MSCI Set To Shakes Up Global ETF Lineups — SoFi, Affirm, Rocket Lab Join
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 13 2025
0mins
Source: Benzinga
MSCI Index Revisions: MSCI will update its ACWI and Emerging Markets indexes on August 26, adding 42 securities and removing 56, which may impact ETFs linked to these indexes and cause temporary trading volume spikes.
Investor Implications: The changes could create short-term trading opportunities for active traders, while long-term ETF holders are unlikely to see significant shifts in their risk-return profiles, as the adjustments represent only a small fraction of the overall portfolios.
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Analyst Views on RKLB
Wall Street analysts forecast RKLB stock price to fall
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 109.250
Low
63.00
Averages
86.89
High
120.00
Current: 109.250
Low
63.00
Averages
86.89
High
120.00
About RKLB
Rocket Lab Corporation is an end-to-end space company. The Company designs and manufactures small and medium-class rockets, spacecraft and spacecraft components, and related software and services to support the space economy. The Company delivers reliable launch services, satellite manufacture, spacecraft design services, spacecraft components, spacecraft manufacturing, and other spacecraft and on-orbit management solutions that make it easier to access space. Its Launch Services segment provides launch and launch-related services to customers on a dedicated mission or ride-share basis. Its Space Systems segment comprises the design and manufacture of spacecraft components and spacecraft program management services, space data applications, and mission operations. Its space systems solutions are the building blocks for spacecraft, which include composite structures, reaction wheels, star trackers, solar solutions, radios, separation systems, and command and control spacecraft software.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Impact of SpaceX IPO: SpaceX's successful IPO has made it the largest in history with a market cap of $2.1 trillion, causing a 32% drop in Rocket Lab's stock as investor focus shifts away from other space economy stocks.
- Rocket Lab Revenue Growth: Despite the stock decline, Rocket Lab reported $680 million in revenue over the past 12 months, reflecting a remarkable 1,000% growth over the last five years, indicating strong potential in the space launch market.
- Neutron Rocket Development: Rocket Lab is developing a larger Neutron rocket, expected to debut later this year, which should significantly boost revenue generation and attract more commercial clients to its launch services, enhancing its market position.
- Investor Strategy Advice: Given the high P/S ratios of both SpaceX and Rocket Lab, analysts recommend that investors exercise caution and consider seeking alternative investment opportunities to mitigate high risks.
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- Starlink Revenue Growth: The Starlink business has achieved $11.4 billion in annual revenue, growing 50% year-over-year, providing crucial support for SpaceX's overall revenue and is expected to continue driving growth and enhancing market competitiveness.
- Rocket Lab's Market Potential: Rocket Lab's revenue has surged to $680 million over the past 12 months, reflecting a 1,000% increase over five years, showcasing its strong performance in the space launch market despite competition from SpaceX.
- Future Development Strategy: Rocket Lab plans to debut its larger Neutron rocket, which is expected to significantly boost revenue, although its stock remains expensive with a market cap of $60 billion and a P/S ratio of 89, prompting investors to carefully assess risks.
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- Investment Recommendations: The Motley Fool's analyst team has identified ten best stocks for investors, notably excluding Rocket Lab, which may diminish its short-term investment appeal amid increasing market competition.
- Historical Returns: The Motley Fool's Stock Advisor has achieved an average return of 935% since inception, significantly outperforming the S&P 500's 207%, highlighting the effectiveness of its stock selection strategy over the long term.
- Market Dynamics: As discussions around AI-driven trillionaires gain traction, investor focus on tech stocks may intensify, potentially impacting the market performance of companies like Rocket Lab.
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- Valuation Comparison: As of the afternoon prices on June 13, 2026, RocketLab's stock appears more reasonably valued compared to SpaceX, indicating a cautiously optimistic market sentiment regarding RocketLab's future growth potential.
- Market Reaction: The video published on June 15, 2026, highlighted a 6.72% increase in RocketLab's stock price, reflecting investor recognition of its relative value, which may attract more investor interest.
- Industry Impact: This valuation analysis could prompt investors to reassess their portfolios in the space industry, especially given the intensifying competition between RocketLab and SpaceX, potentially influencing market perceptions of other space companies.
- Future Outlook: With the increasing demand for space exploration and commercial launches, RocketLab's reasonable valuation may support its future financing and expansion efforts, thereby enhancing its competitiveness in the industry.
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