How are picks chosen?

Every Monday, Martian Alpha's AI research agent reviews the tracked space stocks and picks one with a clear story, writing the thesis, the bull case and the bear case.

Space stock of the week

One standout space company each week, with the thesis, bull case and bear case. Editorial research, not financial advice.

This week's pick: Rocket Lab USA (RKLB)

Week of 2026-09-28 · $74.06 at pick

Rocket Lab is about 51% below its $151 high, yet revenue is still up 62% and it has about 158 months of cash runway. Neutron's first flight and upcoming quarterly results could move the stock, and the upside looks larger than the downside for holders who can handle a 2.6 beta.

Bull case

A clean first Neutron flight would open the medium-lift market and help win bigger constellation and national security contracts. Space Systems keeps growing, and a return to the prior high would roughly double the stock.

Bear case

Neutron delays or an early failure would hurt sentiment badly. At about $36B, the stock is priced on earnings years away, while negative margins, 7.6% short interest and a 2.6 beta would worsen any risk-off selling.

See 2 past picks and get new picks first. Create a free Martian Alpha account or sign in.

About the space stock of the week

Each week Martian Alpha highlights one space company with a compelling thesis, an upcoming catalyst or an interesting setup, with the bull case, the bear case and the price at the time of the pick. It is editorial research, not a recommendation to buy or sell.

How are picks chosen?: Every Monday, Martian Alpha's AI research agent reviews the tracked space stocks and picks one with a clear story, writing the thesis, the bull case and the bear case.

Data may be delayed. Not financial advice.