Recent Stock Surge: Rocket Lab has been a hot topic on social media recently, with discussions centering on a significant stock price surge of over 25% in a week, driven by a series of successful rocket launches. Many users are excited about the company’s operational updates, including a major win with a dedicated launch for Japan’s space agency, JAXA. The buzz reflects optimism about the firm’s growing role in the space industry.
Profit-Taking Dip: Despite the earlier gains, social media chatter has noted a recent 8% drop in RKLB shares, attributed to investors taking profits after a year-to-date run of 141%. Some are debating whether this signals a cooling-off period or a buying opportunity, especially with upcoming projects like the Neutron rocket. The conversation remains lively as analysts continue to highlight strong government demand.
Future Potential: Looking ahead, discussions on social media frequently mention Rocket Lab’s potential catalysts, such as further launches and innovations like the 'Hungry Hippo' fairing for Neutron. Enthusiasm persists around the company’s billion-dollar backlog and institutional interest, though some express caution about volatility. The dialogue keeps investors engaged with the stock’s trajectory.
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 63 times in the past 6 months. Of those trades, 0 have been purchases and 63 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 11 sales selling 2,518,857 shares for an estimated $128,220,015.
- MATTHEW OCKO has made 0 purchases and 12 sales selling 1,873,097 shares for an estimated $90,280,094.
- ADAM C. SPICE (Chief Financial Officer) has made 0 purchases and 10 sales selling 1,005,469 shares for an estimated $47,873,450.
- FRANK KLEIN (Chief Operations Officer) has made 0 purchases and 12 sales selling 96,339 shares for an estimated $4,332,087.
- ARJUN KAMPANI (SVP General Counsel &) has made 0 purchases and 12 sales selling 79,770 shares for an estimated $3,583,635.
- JON A OLSON sold 60,400 shares for an estimated $2,719,473
- MERLINE SAINTIL has made 0 purchases and 5 sales selling 22,706 shares for an estimated $878,895.
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 364 institutional investors add shares of Rocket Lab stock to their portfolio, and 247 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
- BAILLIE GIFFORD & CO added 7,734,788 shares (+176.1%) to their portfolio in Q3 2025, for an estimated $370,573,693
- BANK OF AMERICA CORP /DE/ removed 6,620,062 shares (-49.0%) from their portfolio in Q3 2025, for an estimated $317,167,170
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 5,393,280 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $258,392,044
- NORGES BANK added 4,605,830 shares (+inf%) to their portfolio in Q2 2025, for an estimated $164,750,539
- UBS GROUP AG removed 4,013,124 shares (-60.1%) from their portfolio in Q3 2025, for an estimated $192,268,770
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Rocket Lab Government Contracts
We have seen $13,984,002 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: $13,436,522
- 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 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 11/25/2025
- B of A Securities issued a "Buy" rating on 11/19/2025
- Keybanc issued a "Overweight" rating on 10/17/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/08/2025
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 9 analysts offer price targets for $RKLB in the last 6 months, with a median target of $63.0.
Here are some recent targets:
- Ryan Koontz from Needham set a target price of $63.0 on 11/25/2025
- Ronald Epstein from B of A Securities set a target price of $60.0 on 11/19/2025
- Kristine Liwag from Morgan Stanley set a target price of $67.0 on 11/12/2025
- 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
- Andres Sheppard from Cantor Fitzgerald set a target price of $54.0 on 08/08/2025
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.
