Opinions Kevin Simpson
Rocket Lab USARKLBHOLDMay 29, 2026
Kevin SimpsonStock price when the opinion was issued
As of Jun 05, 2026. Market Open.
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Premium contentIn the last quarter, the company reported -0.07 USD per share, beating the -0.07 USD estimate by -4.35%. Revenue for the same period reached 200.35 M USD, despite the estimate of 189.65 M USD. For the next quarter, analysts expect -0.06 USD in earnings per share and 229.72 M USD in revenue. Social media mentions are up 269% in the past 24h.
Premium contentIn the last quarter, the company reported -0.09 USD per share, beating the -0.10 USD estimate by 8.95%. Revenue for the same period reached 179.65 M USD, despite the estimate of 176.83 M USD. For the next quarter, analysts expect -0.06 USD in earnings per share and 190.99 M USD in revenue. Social media mentions are up 613% in the past 24h.
Premium contentIn the last quarter, the company reported -0.09 USD per share, beating the -0.10 USD estimate by 8.95%. Revenue for the same period reached 179.65 M USD, despite the estimate of 176.83 M USD. For the next quarter, analysts expect -0.07 USD in earnings per share and 190.9 M USD in revenue. Social media mentions are up 180% in the past 24h.
Launch capacity should become very constrained in next 2-3 years, even for broadband. If data centre use can materialize, pretty significant upside. Its new rocket, Neutron, will be much more competitive on price. Looking for cost/kg to go from $3k to $300, and we're already heading in that direction. No dividend.
(Analysts’ price target is $88.08)
Ivana DelevskaPremium contentRocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA. Social media mentions are up 142% in the past 24h.
RKLB had a decent quarter, is getting some stock mojo back after its prior weak quarter (and short attack) and has signed some decent new contracts. It is still an 'expensive' stock in a still-uncertain environment. Cash flow remains highly negative and losses are expected to continue for at least two years. We like the company...less so the valuation. We would be OK with a starter position (1/4 size, perhaps) for very aggressive investors.
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Well positioned for explosion in commercial space activity as launch costs come down. Launch business will have a new product later this year, a direct competitor for the mid-range Falcon 9 from SpaceX. The other 2/3 of their business involves space systems, which is building satellites for customers. No dividend.
Really likes the scrappy, technical, and resourceful CEO. Reminds him of Elon Musk in the early days.
Premium contentRocket Lab USA, Inc., a space company, provides launch services and space systems solutions for the space and defense industries. The company provides launch services, spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and other spacecraft and on-orbit management solutions; and constellation management services, as well as designs and manufactures small and medium-class rockets. It also designs, manufactures, and sells Electron small orbital launch vehicles and the Photon satellite platforms, as well as developing the Neutron 8-ton payload class launch vehicle; conducts remote launch activities; and designs and manufactures a range of components and subsystems for the Photon family of spacecraft and broader merchant spacecraft components. The company serves commercial, aerospace prime contractors, and government customers. The company was founded in 2006 and is headquartered in Long Beach, California. Social media mentions are up 257% in the past 24h.
All space stocks are down today after a Jeff Bezos rocket exploded in a test yesterday. It has no effect on him. Explosions are expected in the test phase. Maybe investors are freeing some dry powder, perhaps to buy SpaceX.