$Rocket Lab USA, Inc.(RKLB)$ Owning rocket stocks is inherently a roller-coaster ride, I think. My logic for holding is that the company has wisely diversified its revenue stream, and what just happened with Neuron is really an R&D cost that isn't capped. To be realistic, they'll have to land at least 2 ships before it can be considered a completed pilot. In the meantime, they can eliminate a lot of other bottlenecks and incorporate lessons learned by SpaceX, who just increased their output with every failure.
$Rocket Lab USA, Inc.(RKLB)$ The stock blew past every Wall Street price target after a record earnings beat. Q1 2026 revenue came in at $200.3 million, up 63.5% year over year, with a backlog above $2.2 billion. And it looks like the trend could keep going before the big pop from the new product.
$Rocket Lab USA, Inc.(RKLB)$ This is a remarkable, once-in-a-lifetime kind of company. Honestly, no one but SpaceX can compete with it. It is essentially two companies operating in an infinite space.
$Rocket Lab USA, Inc.(RKLB)$ This will likely retrace to 78 and higher. Zoom out on the weekly chart. The US bond market and Toronto Stock Exchange are closed for Columbus Day and Canadian Thanksgiving, so volume is thin and it has the feel of a risk-off day. The next session should be different.
$Rocket Lab USA, Inc.(RKLB)$ I'm adding more on this dip. I don't expect prices to stay at these levels for long. Still waiting for updates from the company, and earnings will take a while, but the risk-reward looks increasingly attractive at this price.
$Rocket Lab USA, Inc.(RKLB)$ This latest Electron contract says a lot about demand. Rocket Lab secured an agreement for 20 additional dedicated launches with Synspective, the largest commercial Electron agreement in the company's history. That brings Synspective's total contracted Rocket Lab missions to 47, with the new missions scheduled across 2028–2031. Long-term launch commitments provide visibility into future demand and show why Electron continues attracting commercial customers. Neutron remains another major development opportunity, although schedule execution and development costs are important risks. There's a real operating business here alongside the longer-term growth ambitions.
$Rocket Lab USA, Inc.(RKLB)$ Didn't expect shorts, bears, and paper hands to hand out a gift like this. Added a few hundred shares at the discounted price. If it drops to 69, I'll add another 1k. News feels imminent.
$Rocket Lab USA, Inc.(RKLB)$ Just showed where it wants to go today: 78.25 plus. Friday was +4.9%, with a $76.09 high. Monday's pullback got absorbed. Today there was a $78.28 spike to a new near-term high, and then the dip got bought. That is not weakness. That is pressure building. The pattern is becoming clear: spike, consolidate, then higher follow-through. If $78.28 breaks, $80+ is right there. Shorts keep selling the spikes, and the chart keeps telling them they are wrong.