---
title: "2 ETFs to Capture Rocket Lab Stock's (RKLB) 35% Upside Potential"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296154283.md"
description: "Rocket Lab (RKLB) is projected to have over 35% upside potential, driven by a $2.36 billion backlog and recent contract wins. For investors seeking exposure without direct stock purchase, the Tema Space Innovators ETF (NASA) offers diversified access. RKLB comprises 10.74% of NASA's holdings. The ETF, with $1.2 billion AUM and a 0.75% expense ratio, holds a Moderate Buy consensus rating, implying a 26.48% upside potential at its average price target."
datetime: "2026-08-17T23:10:04.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296154283.md)
  - [en](https://longbridge.com/en/news/296154283.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296154283.md)
generator: "portal-rs"
---

# 2 ETFs to Capture Rocket Lab Stock's (RKLB) 35% Upside Potential

Rocket Lab (RKLB) is one of the most closely watched names in the space sector as analysts project more than 35% upside for the stock in the next 12 months. This momentum is fueled by a large $2.36 billion backlog and high-profile contract wins, including its recent successful 8-satellite launch for MDA Space. While Rocket Lab is executing well, it trades at a premium of around 50x sales. For investors who want exposure to the company without buying shares directly, several space-focused ETFs offer a diversified way to take part in Rocket Lab's growth.

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Here are two ETFs to gain exposure to Rocket Lab's growth potential:

### **1\. Tema Space Innovators ETF (NASA)**

The Tema Space Innovators ETF invests in companies building launch systems, satellite networks, in‑orbit services, and next‑gen space infrastructure. NASA also includes satellite-communications firms and Earth‑observation players, giving investors a broader view of the space supply chain. RKLB stock constitutes 10.74% of the ETF's holdings.

Apart from RKLB, some of the top stocks in the NASA ETF are AST SpaceMobile (ASTS), Planet Labs (PL), and EchoStar (SATS). Overall, the ETF has $1.2 billion in assets under management (AUM). Also, it has an expense ratio of 0.75%.

Turning to Wall Street, the ETF has a Moderate Buy consensus rating. Of the 34 stocks held, 25 have Buy ratings and nine have Hold ratings. At $33.87, the average NASA ETF price target implies a 26.48% upside potential.

### Related Stocks

- [RKLB.US](https://longbridge.com/en/quote/RKLB.US.md)
- [NASA.US](https://longbridge.com/en/quote/NASA.US.md)
- [RKLX.US](https://longbridge.com/en/quote/RKLX.US.md)
- [RKLZ.US](https://longbridge.com/en/quote/RKLZ.US.md)
- [MDA.US](https://longbridge.com/en/quote/MDA.US.md)
- [ASTS.US](https://longbridge.com/en/quote/ASTS.US.md)
- [PL.US](https://longbridge.com/en/quote/PL.US.md)
- [SATS.US](https://longbridge.com/en/quote/SATS.US.md)
- [PL+.US](https://longbridge.com/en/quote/PL+.US.md)

## Related News & Research

- [NASA Chief Jared Isaacman Wants Data Centers In Space as AI Devours Electricity, Says US Should Tap ‘Free Fusion Reactor’ To Win AI Race](https://longbridge.com/en/news/297151166.md)
- [‘It’s Not Just One Thing,’ Says Top Investor About Rocket Lab Stock](https://longbridge.com/en/news/297183155.md)
- [Rocket Lab Stock Rises Even as Insiders Sell $5.49 Million in Shares – Here's What Investors Should Know](https://longbridge.com/en/news/297224504.md)
- [NASA launches powerful new Roman Space Telescope from Florida](https://longbridge.com/en/news/297425031.md)
- [Rocket Lab SVP, General Counsel Arjun Kampani sells 6,034 common shares worth $400,537.77](https://longbridge.com/en/news/297372764.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**