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Blue Origin

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Blue Origin develops reusable rockets, spacecraft, lunar systems, and space infrastructure.

sentiment mix
bull 38%bear 15%neu 47%

funding rounds

private markets
latest round
Primary
Jul 2026 | $10B
post-money valuation
$130B post-money
first outside capital raise
total raised
$10B disclosed
1 disclosed rounds | updated 2026-07-09
round progression
Primary
Jul 2026
$10B
lead investors
  • Coatue Managementlead
  • Jeff Bezosco
dateroundamountvaluationinvestors
Jul 2026Primary$10B$130B post-moneyCoatue Management, Jeff Bezos

signal summary

latest high-conviction thesis
Blue Origin raises $10B at $130B valuation with Bezos doubling down▾

Valuation reflects capability as only second company to achieve orbital reusability, not current cash flow; Bezos investing $2B personally and Coatue adding $4B signals strong conviction in long-term space infrastructure opportunity.

unknownT3TBPN2026-07-09
confidence 66 / 100impact High
key themes
  • Space Economy83%
  • AI Infrastructure50%
  • Defense Tech42%
  • Venture Capital33%
  • Space-Based Compute25%

bull thesis · 5

68 / 100
  • •Isaacman: Blue Origin's New Glenn reusability and lunar lander key to Moon architecture
  • •Isaacman: Blue Origin New Glenn and on-orbit aggregation key for lunar mass transport
  • •Blue Origin raises $10B at $130B valuation to compete with SpaceX

bear thesis · 2

47 / 100
  • •New Glenn launchpad explosion delays Artemis lunar plans by up to a year
  • •Blue Origin lacks Starship equivalent, far behind on cost per kilogram to orbit

company research · 6 videos

mentions · 13

new
All-In PodcastJared Isaacman: A New Era for NASA and American Space Exploration1 mentions · 0▲ 0▼ 1○ · 7 days ago
0:003:007:0011:0015:00
Sourcery VCSir Peter Beck on Neutron, Composites, and Building for Reuse1 mentions · 0▲ 0▼ 1○ · last month
0:003:007:0011:0015:00
Y Combinator100 VCs Said No. Now They're Building Data Centers in Space1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:007:0015:0022:0030:00
Peter H. DiamandisJared Isaacman: NASA's Moon Base by 2028, Optimus Robots on the Moon, The Truth About UFOs | Ep #2742 mentions · 2▲ 0▼ 0○ · 2 months ago
0:008:0017:0026:0035:00
TBPNBlue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:002:005:007:0010:00
Bloomberg TechJittery Tech Markets; OpenAI Gets BofA Credit Line | Bloomberg Tech 7/08/20261 mentions · 1▲ 0▼ 0○ · 3 months ago
0:008:0017:0026:0035:00
TBPNBen Thompson Joins, 5.6 Sol Reactions, Coatue Bets Big on Blue Origin at $130B1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:003:007:0011:0015:00
Peter H. DiamandisOpus 4.8 Drops, Demis Hassabis Predicts AGI, and the $220B Foundation | EP #2601 mentions · 0▲ 1▼ 0○ · 4 months ago
0:0025:0050:001:15:001:40:00
Limitless PodcastThe Space Economy Is About To Explode1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:003:007:0011:0015:00
Limitless PodcastNASA's Artemis II Should Have Been a SpaceX Mission ($100B Waste)1 mentions · 0▲ 1▼ 0○ · 6 months ago
0:007:0015:0022:0030:00
Joe LonsdaleWhy this Billionaire Just Took Over NASA1 mentions · 0▲ 0▼ 1○ · 7 months ago
0:006:0012:0018:0025:00
SeedRocket TVCómo se hace un COHETE (MADE IN SPAIN) que compita con SpaceX | PLD Space1 mentions · 0▲ 0▼ 1○ · last year
0:006:0012:0018:0025:00