收购Geost获华尔街看好 Rocket Lab(RKLB.US)股价上涨

Core Viewpoint - Rocket Lab announced the acquisition of Geost for $275 million in cash and stock, which is expected to enhance its competitiveness in securing national security-related space contracts [1] Group 1: Acquisition Details - The acquisition of Geost, a supplier of electro-optical/infrared payloads, will provide Rocket Lab with critical payload capabilities [1] - This acquisition is seen as a strategic move to support national security space priorities, including the Golden Dome program and the Tranche 3 of the Space Development Agency's missile defense system [1] Group 2: Analyst Insights - Bank of America analyst Ronald Epstein stated that the acquisition strengthens Rocket Lab's end-to-end space system capabilities by adding essential optical system payload capabilities [1] - The transaction is viewed as timely for maintaining Rocket Lab's "buy" rating, especially in light of the $175 billion budget for the Golden Dome missile defense system over three years [1] - Wells Fargo analyst Matthew Akers noted that acquiring Geost is a logical step towards Rocket Lab's goal of becoming a vertically integrated space service provider [1] - Stifel maintained a "buy" rating on Rocket Lab and raised its target price to $34 following the announcement of the Geost acquisition [1]