JavaScript Required

Jumpseat Aerospace News requires JavaScript to function. Please enable JavaScript in your browser settings to continue.

Berenberg Launches Space Coverage, Initiates 4 Stocks

September 2, 2026

1 min read

Key Takeaways

Berenberg launches space coverage with 4 Buy ratings.
Rocket Lab, AST SpaceMobile, Planet Labs, and HawkEye 360 initiated at Buy.
Avio SpA initiated at Hold with €33 target.
Space economy valued at over $500 billion in 2025.

Silver membership required Upgrade to Silver to access Key Takeaways.

Upgrade

Strategic Implications

Berenberg's move may indicate growing investor interest in the space sector, which could lead to increased funding and growth opportunities for space companies. The focus on vertically integrated launch and sovereign constellation capability suggests a shift towards more specialized and secure space services, which may benefit companies like AST SpaceMobile and Planet Labs.

Silver membership required Upgrade to Silver to access Strategic Implications.

Upgrade

What Happened

Investment Firm Eyes Growth In US And European Space Sector

Berenberg has launched coverage of the US and European space sector, initiating four stocks with Buy ratings and one with a Hold rating. The investment firm cited falling launch costs and a growing space economy, which is expected to exceed $1 trillion by 2030. Analyst Michael Filatov favors companies with vertically integrated launch and differentiated constellation capability, such as Rocket Lab and AST SpaceMobile. The new coverage was reported by Investing.com.

Source | Originally Published: September 2, 2026

Companies Mentioned