A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy: Spacecraft & Launch Systems • $York Space Systems, Inc(YSS)$ manufactures standardized satellite buses for rapid deployment • $Rocket Lab USA, Inc.(RKLB)$ builds launch vehicles, spacecraft systems & broader orbital infrastructure • $Voyager Technologies, Inc.(VOYG)$ supplies space infrastructure & in-space services for government programs • $Intuitive Machines(LUNR)$ provides lunar landers &
Rocket Lab Target to $105: Is SpaceX IPO a Tailwind or Threat for RKLB?
Rocket Lab (RKLB) fell 3.15% to $86, but Stifel raised its price target from $90 to $105, explicitly stating that "RKLB is a buy ahead of the SpaceX IPO." At $86, RKLB trades 21% below Stifel's new target — if commercial launch demand continues expanding, RKLB's low-cost launch competitiveness sets up a re-rating opportunity. Will the SpaceX IPO ultimately lift or compress valuations across the entire commercial space sector?
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