Rocket Lab's surging 70.7% rally spotlights new mission wins and rising sales expectations, but premium valuation keeps entry timing critical.
I'm upgrading Rocket Lab to a strong buy as technicals and fundamentals align, with stabilization around the $40 level. Momentum is reversing, supported by bullish RSI, surging volume, and recent recognition as New Zealand's Company of the Year. RKLB's 2026 roadmap and Neutron's commercialization are critical catalysts that defend the current valuation.
Rocket Lab is growing revenue above 50% year-over-year, far outpacing the sector median of roughly 4%, signaling rapid commercial scaling. Q3 delivered record revenue of $155 million with 48% YoY growth and 17 new Electron launch contracts added to backlog. Expanding defense programs, including back-to-back HASTE missions and the Geost acquisition, significantly broaden Rocket Lab's national security market exposure.
| - Industry | - Sector | Peter Beck CEO | NASDAQ (CM) Exchange | 773121108 CUSIP |
| US Country | 2,100 Employees | - Last Dividend | - Last Split | 24 Aug 2021 IPO Date |
Rocket Lab USA, Inc. is a distinguished entity in the space and defense sectors, providing an array of services that span from launch to space systems solutions. Founded in 2006, and based in Long Beach, California, the company has carved a niche for itself by catering to a wide range of clients which include commercial entities, aerospace prime contractors, and various government bodies. Rocket Lab stands out for its innovative approaches in addressing the growing demands of the space industry, offering solutions that encompass not only spacecraft and launch services but also comprehensive on-orbit and constellation management. With an emphasis on accessibility and reliability, Rocket Lab aims to facilitate the exploration and utilization of space for a myriad of purposes, aligning with the broader objectives of scientific research, defense, and commercial exploitation.
Rocket Lab offers a diverse portfolio of products and services designed to meet the comprehensive needs of the space and defense industries: