Rocket Lab USA Stock (RKLB) Opinions on Major Synspective Contract

Recent discussions on X about Rocket Lab USA (RKLB) have been buzzing with excitement following the company's announcement of a major multi-launch contract with Synspective, marking its largest single-customer deal to date for 10 additional Electron launches. Investors and space enthusiasts alike are captivated by how this deal reinforces Rocket Lab's dominance in the small satellite launch market. The chatter reflects a strong focus on the potential revenue boost and strategic positioning this partnership could bring.

Additionally, posts on X have highlighted Rocket Lab's impressive Q3 revenue growth of 55% and optimistic Q4 guidance projecting over 100% growth, fueling further interest in the stock's trajectory. Many are also discussing analyst upgrades, with several firms raising price targets significantly, citing the company's expanding capabilities in launch and spacecraft development. This flurry of positive updates has kept Rocket Lab at the forefront of conversations in the aerospace investment community.

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 58 times in the past 6 months. Of those trades, 0 have been purchases and 58 have been sales.

Here’s a breakdown of recent trading of $RKLB stock by insiders over the last 6 months:

PETER BECK (President, CEO and Chairman) has made 0 purchases and 8 sales selling 2,500,000 shares for an estimated $127,453,446.
MATTHEW OCKO has made 0 purchases and 16 sales selling 2,893,097 shares for an estimated $116,894,328.
ADAM C. SPICE (Chief Financial Officer) has made 0 purchases and 8 sales selling 1,006,286 shares for an estimated $47,018,903.
FRANK KLEIN (Chief Operations Officer) has made 0 purchases and 11 sales selling 101,639 shares for an estimated $3,832,423.
ARJUN KAMPANI (SVP General Counsel &) has made 0 purchases and 11 sales selling 85,254 shares for an estimated $3,200,739.
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 7 institutional investors add shares of Rocket Lab USA stock to their portfolio, and 394 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
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
FMR LLC removed 6,312,268 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $225,789,826

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Rocket Lab USA Government Contracts

We have seen $9,034,002 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:

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 9 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
Andres Sheppard from Cantor Fitzgerald set a target price of $54.0 on 08/08/2025
Michael Leshock from Keybanc set a target price of $50.0 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.