Rocket Lab keeps executing, guiding Q3 revenue to $250-265M, up 61-70% year over year and above the roughly $236M analyst estimate. Q2 results were mostly in line with expectations, with revenue up 62% year over year. x.com 

Rocket Lab delivered a really bullish report. Per @allday_stocks, Q1 revenue of $200.3M beat the $189.41M estimate, up 63.5% year on year, with a record 38.2% GAAP gross margin and backlog up 20.2% quarter on quarter to $2.2B. It sold more launches in Q1 than in all of 2025, guided Q2 revenue to $225-240M versus $205.18M expected, and Neutron remains on track to debut later this year, with defense momentum tied to Golden Dome and hypersonics. x.com 

Rocket Lab shares look set to grind as Neutron's first flight slips, even though the core business is at its strongest. Q2 revenue hit a record $234.1M, up 62%, and backlog rose 137% to $2.356B. But the Q3 guide cuts GAAP gross margin to 29-31% from 36.1%, below the ~37.6% expected, with adjusted EBITDA losses widening to $17-23M on low-margin satellite programs, Mynaric integration and Neutron spending. A Q1 2027 Neutron debut is now the base case, which will disappoint high expectations. x.com 

Good SpaceX earnings could help Rocket Lab lead the new-space sector higher with a rally as violent as its capitulation. Rocket Lab is the sector leader outside SpaceX; its RSI is extremely oversold, the lower Bollinger band is overstretched and MACD's negative divergence is subsiding. Three upside gaps lie at $55.25-59.18, $64.22-65.71 and $73.11-74.76. The highest should fill before year-end, though the exact date is hard to predict. x.com  x.com 

Rocket Lab's growth outlook looks great after a record quarter and a guidance beat. Revenue of $234M topped the $232M estimate, and backlog reached $2.36B, up 137% year on year and above the $2.29B estimate. Q3 revenue guidance of $258M is well above the $238M estimate. It also introduced GHOST, a containerized launch site deployable worldwide for Electron and HASTE, with two Alaska pads planned for 2027. The stock could still retest the $70-73 area. x.com 

Rocket Lab still looks ridiculously expensive at 29 times forward sales against SpaceX at 22 times, even after a 65% fall. At 22 times, Rocket Lab would be roughly $38, and SpaceX would still be the pick. SpaceX also has better forward guidance; Rocket Lab's negative adjusted EBITDA makes sales multiples the valuation yardstick. x.com  x.com  x.com  x.com 

Rocket Lab's bounce has room to run to $65 after buyers returned following shipment of Neutron's second stage to its Virginia launch site. A break above $65 before November 9 results remains the real test. x.com 

Rocket Lab's growing Space Systems business positions it to provide more than launches for the space economy. It generated $189.5M in Q2, 81% of revenue; if its pending Iridium acquisition closes, it would gain a global satellite communications network. At about $51, this is one of the most compelling long-term opportunities in the space sector over 3-5 years, provided it keeps executing. Neutron's launch has slipped to 2027, and execution risks remain. x.com  x.com  x.com 

Rocket Lab is probably worth about $10 billion, far below the nearly $50 billion it trades at. @FindleysFinance notes trailing revenue of $769 million and operating cash flow of negative $222 million. x.com 

Rocket Lab's largest-ever launch contract and a Space Force interceptor selection add to its case for doubling or more this year, though the bigger hope is growth in space solar arrays. The contract covers five Neutron and three Electron launches; with Raytheon it was picked for the space-based interceptor program, and backlog hit a record $2.2 billion, up over 20% in a quarter. The 49% gain is mainly catch-up after strong May 8 earnings; a short-term pullback is possible but should be limited. … Show more