Recent discussions on X about Rocket Lab USA (RKLB) have centered around the company's latest milestone in completing the Critical Design Review for the Space Development Agency’s T2TL-Beta Constellation. Many users have expressed excitement over this development, viewing it as a significant step forward in the company’s role in national security and space logistics. This news has sparked conversations about Rocket Lab’s growing influence in the industry, with some highlighting its transition from a niche launch provider to a key player in broader space systems.
Additionally, there’s been notable buzz on X regarding Rocket Lab’s strategic moves, including potential acquisitions and new contracts with entities like the European Space Agency. Posts have emphasized the company’s expanding capabilities, such as increased payload capacity and innovative spacecraft solutions, fueling optimism about its long-term growth prospects. The tone of these discussions suggests a strong belief among some that Rocket Lab is carving out a vital space in a competitive market.
Note: This discussion summary was generated from an AI condensation of post data.
Rocket Lab USA Insider Trading Activity
Rocket Lab USA insiders have traded $RKLB stock on the open market 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.
Here’s a breakdown of recent trading of $RKLB stock by insiders over the last 6 months:
- MATTHEW OCKO has made 0 purchases and 4 sales selling 1,020,000 shares for an estimated $26,614,234.
- ADAM C. SPICE (Chief Financial Officer) has made 0 purchases and 2 sales selling 126,287 shares for an estimated $2,833,920.
- FRANK KLEIN (Chief Operations Officer) has made 0 purchases and 6 sales selling 98,206 shares for an estimated $2,244,764.
- ARJUN KAMPANI (See Remarks) has made 0 purchases and 6 sales selling 78,766 shares for an estimated $1,850,894.
- 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 USA Hedge Fund Activity
We have seen 249 institutional investors add shares of Rocket Lab USA stock to their portfolio, and 171 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VK SERVICES, LLC removed 11,500,000 shares (-35.0%) from their portfolio in Q1 2025, for an estimated $205,620,000
- BANK OF AMERICA CORP /DE/ added 6,863,470 shares (+180.8%) to their portfolio in Q1 2025, for an estimated $122,718,843
- D. E. SHAW & CO., INC. added 5,247,281 shares (+62.5%) to their portfolio in Q1 2025, for an estimated $93,821,384
- VANGUARD GROUP INC added 3,833,969 shares (+10.6%) to their portfolio in Q1 2025, for an estimated $68,551,365
- TWO SIGMA ADVISERS, LP removed 2,819,200 shares (-98.9%) from their portfolio in Q1 2025, for an estimated $50,407,296
- FMR LLC added 2,616,132 shares (+70.8%) to their portfolio in Q1 2025, for an estimated $46,776,440
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 2,155,241 shares (+245.8%) to their portfolio in Q1 2025, for an estimated $38,535,709
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Rocket Lab USA Government Contracts
We have seen $2,405,000 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:
- DIGITAL ENGINEERING APPROACH FOR ARCHIMEDES ENGINE DEVELOPMENT: $960,000
- VENTURE-CLASS ACQUISITION OF DEDICATED AND RIDESHARE (VADR) UMBRELLA TASK ORDER: $820,000
- CONTRACTOR TO PROVIDE RAPID STUDIES FOR THE MARS SAMPLE RETURN (MSR) PROGRAM.: $625,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Rocket Lab USA Analyst Ratings
Wall Street analysts have issued reports on $RKLB in the last several months. We have seen 1 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 06/03/2025
To track analyst ratings and price targets for Rocket Lab USA, check out Quiver Quantitative's $RKLB forecast page.
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.
