Quick Read – Rocket Lab (RKLB) reported Q1 revenue of $200.35 million, up 63.5% year over year, with non-GAAP gross margin expanding to 43.0% from 33.4%, while backlog reached $2.20 billion and the company signed 31 new Electron and HASTE contracts plus 5 Neutron missions. -…
cket Lab trades at 121 times sales on a $85 billion market cap against trailing revenue of $679.6 million, with a $198.2 million net loss in fiscal 2025, as retail investors treat it as a SpaceX substitute ahead of SpaceX’s expected June 2026 IPO and Rocket Lab’s planned Q4 2026 Neutron medium-lift rocket debut. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Rocket Lab wasn’t one of them
Get them here FREE. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Rocket Lab wasn’t one of them. Get them here FREE. Rocket Lab (NASDAQ:RKLB) has become Wall Street’s go-to substitute for SpaceX, which Polymarket traders now give a 94.6% probability of going public by June 30, 2026, and retail money chasing the space theme has to land somewhere.
Rocket Lab operates small-payload launch with Electron, hypersonic test work with HASTE, and a fast-growing Space Systems business that now makes up roughly two-thirds of revenue. CEO Peter Beck has spent two years turning a launch company into a vertically integrated defense platform, buying Geost for $325 million, agreeing to absorb Mynaric and Motiv, and locking down an $816 million Space Development Agency contract for 18 satellites. Shares are up 422.36% over the past year, 411% year to date, and 95% in the past month alone.