Satellogic SATL Merlin constellation analysis: M defense contract, 80% revenue growth, AI-first satellites launching October 2026. Price target -15.
Planet Labs (PL) defense pivot analysis: SHIELD Prime contract win, first profitable year with M FCF, 138% YTD surge. Base target , bull case .
Rocket Lab (RKLB) sits at $125 after a pullback from ATH $138. The $3B ATM filing adds dilution risk, but Q1 record results and Neutron progress keep the thesis intact. Profit-taking zone confirmed.
Rocket Lab (RKLB) stock analysis: With a .85B backlog, 100% mission success rate, and Neutron rocket launching Q4 2026, this pure-play space company offers 35% upside. Full investment thesis inside.
