From Yahoo Finance: 2025-05-28 21:41:00

Rocket Lab Corporation (NASDAQ:RKLB) is set to acquire Geost, LLC in a $275 million deal, signaling its entry into the payload segment. Geost specializes in developing electro-optical and infrared payloads for missile tracking, tactical ISR, and space domain awareness, aligning with the U.S. Department of Defense’s objectives.

The acquisition of Geost by Rocket Lab Corporation (NASDAQ:RKLB) is expected to close in the second half of 2025, bringing Geost’s IP, manufacturing infrastructure, and technical workforce under Rocket Lab’s umbrella. CEO Peter Beck highlights the move as a strategic step towards supporting secure, responsive, and cost-effective systems at scale.

Market analysts have shown cautious optimism towards Rocket Lab Corporation (RKLB) before the acquisition. Goldman Sachs maintained a Neutral stance but raised the price target, while Needham & Company reiterated a Buy rating, citing the company’s strengthening foothold in the defense sector. The acquisition is seen as a positive step for the company’s future growth and integration capabilities.

Read more: Rocket Lab Corporation (RKLB) Advances into Payload Sector with Geost Acquisition