Blue Origin is reportedly targeting a $130 billion private-market valuation, which would be just a fraction of SpaceX's nearly $2 trillion market capitalization.
RKLB expands long-term revenue visibility as rising contract assets reflect continued execution across launch and space systems programs.
Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) is doing something rare in aerospace.
RKLB stock jumps, but customer concentration, launch execution risks and rich valuation remain key headwinds.
Rocket Lab stock has remained volatile in the wake of the highly anticipated SpaceX IPO and its blockbuster Iridium acquisition. Shares surged to $151 ahead of the IPO before tumbling to $80.50, and have since recovered to around $100.
Rocket Lab announced a deal to acquire satellite operator Iridium for $8 billion earlier in the week. The acquisition consists of 50-50 split between cash and Rocket Lab shares and would potentially close in 2027.
This article was written by Doug Nathman, with research by his team at Trefis.
Rocket Lab's $8 billion Iridium acquisition transforms its model into vertically integrated space infrastructure with recurring high-margin cash flows. Iridium contributes approximately $875 million in revenue and $495 million in OEBITDA, significantly improving Rocket Lab's earnings stability profile. Management guides toward $914 million in 2026 revenue and roughly $2 billion by 2029 with a delayed EBITDA inflection.
CEO Peter Beck just spent approximately $8 billion to buy a satellite phone company.
Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) shareholders who bought two years ago are now sitting on one of the loudest re-ratings in the market.
Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) in 2026 has been one of the most electric setups in the market.
The latest trading day saw Rocket Lab Corporation (RKLB) settling at $100.07, representing a -1.55% change from its previous close.