COMPANY
Rocket Lab
RKLB:US
Primary coverage by Pierre Ferragu
Research
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Blue Origin explosion. Implications for our coverageMay 29, 2026 — David Barden, Pierre Ferragu and James Ratzer
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SpaceX: Launch deep dive: The gateway to a trillion-dollar opportunityMay 28, 2026 — David Barden, Pierre Ferragu and James Ratzer
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** Space Initiation Call Slides **May 18, 2026 — James Ratzer, Pierre Ferragu and David Barden
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Rocket Lab Initiation: Launch is not trivial, and valuable. Buy, $150May 13, 2026 — Pierre Ferragu, David Barden and James Ratzer
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** Space Economy and Infrastructure sector Initiation **May 13, 2026 — James Ratzer, Pierre Ferragu and David Barden
Events
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Jun
2SpaceJune 2, 2026 — VirtualHosted by Pierre Ferragu, David Barden and James RatzerWatch Replay -
May
26CommunicationsMay 26, 2026 – May 26, 2026 — VirtualHosted by Pierre FerraguWatch Replay -
May
18SpaceMay 18, 2026 — VirtualHosted by David Barden, Pierre Ferragu and James RatzerWatch Replay
