{"id":688564,"date":"2026-07-13T02:34:32","date_gmt":"2026-07-13T02:34:32","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/688564\/"},"modified":"2026-07-13T02:34:32","modified_gmt":"2026-07-13T02:34:32","slug":"2-smaller-space-stocks-to-consider-buying-for-an-isa-not-called-spacex","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/688564\/","title":{"rendered":"2 smaller space stocks to consider buying for an ISA (not called SpaceX)"},"content":{"rendered":"

\"Sunrise<\/p>\n

Image source: Getty Images<\/p>\n

When looking for space stocks to buy, all roads seemingly lead to Space Exploration Technologies. Given its industry-leading position and all the attention it gets (including here), that\u2019s hardly surprising.<\/p>\n

But the global space economy is projected to reach between $850bn and $1.8trn inside a decade, according to various forecasts. So there is plenty of growth opportunities in this space (pardon the pun). <\/p>\n

Should you buy Firefly Aerospace shares today?\t<\/p>\n

Before you decide, please take a moment to review this report first. Despite ongoing uncertainties from US tariffs to global conflicts, Mark Rogers and his team believe many UK shares still trade at substantial discounts, offering savvy investors plenty of potential opportunities to learn about.<\/p>\n

That\u2019s why this could be an ideal time to secure this valuable research \u2013 Mark\u2019s analysts have scoured the markets to reveal 5 of his favourite long-term \u2018Buys\u2019. Please, don\u2019t make any big decisions before seeing them.<\/p>\n

Here, I want to highlight two stocks that might be worth considering for an ISA portfolio. Each has sold off heavily recently.<\/p>\n

Down 50%<\/p>\n

Firefly Aerospace (NASDAQ:FLY<\/a>) builds rockets and lunar landers. Last year, it became the first commercial company to accomplish a soft landing on the Moon (landing the right way up, at least) with its Blue Ghost\u00a0spacecraft.<\/p>\n

NASA was so impressed that it awarded Firefly a $75m subcontract to deliver four drones to the Moon\u2019s South Pole to support the agency\u2019s Artemis Moon Base initiatives. In June, it got a larger $144m contract to deliver a rapid mission to the Moon. <\/p>\n

The company\u2019s Alpha rocket has done seven launches so far, to varying degrees of success (March\u2019s was a success). Defence<\/a> giant Lockheed Martin is an anchor customer, with up to 25 flights booked running through to 2029.<\/p>\n

Firefly and Northrop Grumman are also co-developing Eclipse, a medium-lift launch vehicle capable of carrying much larger payloads. The first test flight is scheduled for 2027.<\/p>\n

\"\"Source: Q1 earnings presentation<\/p>\n

Turning to financials, revenue is expected to soar around 175% to $440m this year. And Wall Street analysts see revenue exceeding $1bn by 2028, indicating that this is a high-growth company.<\/p>\n

However, loss-making<\/a> Firefly is incinerating around $300m a year in cash as it scales up. So it might need to dilute investors to raise more capital in future (it ended Q1 with $551m in cash).<\/p>\n

Indeed, the stock has slumped 50% since May, largely due to a capital raise of around $192m.<\/p>\n

Still, from a modest market cap of just $4bn today, Firefly could generate strong returns over the next few years. But there\u2019s a lot of execution risk with the rocket launches, making this a high-risk, high-reward stock.<\/p>\n

Down 40%<\/p>\n

HawkEye 360 (NYSE:HAWK<\/a>) only went public in May, but it\u2019s been a baptism of fire, with the stock falling around 40% since.<\/p>\n

Partly this has been due to the sell-off in space-related stocks, which has taken SpaceX down almost 30% since mid-June.<\/p>\n

HawkEye doesn\u2019t build rockets or lunar landings. Instead, it operates a constellation of over 30 satellites that track and analyse radio frequency signals. <\/p>\n

This has a number of uses for defence and intelligence customers: <\/p>\n

Detection of vessels engaged in smuggling or illegal fishing<\/p>\n

Track dark vessels<\/p>\n

Air defence monitoring<\/p>\n

HawkEye\u2019s products related to these areas are driving robust growth, with revenue expected to jump 82% to $213m this year. Analysts anticipate the top line growing to roughly $329m by 2028, with profits throughout.<\/p>\n

A risk I see here is customer concentration, with a small handful of defence customers accounting for the majority of revenue. Delays in government contract awards is a possibility here.<\/p>\n

However, the company appears to be in the sweet spot as the US and Europe prioritise electronic and drone warfare and space-based surveillance. HawkEye\u2019s market cap is just $1.9bn.<\/p>\n

Should you invest \u00a35,000 in Firefly Aerospace right now?<\/p>\n

When investing expert Mark Rogers and his team have a stock tip, it can pay to listen. After all, the flagship Twelfth Magpie Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets.<\/p>\n

And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Firefly Aerospace made the list?<\/p>\n

\u00a0<\/p>\n

Ben McPoland has no position in any of the companies mentioned.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Image source: Getty Images When looking for space stocks to buy, all roads seemingly lead to Space Exploration…\n","protected":false},"author":2,"featured_media":688565,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23],"tags":[90,416,56,54,55],"class_list":["post-688564","post","type-post","status-publish","format-standard","has-post-thumbnail","category-space","tag-science","tag-space","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/688564","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=688564"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/688564\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/688565"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=688564"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=688564"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=688564"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}