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Rocket Lab has spent the past year quietly transforming into something Wall Street has yet to fully price in, and the gap between what investors see and what the company is actually building may be the most important story in the space sector right now.
Pivotal Research just slapped a price target on SpaceX that towers above where shares currently trade, and the space complex is rallying in response, but a looming supply risk could complicate the bull case before it plays out.
SpaceX could gain from fewer Starship bottlenecks and NASA’s Moon-Mars push.
By Karen Roman Planet Labs PBC (NYSE: PL) said it successfully launched the Pelican-11, its demonstration satellite part of the second generation of the high-resolution Pelican fleet. The spacecraft will […]
Yuri Kojian, Chief Investment Officer at Tema ETFs and portfolio manager of the new $NASA ETF, discusses the fund's launch and its unique position as the first pure-play space fund with direct SpaceX exposure. He delves into the portfolio's strategy, highlighting key holdings such as AST SpaceMobile ($SASTS), Rocket Lab ($RKLB), and Intuitive Machines ($LUNR), and explains why the fund excludes legacy aerospace companies like Boeing. Kojian also shares insights on the evolving space economy, including upcoming IPOs and the role of international players like OHB SE.
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