Rocket Lab RKLB (Page 13 of 17)
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Originally Posted By rtlm: Nice lil bounce-back today. Bought this morning at 46.76...it closed at 51.64 |
Thomas Jefferson
"He didnt punch anybody. He punched an idea." DrFrige
First time posting a tweet, fingers crossed
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Originally Posted By rtlm: First time posting a tweet, fingers crossed
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I think tomorrow during earnings they announce that Neutron is being pushed into 26 Not sure how the news will be received, hopefully a good earnings story and some new contracts to counter the bad news |
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Agree Neutron isn’t going to happen this year. Hard to say how tomorrow will go, being $20 off of ATH it might already be baked in. Suspect it will all come down to the guidance they give on the call. They do have an advantage of being able to hide behind the govt shutdown for things like the SDA contract and other stuff that’s supposed to be in the pipeline. |
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Originally Posted By Procat: Agree Neutron isn’t going to happen this year. Hard to say how tomorrow will go, being $20 off of ATH it might already be baked in. Suspect it will all come down to the guidance they give on the call. They do have an advantage of being able to hide behind the govt shutdown for things like the SDA contract and other stuff that’s supposed to be in the pipeline. Couldn't have said any of this better myself! I've seen a number of other companies in the Private Space sector basically blame the gov shutdown for why they didn't receive non-specified giant gov defense contracts lol Also seeing it go from $70 to $50 is a huge chunk of market cap to lose. Also hoping it is baked in! |
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Some good news in the ebb and flow of the market today. Blue Origin New Glenn NG-2 has now sent two RocketLab-built sats on their way to Mars. Amazon's "Project Kuiper" has now been re-named "Amazon Leo," which will consist of a constellation in excess of 3,200 satellites, each sat using four reaction wheels (at $20K apiece) manufactured and sold by RocketLab. |
This went under the radar (not unexpectedly, given the nature of the task). Rocket Lab successfully launched another HASTE (Hypersonic Accelerator Suborbital Test Electron) suborbital mission (named "Prometheus Run") from Wallops Island (VA) Launch Complex 2 (LC-2) at 8am (EST), on Tuesday (18-Nov-2025) morning.
Rocket Lab is also scheduled to launch an orbital payload for a "confidential commercial customer" (rumored to be a BlackSky Gen-3 high-resolution imagery satellite ) from New Zealand Launch Complex 1 (LC-1) today (Thurs., 20-Nov-2025), with the launch window opening at 1:15 am NZDT local New Zealand time (7:15 am EST). The mission's name is "Follow My Speed."
If it goes up on time, this will be the third time Rocket Lab has executed back-to-back launches within 48 hours over the past 12 months. |
Watching live with MattMoney and eating a breakfast burrito....![]() ??LIVE: Rocket Lab Launch 76: 18th this year. 22nd in TTM. |
![]() Neutron | Hungry Hippo Fairing Qualification COMPLETE |
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@Procat Think it will happen, triple digit? Fast forward to 1:17:50 ![]() CRYPTO BOUNCES, GAMESTOP EARNINGS, FED MEETING TOMORROW, TECHNICAL TUESDAY | MARKET CLOSE |
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With talk about SpaceX going public in 2026 with a $1.5T valuation it’s totally possible. $100 RKLB would only be around $50B valuation. IMO they could do that now if they broke through ATHs with decent macro environment and positive market sentiment towards private space. GAAP profitability and successful Neutron test flights will probably get them there regardless but I wouldn’t be surprised if triple digits were reached first. ETA: Launch scheduled for tomorrow ETA2: scrubbed ![]() Failed To Load Title |
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Originally Posted By @Procat: With talk about SpaceX going public in 2026 with a $1.5T valuation it’s totally possible. WOWSAS!! Details? Share price? timeline? Sources? EDIT: @procat I need to find some scratch and subscribe to the full Payload Pro newsletter. They broke it down. Excerpts from their teaser article. Which I really really would like to read the real article!! Attached File Attached File Attached File @chromekilla Are you dibs on starting a SpaceX thread like PLTR and RKLB and starting the research process???? HECK YEAH! |
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Originally Posted By SkiandShoot: WOWSAS!! Details? Share price? timeline? Sources? I already called dibs |
That man is a homo and a liar-TrojanMan
Hell, a Ford just breaks down on you. It doesn't fall apart AND try to kill you at the same time-Bloodsport2885
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Originally Posted By SkiandShoot: WOWSAS!! Details? Share price? timeline? Sources? Someone must have said something yesterday. I was unplugged and 20’ up in a tree chasing whitetails so I only caught bits and pieces. Google shows tons of articles headlining the $1.5T valuation but they all seem to be behind paywalls. Here’s a Bloomberg video that talks a bit about it, I’m sure there will be a lot more info in the days to come. ![]() SpaceX Said to Pursue 2026 IPO |
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Beginning to think we might be seeing a totally different trade on Rocket Lab playing out. RKLB has always been a volatile stock but +50% in 2 weeks is insane. There has been lots of talk recently about building data centers in space. With Rocket Lab’s 2022 acquisition of SolAreo they became the manufacturer of arguably the best solar panels for use in space. Rocket Lab is also an industry supplier of reaction wheels with most of the major players sourcing components from them rather than building their own. If building data centers in space becomes a reality the actual launch business could potentially become irrelevant in terms of revenue. The hardware for such projects, from divisions that are already profitable, could definitely become a serious catalyst for future growth. |
Launch livestream ![]() Failed To Load Title Scrubbed at the last second. Second time for this mission. |
![]() Rocket Lab - 'Don't Be Such A Square' Launch |
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Matt Money’s livestream last night somehow got restreamed on the White House’s website. Now space stocks are pumping. Loving this timeline. Attached File Attached File Attached File ETA SDA tranche 3 contracts are out and RKLB got $805M |
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Been down about 50% on lunar for a long time. Got about 30-40% of that back after today. Decided to bail with a small loss. Figure I'll either weekly buy back in after wash sale time clears or save it for SpaceX IPO, or add it to my pltr and rklb weekly buy. |
That man is a homo and a liar-TrojanMan
Hell, a Ford just breaks down on you. It doesn't fall apart AND try to kill you at the same time-Bloodsport2885
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Looks like it was more than the EO on Space Exploration driving things for Rocket Lab today. Rocket Lab Awarded $816M Prime Contract to Build Missile- Defense Satellite Constellation for U.S. Space Force 19-December-2025 - Press Release Long Beach, California. December 19, 2025 Rocket Lab USA, Inc., a wholly owned subsidiary of Rocket Lab Corporation (Nasdaq: RKLB) ("Rocket Lab" or "the Company"), a leading launch and space systems company, today announced it has been awarded a landmark prime contract by the U.S. Space Development Agency (SDA) to design and manufacture 18 satellites for the Tracking Layer Tranche 3 (TRKT3) program under the Proliferated Warfighter Space Architecture (PWSA). The award is Rocket Lab's largest single contract to date and underscores its growing reputation as a trusted prime in national security space. Under the $816 million contract, Rocket Lab will deliver satellites equipped with advanced missile warning, tracking, and defense sensors to provide global, persistent detection and tracking of emerging missile threats, including hypersonic systems. The award includes a $806 million base contract plus up to $10.45 million in options. Each satellite will feature Rocket Lab's next-generation Phoenix infrared sensor payload, a wide field-of-view (WFOV) solution designed to meet the evolving missile defense needs of national security space. To ensure mission resilience, the satellites will be equipped with Rocket Lab's advanced StarLite space protection sensors, designed to safeguard the constellation against directed energy threats. Notably, StarLite sensors have also been adopted by other prime contractors developing TRKT3 satellites, further expanding Rocket Lab's role in the program and unlocking additional contract value beyond its own satellite production. In addition to the $816M prime contract award value, as a leading merchant supplier into the other TRKT3 prime contractors, there are additional subsystem opportunities that could take the total capture value to approximately $1 billion for supplying items such as payloads, solar solutions, attitude determination and control components, software, and other solutions from our broad portfolio of capabilities. **** Rest of Press Release Linked at Title **** Here's Peter Beck discussing the contract award a couple of hours ago. It's a good listen and less than 10 minutes long. YouTube - Rocket Lab SDA Tranche 3 Investor Update ![]() Rocket Lab SDA Tranche 3 Investor Update |
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Originally Posted By Chromekilla: Been down about 50% on lunar for a long time. Got about 30-40% of that back after today. Decided to bail with a small loss. I still have some $9 shares I don’t even remember when I bought. They’ve done pretty well selling covered calls against. I actually had $13 calls expiring today but rolled them to March / $15 yesterday when they were basically worthless. Every time I think maybe I should buy more I come to the conclusion I just want more Rocket Lab. |
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Originally Posted By Procat: I still have some $9 shares I don’t even remember when I bought. They’ve done pretty well selling covered calls against. I actually had $13 calls expiring today but rolled them to March / $15 yesterday when they were basically worthless. Every time I think maybe I should buy more I come to the conclusion I just want more Rocket Lab. Originally Posted By Procat: Originally Posted By Chromekilla: Been down about 50% on lunar for a long time. Got about 30-40% of that back after today. Decided to bail with a small loss. I still have some $9 shares I don’t even remember when I bought. They’ve done pretty well selling covered calls against. I actually had $13 calls expiring today but rolled them to March / $15 yesterday when they were basically worthless. Every time I think maybe I should buy more I come to the conclusion I just want more Rocket Lab. I can relate. I’m just a tiny minnow with 500 LUNR and 200 RKLB. Wanted another 100 RKLB when it went under $40 but was waiting for $35. Average around $30 so I’m not mad. Was like maybe I’ll buy under $50…nah let’s wait for $45…nah let’s wait for $40….hmmm, I should buy more. Nah let’s wait for $35 lol. |
Another launch scheduled for tonight. Really trying to squeeze in as many as they can before the end of the year. ![]() Rocket Lab - 'The Wisdom God Guides' Launch |
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Originally Posted By sh1fty: Are you guys invested in FireFly (FLY) at all? Seems like there is going to be plenty of space work to spread around I've had a couple different space stocks VOYG, LUNR, RKLB, RDW Right now I'm just in RKLB and LUNR and will probably keep it that way. LUNR is a bit of a speculative play, but happy to see the recent gains. Hoping it plants the next lander attempt
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| Crazy to see RKLB at the top of all the WSB and Investing threads |
PBS put out a feature piece on Rocket Lab. Doesn’t include much that people already familiar with the company wouldn’t already know but the interview with Sir Peter Beck was kind of interesting as he addressed their budget constraints going up against people like Musk and Bezos. ![]() Inside Rocket Lab's effort to outpace larger space rivals |
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Originally Posted By Procat: PBS put out a feature piece on Rocket Lab. Doesn’t include much that people already familiar with the company wouldn’t already know but the interview with Sir Peter Beck was kind of interesting as he addressed their budget constraints going up against people like Musk and Bezos. I watched it the other day! When SpaceX IPO's it's going to be a huge tailwind for the other names in private space. . . . rising tides lift all boats! 2026 has a lot of volatility coming from a larger macro perspective with a new fed chairman and a potential gov shutdown, but I'm very bullish on RKLB. Both the launch of Neutron and the SpaceX IPO could propel RKLB to new ATH's |
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I had an appointment early this morning, so I put in a buy order on RKLB for a few hundred shares at $70.5 at the open. Sure enough, the Market Makers blew right through that to below $67 in the first minutes after the bell, then proceeded to buy the shit out of it to the $76 mark. Had I been able , I would have doubled my buy at $67 and had a really nice day. With all the positive press on RKLB I think 2026 is going to be a very good year for the stock. Hope to get another quick pullback before the bell Monday and I'll grab more. |
| Price action this morning was wild in some of the higher beta names that had a great 2025. Suspect lots of it was just profit taking by people who were waiting to push the gain into the next tax year. Next week should be interesting as everyone gets back to work and market volumes normalize. |
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This is one of the reasons I don't think the space industry will be "proxies" during the SpaceX IPO in September. Sure there will be renewed interest now and until then with folks investing in all things space, launch etc but my prediction is it's not going to be as big folks are hoping: From Payload newsletter as RKLB did not even get it's own bullet point: Attached File |
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Originally Posted By SkiandShoot: From Payload newsletter as RKLB did not even get it's own bullet point It seems to be carefully worded to omit the HASTE launches which are sub orbital and the company itself while based in the USA did all but one of its launches from NZ. What do you guys think of the SpaceX IPO? With all the excitement around it I have a sneaking feeling it might be the biggest pump and dump ever seen. |











