over $1 trillion by 2030.
  • Falling launch costs and data-driven services 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

This move may signal growing investor interest in the space sector, which could lead to increased funding and innovation. The focus on pure-plays with vertical integration suggests a shift towards more specialized and efficient space infrastructure, which may benefit companies like AST SpaceMobile and Rocket Lab.

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

Four Companies Receive Buy Recommendations Amid Sector Growth

German private bank Berenberg has launched coverage of the commercial space industry, initiating four companies with a Buy rating and one with a Hold recommendation. According to analyst Michael Filatov, the sector is expected to grow from approximately $500 billion in 2025 to over $1 trillion by 2030, driven by falling launch costs, geopolitical sovereignty efforts, and data-driven downstream services. The recommendations were reported by Unknown Source.

Source | Originally Published: September 3, 2026

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