Key Points

SpaceX raised $75 billion in new capital via the largest IPO ever.
Nvidia and Alphabet stand out as potential major beneficiaries from the public debut.
Several suppliers and partners could also see advantages from the capital influx.
10 stocks we like better than Alphabet ›

SpaceX (NASDAQ: SPCX) completed its public debut in the biggest IPO on record, securing $75 billion at a valuation near $1.8 trillion. Investors are eager to gain exposure to the Starlink satellite internet operations, the leading rocket launch segment, and the promising xAI artificial intelligence venture.

Yet the implications extend past SpaceX stock performance alone. Investors should note that the firm secured $75 billion in new funds, which it plans to direct toward AI hardware, rocket components, satellite parts, and additional areas. Several publicly traded businesses could emerge as major beneficiaries from this expanded spending power.

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With this context, five specific companies appear positioned to reap substantial rewards from SpaceX's IPO proceeds over the coming years.

Image source: Getty Images.

5 Companies positioned to earn billions following SpaceX's public offering

More than five firms stand to benefit overall. SpaceX sources parts from numerous suppliers, and additional companies may experience indirect gains from the IPO. Still, these five merit particular attention from investors.

1. Alphabet

Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) could gain notably from the SpaceX IPO, though not primarily as a customer. Alphabet invested $900 million in SpaceX back in 2015 at a $12 billion valuation. At the current IPO level, that holding equates to roughly $150 billion. This already represents a strong outcome, and any post-IPO stock appreciation could meaningfully impact the Google parent.

2. Nvidia

SpaceX has arranged to supply compute infrastructure to Anthropic and Google, necessitating ongoing purchases of large volumes of GPUs and related AI hardware. Additional compute agreements seem probable, generating steady revenue for SpaceX. Nvidia (NASDAQ: NVDA) appears set as the primary direct beneficiary of the increased capital available post-IPO.

3. Moog

Digging further, Moog (NYSE: MOGA) leads in precision motion control systems serving aviation, space, and defense sectors. It supplies key parts for numerous satellites, and improved launch economics from Starship could drive faster growth in satellite deployment volumes.

4. Kratos Defense & Security

Kratos Defense & Security (NASDAQ: KTOS) focuses on unmanned aerial vehicles but also provides OpenSpace, the sole commercially available satellite ground system. Even absent a direct SpaceX contract, Kratos stands to benefit as the commercial satellite sector expands.

5. Intel

Intel (NASDAQ: INTC) has seen notable recent success, aided by U.S. government investment and ties to Nvidia, Apple (NASDAQ: AAPL), and other technology leaders. The stock has risen around 500 percent over the past year. Intel maintains close ties with both SpaceX and Tesla (NASDAQ: TSLA) as a Terafab partner. Terafab will leverage Intel's advanced fabrication processes, and SpaceX's IPO capital could provide significant funding to advance the project.

The bottom line

Many companies could benefit from the SpaceX IPO. These five, however, appear especially well placed to capitalize on the capital infusion for years ahead and may warrant consideration by long-term investors.

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Matt Frankel, CFP has a position in Kratos Defense & Security Solutions. The Motley Fool holds positions in and recommends Alphabet, Apple, Intel, Kratos Defense & Security Solutions, Moog, Nvidia, and Tesla. The Motley Fool maintains a disclosure policy.

The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.