Research
RKLB, GSAT, IRDM Trade the 50% SpaceX Morningstar Gap
Morningstar sees SpaceX worth less than half its $1.75T IPO target. The publicly-traded satellite cohort — RKLB, GSAT, IRDM — reprices both sides of that gap.
RKLB
Rocket Lab USA, Inc.
NASDAQ · USIndustrialsAerospace & Defense
$65.74-2.78%
Price as of Jul 20, 2026
RKLB analysis
Rocket Lab USA, Inc. stock analysis
Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.
Research
AMZN: $11.6B Kuiper Capex Targets Starlink LEO
Amazon's $11.6B Kuiper investment highlights the LEO satellite spending boom, benefiting launchers like RKLB and builders like ASTS while pressuring VSAT. We rank six plays by exposure and valuation, favoring pure-plays amid $100B+ capex wave.
Research
NASA Artemis II Success: LMT Leads 6 Defense Stocks Ranked for Lunar Economy Upside
Artemis II's safe return on April 11, 2026, de-risks NASA's lunar program, favoring contractors like LMT and NOC with direct hardware roles. We rank six stocks by exposure, ranking LMT highest for its Orion primacy and steady growth. Risks include delays and competition from private launchers.
Research
SpaceX $1.75T IPO Buzz: RKLB at 63x Sales Looks Reasonable — SPCE Does Not
SpaceX's $1.75T IPO speculation and Starlink praise highlight valuation gaps: RKLB's 63x EV/Sales reflects 38% growth but risks SpaceX competition, while SPCE's 135x on -78% revenue collapse looks untenable. RKLB merits ownership over SPCE, though both pale against the private benchmark.
Research
BA's SLS Moon Rocket at Risk: 5 Space Stocks Poised to Win NASA's Next Contracts
Boeing's SLS faces Trump NASA scrutiny, per April 11 Bloomberg report, boosting Lockheed, Northrop, Rocket Lab, BWXT, and Intuitive Machines for lunar bases and nuclear propulsion. LMT and NOC top ranked for stability; BA lags. Article analyzes financials and exposure.
Research
SpaceX $1.75T IPO Filing Lifts Aerospace Sector — Why RKLB Is the Biggest Winner
SpaceX's confidential IPO filing at ~$1.75T has buoyed aerospace stocks, validating the sector. Rocket Lab shines with growth and backlog, while LMT offers defense stability; BA and SPCE lag. Bullish on RKLB as prime beneficiary.
Research
Satellite Broadband Rules Eased: 6 Space Stocks Poised to Win — ASTS, RKLB, BA & More
US regulators' plan to ease power limits on space-based broadband, per Reuters April 8, boosts satellite internet viability. AST SpaceMobile, Rocket Lab, Planet Labs, Boeing, Lockheed Martin, and Northrop Grumman emerge as top US-listed winners, ranked by growth and valuation in the SpaceX-fueled economy.