Recent discussions on X about Rocket Lab USA (RKLB) have been ignited by the company's successful completion of its 70th Electron mission, a significant milestone that underscores its position as a leader in small orbital launches. Many users are expressing enthusiasm over the company's consistent progress, with some pointing to the upcoming Neutron rocket launch in 2025 as a potential game-changer for the stock. The chatter reflects a sense of anticipation about how these developments could shape the company’s future in the competitive space industry.
Additionally, posts on X have highlighted recent analyst upgrades, with several firms raising their price targets following strong Q2 revenue growth and promising Q4 guidance. There’s a notable focus on Rocket Lab’s expanding capabilities in both launch services and spacecraft development, with some discussions suggesting that the stock may be poised for a breakout if key technical levels are surpassed. The dialogue reveals a mix of optimism and close attention to upcoming catalysts that could drive further momentum.
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 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 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) sold 63,444 shares for an estimated $1,691,347
- FRANK KLEIN (Chief Operations Officer) has made 0 purchases and 5 sales selling 53,653 shares for an estimated $1,434,728.
- ARJUN KAMPANI (See Remarks) has made 0 purchases and 5 sales selling 49,930 shares for an estimated $1,326,615.
- 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 9 institutional investors add shares of Rocket Lab USA stock to their portfolio, and 466 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
- 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/ 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Rocket Lab USA Government Contracts
We have seen $3,372,522 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: $2,746,522
- CONTRACTOR TO PROVIDE RAPID STUDIES FOR THE MARS SAMPLE RETURN (MSR) PROGRAM.: $625,000
- 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 USA 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:
- Needham issued a "Buy" rating on 09/03/2025
- Keybanc issued a "Overweight" rating on 08/08/2025
- 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 USA, check out Quiver Quantitative's $RKLB forecast page.
Rocket Lab USA 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 $50.0.
Here are some recent targets:
- Ryan Koontz from Needham set a target price of $55.0 on 09/03/2025
- Michael Leshock from Keybanc set a target price of $50.0 on 08/08/2025
- 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
- Jason Gursky from Citigroup set a target price of $50.0 on 07/14/2025
- Anthony Valentini from Goldman Sachs set a target price of $27.0 on 06/30/2025
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.
