SpaceX (SPCX) and Rocket Lab (RKLB) are two closely watched names in the space industry. Based on current TipRanks data, SpaceX has the edge on its Smart Score, while Rocket Lab has the stronger analyst consensus. The two stocks offer nearly identical potential upside, with SpaceX at 56.42% and Rocket Lab at 55.69%.
According to TipRanks, Smart Scores of 8, 9, or 10 are classified as Outperform. The score combines eight market factors that have historically been linked to future stock performance. A higher score indicates greater potential to outperform the broader market.
SpaceX’s score of 9 falls in TipRanks’ Outperform category, while Rocket Lab’s score of 5 is classified as Neutral. The higher score gives SpaceX the stronger signal for potential market outperformance.
Rocket Lab Has Several Catalysts Ahead
Rocket Lab has several potential catalysts heading into 2027. The company is preparing for its 97th Electron launch on September 25 from New Zealand. The bigger opportunity is Neutron, its reusable medium-lift rocket. Rocket Lab expects each Neutron mission to generate about $50 million to $55 million in revenue. A successful launch could also expand the company’s addressable market beyond its current Electron business.
Rocket Lab is also planning to acquire Iridium Communications (IRDM). The deal would add satellite communications to its launch and space systems businesses. Cantor Fitzgerald analyst Andres Sheppard called the stock a “good entry point” ahead of Neutron’s first launch and Rocket Lab’s planned acquisition of Iridium.
Is RKLB a Good Stock to Buy?
Wall Street has a Strong Buy consensus rating on Rocket Lab stock. The rating is based on 14 Buys and three Holds. The average RKLB stock price target of $109.47 indicates about 55.6% upside from the current levels.
SpaceX Prepares for Its Next Growth Drivers
SpaceX also has several developments ahead. About 328 million shares will become available for sale today, on September 24. The large share unlock could increase selling pressure if existing shareholders choose to sell their holdings.
The company is also preparing for Starship Flight 14 on September 28. The mission is expected to deploy Starlink V3 satellites into the company’s satellite network for the first time.
Moreover, investors are watching the growth potential of Starship and Starlink. SpaceX’s AI business could add another source of demand as the company expands its infrastructure and computing operations.
What Is SPCX’s Stock Price Target?
SPCX stock has a Moderate Buy consensus rating on TipRanks based on 26 Buys, five Holds, and two Sells assigned after its IPO. The average price target for SpaceX is $232.07, implying an upside of 56.4% from the current price.
