Rocket Lab remains a Buy with over 25% medium-term upside despite high valuation and sector volatility. Its Space Systems segment is driving margin expansion, with a projected Q4 2025 non-GAAP gross profit margin of 44.3% and a backlog increase of 73% year-over-year to $1.85 billion. Recent acquisitions like Mynaric and Geost enhance vertical integration and support execution on major government contracts. Upcoming Q1 2026 earnings will focus on Neutron rocket progress, margin trends, and backlog conversion, which are critical for maintaining investor confidence and valuation.
Rocket Lab has finalized its acquisition of Motiv Space Systems, a leader in space robotics with Mars mission heritage, including NASA's Perseverance rover. This move enhances Rocket Lab's ability to offer comprehensive Mars mission solutions and exp...
The ERShares Private-Public Crossover ETF (XOVR) provides investors access to SpaceX shares before its IPO, holding about 23% of its assets in SpaceX. Despite this unique exposure, XOVR has underperformed the S&P 500 by over 7% this year due to valua...
Shares of AST SpaceMobile, Planet Labs, and Rocket Lab surged following renewed investor interest driven by SpaceX's upcoming IPO. SpaceX's S-1 filing revealed a $1.75 trillion valuation target and $18 billion revenue forecast for 2025, setting a new...
The Procure Space ETF (UFO), the first global pure-play space ETF, has surpassed $1 billion in assets under management following a 60% year-to-date return and significant investor interest. This growth is largely driven by anticipation of SpaceX's up...
Rocket Lab's stock surged following strong Q1 2026 results, with revenue up 63.5% year-over-year to $200.3 million and a record backlog of $2.2 billion. The company also secured a $90 million contract from the U.S. Space Force to design and manufactu...
