Analysts Boost Rocket Lab Price Target as Neutron Progress and New Deals Drive Optimism

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

21 Apr 25

Updated

06 Dec 25

Views

3.1k

n/a

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AnalystConsensusTarget's Fair Value

n/a

1Y

190.2%

7D

43.0%

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1Y

190.2%

7D

43.0%

You can edit this narrative until Dec 7 12:10 AM. Then, changes will post as Updates.

Author's Valuation

US$65.6717.5% overvalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

RKLB: Rising Launch Cadence Will Drive Future Confidence In Durable Cash Generation

Rocket Lab's analyst price target has moved modestly higher to the mid $60s per share, as analysts highlight sustained Electron launch demand, growing Space Systems revenue, and expectations that industry consolidation and scale economics will favor well positioned incumbents, despite Neutron schedule shifts and slightly higher perceived risk. Analyst Commentary Street research remains broadly constructive on Rocket Lab, with most updates reflecting confidence in the company’s ability to translate launch demand and Space Systems momentum into sustained revenue growth and margin expansion, even as Neutron timing is pushed to the right.

Shared on 21 Nov 25

Fair value Increased 12%

RKLB: Expanding Launch Infrastructure Will Drive Confidence in Sustained Mission Cadence

Rocket Lab’s analyst price target has increased from $58.67 to $65.67 per share, as analysts highlight progress on launch cadence, robust demand for Electron, and growing confidence around the company's strategic positioning in the consolidating space industry. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Rocket Lab's outlook, as the company navigates a rapidly evolving space sector.

Shared on 05 Nov 25

RKLB: Infrastructure Readiness and Launch Progress Will Inform Future Upside and Risks

Analysts have raised their price target for Rocket Lab from $50 to $60, citing increased confidence in the company's Neutron launch readiness and overall infrastructure progress. Analyst Commentary Recent analyst updates reflect both optimism and ongoing caution regarding Rocket Lab's development and valuation.

Shared on 22 Oct 25

Fair value Increased 22%

Analysts have raised their price target for Rocket Lab from $48.09 to $58.67, citing increased confidence following recent progress at the company's launch facilities and advancements toward the Neutron rocket's debut. Analyst Commentary Recent commentary from bullish analysts highlights increasing optimism regarding Rocket Lab’s operational momentum and its positive effect on valuation outlook.

Shared on 08 Oct 25

Fair value Increased 3.64%

Analysts have increased their price target for Rocket Lab from $46.40 to $48.09, citing stronger infrastructure progress and heightened confidence in the company’s future launch capabilities. Analyst Commentary Recent research notes from bullish analysts have highlighted both progress and remaining uncertainties for Rocket Lab as it continues its trajectory within the aerospace sector.

Shared on 30 Aug 25

Fair value Increased 2.20%

Rocket Lab’s price target was raised to $46.40 as analysts express increased confidence in Neutron rocket milestones, robust sector momentum, and operational advantages, moderated by ongoing unprofitability and limited visibility into profitability. Analyst Commentary Bullish analysts cite increased confidence in Rocket Lab’s Neutron rocket progress, with launch pad infrastructure fully in place and readiness for initial launches.

Shared on 06 Aug 25

Fair value Increased 22%

Analysts have raised Rocket Lab's price target to $39.18, citing broad sector strength, sustained demand in space and defense, and the company's competitive position, despite ongoing concerns about profitability and financial visibility. Analyst Commentary Bullish analysts cite continued sector momentum in aerospace and defense as a key driver for higher price targets.

Shared on 29 Jul 25

Fair value Increased 44%

The consensus analyst price target for Rocket Lab has been substantially raised from $25.78 to $37.18, primarily due to growing sector momentum, strong demand signals, and the company’s competitive positioning, despite ongoing profitability concerns. Analyst Commentary Bullish analysts cite ongoing momentum in the aerospace and defense sector as a key driver for higher price targets.

Shared on 01 May 25

Fair value Increased 1.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 24 Apr 25

Fair value Decreased 9.94%

AnalystConsensusTarget has decreased profit margin from 7.9% to 4.8%, increased future PE multiple from 122.4x to 179.5x and decreased discount rate from 7.0% to 6.2%.

AnalystConsensusTarget Fair Value

US$65.67

17.5% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

27.18%

Aerospace & Defense revenue growth rate

0.52%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.60%

Calculation

US$144.48m

Earnings '28

x

369.87x

PE Ratio '28

=

US$53.44b

Market Cap '28

US$53.44b

Market Cap '28

/

654.36m

No. shares '28

=

US$81.66

Share Price '28

US$81.66 Share Price '28

Discounted to 2025 @ 7.56% p.a.

=

US$65.63

Fair Value '25