Rocket Lab: Impressive Results But Another Neutron Delay [Seeking Alpha]
Rocket Lab USA, Inc. (RKLB)
Company Research
Source: Seeking Alpha
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. Valuation remains extremely high at 65x sales, making RKLB highly sensitive to execution risk, especially regarding Neutron milestones and continued margin expansion in space systems. onurdongel/E+ via Getty Images Thesis Rocket Lab Corporation ( RKLB ) posted a pretty modest but very meaningful earnings beat for 4Q25 when you break it down. Reporting GAAP EPS came in at -$0.09, about $0.01 better than expectations, with a revenue figure of $180 This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions wit
Show less
Read more
Impact Snapshot
Event Time:
RKLB
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
RKLB alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
RKLB alerts
High impacting Rocket Lab USA, Inc. news events
Weekly update
A roundup of the hottest topics
RKLB
News
- Roundhill Launches Pure-Play Space ETF [Yahoo! Finance]Yahoo! Finance
- Cantor lifts Rocket Lab's (RKLB) Target After Record 2025 Revenue, Launch Cadence, And a Backlog Stacked Toward Space Systems [Yahoo! Finance]Yahoo! Finance
- Rocket Lab (RKLB) had its price target lowered by Needham & Company LLC from $110.00 to $95.00. They now have a "buy" rating on the stock.MarketBeat
- Mission Success: Rocket Lab Launches 2nd Hypersonic Test Mission in Three Months for Defense Innovation UnitGlobeNewswire
- Rocket Lab Corporation (RKLB) Reports Q4 Loss, Tops Revenue Estimates [Yahoo! Finance]Yahoo! Finance
RKLB
Earnings
- 2/26/26 - Miss
RKLB
Sec Filings
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- RKLB's page on the SEC website