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• Michael Bloom
Morgan Stanley is maintaining its overweight rating on SpaceX, according to a roundup of Tuesday’s notable Wall Street analyst calls. The report provides no price target, rationale or additional details on the analyst’s assessment.
Launch Vehicles & Space Transportation
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Germany’s DLR plans to buy 80 Red Kite solid rocket motors from Bayern-Chemie to support future sounding rocket missions. The articles do not specify the contract value, delivery schedule or missions the motors will support.
Kratos Defense & Security Solutions has reached a long-term agreement with Seagate Space to use Gateway, Seagate’s first offshore launch platform. The companies said the partnership will advance mobile offshore launch capabilities for national security missions; the announcement did not disclose the agreement’s value or operational timeline.
Morgan Stanley is maintaining its overweight rating on SpaceX, according to a roundup of Tuesday’s notable Wall Street analyst calls. The report provides no price target, rationale or additional details on the analyst’s assessment.
Rocket Factory Augsburg is targeting 2027 for the first launch of its RFA One rocket from SaxaVord spaceport in Scotland, according to the report. The spaceport is drawing interest from several companies for orbital and suborbital missions, as RFA discussed its plans with delegates from Germany’s aerospace research center DLR.
Chinese launch company Kuaizhou Aerospace plans to begin flying two new rockets in 2027, including the reusable Kuaizhou-6 and the low-cost Kuaizhou-12. The company also plans a first-stage recovery attempt, putting reusability on the agenda for its next-generation launch vehicles.
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Rocket Lab raised the price of a dedicated Neutron launch from $55 million to $70 million, citing strong demand and constrained launch capacity. The company signed contracts for eight missions across five constellation operators worth more than $515 million last quarter, including missions for the U.S. Space Force and ICEYE, ahead of Neutron’s planned 2027 debut.
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