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Catalyst Play
Featured in “Three Stocks to Own Before the $1.75 Trillion SpaceX IPO”
SpaceX IPO Watch
Rocket Lab is the only other public company with an operational orbital launch vehicle. When SpaceX IPOs at $1.75 trillion, the market will re-rate every orbital launch company overnight. RKLB is the closest public proxy — the "next SpaceX" that's already flying.
The catalyst: SpaceX is preparing for a mid-2026 IPO targeting a $1.5–1.75 trillion valuation — the largest public offering in history. The company booked $8 billion in profit on $15–16 billion in revenue last year. When SpaceX goes public, every institutional fund manager on Earth will need space exposure in their portfolio. These three companies are the most direct ways to ride the wave.
Compass Direction
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Compass Score
Neutral
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UpgradeKey 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 and defence 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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Price & Technical Analysis
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Price vs 200DMA
DMA Convergence
50 DMA
200 DMA
Rating last updated: 2026-04-02
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