$Rocket Lab USA, Inc.(RKLB)$ Just got another strong institutional signal—Roth raised the price target to $130 from $100 while maintaining a Buy rating.
The core thesis here is shifting from "launch provider" to full-stack space infrastructure.
With the Iridium network/service angle, Rocket Lab is no longer just launching payloads. It's moving toward owning both the hardware and spectrum layer, which opens up recurring revenue applications in space-based services.
That's the real re-rating story: launch, manufacturing, and communications stack converging into a more durable platform model.
Relative positioning versus SpaceX and Amazon satellites is starting to look less theoretical and more structural.
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