Rocket Lab Stock (RKLB) Opinions on Q3 2025 Earnings Beat

Q3 Earnings Surge: Rocket Lab has sparked intense discussion on X after reporting record Q3 2025 revenue of $155 million, a 48% year-over-year increase. Posts highlight the company’s impressive 37% gross margin and a robust Q4 guidance of $170-180 million. The market response was immediate, with shares jumping significantly in after-hours trading.

Analyst Optimism: Adding fuel to the conversation, recent analyst upgrades have caught attention on X, with price targets raised as high as $30 and buy ratings reiterated. Many are buzzing about Rocket Lab’s potential to become a key end-to-end space provider. The sentiment is further boosted by mentions of a growing backlog and strategic advancements like the Neutron rocket.

Market Momentum: Discussions on X also focus on the stock’s recent 8-10% pre-market gains, driven by operational surprises and institutional accumulation. Some express long-term confidence, suggesting the company could see massive growth if upcoming projects succeed. The chatter reflects a dynamic mix of excitement and cautious optimism.

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 58 times in the past 6 months. Of those trades, 0 have been purchases and 58 have been sales.

Here’s a breakdown of recent trading of $RKLB stock by insiders over the last 6 months:

PETER BECK (President, CEO and Chairman) has made 0 purchases and 8 sales selling 2,500,000 shares for an estimated $127,453,446.
MATTHEW OCKO has made 0 purchases and 16 sales selling 2,893,097 shares for an estimated $116,894,328.
ADAM C. SPICE (Chief Financial Officer) has made 0 purchases and 8 sales selling 1,006,286 shares for an estimated $47,018,903.
FRANK KLEIN (Chief Operations Officer) has made 0 purchases and 11 sales selling 101,639 shares for an estimated $3,832,423.
ARJUN KAMPANI (SVP General Counsel &) has made 0 purchases and 11 sales selling 85,254 shares for an estimated $3,200,739.
MERLINE SAINTIL has made 0 purchases and 4 sales selling 12,706 shares for an estimated $398,895.

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

Rocket Lab Hedge Fund Activity

We have seen 157 institutional investors add shares of Rocket Lab stock to their portfolio, and 341 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. removed 31,598,794 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $1,130,288,861
STATE STREET CORP removed 14,344,968 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $513,119,505
D. E. SHAW & CO., INC. removed 13,636,776 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $487,787,477
BANK OF AMERICA CORP /DE/ removed 10,660,481 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $381,325,405
GEODE CAPITAL MANAGEMENT, LLC removed 8,527,477 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $305,027,852
BAILLIE GIFFORD & CO added 7,734,788 shares (+176.1%) to their portfolio in Q3 2025, for an estimated $370,573,693
FMR LLC removed 6,312,268 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $225,789,826

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

Rocket Lab Government Contracts

We have seen $9,034,002 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 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Keybanc issued a "Overweight" rating on 10/17/2025
Needham issued a "Buy" rating on 09/03/2025
Cantor Fitzgerald issued a "Overweight" rating on 08/08/2025
Roth Capital issued a "Buy" rating on 05/28/2025
Stifel issued a "Buy" rating on 05/28/2025

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 10 analysts offer price targets for $RKLB in the last 6 months, with a median target of $54.5.

Here are some recent targets:

Erik Rasmussen from Stifel set a target price of $75.0 on 11/11/2025
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
Kristine Liwag from Morgan Stanley set a target price of $68.0 on 10/13/2025
Ryan Koontz from Needham set a target price of $55.0 on 09/03/2025
Andres Sheppard from Cantor Fitzgerald set a target price of $54.0 on 08/08/2025
Ronald Epstein from B of A Securities set a target price of $50.0 on 07/16/2025

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.