Rocket Lab: Is SpaceX's Challenger Ready for Liftoff?

Axum Holdings Research Division — October 27, 2025

Ready for liftoff: Rocket Lab is lighting up the investing world in 2025. The public competitor to SpaceX has surged 150% year-to-date, stoking Wall Street's excitement and drawing bullish calls from Morgan Stanley, Baird, and CNBC’s Jim Cramer. Why? A flood of new launch contracts, sector-defining partnerships, and the imminent debut of its Neutron rocket

have analysts calling Rocket Lab “SpaceX 2.0.”^[1][2][3]

This report dives into the real drivers behind Rocket Lab’s rally: innovations in reusable rocket tech, an unmatched cadence of successful launches, and strategic moves into the defense space. Investors hunting exposure to the next wave of the space economy are watching Rocket Lab’s journey closely—and Axum Holdings considers it a top name to monitor, not yet a portfolio holding, as the commercial space race heats up.

If you’re weighing the future of space investing, this is essential reading. We break down what sets Rocket Lab apart, the risks and opportunities analysts see ahead, and why so many are betting big on the sector’s long-term growth.

Download the full report for in-depth analysis, expert risk assessment, and a look at how Axum Holdings approaches high-growth innovation in public markets.

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Disclaimer: This teaser does not constitute investment advice. Please read the full disclaimer in the report.