RKLB and AVAV draw investor focus as rising U.S. space and defense spending lifts launch activity, satellite work and military contracts.
Rocket Lab Corporation remains a Buy ahead of Q4 earnings, with strong fundamentals and a robust launch cadence supporting long-term growth. Q4 revenue is projected at $178 million, up 35% YoY, with stable growth momentum and a record backlog of 49 launches as of Q3 2025. RKLB's expanding business with the U.S. government and consistent Electron launches reinforce its position as a trusted, technologically advanced supplier.
Rocket Lab Corp (NASDAQ:RKLB) was last seen up 0.4% to trade at $71.16 at last glance.
Aerospace and defense company Rocket Lab NASDAQ: RKLB is just a week away from its fourth quarter earnings report, scheduled for Feb. 26 after the market closes. The stakes are high.
Rocket Lab ( NASDAQ:RKLB | RKLB Price Prediction ) is gearing up for an upcoming launch that underscores its growing role in U.S.
Rocket Lab Corporation (RKLB) maintains strong share price momentum, up 35% since November, driven by robust fundamentals and execution. RKLB is expected to deliver a dual beat in Q4, with revenue likely exceeding $178.2M and notable EPS improvement due to high Electron launch cadence. A major $816M U.S. Space Force contract and flawless 2025 Electron launch record reinforce RKLB's industry reputation and future contract potential.
Shares of Rocket Lab Corporation NASDAQ: RKLB, one of the fastest-growing names in the aerospace and defense space, have come under pressure recently. The stock is down nearly 10% for the month and more than 20% from its record-setting highs reached in January.
Rocket Lab surges 168.7% in a year on launch execution and Neutron progress, but premium valuation and rising costs raise questions about sustainability.
Rocket Lab is upgraded to buy, following a sharp price retreat and opportunistic entry point ahead of Q4 earnings. Neutron rocket schedule setbacks persist, with the first launch now likely delayed to late 2026 or early 2027, raising execution risk. Valuation now shows around 3% upside for 2030, with shares still overvalued on near-term earnings but supported by long-term growth positioning.
Rocket Lab is approaching Q4 earnings with strong recent execution, but the January Stage 1 tank rupture introduces high-probability schedule risk for Neutron's debut. Q4 revenue expectations look beatable because Neutron issues won't affect reported results, and Space Systems mix near 70% supports margin-driven EPS upside. The real risk is forward guidance: a Neutron delay could force long-tail consensus revisions and compress the valuation premium embedded in RKLB's stock price.
The latest trading day saw Rocket Lab Corporation (RKLB) settling at $73.11, representing a -10.04% change from its previous close.
SpaceX now has a potential $1.5 trillion IPO valuation targeted for mid-2026, an increase of nearly $700 billion in ~1 month. The valuation expansion is well supported by secular tailwinds, including a new Executive Order favor SPACE's commercialization of LEO and accelerated lunar projects. SpaceX is better positioned to capitalize on many of the space initiatives than RKLB, yet the valuation premium in terms of P/S ratios is quite mild.