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Rklb

All articles tagged with #rklb

Starlink Surpasses 11,000 Satellites, Sparking a Space-Stock Shuffle
business5 days ago

Starlink Surpasses 11,000 Satellites, Sparking a Space-Stock Shuffle

SpaceX’s Starlink milestone coincides with the Space Force funding five U.S.-listed players to prove non-SpaceX SDN interoperability, putting L3Harris (LHX), AST SpaceMobile (ASTS), Rocket Lab (RKLB), Viasat (VSAT), and Iridium Communications (IRDM) in the crosshairs. LHX is highlighted as the prime beneficiary for missile-tracking and space payloads, RKLB stands to gain via vertical integration with Iridium, ASTS and VSAT are positioned on direct-to-device and multi-orbit pivots, and IRDM is set to ride a broader shift toward diversified space infrastructure. The development signals a government-led push to avoid single-vendor dependence in orbit as SpaceX expands its Starlink network.

Rocket Lab hits orbit milestone with eight Globalstar satellites under a $143M deal
technology8 days ago

Rocket Lab hits orbit milestone with eight Globalstar satellites under a $143M deal

Rocket Lab said its first eight 500-kg satellites built for Globalstar under a $143 million contract with MDA Space have reached orbit, are powering on, and undergoing commissioning as the 17-satellite program advances. Launched from Cape Canaveral, the milestone highlights Rocket Lab’s end-to-end, vertically integrated approach and supports its growing defense work, including SDA contracts that have pushed total awards well over $1.3 billion; RKLB shares rose about 1% after hours following the news.

Rocket Lab tops Q2 revenue, lifts Q3 outlook amid ongoing losses
finance15 days ago

Rocket Lab tops Q2 revenue, lifts Q3 outlook amid ongoing losses

Rocket Lab reported Q2 CY2026 revenue of $234.1 million, up 62% year over year and beating estimates (consensus ≈$231.9M). GAAP loss was $0.08 per share, with Adjusted EBITDA margin at -3.8% and negative free cash flow of -$110.1 million; the company still narrowed losses and improved leverage. For Q3 CY2026, management guided to a midpoint revenue of $257.5 million and EBITDA of $20 million, above expectations of roughly $240.6 million and -$10.23 million, respectively, suggesting potential upside despite persistent losses. The stock traded about 1.8% lower after results, as investors weigh strong top-line guidance against continued profitability challenges.

Rocket Lab's Iridium Takeover: A $8 Billion Space-Industry Pivot
finance1 month ago

Rocket Lab's Iridium Takeover: A $8 Billion Space-Industry Pivot

Rocket Lab is acquiring Iridium Communications in an about $8 billion deal (cash and stock) to create a vertically integrated space company that will design, build, launch, and operate its own satellite network; the deal, expected to close mid-next year after shareholder and regulatory approvals, leverages Iridium's profitable LEO network to accelerate Rocket Lab's growth, though investors should watch for integration risks and the high valuation.

Rocket Lab surges after Space Force suborbital contract win
markets1 month ago

Rocket Lab surges after Space Force suborbital contract win

Rocket Lab’s stock jumped in after-hours trading after the U.S. Space Force awarded a $266 million firm-fixed-price contract to launch 12 suborbital vehicles (with six options) from the Pacific Spaceport Complex in Alaska, with work through 2028; the award, issued by Space Systems Command, was competitive and about $112 million in FY2025 funds were obligated at the time of award, sending RKLB up roughly 5.9% to around $73.19.

SIDU Sparks Overnight Rally Among Space Stocks
business3 months ago

SIDU Sparks Overnight Rally Among Space Stocks

An overnight snapshot of space-related equities shows Sidus Space (SIDU) leading gains with about a 21% rise, alongside a broad mix of movers across tech and space names. The data feed lists several other tickers with notable moves (including moments like MNTS and BRAI), illustrating a volatile session where some space-focused and growth stocks jump while others retreat across various exchanges.

Rocket Lab's Q1 Beat Triggers Fresh Price Targets Fueled by Neutron Momentum
market-news3 months ago

Rocket Lab's Q1 Beat Triggers Fresh Price Targets Fueled by Neutron Momentum

Rocket Lab rose about 12% after a strong Q1 report that delivered a record revenue beat and a growing backlog, with momentum in the Neutron program cited as a key driver. Several analysts raised price targets (to as high as $120) whilekeeping Buy ratings, signaling bullish sentiment on RKLB’s launch services and space systems franchises. The stock has surged roughly 70% year-to-date and about 400% over the past year on the back of the beat and broader momentum.

Rocket Lab Gets Street-High Target Boost to $120 on Strong Q1 Demand
business3 months ago

Rocket Lab Gets Street-High Target Boost to $120 on Strong Q1 Demand

Rocket Lab’s Q1 beat and optimistic outlook prompted Cowen and Needham to raise RKLB’s price target to a joint street-high of $120, underscoring robust demand for Electron and HASTE with 31 Electron/HASTE bookings and a $190 million HASTE order, plus 5 Neutron bookings and Neutron’s planned 4Q26 first launch. The Mynaric acquisition should expand European revenue opportunities, and SDA Tranche 3 revenue (~$82 million in 2026) adds to near-term growth, though margins may face pressure from mix. Despite a Moderate Buy consensus, the 96.25 average target sits about 9% below the current price, leaving room for potential upgrades or downgrades ahead.

Rocket Lab's 30% Jump Signals Brief Edge Among Space Stocks—but Peers Lead YTD
business3 months ago

Rocket Lab's 30% Jump Signals Brief Edge Among Space Stocks—but Peers Lead YTD

Rocket Lab (RKLB) surged roughly 30% intraday after reporting Q1 FY2026 revenue of $200.35M (+64% YoY, beating estimates) and a backlog of $2.2B on 31 Electron/HASTE contracts and five Neutron missions, plus a Raytheon Space Based Interceptor win; Q2 revenue guidance is $225–$240M. Intuitive Machines (LUNR) rose about 21% on strong 2026 guidance and the Lanteris acquisition, while Planet Labs (PL) gained around 10% and leads YTD; by absolute intraday performance RKLB outpaced peers, though PL and LUNR remain ahead on the year. The space-equipment market remains sensitive to defense demand and upcoming catalysts like Neutron's debut, with some risk factors like insider stock sales by RKLB executives looming in assessing longer-term prospects.

Rocket Lab Soars After Q1 Beat as Stifel Flags Long-Term Buy Opportunity
business3 months ago

Rocket Lab Soars After Q1 Beat as Stifel Flags Long-Term Buy Opportunity

Rocket Lab jumped ~26% after a blowout Q1: revenue $200.3M and gross profit $76.5M, beating expectations; Q2 revenue guidance of $225–$240M topped estimates, with a backlog near $2.2B and Neutron on track for late 2026. Strength across Launch and Space Systems and new contracts underpin growth, and Stifel’s Erik Rasmussen reiterated a Buy with a $110 target, citing high barriers to entry and limited competition as reasons for a long-term premium.

Falcon 9 launch stirs mixed moves in space stocks
business5 months ago

Falcon 9 launch stirs mixed moves in space stocks

SpaceX’s Falcon 9 mission delivering 29 Starlink satellites and booster landing spurred mixed moves in space stocks: RKLB +2.8%, ASTS +3.3%, LUNR −5.2%, SPCE −2.7%. Analysts show varied ratings across the group, with Intuitive Machines (LUNR) seen as the strongest buy and SPCE offering the largest upside. SpaceX remains private, with IPO chatter ongoing; TSLA is suggested as a potential proxy for investors until an IPO materializes.

Defense-Driven Turnaround Reframes Rocket Lab's Growth Story
investing5 months ago

Defense-Driven Turnaround Reframes Rocket Lab's Growth Story

Rocket Lab's revenue mix is moving toward defense-related programs, with Space Systems delivering a large portion of Q4 revenue and the backlog expanding to $1.85 billion. A delay of the Neutron program to late 2026 adds near-term execution risk, while the stock trades around 52x 2026 sales, reflecting lofty growth expectations as management targets revenue growth from roughly $850 million to about $3.7 billion over the next five years.

Rocket Lab Stock Recoils as Mars Sample-Return Plan Fails to Clear Congress
market-news6 months ago

Rocket Lab Stock Recoils as Mars Sample-Return Plan Fails to Clear Congress

Rocket Lab (RKLB) stock slipped after Congress scrapped a plan to return NASA Mars Perseverance rover samples, a project Rocket Lab proposed handling by 2031 under a fixed-price contract; the setback matters less for near-term revenue but RKLB’s high valuation (~45x expected 2027 sales) makes it sensitive to headlines, with analysts still signaling a Moderate Buy and about 15% upside ahead of Artemis II.