• Rocket Lab recently secured a partnership with Bollinger Shipyards to develop an ocean landing platform for its reusable Neutron rocket, while expanding its collaborations with the European Space Agency and solidifying its track record with multiple Electron launches in June 2025.
• These developments highlight Rocket Lab's focus on reusable launch technology and its potential to attract increased commercial and government satellite launch opportunities, particularly as market dynamics shift within the space industry.
• We'll examine how the Bollinger Shipyards partnership for the Neutron ocean landing platform could influence Rocket Lab's investment outlook.

Find companies with promising cash flow potential yet trading below their fair value.

Rocket Lab Investment Narrative Recap

Investors in Rocket Lab are fundamentally betting on the company's ability to become a leader in reusable launch systems and end-to-end space solutions, fueled by the Neutron rocket program. The recent partnership with Bollinger Shipyards to develop an ocean landing platform directly targets the short-term catalyst of successfully demonstrating Neutron’s reusability, while also addressing a key execution risk: delays in launch readiness due to complex infrastructure needs.

The latest announcement of a price target increase from Citi, tied to advancements in Rocket Lab's Neutron rocket and growing satellite business, is highly relevant. This endorsement highlights growing analyst confidence that the company’s push towards reliable, reusable launch technologies and new infrastructure could help address both launch cadence and long-term revenue prospects.

By contrast, investors should be aware that execution risk around the Neutron’s aggressive timeline and associated cost pressures remains significant if...

Read the full narrative on Rocket Lab (it's free!)

Rocket Lab's narrative projects $1.2 billion revenue and $59.1 million earnings by 2028. This requires 41.1% yearly revenue growth and a $249.3 million earnings increase from -$190.2 million today.

Uncover how Rocket Lab's forecasts yield a $25.78 fair value, a 46% downside to its current price.

Exploring Other Perspectives

Sixty-one community fair value estimates for Rocket Lab (RKLB) cluster between US$5.82 and US$70.19, reflecting wide-ranging individual investor perspectives. With execution risk around Neutron’s upcoming launches front and center, you can explore these differing views for deeper insight into what could drive the next move.

Explore 61 other fair value estimates on Rocket Lab - why the stock might be worth less than half the current price!

Build Your Own Rocket Lab Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Rocket Lab research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Rocket Lab research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Rocket Lab's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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