Rocket Lab secures NASA contracts for three Electron launches supporting the PolSIR and TSIS-2 missions, enhancing space science capabilities.
Quiver AI Summary
Rocket Lab Corporation has been selected by NASA to conduct three Electron launches for two missions: PolSIR and TSIS-2. The launches are scheduled for early 2027 from New Zealand's Launch Complex 1, with two back-to-back launches for the PolSIR mission, which will deploy CubeSats to study ice clouds, and a separate launch for the TSIS-2 mission, aimed at solar energy measurement. Rocket Lab's reliability, precise orbital deployment capabilities, and ability to meet tight schedules were highlighted as key factors in their selection. The press release also mentions Rocket Lab's plans for future NASA missions, including the Aspera astrophysics mission and the LOXSAT demonstration for in-space refueling technology.
Potential Positives
- Rocket Lab has been selected by NASA to provide multiple launches for significant missions, reinforcing its position as a trusted partner in space operations.
- The press release highlights Rocket Lab's proven track record of reliability and precision, showcased by their ability to meet tight turnaround schedules for NASA missions.
- The chosen missions, PolSIR and TSIS-2, have important scientific goals that contribute to understanding Earth's weather and energy dynamics, enhancing Rocket Lab's reputation within the scientific community.
Potential Negatives
- NASA's decision to choose Rocket Lab suggests strong competition in the launch services market, indicating the need for the company to continuously demonstrate superior performance to maintain contracts.
- The press release emphasizes the tight turnaround schedule for the missions, which may place additional pressure on Rocket Lab to meet deadlines, potentially impacting operational efficiency.
- The inclusion of a forward-looking statement caution highlights uncertainties and risks facing Rocket Lab's future performance, which could concern investors.
FAQ
What missions will Rocket Lab launch for NASA?
Rocket Lab will launch three Electron rockets for NASA's PolSIR and TSIS-2 missions starting in early 2027.
When are the Electron launches scheduled?
The Electron launches for the PolSIR mission are set for no earlier than June 2027; TSIS-2 will launch in early 2027.
What is the purpose of the PolSIR mission?
The PolSIR mission studies ice clouds in the tropics and sub-tropics to improve predictions of Earth's weather.
Why was Rocket Lab chosen for these missions?
Rocket Lab's extensive flight heritage, launch accuracy, and fast turnaround were key factors in NASA's selection.
What other upcoming NASA missions will Rocket Lab handle?
Rocket Lab will also launch NASA's Aspera mission and its LOXSAT mission, focused on astrophysics and in-space refueling technologies.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$RKLB Insider Trading Activity
$RKLB insiders have traded $RKLB stock on the open market 110 times in the past 6 months. Of those trades, 0 have been purchases and 110 have been sales.
Here’s a breakdown of recent trading of $RKLB stock by insiders over the last 6 months:
- ADAM C. SPICE (Chief Financial Officer) has made 0 purchases and 18 sales selling 1,491,153 shares for an estimated $116,424,260.
- ARJUN KAMPANI (SVP & General Counsel) has made 0 purchases and 27 sales selling 262,944 shares for an estimated $30,965,212.
- ALEXANDER R SLUSKY has made 0 purchases and 7 sales selling 200,000 shares for an estimated $25,715,726.
- FRANK KLEIN (Chief Operations Officer) has made 0 purchases and 33 sales selling 262,500 shares for an estimated $24,798,755.
- MERLINE SAINTIL has made 0 purchases and 3 sales selling 126,626 shares for an estimated $10,796,851.
- MARVIN BRADFORD CLEVENGER (President, Rocket Lab USA, Inc) has made 0 purchases and 7 sales selling 19,049 shares for an estimated $2,730,231.
- JON A OLSON has made 0 purchases and 10 sales selling 15,205 shares for an estimated $1,388,221.
- PETER BECK (CEO) has made 0 purchases and 5 sales selling 18,857 shares for an estimated $1,312,257.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$RKLB Revenue
$RKLB had revenues of $200.3M in Q1 2026. This is an increase of 63.46% from the same period in the prior year.
You can track RKLB financials on Quiver Quantitative's RKLB stock page.
You can access data on RKLB stock through the Quiver Quantitative API.
$RKLB Hedge Fund Activity
We have seen 541 institutional investors add shares of $RKLB stock to their portfolio, and 364 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 8,958,642 shares (-55.3%) from their portfolio in Q1 2026, for an estimated $575,323,989
- VK SERVICES, LLC removed 8,323,617 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $580,655,521
- CAPITAL INTERNATIONAL INVESTORS added 6,701,140 shares (+inf%) to their portfolio in Q1 2026, for an estimated $430,347,210
- BAILLIE GIFFORD & CO added 5,725,536 shares (+47.2%) to their portfolio in Q4 2025, for an estimated $399,413,391
- VANGUARD GROUP INC added 5,610,469 shares (+13.4%) to their portfolio in Q4 2025, for an estimated $391,386,317
- DEFIANCE ETFS, LLC added 5,595,925 shares (+18556.6%) to their portfolio in Q1 2026, for an estimated $359,370,303
- BLACKROCK, INC. added 4,909,667 shares (+14.8%) to their portfolio in Q1 2026, for an estimated $315,298,814
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$RKLB Analyst Ratings
Wall Street analysts have issued reports on $RKLB in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 01/20/2026
- Morgan Stanley issued a "Overweight" rating on 01/16/2026
To track analyst ratings and price targets for $RKLB, check out Quiver Quantitative's $RKLB forecast page.
$RKLB Price Targets
Multiple analysts have issued price targets for $RKLB recently. We have seen 14 analysts offer price targets for $RKLB in the last 6 months, with a median target of $105.0.
Here are some recent targets:
- Michael Leshock from Keybanc set a target price of $135.0 on 06/15/2026
- An analyst from KGI Securities set a target price of $105.0 on 06/11/2026
- Edison Yu from Deutsche Bank set a target price of $120.0 on 05/12/2026
- Ryan Koontz from Needham set a target price of $120.0 on 05/11/2026
- Trevor Walsh from Citizens set a target price of $95.0 on 05/08/2026
- Gautam Khanna from TD Cowen set a target price of $120.0 on 05/08/2026
- Erik Rasmussen from Stifel set a target price of $105.0 on 04/20/2026
Full Release
LONG BEACH, Calif., June 25, 2026 (GLOBE NEWSWIRE) -- Rocket Lab Corporation (Nasdaq: RKLB), a global leader in launch services and space systems, today announced it has been selected by NASA to provide three Electron launches for two separate NASA missions - PolSIR and TSIS-2 – from early next year. Rocket Lab’s extensive flight heritage across more than 90 launches, Electron’s proven deployment accuracy, and the company’s ability to meet the tight turnaround schedules for both missions were key driving factors behind Rocket Lab being selected as the launch provider.
Rocket Lab will fly two back-to-back Electron launches for NASA’s PolSIR mission from Launch Complex 1 in New Zealand no earlier than June 2027. A separate Electron launch for NASA’s TSIS-2 mission will take place from the same launch site in early 2027.
PolSIR
Electron will deploy two identical CubeSats for the PolSIR (Polarized Submillimeter Ice-cloud Radiometer) mission to study ice clouds at high altitudes in the tropics and sub-tropics: how they form, why they change throughout the day, and how much ice they contain. The data gathered by PolSIR will be used to inform Earth system models to make better predictions about Earth’s weather across the globe.
The PolSIR mission requires both satellites to fly in separate, 52-degree inclination, non-sun synchronous orbits that will allow NASA scientists to make comparisons across daily, seasonal, and annual cycles of ice clouds. Electron’s excellent track record for precise orbital deployment and ability to deliver satellites within meters of their target – versus the industry standard of kilometer-level deployment accuracy - is being leveraged to meet NASA’s unique requirements of this mission.
TSIS-2
NASA’s TSIS-2 (Total and Spectral Solar Irradiance Sensor-2) mission will see a single satellite launched by Electron to conduct Sun-Earth energy science. TSIS-2’s measurements of the Sun’s brightness at the top of Earth’s atmosphere, as well as the distribution of that energy over ultraviolet, visible, and infrared wavelengths, can be used by scientists to predict Earth’s ozone layer recovery or provide air quality forecasts: real-life examples of the benefits space science missions like TSIS-2 can have for day-to-day life.
This mission exemplifies Electron’s unique capability and value in providing a reliable and responsive launch service dedicated for small satellites. NASA has booked the mission to launch on Electron in just seven months from contract signing to meet the time-sensitive requirements of the mission.
Rocket Lab founder and CEO, Sir Peter Beck, says: “Electron has become synonymous with reliability, precise orbital accuracy, and on-demand launch capability and we’ve been delivering this for NASA missions for almost a decade. We’re proud to deliver this once again for PolSIR and TSIS-2.”
Alongside PolSIR and TSIS-2, other upcoming NASA missions to be launched by Rocket Lab include the agency’s Aspera mission: an astrophysics mission to study the formation and evolution of galaxies and provide new insights into how the universe works. Later this year, Rocket Lab is also scheduled to deploy its own Photon spacecraft on Electron for NASA’s LOXSAT mission: a demonstration of in-space refueling technologies that could come into play for future Moon missions and human exploration to Mars.
Rocket Lab Images and Videos: www.flickr.com/photos/rocketlab/
Rocket Lab Media Contact
Murielle Baker
[email protected]
About Rocket Lab
Rocket Lab is a leading space company that provides launch services, spacecraft, payloads, and satellite components serving commercial, government, and national security markets. Rocket Lab’s Electron rocket is the world’s most frequently launched orbital small rocket; its HASTE rocket provides hypersonic test launch capability for the U.S. government and allied nations; and its Neutron launch vehicle in development will unlock medium launch for constellation deployment, national security and exploration missions. Rocket Lab’s spacecraft and satellite components have enabled more than 1,700 missions spanning commercial, defense and national security missions including GPS, constellations, and exploration missions to the Moon, Mars, and Venus. Rocket Lab is a publicly listed company on the Nasdaq stock exchange (RKLB). Learn more at
www.rocketlabcorp.com
.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward looking statements contained in Section 27A of the Securities Act of 1933, as amended (the “Securities Act”) and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). All statements contained in this press release other than statements of historical fact, including, without limitation, statements regarding our launch and space systems operations, launch schedule and window, safe and repeatable access to space, Neutron development, operational expansion and business strategy are forward-looking statements. The words “believe,” “may,” “will,” “estimate,” “potential,” “continue,” “anticipate,” “intend,” “expect,” “strategy,” “future,” “could,” “would,” “project,” “plan,” “target,” and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including but not limited to the factors, risks and uncertainties included in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, as such factors may be updated from time to time in our other filings with the Securities and Exchange Commission (the “SEC”), accessible on the SEC’s website at
www.sec.gov
and the Investor Relations section of our website at
www.rocketlabcorp.com
, which could cause our actual results to differ materially from those indicated by the forward-looking statements made in this press release. Any such forward-looking statements represent management’s estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.