RKLB260116C75000.US

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Rocket Lab(RKLB.US) Rocket Lab Secures Three More Electron Launches From iQPS

$XTALPI(02228.HK) I really want to swap XtalPi for the little rocket now. At this level, the rocket has become undervalued. $Rocket Lab(RKLB.US)

$Firefly Aerospace(FLY.US) $York Space(YSS.US) $Rocket Lab(RKLB.US) and even my favorite $Planet Labs(PL.US), all of them are overpriced immensely. Space is exciting but the money is not there, won't come be +ve another decade at least. They ran too much up too fast and now faces the correction.

$RKLB 261218 100 Call(RKLB261218C100000.US)$Rocket Lab(RKLB.US) Bought it but didn't dare to say anything. Already got beaten up with sores all over the face. Bruised and battered, even mom wouldn't recognize me.

$Rocket Lab(RKLB.US) | Citizens reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐑𝐨𝐜𝐤𝐞𝐭 𝐋𝐚𝐛, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟑𝟎

$Rocket Lab(RKLB.US)has seen a mix of constructive company-specific developments in recent days amid an ongoing stock correction. As of July 23, 2026, shares were trading around roughly 54% below the May peak, after a multi-month pullback driven by SpaceX IPO-related sector rotation, valuation concerns, earlier insider selling, and broader market pressures.

The most notable positive catalyst is a $266 million firm-fixed-price contract awarded by the U.S. Space Force (Space Systems Command) around July 20–21 for 12 suborbital launches under the HASTE program, primarily supporting hypersonic and missile-defense testing from the Pacific Spaceport Complex in Alaska. The work runs through the end of 2028, with options for six additional launches and roughly $112 million obligated upfront. This expands Rocket Lab’s defense backlog and further validates its responsive/suborbital launch capabilities.

Separately, the Space Force raised the ceiling on its National Security Space Launch (NSSL) Phase 3 Lane 1 contract vehicle from $5.6 billion to $17 billion. Rocket Lab is one of the seven qualified vendors (alongside SpaceX, ULA, Blue Origin, and others), which meaningfully increases potential future national security launch task-order opportunities through fiscal 2029.

@Captain's Treasure

$Rocket Lab(RKLB.US)$Tesla(TSLA.US) are both victims of Korean retail investors deleveraging. Because the concentration of Korean retail investors investing in these two stocks is also very high. At least that's how it feels from what I see on X.

while everyone stares at SpaceX, Rocket Lab quietly nailed a full duration hot fire on the Neutron Archimedes engine. first flight targeted year end, stock up like 97% over the past year. small cap space done right imo

$Rocket Lab(RKLB.US)has dropped roughly 55% from its late-May 2026 peak. The decline is largely a high-beta unwind rather than a company-specific operational collapse.

The main catalyst was the post-SpaceX IPO reset. Space stocks had rallied hard on expectations that the listing would lift the entire sector through hype and potential passive inflows. Once SpaceX listed, investors took profits, rotated capital into the newly public giant, and reassessed valuations across the group. The absence of a quick S&P 500 inclusion for SpaceX removed another hoped-for tailwind, accelerating the sector-wide selloff.

Broader market dynamics amplified the move. The stock had risen hundreds of percent over the prior year. High-beta growth names faced profit-taking amid valuation concerns (including AI-related), occasional rate and risk-off pressure, and secondary events such as a Blue Origin test incident that triggered sympathy selling across launch stocks.

@Captain's Treasure

Rocket Lab, AST SpaceMobile, and Intuitive Machines have all moved lower on a YTD performance basis.

$Rocket Lab(RKLB.US) This is really completely incomprehensible. What's the reason for the drop? Can only say that quant trading is too powerful.

$XTALPI(02228.HK) will return to 15 first? Or will $Rocket Lab(RKLB.US) return to 150 first?

I just want to quietly hold and wait for a big piece of news. It's really hard.

Stifel: 'Kratos $400M DoW award a positive read-through to Rocket Lab'. - $Kratos Defense & Security(KTOS.US) $Rocket Lab(RKLB.US)

$Rocket Lab(RKLB.US)has fallen sharply in recent weeks, declining nearly 45% from its all-time high. This pullback comes after a massive multi-year rally, with the stock still showing strong year-to-date and one-year gains overall, but recent trading has featured multiple consecutive down days amid heightened volatility.

A notable catalyst in early July was heavy insider selling, with CEO Peter Beck disclosing the sale of nearly 3 million shares worth roughly $286 million shortly after another key event. The $8 billion acquisition of Iridium Communications, announced on June 29, initially boosted the stock with a sharp surge and drew highly bullish analyst reactions, as it was seen as a transformative step toward vertical integration with recurring revenue and satellite capabilities. However, short-term sentiment turned more cautious as investors weighed the deal’s financing structure (including a large bridge loan), potential dilution from the stock component, added complexity, and the timing of the CEO’s share sales, which raised questions among some retail investors.

@Captain's Treasure

$Rocket Lab(RKLB.US) | Cantor Fitzgerald 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐑𝐨𝐜𝐤𝐞𝐭 𝐋𝐚𝐛, maintains 𝐏𝐓 𝐚𝐭 $𝟗𝟔

$Rocket Lab(RKLB.US) quietly one of the more active names in the community this week while everyone fixates on the chip carnage. the space sector is heating up with SpaceX in the index now drawing eyes to the whole group. i hold a small speculative position, it's a high-beta bet on launch cadence and the Iridium acquisition. sized small because space stocks swing hard, but the sector tailwind is real.

$Rocket Lab(RKLB.US)has seen a sharp rebound in late June and early July 2026 following its major $8 billion acquisition of Iridium Communications, announced around June 29. The cash-and-stock deal values Iridium at about $54 per share, a 24% premium, with shareholders receiving $27 cash plus Rocket Lab shares subject to a collar. Expected to close in mid-2027 pending approvals, the transaction combines Rocket Lab’s launch vehicles and space systems expertise with Iridium’s global L-band satellite constellation, licensed spectrum, network infrastructure, and recurring revenue from over 2.5 million subscribers across government, defense, aviation, maritime, and commercial markets.

Rocket Lab is funding the cash portion partly through a $3.6 billion bridge loan from Deutsche Bank and Wells Fargo, plus cash on hand and other financing. Strategically, this positions the company as a more vertically integrated space powerhouse, diversifying beyond lumpy launch revenues into higher-margin, recurring satcom while leveraging its rockets to support and expand Iridium’s network, directly challenging SpaceX/Starlink dominance in the orbital economy.

@Bridge Buzz SG

$Rocket Lab(RKLB.US) still riding the Iridium acquisition, up again today. going from launch provider to owning a whole satellite network is a huge bet but that is how you build a real space company, not just a launch calendar. holding for the long arc