Rocket Lab Stock (RKLB) Opinions on Hypersonic Mission Progress

Hypersonic testing milestone: Social media discussions spotlight Rocket Lab's progression in the U.S. Defense Department's MACH-TB 2.0 program, with HASTE vehicles slated for critical hypersonic flights as early as Q1 2026. Participants underscore the transition from contracts to operations, positioning the firm for recurring national security missions alongside partners like Kratos. This development is viewed as embedding Rocket Lab deeper into defense infrastructure.

Pullback tests key supports: Amid a retreat from recent peaks near $100, conversations highlight resilience at prior breakout levels around $75-80. Analysts on social media describe the move as routine digestion after sharp gains, with Neutron development and a $1.1 billion backlog providing bullish anchors. Charts suggest potential for reclaiming higher ground if supports hold firm.

Launch momentum builds: Recent Electron triumphs, including the 81st mission deploying a Korean satellite and setting a January record, fuel excitement over cadence acceleration. Users note expanding government frameworks for HASTE across U.S. and allied programs. The narrative frames these as steps toward a durable space enterprise.

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 126 times in the past 6 months. Of those trades, 0 have been purchases and 126 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 25 sales selling 5,018,857 shares for an estimated $269,325,511.
ADAM C. SPICE (Chief Financial Officer) has made 0 purchases and 17 sales selling 2,371,134 shares for an estimated $150,985,730.
MATTHEW OCKO has made 0 purchases and 12 sales selling 1,873,097 shares for an estimated $90,280,094.
FRANK KLEIN (Chief Operations Officer) has made 0 purchases and 21 sales selling 196,339 shares for an estimated $11,627,067.
MERLINE SAINTIL has made 0 purchases and 9 sales selling 143,500 shares for an estimated $11,489,000.
JON A OLSON has made 0 purchases and 20 sales selling 90,605 shares for an estimated $5,130,467.
ARJUN KAMPANI (SVP General Counsel &) has made 0 purchases and 12 sales selling 79,770 shares for an estimated $3,583,635.
NINA ARMAGNO has made 0 purchases and 9 sales selling 27,314 shares for an estimated $1,862,972.
EDWARD H. FRANK sold 2,500 shares for an estimated $193,471

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Rocket Lab Revenue

Rocket Lab had revenues of $155.1M in Q3 2025. This is an increase of 47.97% from the same period in the prior year.

You can track RKLB financials on Quiver Quantitative's RKLB stock page.

Rocket Lab Hedge Fund Activity

We have seen 457 institutional investors add shares of Rocket Lab stock to their portfolio, and 244 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

VK SERVICES, LLC removed 13,000,000 shares (-61.0%) from their portfolio in Q3 2025, for an estimated $622,830,000
BLACKROCK, INC. added 8,655,270 shares (+38.0%) to their portfolio in Q3 2025, for an estimated $414,673,985
BANK OF AMERICA CORP /DE/ removed 6,620,062 shares (-49.0%) from their portfolio in Q3 2025, for an estimated $317,167,170
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
TIDAL INVESTMENTS LLC added 3,809,347 shares (+8991.7%) to their portfolio in Q3 2025, for an estimated $182,505,814
MORGAN STANLEY added 3,665,480 shares (+105.9%) to their portfolio in Q3 2025, for an estimated $175,613,146

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Rocket Lab Government Contracts

We have seen $13,994,002 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:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Rocket Lab Analyst Ratings

Wall Street analysts have issued reports on $RKLB in the last several months. We have seen 3 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
Needham issued a "Buy" rating on 12/23/2025

To track analyst ratings and price targets for Rocket Lab, check out Quiver Quantitative's $RKLB forecast page.

Rocket Lab Price Targets

Multiple analysts have issued price targets for $RKLB recently. We have seen 7 analysts offer price targets for $RKLB in the last 6 months, with a median target of $85.0.

Here are some recent targets:

Ronald Epstein from B of A Securities set a target price of $120.0 on 01/20/2026
Anthony Valentini from Goldman Sachs set a target price of $69.0 on 01/20/2026
Kristine Liwag from Morgan Stanley set a target price of $105.0 on 01/16/2026
Ryan Koontz from Needham set a target price of $90.0 on 12/23/2025
Erik Rasmussen from Stifel set a target price of $85.0 on 12/22/2025
Michael Leshock from Keybanc set a target price of $75.0 on 10/17/2025
Peter Arment from Baird set a target price of $83.0 on 10/16/2025

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.