ATL Partners Completes Sale of Geost to Rocket Lab and Advances Trident Solutions as a Defense Electronics Platform

Written by Emily J. Thompson, Senior Investment Analyst

RKLB+3.38%

Source: Newsfilter

Updated: Aug 12 2025

5mins

Source: Newsfilter

Sale Announcement: ATL Partners has completed the sale of Geost, LLC to Rocket Lab USA, marking a successful exit after acquiring Geost in 2021 and supporting its growth in electro-optical and infrared sensing systems for national security missions.
Future Operations: Following the sale, Trident Solutions will continue managing its subsidiaries, Trident Systems and Ophir Corporation, while focusing on expanding capabilities in defense electronics and space solutions.

RKLB.O

$62.980+184.720%Past 6 months

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Analyst Views on RKLB

Wall Street analysts forecast RKLB stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for RKLB is 59.64 USD with a low forecast of 45.00 USD and a high forecast of 83.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

13 Analyst Rating

-2.10% Downside

9 Buy

4 Hold

0 Sell

Moderate Buy

-2.10% Downside

Current: 60.920

Low

45.00

Averages

59.64

High

83.00

-2.10% Downside

Current: 60.920

Low

45.00

Averages

59.64

High

83.00

KeyBanc

Peter Beck and Adam Spice

Overweight

maintain

$50 -> $75

2025-10-17

Reason

KeyBanc

Peter Beck and Adam Spice

Price Target

$50 -> $75

2025-10-17

maintain

Overweight

Reason

KeyBanc raised the firm's price target on Rocket Lab to $75 from $50 and keeps an Overweight rating on the shares after meeting with CEO Peter Beck and CFO Adam Spice and touring the company's Long Beach, CA, headquarters. KeyBanc gained incremental visibility into the strong growth within its Space Systems segment and Archimedes engine production, and it believes Rocket Lab is solidifying itself as a national security asset via its reliable access to space and hypersonics initiatives. The company's strong cash position supports its ongoing growth investments, potential M&A, and future space endeavors.

Baird

Peter Arment

Outperform

initiated

$83

2025-10-15

Reason

Baird

Peter Arment

Price Target

$83

2025-10-15

initiated

Outperform

Reason

Baird analyst Peter Arment initiated coverage of Rocket Lab with an Outperform rating and $83 price target.

Baird

Outperform

initiated

$83

2025-10-15

Reason

Baird

Price Target

$83

2025-10-15

initiated

Outperform

Reason

As previously reported, Baird initiated coverage of Rocket Lab with an Outperform rating and $83 price target. The company's position as a reliable space launch provider is "firmly established" through its 94% mission success rate, the analyst tells investors. The firm sees the 34% compound annual growth rate for revenue through 2030 that consensus projects being supported by the larger Neutron rocket helping the company enter the "highly-lucrative" medium-lift market as a direct competitor to SpaceX's Falcon 9 rocket, the analyst added.

Roth Capital

Buy

upgrade

$50 -> $60

2025-08-29

Reason

Roth Capital

Price Target

$50 -> $60

2025-08-29

upgrade

Buy

Reason

Roth Capital raised the firm's price target on Rocket Lab to $60 from $50 and keeps a Buy rating on the share after attending the company's dedicated Wallops, VR LC-3 launch site, where the Neutron rocket launch pad is housed. The analyst left impressed by Rocket Lab's progress toward the initial Neutron launch. The Neutron support infrastructure and launch pad infrastructure are all in place for initial launch, the analyst tells investors in a research note. The firm now has increased confidence in Neutron and the Buy thesis for Rocket Lab.

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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

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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.