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Why Is Wall Street Betting Big On RKLB Stock?
Trefis67d agoneutral
Why Is Wall Street Betting Big On RKLB Stock?

Here’s the real story behind Rocket Lab’s astronomical one-year run, and it has nothing to do with a single earnings report. If you held Rocket Lab (RKLB) over the past year, congratulations. You’ve probably stopped checking your brokerage account out of sheer vertigo. The stock’s +265% return vastly outpaced the S&P 500’s respectable +24% gain, leaving its defense-giant peers like LMT (+13.2%) and NOC (+13.4%) sitting on the launchpad. So, what lit the fuse on this thing? A single quarter of st

Unhappy With Redwire’s Dilution? 5 Space and Defense Stocks to Buy Instead
24/7 Wall St.67d agobullish
Unhappy With Redwire’s Dilution? 5 Space and Defense Stocks to Buy Instead

Redwire (NYSE: RDW) is the space-and-drones story dominating retail feeds right now, riding a 107.2% year-to-date run on record backlog and a viral “drones plus space” thesis. But the data underlying the rally tells a different story. The dilution complaint is well-documented. Redwire’s Q1 shareholders’ equity ballooned 1,531% to $1.09 billion, distorted by stock-based compensation, ... Unhappy With Redwire’s Dilution? 5 Space and Defense Stocks to Buy Instead

Rocket Lab, Sterling, and Sunrun Stocks Trade Down, What You Need To Know
StockStory67d agoneutral
Rocket Lab, Sterling, and Sunrun Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after early gains reversed and a midday helicopter incident introduced a new layer of uncertainty across cyclical sectors. Iran shooting down a US Apache helicopter over the Strait of Hormuz, and Trump's statement that the US must respond, directly unsettled two components of industrial demand.

Is It Too Late To Consider Rocket Lab (RKLB) After A 298% One Year Surge?
Simply Wall St.67d agobullish
Is It Too Late To Consider Rocket Lab (RKLB) After A 298% One Year Surge?

Investors may be wondering whether Rocket Lab stock still offers value after its recent run, or if expectations have moved too far ahead of reality. The stock last closed at US$108.23, with the share price down 12.2% over the past week, up 2.6% over the past month and up 42.4% year to date. The 1 year return of 298.3% and 3 year return of more than 17x suggest significant shifts in how investors view the company. These moves have come alongside growing attention on the commercial space...

Creating a 65% “Dividend” on RKLB Stock Using Options
Barchart68d agoneutral
Creating a 65% “Dividend” on RKLB Stock Using Options

Let's say I have $11,000 to invest into RKLB stock, I could simply buy 100 shares and hope the stock rises. But, if I want a more conservative play, I could sell a December 18 put with a strike price of $110 and set aside the $11,000 in case I am assigned on the short put.

Shoals, Rocket Lab, and Blink Charging Shares Are Soaring, What You Need To Know
StockStory68d agobullish
Shoals, Rocket Lab, and Blink Charging Shares Are Soaring, What You Need To Know

A number of stocks jumped in the morning session after industrial stocks recovered, carried by the broad market rebound and a read-through from AI-driven capital expenditure commitments. AMD announced a £2 billion ($2.66 billion) five-year investment in the UK for AI research and infrastructure, a signal that data-centre construction and the equipment, logistics, and grid infrastructure supporting it continues to draw major capital. Easing Middle East tensions reinforced the sector's recovery. I

Rocket Lab CEO: Only Two Companies Have Successfully Scaled Space Launch
24/7 Wall St.68d agoneutral
Rocket Lab CEO: Only Two Companies Have Successfully Scaled Space Launch

On a recent episode of Prof G Markets titled “The Space Boom Is Just Beginning,” Rocket Lab (NASDAQ: RKLB) CEO Peter Beck pushed back against host Ed Elson’s skepticism about space industry economics. All with a blunt assessment of the competitive landscape. “Right now, there are two companies on this planet that have successfully scaled ... Rocket Lab CEO: Only Two Companies Have Successfully Scaled Space Launch

SpaceX Stock's Lockup: You've Been Warned
Trefis69d agoneutral
SpaceX Stock's Lockup: You've Been Warned

At a reported $1.8 trillion valuation, SpaceX (SPCX) is set to be the largest IPO in history. The business is genuinely exceptional. Starlink is profitable, launch economics are unmatched, and the defense contract pipeline is deep. But the stock will almost certainly price at a significant speculative premium, and that is precisely the context in which lockup periods matter most. Related: SpaceX At 100x Revenue: A Warning From 2000.

SpaceX: The Problem With Starlink's Next 10 Million Users
Trefis69d agoneutral
SpaceX: The Problem With Starlink's Next 10 Million Users

SpaceX is set to go public in a few days at a valuation north of $1.7 trillion. The narrative has quite a few big, futuristic bets: Starship, orbital data centers, and ambitions that stretch far beyond Earth. But the business doing much of the heavy lifting today is Starlink. The satellite internet network has become SpaceX's primary profit engine, but it also carries some very real risks. Average revenue per user is falling, capital requirements remain heavy, and each new wave of customers appe

Rocket Lab Adds Veteran Accounting Leader As Valuation Questions Linger
Simply Wall St.69d agoneutral
Rocket Lab Adds Veteran Accounting Leader As Valuation Questions Linger

Rocket Lab (NasdaqGS:RKLB) appointed Agostino Ricupati as Chief Accounting Officer. Ricupati brings roughly two decades of senior finance and accounting experience at large multinational companies. He will oversee global finance operations as Rocket Lab expands its space systems and launch activities. For you as an investor, this is a people story with clear balance sheet implications. Rocket Lab, a space systems and launch provider, is building a more vertically integrated profile with a...

The Unstoppable Space ETF Rally Means UFO’s 138% Surge Still Has Room to Run
24/7 Wall St.70d agobullish
The Unstoppable Space ETF Rally Means UFO’s 138% Surge Still Has Room to Run

The Procure Space ETF (NYSEARCA:UFO) has staged one of the most authoritative thematic moves of 2026, climbing 138.53% over the past year and 53.53% year to date, and the structural setup behind this rally makes a meaningful reversal difficult to engineer. It is a thematic ETF backed by satellite operators with recurring revenue, defense-adjacent infrastructure ... The Unstoppable Space ETF Rally Means UFO’s 138% Surge Still Has Room to Run

SpaceX IPO Could Create More Wealth Than All IPOs in the Last 20 Years Combined. Here’s Why Early Investors Are Banking On It
24/7 Wall St.70d agoneutral
SpaceX IPO Could Create More Wealth Than All IPOs in the Last 20 Years Combined. Here’s Why Early Investors Are Banking On It

On a recent Earn Your Leisure segment, co-host Rashaad Bilal quoted investor Barry Atlas with a claim that stops you mid-scroll: “these companies are going to make more money than all of the IPOs in the last 20 years put together,” creating “a whole new class of billionaires” from just a handful of listings. SpaceX ... SpaceX IPO Could Create More Wealth Than All IPOs in the Last 20 Years Combined. Here’s Why Early Investors Are Banking On It

Rocket Lab’s Neutron Opportunity Grows As Medium Lift Competition Thins
Simply Wall St.71d agoneutral
Rocket Lab’s Neutron Opportunity Grows As Medium Lift Competition Thins

Blue Origin’s New Glenn launch pad was disabled during a destructive test, removing a key US competitor in medium lift missions. Rocket Lab, with its upcoming Neutron rocket, now stands as the only near term US medium lift alternative to SpaceX. This change affects government and commercial customers that rely on multiple providers for access to orbit. Rocket Lab, listed as NasdaqGS:RKLB, operates as a launch and space systems company, with Electron serving the small launch segment and...