Rocket Lab USA, Inc. (NASDAQ:RKLB) secures the second position with an Overweight rating and $50 price target. KeyBanc cites strong growth momentum in both Launch Services and Space Systems, successful M&A integration, and progress on the Neutron rocket development. The company is well-positioned to win a portion of SDA's tranche 3 contract, potentially exceeding its previous $515 million award.