SpaceX
SPCX · NASDAQ
Cap. mercado
~$2.1T
Volumen
—
Debut en bolsa con fuerte demanda; tesis de lanzamiento reutilizable + Starlink.
Seguimiento en tiempo real
Mercados
Gráficas en directo de TradingView para las 18 empresas que mueven el sector. Intradía, históricos y el Top 3 de la semana, de un vistazo.
En vivo · TradingView
·
—
Pulso del sector
18 empresas
+1.18%
Media tech · hoy
8Suben
0Baja
3Lateral
Top 3 · Favoritas de la semana
Semanal
- Cargando…
Alcista
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RTX Corporation
RTX · NYSE
Cap. mercado
~$250B
Volumen
—
Cartera de defensa diversificada; impulso en propulsión aeroespacial y sistemas guiados.
Lockheed Martin
LMT · NYSE
Cap. mercado
~$130B
Volumen
—
F-35 y Orion anclan la visibilidad a largo plazo; hipersónicos catalizan nuevos contratos.
Boeing
BA · NYSE
Cap. mercado
~$170B
Volumen
—
Reestructuración en marcha; SLS y aviación comercial sostienen la tesis de recuperación gradual.
Northrop Grumman
NOC · NYSE
Cap. mercado
~$76B
Volumen
—
B-21 Raider y Sentinel ICBM; catalizadores de largo plazo en defensa estratégica.
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L3Harris Technologies
LHX · NYSE
Cap. mercado
~$66B
Volumen
—
ISR y comunicaciones tácticas con demanda creciente en contexto de re-armamento global.
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Rocket Lab
RKLB · NASDAQ
Cap. mercado
~$39B
Volumen
—
Electron dominante en LEO dedicado; Neutron el catalizador de rerating pendiente.
Iridium Communications
IRDM · NASDAQ
Cap. mercado
~$4.5B
Volumen
—
Modelo de suscripción recurrente con cobertura polar única; competencia de Starlink limita el upside.
AST SpaceMobile
ASTS · NASDAQ
Cap. mercado
~$31B
Volumen
—
Direct-to-device con AT&T, Verizon y Vodafone; TAM masivo pero dilución y ejecución son los riesgos.
Eutelsat
ETL · Euronext
Cap. mercado
~€3B
Volumen
—
Integración GEO+LEO (OneWeb) en curso; palanca de deuda limita el recorrido a corto plazo.
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MDA Space
MDA · TSX
Cap. mercado
~$7.5B CAD
Volumen
—
Canadarm3 y CHORUS consolidan la posición en robótica orbital y observación SAR.
Palantir
PLTR · NASDAQ
Cap. mercado
~$306B
Volumen
—
AIP y contratos de defensa/IA impulsan la aceleración del crecimiento comercial.
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BAE Systems
BA.L · LSE
Cap. mercado
~£58B
Volumen
—
Cartera récord de £75.000M; Morgan Stanley la elige favorita europea tras la corrección.
Rheinmetall
RHM · XETRA
Cap. mercado
~€49B
Volumen
—
Munición para Ucrania y ATACMS con Lockheed: demanda estructural por delante de la capacidad.
Thales
HO · EURONEXT
Cap. mercado
~€50B
Volumen
—
Satélites Space INSPIRE y compra de Exail amplían la cartera defensa-espacio-ciber.
Leonardo
LDO · MILAN
Cap. mercado
~€30B
Volumen
—
El contrato GCAP de £4.600M añade décadas de visibilidad en combate aéreo.
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Saab
SAAB B · STO
Cap. mercado
~SEK 318B
Volumen
—
Gripen para Ucrania y Colombia; la acción cotiza por encima del objetivo de consenso.
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General Dynamics
GD · NYSE
Cap. mercado
~$100B
Volumen
—
Máximos históricos: submarinos Virginia/Columbia y entregas récord de Gulfstream.