Recent discussions on X about Rocket Lab USA (RKLB) have been buzzing with enthusiasm following significant analyst upgrades and price target increases from major financial institutions. Many users are highlighting the company's strong quarterly performance and ambitious plans for the Neutron rocket launch in 2025 as key drivers of the stock's momentum. The chatter reflects a growing confidence in Rocket Lab's potential to compete in the aerospace sector.
Additionally, posts on X have pointed to geopolitical factors, such as potential shifts in government contracts and public tensions involving competing space companies, as possible tailwinds for RKLB. Some users speculate that these developments could position Rocket Lab favorably for future opportunities in defense and commercial space markets. The tone of these conversations suggests a keen interest in how these catalysts might shape the stock's trajectory in the near term.
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 222 institutional investors add shares of Rocket Lab USA stock to their portfolio, and 207 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
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 5,393,280 shares (+inf%) to their portfolio in Q2 2025, for an estimated $192,917,625
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Rocket Lab USA Government Contracts
We have seen $2,406,000 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
- 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 6 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 07/02/2025
- Cantor Fitzgerald issued a "Overweight" rating on 06/10/2025
- Roth Capital issued a "Buy" rating on 05/28/2025
- Stifel issued a "Buy" rating on 05/28/2025
- Needham issued a "Buy" rating on 05/28/2025
- Citigroup issued a "Buy" rating on 02/28/2025
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 12 analysts offer price targets for $RKLB in the last 6 months, with a median target of $33.0.
Here are some recent targets:
- 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
- Michael Leshock from Keybanc set a target price of $40.0 on 07/02/2025
- Anthony Valentini from Goldman Sachs set a target price of $27.0 on 06/30/2025
- Andres Sheppard from Cantor Fitzgerald set a target price of $35.0 on 06/10/2025
- Suji Desilva from Roth Capital set a target price of $35.0 on 05/28/2025
- Erik Rasmussen from Stifel set a target price of $34.0 on 05/28/2025
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.
