Back to News
Nov 19, 2025 4:00 PM

Rocket Lab, Intuitive Machines Face Pivotal Phase — Analyst Says Integration Now Determines the Winners

BofA Securities analyst Ronald J. Epstein revised price forecasts and estimates for major stocks in Rocket Lab Corporation (NASDAQ:RKLB), Redwire Corporation (NYSE:RDW), and Intuitive Machines, Inc. (NASDAQ:LUNR) following the third-quarter results.

The analyst sees more consolidation across the space sector as companies scale to capture new growth opportunities, with performance dependent on strong strategy and seamless integration.

RKLB

Epstein raised the price forecast to $60 (from $50), while keeping a Buy rating.

The analyst notes that Rocket Lab posted better-than-expected third-quarter results with strong profitability, even after adjusting for one-time gains.

While the first Neutron launch is now slated for 2026, they see minimal risk from the delay and remain focused on performance.

The analyst adds that with over $1 billion in liquidity, RKLB ...