Rocket Lab Corporation (RKLB)
Rocket Lab: Upgrading To Buy After Strategic Reset
Rocket Lab Corp. (RKLB) is upgraded to 'Buy' due to improved financials, a strong backlog, and a favorable valuation reset. Q4 2025 saw revenues near $180M (+35.7% YoY), gross margins at 44.3%, and a record launch cadence, with Space Systems driving top line. Backlog reached ~$1.85B (+73% YoY), with ~$685M expected to convert to revenue in the next 12 months, supported by major defense contracts.
Rocket Lab's Real Growth Story Isn't Neutron
Rocket Lab reported $180M Q4 revenue (+36% YoY) with record 38% GAAP gross margins, while full-year revenue reached $602M, continuing accelerating growth. Backlog reached $1.85B, with 37% expected to convert within 12 months, implying about $685M revenue visibility before new contracts. Space Systems and defense programs are driving growth, including over $1.3B in SDA contracts for missile-tracking satellite constellations.
Rocket Lab Gains 21.9% in the Past 3 Months: Should You Buy?
RKLB stock jumps 21.9% in three months, beating its industry as launch activity and defense contracts grow, though costs and valuation remain concerns.
Rocket Lab: The Neutron Delay Is Real, But So Is The Space Defense Opportunity
Rocket Lab remains a speculative buy, with fair valuation and upside potential tied to long-term growth beyond 2030. Neutron rocket delays are manageable, with manufacturing fixes in place and R&D costs peaking in Q1 2026. Q4 2025 saw 16% sequential sales growth and margin expansion, with backlog at $1.85 billion and 65% from government customers.
Rocket Lab Finds Its Footing as Post-Earnings Support Takes Shape
Shares are down nearly 30% from their record highs, pressured by February's broader risk-off rotation in growth stocks and lingering concerns tied to a Neutron development setback earlier this year. Sentiment shifted quickly when the company disclosed a Stage 1 tank rupture during routine hydrostatic pressure testing in January, ultimately pushing the timeline for Neutron's maiden flight further out.
Rocket Lab: Neutron Slips Again, Margins Peak But Backlog Saves The Day
Rocket Lab (RKLB) beat Q4 and FY25 expectations but delayed the first launch of Neutron to Q4 2026 due to a tank rupture during testing. Management guides 37% of its $1.85B backlog to convert in the next 12 months. I think this could be too conservative and could surprise to the upside. I expect gross margins to decline, pressured by lower margin SDA contracts and Neutron's production ramp (likely) next year.
RKLB Delivers Record Results, But Neutron Delay Weighs on Shares
Rocket Lab NASDAQ: RKLB just reported its highly anticipated Q4 2025 earnings. On the surface, the numbers were strong.
Rocket Lab's Reports Revenue Surge of 36% to a Record $180 Million
Rocket Lab (NASDAQ: RKLB) | RKLB Price Prediction reported Q4 2025 earnings after the bell on Feb.
Rocket Lab: Impressive Results But Another Neutron Delay
Rocket Lab Corporation delivered strong FY25 results with 38% revenue growth and expanding gross margins, despite ongoing net losses and heavy R&D investment. RKLB's space systems business, not the delayed Neutron rocket, is driving near-term revenue, with backlog surging 73% to $1.85 billion, anchored by defense contracts. Neutron's first launch is now pushed to 4Q26, with the recent tank rupture traced to a third-party manufacturing defect; the next tank is being built in-house to mitigate risk.
Rocket Lab Corporation (RKLB) Q4 2025 Earnings Call Transcript
Rocket Lab Corporation (RKLB) Q4 2025 Earnings Call Transcript
Rocket Lab Corporation (RKLB) Reports Q4 Loss, Tops Revenue Estimates
Rocket Lab Corporation (RKLB) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.1 per share a year ago.
Rocket Lab's stock slides as yet another rocket delay overshadows ‘record year'
The Neutron rocket was expected to have its debut last year. Now, it's projected to launch at the end of 2026.
