The focus: Intuitive machines and Rocket Lab defy the customs chaos

• space industry as a possible alternative
• Customs first with little effects on space industry
• Analyst is optimistic

While many branches of industry seem to suffer from geopolitical tensions and impending trade barriers, the space industry could offer a stable alternative. Analyst Andres Sheppard from the Investmenthaus Cantor Fitzgerald describes the industry as “an excellent place to alleviate the effects of tariffs”, as Marketwatch cited in this context. The prospects for the US companies intuitive machines and Rocket Lab are particularly promising.

Intuitive machines: historical missions and billions of billions

The intuitive machines based in Houston has catapulted itself into the limelight through ambitious moon missions and lucrative government orders. The company’s share has increased by a whopping $ 11.34 in the past twelve months – significantly more than the S&P 500, which increased by about 9 percent in the same period (as of: final courses from May 23, 2025).

In the past year, intuitive machines wrote: With the Odysseus -Lande unit, a private company for the first time succeeded in successful landing on the moon – albeit with a breakdown, because the module then tilted on the side. The Athena mission was similar this year, which also failed after a short time. Analyst Sheppard, however, classifies the failures as secondary. The majority of corporate sales do not come from the land emissions themselves, but from large orders, especially with NASA.

For example, a contract is part of the Near Space Network, which could be worth up to $ 4.82 billion. Other important projects are the omnibus engineering contract worth up to $ 719 million as well as a feasibility study for a Lunar Terrain vehicle (LTV), for which NASA spoke $ 30 million.

Despite the operational challenges, intuitive machines recently confirmed its annual forecast – a remarkable step in an environment in which many companies had to screw their expectations back due to uncertainties from tariffs.

Rocket Lab: Shooting star with strong growth

Rocket Lab USA has also presented impressive numbers in the past twelve months. The share of the space company increased by almost 504 percent to $ 25.42 – a remarkable price gain that should be due to a series of successful missions and strategic developments (as of 05.05.2025).

Sheppard describes Rocket Lab as a “great place to avoid tariffs” and emphasizes the strengths of the company both in the area of ​​space systems and in starting services. The focus is particularly on the planned start of the reusable neutron rocket, which is scheduled for the second half of 2025.

In addition, Rocket Lab was probably selected as a competitor for the US program “National Security Space Launch” – an order from the US Space Force with a total volume of up to $ 5.6 billion. Cantor Fitzgerald confirmed his purchase recommendation (“overweight”) for the share according to his purchase recommendation.

In a time of economic uncertainty and increasing trade conflicts, the space industry could not only score with technological progress, but also with economic resilience, says Sheppard. For investors, companies such as intuitive machines and Rocket Lab could not only be an investment in the future of space travel, but also a protective sign against the turbulence of the global economy.

Editor finance.net

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