Analyst Upgrades: Social media discussions highlight multiple Wall Street firms raising price targets on Rocket Lab USA shares to over $100, shifting ratings to overweight and buy amid strong execution in launches and contracts. Investors note the stock's resilience despite recent volatility, viewing dips as entry points into a leader in small satellite deployments.
Defense Contracts Surge: Chatter centers on a landmark $816 million U.S. Space Force deal for missile-defense satellites, bolstering the backlog beyond $1 billion and underscoring growing defense reliance on the company's reliable Electron rocket. Enthusiasm builds around hypersonic testing via HASTE, positioning Rocket Lab as a key player in national security missions.
Neutron Anticipation: Despite a recent test setback, conversations emphasize the upcoming Neutron reusable rocket as a transformative 2026 catalyst for medium-lift capabilities. Participants celebrate the 81st successful Electron launch, reinforcing operational excellence in a rapidly expanding space economy.
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 126 times in the past 6 months. Of those trades, 0 have been purchases and 126 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 25 sales selling 5,018,857 shares for an estimated $269,325,511.
- ADAM C. SPICE (Chief Financial Officer) has made 0 purchases and 17 sales selling 2,371,134 shares for an estimated $150,985,730.
- MATTHEW OCKO has made 0 purchases and 12 sales selling 1,873,097 shares for an estimated $90,280,094.
- FRANK KLEIN (Chief Operations Officer) has made 0 purchases and 21 sales selling 196,339 shares for an estimated $11,627,067.
- MERLINE SAINTIL has made 0 purchases and 9 sales selling 143,500 shares for an estimated $11,489,000.
- JON A OLSON has made 0 purchases and 20 sales selling 90,605 shares for an estimated $5,130,467.
- ARJUN KAMPANI (SVP General Counsel &) has made 0 purchases and 12 sales selling 79,770 shares for an estimated $3,583,635.
- NINA ARMAGNO has made 0 purchases and 9 sales selling 27,314 shares for an estimated $1,862,972.
- EDWARD H. FRANK sold 2,500 shares for an estimated $193,471
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Rocket Lab USA Revenue
Rocket Lab USA 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 USA Hedge Fund Activity
We have seen 464 institutional investors add shares of Rocket Lab USA stock to their portfolio, and 260 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
- BANK OF AMERICA CORP /DE/ removed 6,620,062 shares (-49.0%) from their portfolio in Q3 2025, for an estimated $317,167,170
- BAILLIE GIFFORD & CO added 5,725,536 shares (+47.2%) to their portfolio in Q4 2025, for an estimated $399,413,391
- VANGUARD GROUP INC added 5,610,469 shares (+13.4%) to their portfolio in Q4 2025, for an estimated $391,386,317
- TIDAL INVESTMENTS LLC added 3,809,347 shares (+8991.7%) to their portfolio in Q3 2025, for an estimated $182,505,814
- MORGAN STANLEY added 3,665,480 shares (+105.9%) to their portfolio in Q3 2025, for an estimated $175,613,146
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Rocket Lab USA Government Contracts
We have seen $13,994,002 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: $13,446,522
- 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 USA Analyst Ratings
Wall Street analysts have issued reports on $RKLB in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 01/20/2026
- Morgan Stanley issued a "Overweight" rating on 01/16/2026
- Needham issued a "Buy" rating on 12/23/2025
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 7 analysts offer price targets for $RKLB in the last 6 months, with a median target of $85.0.
Here are some recent targets:
- Ronald Epstein from B of A Securities set a target price of $120.0 on 01/20/2026
- Anthony Valentini from Goldman Sachs set a target price of $69.0 on 01/20/2026
- Kristine Liwag from Morgan Stanley set a target price of $105.0 on 01/16/2026
- Ryan Koontz from Needham set a target price of $90.0 on 12/23/2025
- Erik Rasmussen from Stifel set a target price of $85.0 on 12/22/2025
- 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
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.
