Creator sentiment
5 creators · 5 views · past 7 days
Updated October 20, 2026
The bull case
- +Neutron delay is disappointing but the long-term story remains intact; around $50 is a good entry point for long-term investors.
- +Electron contracts continue and Neutron contracts are still expected.
The bear case
- −Trades at 29x forward sales, more expensive than SpaceX at 22x, despite growing two to three times slower.
- −Neutron rocket keeps getting delayed (now targeted for 2027), hurting sentiment and growth prospects.
- −Even a best-case 20x sales valuation implies only ~149% upside over five years—not enough risk/reward for a growth stock.
- −Would become interested at $35-40 per share, where worst-case scenario still offers a double.
- −Valuation has become extremely high, with a simple valuation ratio around 50, not far off SpaceX.
- −It was a good buy around $4 a share when valuation came into line, but not at current levels.
- −Stock remains overvalued even after the decline, trading at ~$53 versus his estimated fair value of ~$22 per share.
- −Neutron rocket launch has been repeatedly delayed, now pushed to 2027, highlighting execution risk.
What StockTubers recently said
📹 AMAZON'S BEST DAY SINCE AUGUST, SEMIS BREAK THE RED STREAK | MARKET CLOSE
Canaccord reiterated overweight with a $122 target citing launch heritage and customer diversification. · Defending a $122 target when the stock is near $50 is hard, and the market is effectively saying the analyst is wrong.
📹 Why I Don't Own Rocket Lab Stock! Analysis & Upside
Trades at 29x forward sales, more expensive than SpaceX at 22x, despite growing two to three times slower. · Neutron rocket keeps getting delayed (now targeted for 2027), hurting sentiment and growth prospects. · Even a best-case 20x sales valuation implies only ~149% upside over five years—not enough risk/reward for a growth stock. · Would become interested at $35-40 per share, where worst-case scenario still offers a double.
📹 The Nanalyze Verdict: 11 New Space Stocks
Valuation has become extremely high, with a simple valuation ratio around 50, not far off SpaceX. · It was a good buy around $4 a share when valuation came into line, but not at current levels.
