Subramanyan
2025-12-28


Are you bullish on Rocket Lab's $90 target?: 50:50 I would say. Target of $90.00 is primarily driven by it securing a $805 million contract from the SDA for 18 missile-tracking satellites which is the largest in its history. Optimistic goal and depends on its delivery capability. As of now Rocket Lab presents a high-growth high-risk opportunity as it has potential but currently unprofitable. 

SpaceX vs Rocket Lab: which one are you bullish?: tricky question as Rocket Lab is now listed while SpaceX isn't. Between the two, if rumours are true, an IPO is targeted for 2026 at a potential valuation of $1.5 trillion. So, yeah while the head points to SpaceX the heart points to Rocket Lab.

Is Space a Core Investment Theme for 2026?
As the global push toward “space infrastructure” accelerates, companies with proven execution and real delivery capabilities may be poised for a broad re-rating. One name increasingly in focus is Rocket Lab. In 2025, Rocket Lab completed 21 flawless launches and secured an $816 million contract from the U.S. Space Development Agency, a deal many view as comparable in strategic value to Palantir’s early government contracts. Is Space a core investment theme for 2026? Would you choose Rocket Lab or any other companies?
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Comments

  • 0billionaire
    2025-12-29
    0billionaire
    Mate, I'm bullish on Rocket Lab – heart over head! [看涨]
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