Integrated Space Capabilities Will Capture National Security Contracts

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.

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.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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%.