Analysts back Rocket Lab as a space play on the AI buildout

Top analysts turned bullish on Rocket Lab (RKLB) on September 20, grouping it with Oracle and Meta as a way to play the AI and space buildout. Their case rests on space profits: a growing launch business, a fast-expanding contract backlog, and national-security work. That defense-and-space tilt is why the AI Defense & National Security tracker holds it, at nearly 9% of its book.