2026-11-09 Earnings
Earnings report D1 +10.9% · since +6.5%
2026-11-06 → 11-09 Analyst Bull 🔥Developing
RKLB Q3 Results: Record Revenue, 52% Sequential Backlog Growth, Positive Operating Cash Flow Results landed with record revenue and sequential backlog growth; Q4 guide implies further records
D1 +15.4% · since +18.2%
› 2 waves of this story2026-11-06 Ahead of earnings, multiple sources note shares down ~70% from May peak but valuation remains stretched, with fair value estimate at $202026-11-09 Results landed with record revenue and sequential backlog growth; Q4 guide implies further records2026-11-06 Company
RKLB Rebounds Pre-Earnings as Space Sentiment Recovers Shares recover Friday from Thursday losses, tracking space/defense peers, as market eyes Monday earnings
D1 +15.4% · since +18.2%
2026-11-05 Other Bear
RKLB Near 52-Week Low Amid Broad Space Sector Selloff Down 26% YTD; analysts note sector-wide weakness, technicals show demand zone
D1 -12.2% · since +36.4%
2026-11-04 Capital
RKLB Sees Institutional Buying and Media Spotlight Ahead of Q3 Earnings D.A. Davidson boosts stake 332.9%; media debate growth vs. valuation as earnings approach
D1 -3.8% · since +19.7%
2026-10-30 → 11-03 Company Bull
RKLB Successfully Completes 99th Electron Launch Company confirms successful launch deploying QPS-SAR Earth-imaging satellite, one step from 100th launch milestone
D1 -7.4% · +5d -3.0%
› 2 waves of this story2026-10-30 Electron's launch cadence demonstrates reliability with minimal downtime, strengthening commercial and defense customer relationships2026-11-03 Company confirms successful launch deploying QPS-SAR Earth-imaging satellite, one step from 100th launch milestone2026-10-22 Analyst Bull
RKLB Upgraded to Buy, Pair Trade vs ASTS Reinforced Structural advantage recognized; analyst recommends long RKLB, short ASTS
D1 -4.6% · +5d +15.4%
2026-10-20 Other Bear
RKLB Breaks Below $50, Market Watches Support Level Price breaks key $50 level; technicals and sentiment focus on next moves
D1 -0.9% · +5d +14.6%
2026-10-16 → 10-17 Analyst Bull
RKLB Maintained Bullish by Stifel and Cantor, PTs $122-$132 Analysts reaffirm long-term thesis after Neutron delay, but shares extend losses
D1 -8.0% · +5d +3.5%
› 2 waves of this story2026-10-16 Needham, Stifel, Cantor reiterate Buy after Neutron delay, citing long-term growth drivers2026-10-17 Analysts reaffirm long-term thesis after Neutron delay, but shares extend losses2026-10-15 8-K filing
8-K: Item 7.01, Item 8.01, Item 9.01 D1 -6.6% · +5d -7.3%
2026-10-05 → 10-13 Other Bear
RKLB down over 50% from June highs, analyst downgrades on missing Neutron catalyst Seeking Alpha downgrades, citing missing Neutron catalyst, pressuring valuation
D1 -1.2% · +5d -10.0%
› 2 waves of this story2026-10-05 Shares have fallen since SpaceX IPO, but RKLB's annual revenue near $770M sparks debate on oversold conditions2026-10-13 Seeking Alpha downgrades, citing missing Neutron catalyst, pressuring valuation2026-10-11 → 10-12 Other Bull
RKLB Backed by Multiple Institutions on Defense & Neutron Prospects, Record Backlog ARK keeps buying, backlog at $2.36B, institutions note orbital congestion expertise
D1 -3.7% · +5d -21.8%
› 2 waves of this story2026-10-11 Defense contracts top $1.3B; reusable Neutron could unlock larger markets2026-10-12 ARK keeps buying, backlog at $2.36B, institutions note orbital congestion expertise2026-10-09 Analyst Bull
Barclays Initiates RKLB at Overweight, PT $85 Barclays launches space & defense coverage, citing early innings of industrial revolution, rates RKLB Overweight
D1 -0.3% · +5d -25.5%
2026-10-07 Capital Bull
RKLB cancels $3.6B bridge loan, Iridium deal fully funded Loan canceled without borrowing; Iridium's ~$500M annual EBITDA to offset RKLB's $80M loss
D1 -4.2% · +5d -17.7%
2026-10-07 Company Bull
RKLB scales from Electron to Neutron, targeting mega-constellations Space Systems 29% of H1 2026 revenue; Neutron to compete with Falcon 9
D1 -4.2% · +5d -17.7%
2026-10-06 Company Bull
NASA Eyes Bulk Rocket Buy for Moon Base, Potential Boost for RKLB NASA considers bulk launch purchases across multiple rockets, creating massive procurement opportunity for RKLB and others
D1 +2.8% · +5d -14.4%
2026-10-01 → 10-05 Analyst Bull
Citi Initiates RKLB at Buy with $105 Target Citi starts coverage with Buy and $105 PT, implying significant upside from current levels
D1 +1.1% · +5d -2.9%
› 2 waves of this story2026-10-01 PT $105, citing vertical integration and commercial access to orbit2026-10-05 Citi starts coverage with Buy and $105 PT, implying significant upside from current levels2026-10-02 Capital Bull
ARK Buys ~$16.5M RKLB, Largest Purchase of Day Cathie Wood adds 233k shares, showing institutional confidence
D1 +4.9% · +5d -7.7%
2026-10-01 → 10-02 Company Bull
Rocket Lab Secures 20-Launch Deal with Synspective, Stock Soars Largest-ever deal boosts stock 7%, with ARK adding shares
D1 +1.1% · +5d -2.9%
› 2 waves of this story2026-10-01 Multi-year deal with Synspective pushes backlog past 100 missions, reinforcing commercial launch leadership2026-10-02 Largest-ever deal boosts stock 7%, with ARK adding shares2026-09-29 Analyst
RKLB Drops to $72.19; Analyst Sees $100+ by 2029 Pullback meets long-term optimism; focus on acquisition and growth
D1 -3.4% · +5d +7.7%
2026-09-11 → 09-26 Company
RKLB Completes 97th Electron Launch, Deploys Satellite for Synspective Consistent launch success reinforces reliability, supporting future Neutron and acquisition plans
D1 +1.6% · +5d +2.6%
› 4 waves of this story2026-09-11 High launch cadence demonstrates delivery capability, another launch planned this month2026-09-14 Company confirms 95th launch overall and 16th mission this year, sustaining high launch cadence2026-09-19 Official confirmation of successful SAR satellite deployment, validating launch cadence2026-09-26 Consistent launch success reinforces reliability, supporting future Neutron and acquisition plans2026-09-16 → 09-25 Capital Bull
Iridium Shareholders Approve RKLB Acquisition, Deal on Track for Mid-2027 Shareholder approval is a key milestone, advancing RKLB's vertical integration strategy
D1 +0.2% · +5d +10.4%
› 6 waves of this story2026-09-16 Bridge facility terminated, removing financing overhang for deal2026-09-16 Company completes ATM and amends credit facility, removing bridge loan commitment and reducing deal funding uncertainty2026-09-17 FCC formal review begins, comments due Oct 15, reducing regulatory uncertainty2026-09-18 Space pullback hits RKLB, competition from SpaceX in focus2026-09-25 Stockholder approval marks key milestone toward closing Iridium acquisition2026-09-25 Shareholder approval is a key milestone, advancing RKLB's vertical integration strategy2026-09-23 Capital Bull
Ark Invest Adds 369,612 RKLB Shares Cathie Wood's Ark buys ~$26M RKLB, trims Alphabet in space rotation
D1 -2.3% · +5d -0.9%
2026-09-18 → 09-22 Capital
RKLB Completes $1.94B Stock Sale to Fund Iridium Deal Sold ~29.3M shares, canceled $3.6B bridge loan, ~5% dilution
D1 -4.8% · +5d +14.5%
› 2 waves of this story2026-09-18 Massive raise to finance acquisition, investors weigh dilution2026-09-22 Sold ~29.3M shares, canceled $3.6B bridge loan, ~5% dilution2026-09-05 → 09-21 Company Bull
Cantor Reiterates Overweight on RKLB, Calls Neutron Only Viable SpaceX Alternative Cantor reiterates Overweight with $122 PT, citing Neutron and Iridium acquisition as growth drivers
D1 +2.5% · +5d -3.5%
› 3 waves of this story2026-09-05 Multiple reports cite delay risk, but first-year revenue loss estimated at only $50M2026-09-07 Neutron may slip to 2027, but Iridium acquisition in 2027 matters more2026-09-21 Cantor reiterates Overweight with $122 PT, citing Neutron and Iridium acquisition as growth drivers2026-09-15 8-K filing
8-K: Item 7.01, Item 8.01, Item 9.01 D1 +1.6% · +5d +13.3%
2026-09-13 Regulation
RKLB files GAO protest over NASA Mars telecom contract Company challenges NASA's evaluation against congressional criteria for $700M contract
D1 -0.6% · +5d +11.7%
2026-09-11 Analyst Bull
Raymond James initiates RKLB at Outperform PT $80, cites vertical integration and path to positive FCF
D1 +1.6% · +5d +2.6%
