Earnings Excitement: Rocket Lab USA has sparked intense discussion on X following its Q3 2025 earnings report, which showcased a record revenue of $155 million, a 48% year-over-year increase. Many are impressed by the company's strong gross margins and bullish Q4 guidance projecting $170-180 million. The stock’s significant after-hours jump reflects heightened investor interest.
Insider Sales Concern: Recent insider selling has also caught attention on X, with reports of executives offloading shares, including notable transactions by senior officers. Some discussions express concern that this could signal a lack of confidence, dampening momentum despite recent operational successes. The sentiment around this topic remains a point of contention.
Operational Milestones: Rocket Lab’s back-to-back launch successes from different hemispheres within 48 hours have fueled positive chatter on X. This record-breaking achievement highlights the company’s operational strength, with many noting its growing role in the space industry. Analyst upgrades and raised price targets further stoke enthusiasm among followers.
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 73 times in the past 6 months. Of those trades, 0 have been purchases and 73 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 11 sales selling 2,518,857 shares for an estimated $128,220,015.
- 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 11 sales selling 1,068,913 shares for an estimated $49,564,797.
- FRANK KLEIN (Chief Operations Officer) has made 0 purchases and 15 sales selling 145,588 shares for an estimated $5,653,245.
- ARJUN KAMPANI (SVP General Counsel &) has made 0 purchases and 15 sales selling 119,146 shares for an estimated $4,649,975.
- JON A OLSON sold 60,400 shares for an estimated $2,719,473
- 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 362 institutional investors add shares of Rocket Lab USA stock to their portfolio, and 248 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
- BAILLIE GIFFORD & CO added 7,734,788 shares (+176.1%) to their portfolio in Q3 2025, for an estimated $370,573,693
- BANK OF AMERICA CORP /DE/ removed 6,620,062 shares (-49.0%) from their portfolio in Q3 2025, for an estimated $317,167,170
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 5,393,280 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $258,392,044
- NORGES BANK added 4,605,830 shares (+inf%) to their portfolio in Q2 2025, for an estimated $164,750,539
- UBS GROUP AG removed 4,013,124 shares (-60.1%) from their portfolio in Q3 2025, for an estimated $192,268,770
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:
- VENTURE-CLASS ACQUISITION OF DEDICATED AND RIDESHARE (VADR) UMBRELLA TASK ORDER: $8,486,522
- 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 4 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 11/25/2025
- B of A Securities issued a "Buy" rating on 11/19/2025
- Keybanc issued a "Overweight" rating on 10/17/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/08/2025
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 $63.0.
Here are some recent targets:
- Ryan Koontz from Needham set a target price of $63.0 on 11/25/2025
- Ronald Epstein from B of A Securities set a target price of $60.0 on 11/19/2025
- Kristine Liwag from Morgan Stanley set a target price of $67.0 on 11/12/2025
- Erik Rasmussen from Stifel set a target price of $75.0 on 11/11/2025
- 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
- Andres Sheppard from Cantor Fitzgerald set a target price of $54.0 on 08/08/2025
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.
