Forget SpaceX: 1 Underpriced Space Juggernaut to Buy Hand Over Fist After Its Nasdaq-100 Promotion

1 week ago 9

Alex Sirois

Mon, June 22, 2026 astatine 10:36 AM CDT 4 min read

Quick Read

RKLB posted grounds Q1 gross of $200M, up 63% twelvemonth implicit year, portion Nasdaq-100 inclusion present forces passive money buying into the stock.
Rocket Lab landed its largest declaration ever and targets Neutron's debut this twelvemonth arsenic the lone credible reusable rival to Falcon 9.
Despite a 285% tally implicit the past year, RKLB has pulled backmost 16% to $107, with 14 bargain ratings and zero Sells connected Wall Street.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Rocket Lab didn't marque the cut. Grab the names FREE today.

SpaceX is the lone abstraction banal anyone wants to speech astir this summer, caller disconnected Elon Musk's headline-grabbing nationalist debut and the trillion-dollar valuation chatter that came with it. The much investable communicative this summer: the vertically integrated abstraction systems institution that scale funds are present adding via Nasdaq-100 inclusion.

A rocket lifts disconnected from a launchpad, emitting a massive, agleam orangish and achromatic exhaust plume that billows outwards. The tall, achromatic rocket is disposable against a airy bluish sky, with large, sun-kissed, orange-tinged clouds connected the near broadside and a metallic motorboat operation operation connected the right.

Let's woody with SpaceX first. Musk's caller nationalist debut has near retail investors holding an illiquid, priced-for-perfection multi-trillion-dollar azygous constituent of failure. If you are a retirement-focused investor, you cannot meaningfully ain it successful a tax-advantaged account, you cannot exit connected your ain schedule, and you are paying a premium for a communicative each taxi operator already knows. That is the explanation of a crowded trade.

The public-market alternate worthy examining is Rocket Lab (NASDAQ:RKLB), a sanction with a $67.0 cardinal marketplace headdress that conscionable earned promotion into the Nasdaq-100. Three reasons it deserves the attraction SpaceX is hogging.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Rocket Lab didn't marque the cut. Grab the names FREE today.

1. The financials are accelerating

Q1 FY26, reported May 7, 2026, was the strongest opening 4th successful institution history. Revenue deed $200.3 million, up 63.46% twelvemonth implicit year, beating the $189.4 cardinal statement by 5.77%. EPS came successful astatine -$0.07 against a -$0.0787 estimate. Non-GAAP gross borderline expanded to 43.0% from 33.4%. Backlog is simply a grounds $2.2 billion, up 20.2% sequentially, and absorption guided Q2 gross to $225 cardinal to $240 million. CEO Peter Beck told investors, "This 4th has been phenomenal, the strongest Q1 successful Rocket Lab's history."

2. Defense catalysts that vie straight with SpaceX

Rocket Lab and Raytheon were selected to show precocious capabilities for the Space-Based Interceptor programme nether Golden Dome for America. It besides booked the $190 cardinal 20-launch HASTE bid done Kratos for the Department of Defense and MACH-TB, past topped that with the largest declaration successful institution history: 5 dedicated Neutron flights positive 3 Electrons done 2029. The Neutron medium-lift vehicle, the lone credible reusable rival connected the skyline to Falcon 9, is targeted for debut motorboat aboriginal this year. Beck's ain words: "Of each of the things that I beryllium awake astatine nighttime worrying about, Neutron request is conscionable not 1 of them."

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