Not Too Late To Pick Up Rocket Lab USA Stock: Launching Past Tariffs

2025-04-10 10:43:34 ET

Summary

• Rocket Lab USA, Inc. stock has been on a rollercoaster over the past week; although the stock bounced back on the tariff pause, I think it has a lot more upside to go.
• For the next 90 days, I think Rocket Labs will shift their manufacturing closer to their launch site in New Zealand, making them ready if tariffs stick around.
• The Neutron rocket, crucial for securing the $5.6 billion U.S. Space Force contract, will launch between September and December 2025 and should be the needed booster.
• And, yes, Rocket Labs is expensive, but that's because it's a growth stock, and considering the demand for alternatives to SpaceX, I'm expecting it to achieve the expected growth.
• I hereon share my sentiment on Rocket Lab and why I think RKLB stock will be an outperformer in 2025.

Investment Thesis

I last covered Rocket Lab USA, Inc. ( RKLB ) back in mid-March, making a buy call on the stock at roughly $18 per share. Since then, the stock has been through a lot: a couple of launches, a fancy new potential contract on the table with the U.S. government, a selloff on tariff followed by a surge on the 90-day pause....

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