# Rocket Lab (RKLB)、Viasat (VSAT) 與 EchoStar (SATS) 啟動針對特定太空經濟與基礎建設公司的產業覆蓋。

*aerospace · news · 2026-05-13 · Markets Insider*

## Key points

- New Street 對 Rocket Lab、Viasat 與 EchoStar 給予買入評等，理由是估值偏低。
- EchoStar 在 xAI 合併後持有 SpaceX 2.2% 股權，成為 SpaceX 的代理投資標的。
- New Street 指出 Viasat 持有全球最大 MSS 頻譜頻段，但市場尚未充分重視。
- 市場擔憂 Starlink 與亞馬遜的容量可能導致 Telesat 未達營收目標。

New Street analysts Pierre Ferrago, James Ratzer, and David Barden launch sector coverage for select Space Economy and Infrastructure names with Buy ratings for Rocket Lab (RKLB), Viasat (VSAT), and EchoStar (SATS). The firm is positive on Rocket Lab valuation as it currently implies that the company captures less than 1% of space economy, but forfFor the only scaled Western platform outside of SpaceX, the firm contends that the opportunity is largely underpriced. For Viasat, New Street believes that the company’s ownership of the largest band of global MSS spectrum isn’t being reflected in current share price, while EchoStart is viewed as the proxy play on Space X. as the company owns 2.2% of SpaceX post-xAI merger, the analyst tells investors in a research note. Should SpaceX list for a meaningful premium to this value, meaningful upside should emerge for SATS, New Street stated. Planet Labs (PL) and Telesat (TSAT) are among the firm’s Sell-rated names. The firm is cautions on Planet Labs’ valuation as the company is “well positioned with tier-2 countries”. For Telesat, New Street is concerned that the huge increase in capacity from Starlink and Amazon will put pressure on pricing and company is likely to miss revenue targets. Claim 55% Off TipRanks

**Companies:** Rocket Lab, Viasat, EchoStar, Planet Labs, Telesat

[Read the full story on Markets Insider](https://markets.businessinsider.com/news/stocks/new-street-launches-space-coverage-rates-rocket-lab-viasat-echostar-at-buy-1036154766)

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