Recent Earnings Buzz: Rocket Lab has been generating significant chatter on X following its latest quarterly earnings report, which showed a 55% revenue growth and beat expectations. Posts highlight optimism around the company’s guidance for over 100% growth in the next quarter. Investors seem energized by the numbers and future potential.
Analyst Upgrades Spark Interest: Discussions on X also focus on recent analyst upgrades, with price targets being raised significantly by major firms. Many users are pointing to Rocket Lab’s advancements in launch capabilities and spacecraft development as reasons for the bullish outlook. The momentum appears to be building with mentions of global expansion and new contracts.
Technical Momentum Noted: Beyond fundamentals, some conversations on X delve into technical analysis, with users noting the stock’s price trends and potential breakout patterns. There’s a mix of anticipation for upcoming earnings and speculation on key price levels to watch. The community appears engaged and closely monitoring every move.
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 23 institutional investors add shares of Rocket Lab stock to their portfolio, and 388 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC removed 40,029,546 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $1,431,856,860
- 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
- 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:
- VENTURE-CLASS ACQUISITION OF DEDICATED AND RIDESHARE (VADR) UMBRELLA TASK ORDER: $8,486,522
- THE CONTRACTOR SHALL DEVELOP GEN 1 SOLAR SAIL MISSION CONCEPTS THAT WILL ADDRESS THE OBJECTIVES OF A FUTURE...: $546,480
- FOURTH ON-RAMP FOR EGLIN WIDE AGILE ACQUISITION CONTRACT (EWAAC) VEHICLE.: $1,000
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 11 analysts offer price targets for $RKLB in the last 6 months, with a median target of $54.0.
Here are some recent targets:
- 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
- Erik Rasmussen from Stifel set a target price of $55.0 on 08/05/2025
- 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.
