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TickerTalks›$RKLB
RKRKLB

Rocket Lab USA, Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$RKLB·$30B·Aerospace & Defense·Industrials
$50.84-8.0%YTD-9.1%1Y-24.1%
Price updated 7h ago·X counts updated 5d ago
RKRKLB
$RKLBRocket Lab USA, Inc.
$50.84-7.98%5.5k posts1.3×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $RKLB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

5,545X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $RKLB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 92% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data28 posts analyzed · as of 2026-10-02

X is confidently bullish — Rocket Lab is one launch from its 100th Electron mission with Maelstrom on October 1, CEO Peter Beck telling investors "at least 50% of Neutron's capacity will be consumed by ourselves," and the Iridium acquisition pointing to enterprise/defense services. One trader is already quoting the "50-DMA cross = 80-116% rally" pattern. The bear bench is empty — only a jab at Cathie Wood for shorting into the move.

Read what X is saying about $RKLB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RKLB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

The 100th Electron launch and a 20-mission deal are real — but the price is paying for Neutron, which hasn't flown yet.

Rocket Lab is the small-launch alternative to SpaceX, now betting the next leg on Neutron, its reusable medium-lift rocket. Revenue is scaling but losses are deep, and the stock has reclaimed its 50-day on fresh commercial milestones.

  • The commercial momentum is real: Q1 revenue +63% YoY, approaching the 100th Electron launch, and a 20-mission bulk deal just announced — this is a business compounding on top of its small-sat franchise.
  • At 94x sales with a $43B cap, the market is pricing Neutron being a SpaceX-grade success — but Neutron hasn't flown yet, so the entire premium is extrapolation from one unflown rocket.
  • Beck's "50% of Neutron capacity consumed internally" line is the real pitch: if Rocket Lab moves up the stack from launcher to space-services operator, the multiple framework changes; if not, it stays a small-cap launcher priced like a utility.

Watch the Neutron static-fire and inaugural-launch dates — a slip past 2027 and the air comes out of the thesis. Hold the schedule plus Electron cadence and the premium holds.

Agrees with X sentimentThe thread has the right catalysts — the 100th launch, Beck's internal-capacity pitch, the 20-mission deal — just underweights how much the current 94x sales multiple is pricing an unflown medium-lift rocket actually working.

What to watch: Nov 9 Q3 earnings for Neutron timeline updates and the first static-fire window. Any slip past H2 2027 or a new equity raise would be the clear invalidator.

On the calendar: 2026-11-09 — Q3 earnings

Read the AI verdict on $RKLB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides small satellite launch (Electron rocket) and spacecraft manufacturing, with Neutron medium-lift rocket in development.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $RKLB.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $RKLB

Neutral — Provides small satellite launch (Electron rocket) and spacecraft manufacturing, with Neutron medium-lift rocket in development.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-365.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-8.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-33.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
93.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-12.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.08$-0.06-37.2%
Q1 2026May 7, 2026$-0.02$-0.07+70.2%
Q4 2025Feb 26, 2026$-0.09$-0.10+8.9%
Q3 2025Nov 10, 2025$0.01$-0.10+110.1%
Next earningsMon, Nov 9·consensus EPS $-0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$200.3M+63.5%38.2%-27.9%$-0.07$-77.4M
Q4 FY25$179.7M+35.7%38.0%-28.4%$-0.09$-114.2M
Q3 FY25$155.1M+48.0%37.0%-38.0%$-0.03$-69.4M
Q2 FY25$144.5M+36.0%32.1%-41.3%$-0.13$-55.3M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$959.8M$936.3M – $974.4M-$0.28-$0.33 – -$0.1715
FY27$1.4B$1.3B – $1.4B-$0.04-$0.05 – -$0.0315
FY28$1.9B$1.7B – $2.0B$0.28$0.13 – $0.669
FY29$2.2B$2.1B – $2.4B$0.53$0.48 – $0.584
FY30$2.7B$2.5B – $2.9B$0.88$0.80 – $0.964

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.12%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-26.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-37.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 556.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.615-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 1Adam C. SpiceCFO140.2K sh$9.9MSellSep 2Adam C. SpiceCFO140.2K sh$8.8MSellAug 27Frank KleinChief Operations Officer35.6K sh$2.4MSellAug 27Arjun KampaniSVP & General Counsel6.0K sh$402KSellAug 24Adam C. SpiceCFO9.7K sh$674KSellAug 24Agostino RicupatiVP Corp Controller & CAO669 sh$47KSellAug 24Frank KleinChief Operations Officer45.7K sh$3.2MSellAug 24Arjun KampaniSVP & General Counsel7.8K sh$540KSellAug 24Clevenger Marvin BradfordPresident15.1K sh$1.0MSellJul 8Peter BeckCEO986.9K sh$81.8M
1–10 of 24
+ 17 other (8 awards · 6 gifts · 2 exempts · 1 conversion) in window

See when $RKLB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDOct 148-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KPress release / Reg FDSep 158-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Rocket Lab Corporation (RKLB) filed a Rule 425 communication providing updates on financing for its pending acquisition of Iridium Communications Inc. (announced June 28, 2026 via merger agreement). The update relates to an amendment to Iridium's existing credit agreement as part of pre-closing financial restructuring. This is a material update to a transformative merger for Rocket Lab; Iridium's satellite constellation would dramatically expand Rocket Lab's commercial scale beyond launch services.

8-KPress release / Reg FDAug 138-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Rocket Lab Corporation entered into a new equity distribution agreement on August 13, 2026 with Deutsche Bank Securities and Wells Fargo Securities as sales agents and announced progress on its proposed acquisition of Iridium Communications Inc. The new ATM covers the remaining ~$1.944B unsold capacity from the prior $3.0B program (of which $1.056B was sold), with the prior agreement terminated. Both announcements are furnished under Items 7.01 and 8.01. This paired ATM refresh and Iridium deal-progress update reflects active capital management as RKLB pursues the transformative Iridium acquisition.

424B5Prospectus supplement (offering)Aug 13424B5
AI summary

Rocket Lab Corporation filed a 424B5 prospectus supplement for an at-the-market equity distribution program of up to $1,944,369,826 in common stock, replacing the prior $3B ATM (of which $1,055,630,173 was sold). The program uses Deutsche Bank Securities and Wells Fargo Securities as sales agents and includes forward sale agreement structures with Deutsche Bank AG and Wells Fargo Bank NA as forward purchasers, allowing RKLB to lock in price exposure without immediate share issuance. One of the largest active ATM programs in the space sector; the forward structure provides meaningful capital-raise optionality alongside the ongoing Iridium acquisition.

8-KMaterial agreementJun 298-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Rocket Lab entered an Agreement and Plan of Merger with Iridium Communications on June 28, 2026; Iridium will become an indirect wholly-owned RKLB subsidiary via a two-step merger (Merger Sub I into Iridium, then Iridium into Merger Sub II). Full deal terms and consideration are cut off in the excerpt. Transformative proposed acquisition of Iridium by Rocket Lab; Iridium's LEO satellite network would complement Rocket Lab's launch capabilities.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of RKLB securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at RKLB.

8-KOfficer or director changeJun 58-K — Item 5.02: Officer or director change
AI summary

RKLB (RKLB) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Financial Officer. Individuals named in the filing include Its Charter, Other Jurisdiction. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
AI summary

Rocket Lab Corporation (RKLB) filed an 8-K on May 20, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Rocket Lab is a Long Beach, California-based space launch and satellite technology company listed on Nasdaq. Annual meeting results are routine governance disclosures.

+ 22 other (8 425s · 3 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BWX Technologies vs. Rocket Lab: Should You Go Nuclear or Go to Space in Your Portfolio?fool.com·10h agoRocket Lab Drops 6% as Citizens Cuts Target Over Neutron Delay; Planet Labs Slides 5%, SpaceX Slips247wallst.com·15h agoRocket Lab Has Imploded For 3 Months: 145% Gains Are Coming According to This Pro Analyst247wallst.com·18h agoSpace Stock Watch: SpaceX Spectrum Deal, Rocket Lab Delays, Tesla Merger Chatterbenzinga.com·19h agoRocket Lab Tumbles on Yet Another Neutron Delay. Time to Bail?247wallst.com·21h ago

In themes

Explore the broader themes this ticker is being talked about under.

Space EconomyDefense & Drones

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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