智通财经APP获悉，高盛发布研报，给予Rocket Lab(RKLB.US)“中性”评级，目标价32美元。
Rocket Lab的2025年营收超出预期，调整后的EBITDA和每股收益（EPS）也符合预期。公司似乎仍有望在今年年底前进行中型火箭Neutron的发射，但表示时间表具有挑战性/取决于有限的问题。
管理层就Neutron的制造能力/进度和需求提供了积极更新。太空系统业务继续快速增长，预计Neutron将推动该领域的进一步增长。发射市场供应受限，而Rocket Lab在发射和太空系统方面都处于有利地位，但公司正处于Neutron开发阶段，风险难以低估。高盛对该股持中立态度。
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