4 Stocks That Could Soar Under Trump's New Tariffs (From The Financial Newsletter)
Key Points
- Rocket Lab has delivered exceptional performance, with shares up nearly 175% year-to-date, yet remains early in a catalyst-rich growth phase heading into 2026.
- The upcoming Neutron rocket represents a transformational step, expanding Rocket Lab into larger commercial and defense missions.
- Consistent Electron execution, major defense contract wins, and rising analyst price targets suggest momentum is increasingly supported by fundamentals rather than hype.
The momentum has shown little sign of slowing for Rocket Lab (NASDAQ: RKLB). Shares of the aerospace and defense company have gone from strength to strength, rising roughly 1,775% over the past three years and nearly 175% year to date. Those are eye-catching returns by any standard, yet Rocket Lab continues to stand out for a different reason. Despite its remarkable performance, the company is still entering one of the most catalyst-rich phases of its growth story.
That combination is rare. Stocks that deliver this level of upside often do so by pulling forward future expectations. In Rocket Lab’s case, the runway ahead may be just as compelling as the distance already traveled. That dynamic helps explain why sentiment remains so constructive heading into 2026. Even retail enthusiasm reflects optimism, with Rocket Lab recently ranking among the most upvoted stocks in a WallStreetBets poll looking ahead to next year.
After a standout 2025, the question is no longer whether Rocket Lab has arrived, but whether the next leg higher is still ahead.
A free report revealing the 7 key indicators that have predicted every major economic collapse since 1929.
Right now, all seven are flashing red simultaneously for the first time since 2007.
These aren't the signals you'll see on CNBC.
Claim Your Free Report Now »
Neutron Represents a Transformational Step
The most crucial long-term catalyst remains Neutron. For many retail investors, the prospect of a successful Neutron program was what initially drew them to the company. Rocket Lab’s medium-lift rocket is designed to dramatically expand the company’s addressable market, moving it beyond small-sat launches into larger commercial and government missions. Neutron is expected to carry payloads of up to 13,000 kilograms to low Earth orbit, placing Rocket Lab into a far more competitive tier of launch providers.
That capability would open the door to larger defense contracts, constellation deployments, and commercial missions that are simply not accessible with Electron. Importantly, Neutron is being built with reusability in mind, a critical factor for cost efficiency and margin expansion. If Rocket Lab can replicate the reliability and cadence it has achieved with Electron at a larger scale, Neutron could fundamentally reshape the company’s revenue profile beginning in 2026 and beyond.
A SpaceX IPO Could Reprice the Entire Sector
Another tailwind sits outside Rocket Lab’s direct control but could have an outsized impact. Ongoing speculation around a potential SpaceX IPO has renewed investor interest across the public space sector. With SpaceX being widely discussed as a trillion-dollar-plus private company scheduled to go public as early as mid-2026, any move toward public markets would force investors to reassess valuations across the industry.
As one of the few publicly traded, vertically integrated space companies, Rocket Lab would likely be a primary beneficiary of that repricing. Historically, major liquidity events in private markets tend to lift comparable public peers, particularly those with proven execution and government credibility.
While President Trump's official salary is $400,000 per year... his tax returns reveal he's been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn't touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies...
Discover how to invest in the fund Trump uses to collect this income >>
Electron Continues to Deliver Flawless, Consistent Execution
While future platforms capture headlines, Rocket Lab’s present-day execution remains just as important. The company recently completed its final Electron mission of the year, successfully deploying the QPS-SAR-15 satellite from Launch Complex 1 in New Zealand. That launch marked the 79th mission for Electron and capped a record-setting year.
In 2025, Rocket Lab completed 21 Electron launches with a perfect 100% mission success rate. That achievement reinforces Electron’s position as the most frequently launched small-lift orbital rocket in the world and the leading small launch provider in the United States.
Analysts Are Leaning Further In
Wall Street has taken notice. Following the announcement that Rocket Lab secured an $816 million contract from the Space Development Agency to build 18 satellites for the Tranche 3 Tracking Layer, several analysts sharply raised their outlooks. Needham increased its price target to $90 from $63 while reiterating a Buy rating. Analysts at Needham are calling the award the largest in Rocket Lab’s history and a clear validation of its evolution into a defense prime contractor.
Analysts at Stifel Nicolaus echoed that view, raising its price target to $85 and highlighting the contract as a meaningful milestone that reinforces Rocket Lab’s growing role in national security and space systems. Overall, going into 2026, RKLB has a consensus Moderate Buy rating and a price target of $61.25.
Looking Ahead Into 2026
With flawless operational execution, expanding defense exposure, Neutron approaching its inflection point, and sector-wide tailwinds building, Rocket Lab enters 2026 with momentum rooted in fundamentals rather than speculation alone. After an extraordinary run, the company still finds itself at the center of some of the most potent growth themes in aerospace and defense, suggesting the story may be far from finished.
Read this article online ›
0 التعليقات:
إرسال تعليق