The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
SpaceX's anticipated IPO presents an interesting idea to gain exposure to the rapidly expanding commercial space sector. Compared to the publicly traded Rocket Lab Corporation, my estimate show SpaceX to be a package combining growth, value, and market positioning. Starlink's vertical integration can potentially transform SPACE into a global telecom provider.
Shares of Rocket Lab Corp. (NASDAQ:RKLB) are down 7.9% to trade at $56.54, at last check, reversing its early morning gains despite officially launching its first dedicated mission over the weekend.
Rocket Lab (NASDAQ: RKLB) surged over 10% on massive volume, officially catalyzed by news that its 'Hungry Hippo' cargo, fairing for the next-gen Neutron rocket, passed final testing, alongside securing new funding from the Canadian Space Agency. The aggressive buying notably ignored a minor launch scrub announced a day prior.
Rocket Lab advances with its Neutron rocket's 'Hungry Hippo' fairing, achieving a world first in reusable commercial rocket technology. RKLB is expanding into the lucrative 500-1,000 kg satellite market, supported by a C$1 million Canadian Space Agency grant for a new reaction wheel. Space systems, not launches, drive the bulk of RKLB's revenue growth, with higher-margin products and a broader customer base.
Shares of AST SpaceMobile (NASDAQ:ASTS) and Rocket Lab (NASDAQ:RKLB) are drawing intense retail attention in December, with both space stocks registering neutral sentiment scores of 53 as of this morning.
Neutron edges closer to launch as RKLB completes testing of its reusable Hungry Hippo fairing and ships hardware to Virginia.
Subscribers to Schaeffer's Weekend Trader service just scored an 111% profit with the Rocket Lab Corp (NASDAQ:RKLB) January 16, 2026 40-strike call option recommendation.
Rocket Lab's surging 70.7% rally spotlights new mission wins and rising sales expectations, but premium valuation keeps entry timing critical.
I'm upgrading Rocket Lab to a strong buy as technicals and fundamentals align, with stabilization around the $40 level. Momentum is reversing, supported by bullish RSI, surging volume, and recent recognition as New Zealand's Company of the Year. RKLB's 2026 roadmap and Neutron's commercialization are critical catalysts that defend the current valuation.
Rocket Lab is growing revenue above 50% year-over-year, far outpacing the sector median of roughly 4%, signaling rapid commercial scaling. Q3 delivered record revenue of $155 million with 48% YoY growth and 17 new Electron launch contracts added to backlog. Expanding defense programs, including back-to-back HASTE missions and the Geost acquisition, significantly broaden Rocket Lab's national security market exposure.
Rocket Lab (RKLB) possesses a significant knowledge and trust moat in rocket launches, making customer relationships highly sticky, especially in government sectors. RKLB's backlog is 57% government orders, reflecting its strategic focus on national security and intelligence applications through satellites, solar cells, and key acquisitions. Acquisitions of Mynaric and Geost position RKLB for European government contracts and enable vertical integration, enhancing its ability to deliver mission-critical payloads.