The Next Space Race Is Here - And Rocket Lab Is Winning

2025-03-01 09:30:00 ET

Summary

• Rocket Lab is a standout in the space race, with record revenue growth, a $1B backlog, and a 100% launch success rate. Its focus is on innovation and government contracts.
• Despite its potential, RKLB faces risks like market volatility, reliance on government budgets, and competition. Its stock is highly volatile, making it unsuitable for conservative investors.
• I maintain a Buy rating for RKLB due to its disruptive potential, but caution is advised. For those comfortable with risk, it offers significant upside as the space industry expands.

An Introduction To Rocket Lab USA

Flying to the moon is hard - very hard.

To make matters worse, when the United States was working on plans to make it to the moon, it was in competition with the Soviet Union. This resulted in many failures, navigation issues, and other problems that made people doubt if it was possible to land on the moon before the Soviets.

As we can see in the Wikipedia table below, the Luna-1 mission alone went through multiple failures before the first successful lunar impact in September 1959. On a side note, this was less than 60 years after the first successful human "airplane" flight in 1903(!)....

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