Analysts favour QuantumScape and Plug Power over Rocket Lab stock
Updated
Updated · The Motley Fool · May 6
Analysts favour QuantumScape and Plug Power over Rocket Lab stock
7 articles · Updated · The Motley Fool · May 6
Rocket Lab shares trade near $82 after 87 Electron launches, but are valued at 29 times projected 2028 sales and face a planned Neutron debut later this year.
QuantumScape's solid-state battery business is expected to grow from no revenue this year to $99 million in 2028, helped by Volkswagen-backed development and a separator-process upgrade.
Plug Power, supplying hydrogen systems to Amazon and Walmart, is forecast to lift revenue from $710 million in 2025 to $1.15 billion in 2028 as green hydrogen production expands.
With its key Neutron rocket now delayed, can Rocket Lab's valuation be justified by its small satellite business alone?
Can QuantumScape and Plug Power's tech overcome the US clean energy sector's recent job and investment losses?
Between space and clean energy, which high-growth sector faces greater hurdles from unproven technology and shifting policy?