Is Space a Core Investment Theme for 2026?

As the global push toward “space infrastructure” accelerates, companies with proven execution and real delivery capabilities may be poised for a broad re-rating. One name increasingly in focus is Rocket Lab. In 2025, Rocket Lab completed 21 flawless launches and secured an $816 million contract from the U.S. Space Development Agency, a deal many view as comparable in strategic value to Palantir’s early government contracts. Is Space a core investment theme for 2026? Would you choose Rocket Lab or any other companies?

Yes

100%

No

0%

User Discussion

avatarECLC
01-03 17:21
Apparent market interest shifting beyond AI in 2025 to Space in 2026.
avatarnomadic_m
01-03 07:47
$Rocket Lab USA, Inc.(RKLB)$ I don't even remember how I got here. but thank you new year
avatarkoolgal
2025-12-31

To The Moon! Why Space is the Ultimate Core Investment Theme of 2026

🌟🌟🌟If 2025 is the year of AI, 2026 will be the year that Space will be a core investment theme.  Space is the new frontier of critical infrastructure, national defense and global connectivity.  It is no longer a niche for dreamers.  With the space economy projected to reach USD 1.8 trillion by 2035, investing in this sector is driven by a thrilling mix of boundless potential and heart pounding risk. The Space Engine Room: Key Subsectors of the Space Economy  To understand why the new space race is so exciting, let's look at the 3 pillars holding up the stars: 1.  Launch Services (The Gatekeepers):  This is the high octane world of rockets, focused on rapid reusability and slashing the cost of getting to orbit.  Without the space "taxis" to send into orbit
To The Moon! Why Space is the Ultimate Core Investment Theme of 2026
avatarShyon
2025-12-31
From my perspective, space is moving from a speculative narrative into a real infrastructure theme, and 2026 could be a key inflection point. Governments are no longer just funding exploration—they're building persistent systems for communications, defense, navigation, and earth observation. Once space is viewed as infrastructure rather than aspiration, valuation frameworks begin to change. Rocket Lab $Rocket Lab USA, Inc.(RKLB)$  stands out to me because of execution, not hype. Completing 21 flawless launches in 2025 proves operational reliability, which is the true currency in this industry. The $816 million Space Development Agency contract is especially important—not just for revenue, but for credibility. It
avatarPatmos
2025-12-31
Rocket Lab is the stock to buy in 2026 Happy New Year 
avatarRagz
2025-12-31
As mankind advances, space is the next feobtier. SpaceX and Rocket Lab are in the forefront of research. To Mars and beyond!  @loong2138  @Eush  @Daniel88995558  @CGlow  @DonT  @fibance  @Papa Bear  @Shernice軒嬣 2000  @T202311701  
avatarAnthony CY Tan
2025-12-31
Yes and surely it will be! Space is likely to be a core investment theme heading into 2026, driven by technological, commercial, and strategic forces that extend well beyond niche moonshots. Many analysts and investors are seeing it as a compelling long-term theme rather than a short-lived fad
avatarxc__
2025-12-30

Blast Off Your Portfolio: Why Space Investments Are Set to Skyrocket in 2026! 🚀💥

$Rocket Lab USA, Inc.(RKLB)$ 🌌 Buckle up, investors—the space sector is exploding into a powerhouse theme that's impossible to ignore. With governments and corporations racing to build out "space infrastructure," we're talking satellites beaming data everywhere, defense systems guarding the skies, and even solar power harvested from orbit. This isn't sci-fi; it's the next big wave after AI, driven by real tech breakthroughs and massive contracts pouring in. Think broader earnings growth across sectors, but space? It's where the real upside hides for those chasing durable gains. 💪📈 Yes, space absolutely qualifies as a core investment play for the year ahead. The push for sovereign communications, Earth observation, and navigation is heating up, wit
Blast Off Your Portfolio: Why Space Investments Are Set to Skyrocket in 2026! 🚀💥
avatarFTGR
2025-12-29
Possible in future..
avatarSubramanyan
2025-12-28
Are you bullish on Rocket Lab's $90 target?: 50:50 I would say. Target of $90.00 is primarily driven by it securing a $805 million contract from the SDA for 18 missile-tracking satellites which is the largest in its history. Optimistic goal and depends on its delivery capability. As of now Rocket Lab presents a high-growth high-risk opportunity as it has potential but currently unprofitable.  SpaceX vs Rocket Lab: which one are you bullish?: tricky question as Rocket Lab is now listed while SpaceX isn't. Between the two, if rumours are true, an IPO is targeted for 2026 at a potential valuation of $1.5 trillion. So, yeah while the head points to SpaceX the heart points to Rocket Lab.
avatarkoolgal
2025-12-27

The Space Race of 2026: Rocket Lab vs SpaceX

🌟🌟🌟Is $Rocket Lab USA, Inc.(RKLB)$ a serious challenger to SpaceX?  I believe that Rocket Lab is quickly becoming the investable alternative that Wall Street has been dreaming of.  While SpaceX is a massive private behemoth, Rocket Lab is publicly traded and executing flawlessly.  RKLB's share price is up a whopping 183% year todate, like a rocket to the moon! Needham's USD 90 Target : Bullish or Myth? Needham analyst Ryan Koontz is bullish on Rocket Lab with a Price Target of USD 90.  His thesis is built on solid quantifiable catalysts that are aligning for a stellar 2026 for Rocket Lab: 1. The Big Win -The SDA Contract:  The record breaking USD 805 million contract win from the US Spac
The Space Race of 2026: Rocket Lab vs SpaceX
avatarCptPlanet
2025-12-26
It doesn't have to challenge SpaceX, it occupies a different niche. Plenty of space to go around 🚀$Rocket Lab USA, Inc.(RKLB)$ Bullish 
avatarShyon
2025-12-26
When I look at Rocket Lab, I do see a credible and increasingly important player in the space launch ecosystem, especially as global demand for launch capacity continues to grow. The company has executed well in smallsat launches with Electron and has built a meaningful space systems business, which gives it more diversified revenue than many pure-launch startups. The Neutron rocket, if delivered on time and within budget, could materially expand Rocket Lab's addressable market and justify some of the recent bullish analyst targets. That said, I'm more cautious about the $90 price target in the near term. Neutron remains the key swing factor, and until we see clear technical milestones and commercial contracts translating into recurring cash flow, expectations may be running ahead of funda
avatarBarcode
2025-12-26

🚀🛰️📊 Who 10Xs First? Space Dominance vs Market-Cap Probability 📊🛰️🚀

$Rocket Lab USA, Inc.(RKLB)$  $Tesla Motors(TSLA)$  $AST SpaceMobile, Inc.(ASTS)$  This is not a debate about technological superiority. It’s a debate about arithmetic, scale, and probability. Who is more likely to 10X first? SpaceX $1.5T ➡️ $15T or Rocket Lab $RKLB $40B ➡️ $400B 🧩 Clearing the emotional noise before the analysis begins Yes, SpaceX is the most advanced company in the space industry today. That dominance is precisely why $RKLB trades at roughly 3% of SpaceX’s valuation. Yes, Elon Musk is a generational innovator who consistently pushes the bounda
🚀🛰️📊 Who 10Xs First? Space Dominance vs Market-Cap Probability 📊🛰️🚀
avatarBarcode
2025-12-26

🚀🛰️📈 Rocket Lab tags $79.83 ATH → Volatility Pause Unfolding | $816M SDA Contract + Record 21 Launches in 2025 + Needham $90 Target = Repricing Fuel 📈🛰️🚀

$Rocket Lab USA, Inc.(RKLB)$ Bullish $Tesla Motors(TSLA)$ Bullish $AST SpaceMobile, Inc.(ASTS)$ Bullish 25Dec25 🇺🇸🎄| 26Dec25 🇳🇿 The move being misunderstood is not the sell-off. The move being misunderstood is the absence of selling. $RKLB printed a new 52-week high at $79.83 on 24Dec and then appeared to go flat into Christmas Eve on low volume. That flatness is being read as exhaustion. That interpretation is wrong. Tops do not form in silence. Tops form with expanding volume, structural failure, and forced liquidation. None of that happened here. What followed 79.83 was participant withdrawal after a sharp repricing, not distribut
🚀🛰️📈 Rocket Lab tags $79.83 ATH → Volatility Pause Unfolding | $816M SDA Contract + Record 21 Launches in 2025 + Needham $90 Target = Repricing Fuel 📈🛰️🚀
avatarWeChats
2025-12-25
Rocket Lab Target Raised to $90: Is This the "Nvidia Moment" for Space? 🚀 The new price target is out, and the message is clear: The market is finally pricing Rocket Lab ($RKLB) as a space infrastructure prime, not just a speculative startup. Needham analyst Ryan Koontz just reiterated a Buy rating and aggressively raised the price target from $63 to $90. With the stock currently trading at $76.68, we are standing at a critical juncture. The chart is hot, the narrative is expanding, and investors are asking: Is the easy money already made, or is the run to triple digits inevitable? Here is the deep dive on why this upgrade changes the thesis and how to trade the setup. 1️⃣ The "Plan B" Premium: Why Funds Are Chasing To understand the valuation, you have to look beyond the rockets. The prim
avatarxc__
2025-12-25

Rocket Lab's Meteoric Surge: Dethroning SpaceX or Just Heating Up the Race? 🚀💥

$Tesla Motors(TSLA)$ $Rocket Lab USA, Inc.(RKLB)$ Rocket Lab is firing on all cylinders, carving out a niche as the nimble underdog in the space race. With customers clamoring for more launch options beyond SpaceX's grip, this company is ramping up its game through savvy expansions and bold innovations. Picture this: a growing space systems division that's already raking in contracts, paired with the game-changing Neutron rocket set to debut soon. Analysts are buzzing, with one boosting the stock target to a sky-high $90 amid a whirlwind of buy ratings. But can they really stack up against the behemoth that is SpaceX? Let's dive deep into the orbit of possibilities. 🌌 First off, Rocket Lab's launch cadenc
Rocket Lab's Meteoric Surge: Dethroning SpaceX or Just Heating Up the Race? 🚀💥
A lot of comparisons are starting to be made between $Rocket Lab USA, Inc.(RKLB)$ and space X. But are they really comparable? Let's begin with rockets. Rklb has electron, small lift, dedicated, and precision insertion. Space X has nothing like this. But space x does have starship. while it's still in development, rklb has nothing like it. Starship Does present a major concern though regarding the IPO. Investors want returns. Starship, is a whale with an absolutely insane cash appetite. Going to the moon and mars seem to lack a business case unless government steps in hugely. so while the ipo might rocket initially, I will be assessing the long term impact of the starship strategy once i get some concrete numbers. they both have medium lift rocket
avatarRYLY0407
2025-12-24
I think so wow rocket let's fly 
avatarxc__
2025-12-24

Rocket Lab's Neutron Revolution: Ready to Eclipse SpaceX or Just Shooting for the Stars? 🚀🌌

$Tesla Motors(TSLA)$ Rocket Lab is firing on all cylinders, carving out a niche as SpaceX's nimble rival with relentless launch cadence and bold expansions that have investors buzzing. 😎 As of December 24, 2025, RKLB shares hit $25.74, up 10% in a single session after clinching an $816 million satellite deal with the U.S. Space Development Agency, pushing its backlog to $1.2 billion and cementing its role in defense space tech. The company's Electron rocket has nailed 20 successful launches this year, a record that outpaces expectations and positions it as a go-to for small-payload missions amid surging demand from satellites and constellations. But the real game-changer looms: the reusable Neutron rocket, now delayed to 2026 for final tweaks, pro
Rocket Lab's Neutron Revolution: Ready to Eclipse SpaceX or Just Shooting for the Stars? 🚀🌌