Why Rocket Lab Is Catching Big Defence Tailwinds In 2026

2026-01-11 08:29:20 ET

Thesis: Rocket Lab picking up defence tailwinds

Rocket Lab ( RKLB ) stock comes with a dilemma. On one hand, the company has huge potential and seems to be excelling in both space systems and launches. However, on the other hand, investors are now having to pay $85 for a stock that this time last month cost $50. The company obviously has huge potential, and in the much longer run, I see shares moving in the upward direction. However, we've seen a number of pullbacks with this stock previously, and I think many investors who like the look of Rocket Lab are merely waiting to pick up shares cheaper. I see nothing wrong with that, and it's probably the main reason the stock is a buy and not a strong buy for me at current levels....

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