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Berenberg: Space Sector to Exceed $1 Trillion by 2030

September 22, 2026

2 min read

Key Takeaways

Berenberg's report highlights the growth of the space sector.
The sector is expected to exceed $1 trillion by 2030.
Falling launch costs have enabled a rapidly growing investable universe.
Berenberg recommends Rocket Lab, AST SpaceMobile, and Planet Labs.

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Strategic Implications

Berenberg's report may indicate a significant shift in investor interest in the space sector, which could lead to increased funding and growth opportunities for companies like Rocket Lab and AST SpaceMobile. The focus on vertically integrated launch and differentiated constellation capability suggests that the bank believes these areas will be key drivers of value in the sector, which could have implications for the competitive landscape and market dynamics.

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What Happened

Investment Bank Sees Growth in Space Economy and Key Technologies

Investment bank Berenberg has released a report on the space sector, highlighting its growth potential and key technologies. The report, titled Aerospace & Defence - More than a Moonshot, notes that falling launch costs have enabled a rapidly growing investable universe, with the sector expected to exceed $1 trillion by 2030. Berenberg recommends several companies, including Rocket Lab, AST SpaceMobile, and Planet Labs, and believes that vertically integrated launch and differentiated constellation capability will be key drivers of value in the sector. This report was first published by Advanced Television.

Source | Originally Published: September 22, 2026

Companies Mentioned