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Catalyst Play
Featured in “Three Space Stocks Wall Street Re-Rates Now That SpaceX Is Public”
Post-SpaceX IPO
Rocket Lab is the only other public company flying an operational orbital rocket. With SpaceX now public at a $1.75 trillion valuation, RKLB is the obvious next stop for institutions that want launch exposure — the closest thing to a "second SpaceX" on the open market.
The catalyst: SpaceX went public on the Nasdaq in June 2026 at roughly a $1.75 trillion valuation — the largest IPO ever, and the first time institutions can own pure space exposure at scale. But one stock can't absorb the demand a debut like this unleashes. Every fund now benchmarked to space has to look further down the list, and these three are the most direct beneficiaries of the re-rating.
Compass Direction
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Compass Score
Neutral
Key Numbers
Market Cap
$12B
P/E
N/A
Revenue Growth
+55.0%
Gross Margin
N/A
ROE
N/A
About Rocket Lab USA
As a mid-cap aerospace company trading on the NASDAQ, Rocket Lab USA has established itself, with direct, concentrated exposure to the space infrastructure and satellites theme. Small satellite launch provider expanding into medium-lift rockets and space systems. With a $12B market capitalization and no current profitability, the company demonstrates exceptional revenue growth at +55% year-over-year.
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Price50 DMA200 DMA
Price vs 200DMA
DMA Convergence
50 DMA
200 DMA
Rating last updated: 2026-07-03
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