Rocket Lab, Firefly Upgraded — SpaceX IPO Was Your Chance To Load These Stocks

KeyBanc Capital Markets upgraded Rocket Lab and Firefly Aerospace to Overweight, saying the post-SpaceX IPO selloff is a buying opportunity rather than evidence of structural weakness. The note is supportive for sentiment across space stocks, especially RKLB and FLY, but it is analyst commentary rather than a fundamental catalyst.

Analysis

KeyBanc Capital Markets upgraded Rocket Lab and Firefly Aerospace to Overweight, saying the post-SpaceX IPO selloff is a buying opportunity rather than evidence of structural weakness. The note is supportive for sentiment across space stocks, especially RKLB and FLY, but it is analyst commentary rather than a fundamental catalyst.