Rocket Lab reported a record $200.3 million in revenue for Q1, a 63.5% increase year-over-year, driven mainly by its Space Systems business generating $136.7 million compared to $63.7 million from launch services. The company’s backlog more than doubled to over $2.2 billion, fueled by strong demand for its Neutron rocket, which has secured five launch contracts despite not yet having flown. Analysts project Rocket Lab's 2027 revenue to reach $1.1-1.2 billion, supporting a valuation range of $120-140 per share. This growth highlights a significant shift in Rocket Lab's business model and positions it well ahead of the anticipated SpaceX IPO.
The Strategas Macro Thematic Opportunities ETF (SAMT), launched in 2022, uses an active approach to invest across several key market themes like AI, robotics, electrification, and space. This flexibility allows it to pick high-conviction stocks withi...
Rocket Lab Corporation has transformed from a launch-dependent company to a vertically integrated defense contractor with direct government contracts. Its backlog grew 20% sequentially and 108% year-on-year in Q1 FY26, reaching a record $2 billion ac...
The Procure Space ETF (UFO) surged 165% over the past year, fueled by anticipation of a SpaceX IPO, defense satellite contracts, and renewed interest in space exploration programs. The fund, which tracks companies involved in satellite operations and...
Rocket Lab is the only publicly traded pure-play company in the space launch sector, recognized by SpaceX as a key competitor. The company currently operates in the small-lift launch market with its Electron rocket and is expanding into medium-lift p...
Between 2020 and 2024, $66 billion in venture and private equity capital flowed into the defense sector, coinciding with a $400 billion increase in the FY2027 U.S. defense budget. This surge benefits key publicly traded companies like Red Cat Holding...
