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Piper cautious on SpaceX, points to near-term headwinds

Thu, 16 Jul 2026 10:49:39 -0400

Investing.com -- Piper Sandler initiated coverage of SpaceX at Neutral with a price target of $156 in a note Thursday, citing idiosyncratic near-term headwinds despite a constructive multi-year view on the company.

Analyst Alexander Potter launched coverage of the space sector alongside ratings on AST SpaceMobile (Overweight) and Rocket Lab (Neutral).

Piper Sandler is "comfortable underwriting the multi-year thesis" for SpaceX after covering Tesla for more than a decade, but is initiating at Neutral "because there are some idiosyncratic near-term headwinds that we think will likely cap upside," specifically staged lockup expirations and uncertainty regarding a potential Tesla

Piper cautious on SpaceX, points to near-term headwinds

Thu, 16 Jul 2026 10:49:39 -0400

Analyst Alexander Potter launched coverage of the space sector alongside ratings on AST SpaceMobile (Overweight) and Rocket Lab (Neutral).

Piper cautious on SpaceX, points to near-term headwinds

Thu, 16 Jul 2026 10:49:39 -0400

Analyst Alexander Potter launched coverage of the space sector alongside ratings on AST SpaceMobile (Overweight) and Rocket Lab (Neutral).

Piper cautious on SpaceX, points to near-term headwinds

Thu, 16 Jul 2026 10:49:39 -0400

Analyst Alexander Potter launched coverage of the space sector alongside ratings on AST SpaceMobile (Overweight) and Rocket Lab (Neutral).

Piper cautious on SpaceX, points to near-term headwinds

Thu, 16 Jul 2026 10:49:39 -0400

Analyst Alexander Potter launched coverage of the space sector alongside ratings on AST SpaceMobile (Overweight) and Rocket Lab (Neutral).

Piper cautious on SpaceX, points to near-term headwinds

Thu, 16 Jul 2026 10:49:39 -0400

Analyst Alexander Potter launched coverage of the space sector alongside ratings on AST SpaceMobile (Overweight) and Rocket Lab (Neutral).

Piper Sandler Starts Rocket Lab USA (RKLB) at Neutral

Thu, 16 Jul 2026 09:09:12 -0400

(Updated - July 16, 2026 9:09 AM EDT)

Piper Sandler analyst Alexander Potter initiates coverage on Rocket Lab USA (NASDAQ: RKLB) with a Neutral rating and a price target of $83.00.

The analyst comments "Rocket Lab (ticker: RKLB; market cap: $47.1B) - Initiating at Neutral. It's difficult to assign a "Neutral" rating to a company this inspiring. As a self-taught engineer with limited resources, the CEO Sir Peter Beck & team built RKLB into the world's best SpaceX alternative. RKLB's philosophy mirrors SpaceX, with extreme vertical integration and a focus on hardcore engineering (not to mention a track record of accessing orbit

Piper Sandler Starts Rocket Lab USA (RKLB) at Neutral

Thu, 16 Jul 2026 09:09:12 -0400

(Updated - July 16, 2026 9:09 AM EDT)

Piper Sandler analyst Alexander Potter initiates coverage on Rocket Lab USA (NASDAQ: RKLB) with a Neutral rating and a price target of $83.00.

Stifel: 'Kratos $400M DoW award a positive read-through to Rocket Lab'

Tue, 14 Jul 2026 12:01:19 -0400

Stifel: 'Kratos $400M DoW award a positive read-through to Rocket Lab'.

The analyst comments "Kratos $400M DoW award a positive read-through to Rocket Lab. Earlier today, Kratos Defense & Security Solutions, Inc. (KTOS, $50.09, Buy - covered by our colleague Jon Siegmann) announced that it has recently received ~$400M in funding from the Department of War (DoW) related to certain hypersonic system and other National Security related programs. While details of the award were relatively sparse and there are no direct links to subcontractor awards, we nonetheless see this as a positive read-through to Rocket Lab given their direct supplier relationship

Stifel: 'Kratos $400M DoW award a positive read-through to Rocket Lab'

Tue, 14 Jul 2026 12:01:19 -0400

Stifel: 'Kratos $400M DoW award a positive read-through to Rocket Lab'.

Rocket Lab USA (RKLB) Reiterated at Overweight by Cantor Fitzgerald After USSF Mission

Mon, 13 Jul 2026 07:30:20 -0400

Cantor Fitzgerald analyst Andres Sheppard reiterated an Overweight rating and $96.00 price target on Rocket Lab USA (NASDAQ: RKLB).

The analyst commented, "Last week, RKLB announced its successfully completed a launch for U.S. Space Force's ("USSF") VICTUS HAZE mission. More importantly, this mission represented the first time that a prime contractor completed an all-in-one mission, with responsibility for the rocket, satellite, and on-orbit operations, for a Tactically Responsive Space (TacRS) assignment. Overall, with the Space Industry significantly launch constraint (with few possible alternatives to the Falcon 9), we remain Bullish on Rocket Lab at these levels, and we continue to view

Iridium Announces Release Date for Second-Quarter 2026 Financial Results