Analyst Upgrades: Social media chatter has intensified around recent analyst notes from KeyBanc and Stifel reiterating overweight and buy ratings on Rocket Lab. These updates highlight accelerating growth in space systems and a compelling long-term outlook tied to the Neutron rocket program. Price targets range from $129 to $135 amid discussions of backlog visibility.
Market Momentum: Participants emphasize Rocket Lab's positioning for revenue expansion through 2030, driven by launch demand and medium-lift capabilities. Some note near-term costs associated with Neutron development but focus on the potential for strong compounding growth. Overall sentiment remains optimistic as investors share views on sustained industry tailwinds.
Note: This discussion summary was generated from an AI condensation of post data.
Rocket Lab Insider Trading Activity
Rocket Lab insiders have traded $RKLB stock on the open market 106 times in the past 6 months. Of those trades, 0 have been purchases and 106 have been sales.
Here’s a breakdown of recent trading of $RKLB stock by insiders over the last 6 months:
- PETER BECK (CEO) has made 0 purchases and 29 sales selling 3,294,636 shares for an estimated $287,722,452.
- 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 24 sales selling 162,500 shares for an estimated $17,503,775.
- ADAM C. SPICE (Chief Financial Officer) has made 0 purchases and 11 sales selling 125,488 shares for an estimated $13,311,980.
- 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.
- MERLINE SAINTIL sold 18,126 shares for an estimated $1,360,171
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.
Rocket Lab Revenue
Rocket Lab had revenues of $234.1M in Q2 2026. This is an increase of 61.99% 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.
Rocket Lab Hedge Fund Activity
We have seen 748 institutional investors add shares of Rocket Lab stock to their portfolio, and 342 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 13,805,113 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,403,289,736
- BAILLIE GIFFORD & CO removed 7,466,934 shares (-41.8%) from their portfolio in Q2 2026, for an estimated $759,013,841
- CAPITAL INTERNATIONAL INVESTORS removed 6,694,910 shares (-99.9%) from their portfolio in Q2 2026, for an estimated $680,537,601
- DEFIANCE ETFS, LLC added 5,595,925 shares (+18556.6%) to their portfolio in Q1 2026, for an estimated $359,370,303
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,836,293 shares (+inf%) to their portfolio in Q2 2026, for an estimated $288,309,183
- BLACKROCK, INC. added 2,594,134 shares (+6.8%) to their portfolio in Q2 2026, for an estimated $263,693,721
- MARSHALL WACE, LLP removed 1,881,363 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $191,240,548
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.
Rocket Lab Government Contracts
We have seen $25,408,081 of award payments to $RKLB over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- VENTURE-CLASS ACQUISITION OF DEDICATED AND RIDESHARE (VADR) UMBRELLA TASK ORDER: $24,038,000
- THE CONTRACTOR SHALL DEVELOP GEN 1 SOLAR SAIL MISSION CONCEPTS THAT WILL ADDRESS THE OBJECTIVES OF A FUTURE...: $546,480
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Rocket Lab Price Targets
Multiple analysts have issued price targets for $RKLB recently. We have seen 13 analysts offer price targets for $RKLB in the last 6 months, with a median target of $120.0.
Here are some recent targets:
- Ryan Koontz from Needham set a target price of $120.0 on 06/30/2026
- Suji Desilva from Roth Capital set a target price of $130.0 on 06/30/2026
- Jeff Van Rhee from Craig-Hallum set a target price of $120.0 on 06/30/2026
- Ronald Epstein from B of A Securities set a target price of $115.0 on 06/30/2026
- Andres Sheppard from Cantor Fitzgerald set a target price of $96.0 on 06/30/2026
- Trevor Walsh from Citizens set a target price of $130.0 on 06/30/2026
- Michael Leshock from Keybanc set a target price of $135.0 on 06/15/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
