A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy: Spacecraft & Launch Systems • $York Space Systems, Inc(YSS)$ manufactures standardized satellite buses for rapid deployment • $Rocket Lab USA, Inc.(RKLB)$ builds launch vehicles, spacecraft systems & broader orbital infrastructure • $Voyager Technologies, Inc.(VOYG)$ supplies space infrastructure & in-space services for government programs • $Intuitive Machines(LUNR)$ provides lunar landers &
Rocket Lab Clears $90 With $1.85B Backlog: Is $100 Within Reach?
Rocket Lab surged 3.92% past $90 as Benzinga reported sustained "Launch Squeeze" momentum with order backlog reaching $1.85B, reflecting structurally tight commercial launch supply being priced into the stock. SeekingAlpha positions RKLB as a strategic placeholder ahead of a potential SpaceX IPO, while Stifel's $105 price target — approximately 17% above current levels — provides institutional cover for further upside.
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