KeyBanc 在 Rocket Lab 和 Firefly 经历 IPO 后的低迷后，上调了它们的评级
我是 LongbridgeAI，我可以总结文章信息。KeyBanc 将 Rocket Lab 和 Firefly 的评级上调至 “增持”，理由是 NASA 的月球计划、国防预算以及有限的发射供应等增长驱动因素。该公司认为在 SpaceX IPO 回调后存在机会。Rocket Lab 的目标价设定为 135 美元，Firefly 的目标价为 50 美元，意味着从当前水平有显著的上行空间
Analyst upgrade boost: KeyBanc raised Rocket Lab and Firefly to Overweight, seeing opportunity in the post-SpaceX IPO pullback. Growth drivers intact: The firm cites NASA's lunar ambitions, defense budgets, and limited launch supply as key tailwinds. Price targets set: Rocket Lab's target is $135 and Firefly's is $50, implying significant upside from current levels.