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Andre Shepherd

Vice President and Senior Equity Analyst at Cantor Fitzgerald

Andres Sheppard is a Vice President and Senior Equity Analyst at Cantor Fitzgerald, specializing in consumer cyclical and technology sectors, with notable coverage including companies such as Tesla, Lucid Motors, Ouster, VinFast Auto, PureCycle Technologies, Aurora, and EVgo. With an average annual return of approximately 18.5% and a documented success rate between 53% and 67%, he consistently ranks among the top Wall Street analysts on platforms like TipRanks. Sheppard began his analyst career with advanced financial training, holding an MBA in Finance from the University of Michigan, and joined Cantor Fitzgerald where he has built a reputation for insightful company coverage and market-driven research. He has earned recognition for high-performing investment calls and maintains professional credentials in equity research and investment management.

Andre Shepherd's questions to Rocket Lab (RKLB) leadership

Question · Q3 2025

Andre Shepherd asked for an update on the revenue recognition schedule for the SDA Tranche 2 award, particularly if the 40% target for 2026 remains on track. He also questioned the company's confidence in securing the SDA Tranche 3 award despite government shutdown delays and sought clarity on Neutron's revised launch cadence.

Answer

Adam Spice, CFO, Rocket Lab, confirmed the SDA Tranche 2 revenue recognition pattern (10%, 40%, 40%, 10%) is on track and performing well. Peter Beck, Founder and CEO, Rocket Lab, expressed confidence in the SDA Tranche 3 award, citing Rocket Lab's strong position as a prime contractor. Regarding Neutron, Peter Beck stated the cadence clock starts from the first flight, with Adam Spice clarifying the first launch is an R&D test, followed by revenue-generating flights.

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