Indirect Investment Opportunities in NASA
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy BA?
Source: Benzinga
- Investment Limitations: As NASA is a U.S. government agency and not a public company, investors cannot directly purchase its stock, which means they miss out on traditional market returns associated with NASA.
- Indirect Investment Channels: Investors can gain indirect exposure through publicly traded companies like Lockheed Martin (LMT) and Northrop Grumman (NOC), which earn revenue from government contracts and commercial services, showcasing a diversified business model.
- Risks of Pure-Play Space Stocks: Companies like Rocket Lab (RKLB), which focus on small satellite launches, offer higher growth potential but come with increased risk, requiring investors to carefully assess volatility and market demand.
- Diversified Options via Space ETFs: Investors can opt for space-themed exchange-traded funds (ETFs) such as Procure Space ETF and ARK Space Exploration ETF, which hold stocks of various aerospace and defense companies, providing broader market exposure without relying on a single entity.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 225.000
Low
150.00
Averages
269.14
High
298.00
Current: 225.000
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Sales Growth Outlook: Rheinmetall anticipates a sales increase of 40% to 45% in 2023, reaching between €14 billion and €14.5 billion, reflecting a surge in global demand for military equipment, particularly in the context of the Ukraine war, showcasing the company's strong position in the defense market.
- Record Order Backlog: The company's order backlog has reached a record high of €63.8 billion, a 36% increase year-over-year, indicating that Rheinmetall will have ample production capacity to meet the rising defense demands in the coming years, further solidifying its market leadership.
- Profitability Improvement: The operating margin is expected to rise to around 19% in 2026 from 18.5% in 2025, which not only reflects the company's success in cost control and efficiency improvements but also enhances shareholder return expectations, boosting market confidence.
- Positive Market Reaction: Despite 2025 sales of €9.94 billion falling short of expectations, Rheinmetall's stock has surged approximately 540% over the past three years, demonstrating investor confidence in its long-term growth potential, especially against the backdrop of increased European defense spending.
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- Delivery Delays: Boeing (BA) announced that a wiring defect on some 737 Max aircraft will delay a portion of deliveries, although the company expects to meet its full-year delivery goal, with the issue stemming from minor scratches caused by a machining error affecting quality standards.
- Production Continues: Despite the defect, production of the 737 Max continues at the current pace, with affected aircraft undergoing rework expected to take only a few days, thereby minimizing the impact on delivery schedules.
- Orders and Deliveries: Boeing delivered 51 commercial aircraft in February, marking its strongest monthly result since 2017, and secured 21 gross aircraft orders, although six were cancellations, resulting in six net orders, indicating resilience in market demand.
- Potential Major Sale: Boeing is nearing a significant potential sale of about 500 737 Max jets, which could be announced during Donald Trump's planned visit to Beijing, although the agreement has not yet been finalized, potentially providing crucial support for the company's financial recovery.
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- Stock Performance: FTAI Aviation shares rose by 12.3% in February, continuing a remarkable 178% increase over the past year and a 38% rise in 2026, reflecting strong market performance and heightened investor confidence.
- Strong Market Demand: FTAI's core aviation market is thriving, particularly with its new FTAI Power business aimed at converting CFM56 engines into power turbines for data centers, with management confirming preparations for the first product delivery in Q4 2026.
- Growing Maintenance Spending: CEO Joseph Adams indicated that total industry maintenance spending is expected to rise from $22 billion to $25 billion by 2026, as airlines increasingly opt to extend the life of existing fleets rather than retire older aircraft, solidifying FTAI's market position.
- Strategic Partnership Agreement: FTAI signed a multi-year agreement with CFM International to provide component and service support for CFM56 engines, which, while seemingly counterintuitive, helps extend engine life and ensures FTAI has access to necessary parts, enhancing its competitive edge in the market.
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- Delivery Performance: Boeing's delivery numbers are showing relative strength, indicating a positive trend in their operations.
- Supply Chain Challenges: Ongoing supply issues are expected to continue impacting the company's stock performance negatively.
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Boeing's Delivery Performance: Boeing's delivery numbers are showing relative strength, indicating a positive trend in their operations.
737 MAX Wiring Issue: A wiring issue with the 737 MAX is expected to pose challenges for Boeing's stock performance.
Investor Sentiment: Investors are particularly sensitive to any problems related to Boeing's single-aisle jet, reflecting the importance of this model to the company's reputation and financial health.
Market Impact: The combination of strong delivery numbers and the wiring issue may create mixed signals for investors regarding Boeing's future performance.
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- Support for Proactive Measures: The statement emphasizes the need for proactive measures to address the current situation effectively.
- Use of Strategic Reserves: It highlights the importance of utilizing strategic reserves as part of the response strategy.
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