Stifel maintains Rocket Lab stock Buy rating, $27 target

Published 12/03/2025, 14:58
Stifel maintains Rocket Lab stock Buy rating, $27 target

On Wednesday, Stifel analysts reiterated their Buy rating and $27.00 price target for Rocket Lab USA (NASDAQ:RKLB) shares, which currently trade at $18.25. The firm’s confidence in Rocket Lab is bolstered by the company’s progress on its Neutron rocket development program. The program is on track for a second half of 2025 inaugural launch, as indicated by Rocket Lab’s CFO Adam Spice during the Stifel 2025 NYC one-on-one Technology conference held on Tuesday. According to InvestingPro data, analyst targets for RKLB range from $14.35 to $33.00, reflecting diverse views on the company’s potential.

According to Stifel, Rocket Lab’s continuous crossing of milestones with Neutron is enhancing the visibility of the project. The company is leveraging its position as a vertically integrated space company, which could potentially strengthen its evolution into an end-to-end space entity. This evolution encompasses not only launch services but also the manufacturing of spacecraft and components, as well as the operation of their own constellation to deliver data and services from space. The company’s ambitious growth strategy is reflected in its impressive 78.34% revenue growth over the last twelve months, though InvestingPro analysis indicates the stock is currently trading above its Fair Value.

Throughout the current year, Stifel will be closely monitoring Rocket Lab’s growth in backlog through the signing of new launch agreements and potential new Space Domain Awareness (SDA) awards. Additionally, the firm anticipates a higher launch cadence for Rocket Lab’s Electron rocket, expecting more than 20 launches. Progress in the company’s space applications opportunity is also an area of focus for the analysts. With a market capitalization of $8.27 billion and a current ratio of 2.04, the company maintains strong liquidity to support its growth initiatives. Discover more detailed financial metrics and 16 additional exclusive ProTips with InvestingPro.

Rocket Lab’s advancements and strategic developments are set to position the company for further growth in the space sector. The company’s work on the Neutron rocket and its broader aspirations underscore its commitment to expanding its offerings in the space industry. With these developments, Stifel analysts remain optimistic about Rocket Lab’s trajectory and maintain their positive outlook on the stock. Despite operating with moderate debt levels and showing strong revenue growth potential, analysts anticipate the company will not be profitable this year, according to InvestingPro data.

In other recent news, Rocket Lab USA, Inc. has announced its intention to acquire a controlling interest in Mynaric (ETR:M0YNn) AG, a leader in laser communication technology. This acquisition is contingent on Mynaric’s successful restructuring and regulatory approvals, with an initial purchase price of approximately $75 million. Additionally, Rocket Lab has initiated a $500 million stock offering program to fund growth and potential acquisitions, including the planned purchase of Mynaric. The equity distribution involves several major financial institutions, and sales will be subject to market conditions.

Rocket Lab has also scheduled two ambitious Electron rocket launches from its New Zealand site, set just three days apart, marking a rapid launch pace. These missions will support clients iQPS and Kinéis, with the latter’s mission being the final in a series of five dedicated launches. Furthermore, Rocket Lab played a crucial role in Firefly Aerospace’s successful Moon landing of the Blue Ghost Mission 1, providing software and hardware solutions. The mission was part of NASA’s Commercial Lunar Payload Services program and marked a significant milestone in lunar exploration.

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