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 payloads with the upcoming Neutron rocket, expected to debut in 2026. Rocket Lab reported strong growth with Q1 revenue up 63.5% year-over-year and a backlog of $2.2 billion, including significant defense contracts. Despite posting a net loss and a high valuation, Rocket Lab represents a unique investment opportunity for those betting on the expansion of commercial and defense space activities outside of SpaceX, which remains private.
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 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 doub...
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...
The global small satellite market, valued at $7.05 billion in 2025, is projected to reach $32.71 billion by 2035, growing at a CAGR of 16.58%. Growth is fueled by massive investments in low Earth orbit (LEO) satellite constellations for broadband int...
Roundhill Space & Technology ETF (MARS) receives a buy rating due to its focused investments in high-growth space companies like Rocket Lab, AST SpaceMobile, and EchoStar. These companies are driving growth and improving profitability despite high va...
