Satellite Stocks Jump as Countries Push for “Sovereign Space” Meta
Satellite stocks like Planet Labs, Rocket Lab, and AST SpaceMobile are rising fast as governments invest more in independent space and defense systems.
Satellite stocks like Planet Labs, Rocket Lab, and AST SpaceMobile are rising fast as governments invest more in independent space and defense systems.
Rocket Lab’s Neutron Stage 1 tank ruptured during pressure testing. TD Cowen maintains a Buy rating with a $100 price target, but launch delays are possible.
Morgan Stanley upgrades Rocket Lab to Overweight, raising its price target to $105 and highlighting strong growth prospects for the space technology sector in 2026.
KeyBanc lowers Rocket Lab to Sector Weight, citing that its growth catalysts are largely realized. Stock risk/reward now appears balanced.
Rocket Lab secures $816M contract to build 18 missile-defense satellites for U.S. Space Force, its largest deal yet, totaling $1.3B in awards.
Rocket Lab (RKLB) completes STP-S30 mission five months early, deploying four satellites for U.S. Space Force.