Shay Boloor(@StockSavvyShay):$RKLB upside really starts when Neutron works because that’s what turns Rocket Lab into a much larger end-to-end space platform. Piper Sandler models Neutron scaling from zero launches today to 11 annually by 2030 helping drive revenue to ~$2.5B with 31% EBITDA margins which shows how much earnings leverage comes with getting that rocket to scale. I actually think the bigger opportunity is what comes after launch because Space Systems still remains the larger business throughout the forecast while Neutron gives Rocket Lab a lower-cost way to deploy its own constellations and eventually move deeper into the much larger space services market.

2026.08.23 13:55

$RKLB upside really starts when Neutron works because that’s what turns Rocket Lab into a much larger end-to-end space platform. Piper Sandler models Neutron scaling from zero launches today to 11 annually by 2030 helping drive revenue to ~$2.5B with 31% EBITDA margins which shows how much earnings leverage comes with getting that rocket to scale. I actually think the bigger opportunity is what comes after launch because Space Systems still remains the larger business throughout the forecast while Neutron gives Rocket Lab a lower-cost way to deploy its own constellations and eventually move deeper into the much larger space services market.