RKLB 2X Long ETF

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Viasat Selects Rocket Lab to Build Anti-Jam Satellite for U.S. Space Force - $ViaSat(VSAT.US) $Rocket Lab(RKLB.US)

$XTALPI(02228.HK)$Rocket Lab(RKLB.US)$Hang Seng Index(00HSI.HK) are all rising. Is the US market going crazy again?

$Rocket Lab(RKLB.US) | KeyBanc 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 𝗨𝗦𝗔, maintains PT at $𝟭𝟯𝟱, 'Iridium Sparks the Next Growth Phase'

$Rocket Lab(RKLB.US) | Cantor Fitzgerald 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 𝗨𝗦𝗔, 𝗿𝗮𝗶𝘀𝗲𝘀 PT to $𝟭𝟮𝟮 from $𝟵𝟲

Rocket Lab 2Q26 First Take: Overall, Rocket Lab delivered solid results this quarter. However, next-quarter guidance significantly missed on GPM and Adj. EBITDA, as follows:

① Total revenue reached $234 mn (+62% YoY). It beat market expectations.

Space Systems (revenue $189.5 mn, +94% YoY) was the primary growth engine. Growth was driven by the factors below.

a. Large constellation contracts such as SDA Tranche II/III entered peak delivery. Revenue recognized over time surged.

b. The consolidation of Mynaric and Motiv contributed, with Mynaric adding approx. $13.2 mn. It also helped close gaps in the laser comms supply chain.

Launch Services (revenue $44.6 mn, -4% YoY) saw softer reported growth. Launch count rose from five to six, but revenue recognition weighed on reported figures.

② GPM beat in the quarter, but structural pressure emerged. Overall GAAP GPM was 36.1%, down 200 bps QoQ but above the 34% expected.

The sequential decline was mainly due to a higher mix of lower-margin (~30%) satellite bus deliveries, while mature, high-margin payload components (some 70%+) contributed less. This mix shift weighed on margins.

Additionally, Mynaric, fresh out of restructuring, had lower initial integration margins. Revenue carryover from HASTE missions also dragged profitability.

③ Opex continued to expand to fund future acceleration. The company is investing ahead of growth.

R&D expenses were about $82 mn (+25% YoY). Neutron’s impending maiden flight drove intensive hot-fire tests of the Archimedes engine, fairing tests, and system integration, lifting engineering payroll and test costs.

SG&A was about $60 mn (+50% YoY). Multiple strategic M&A initiatives (Iridium, Mynaric, and Motiv) led to elevated one-off legal, due diligence, and advisory fees.

Supported by higher absolute revenue and GPM, OP and Adj. EBITDA still beat estimates. The quarterly profit metrics benefited from the revenue and margin base.

④ 3Q26 GPM guidance points sharply lower. Management signaled a downshift in near-term profitability.

3Q26 GAAP GPM guidance of 29%-31% is well below the 36% the market expected. SDA, newly signed GEO satellites, and the FlatSatellite program are entering peak deliveries and early ramp in Q3, bringing process learning costs.

With GPM guided well below expectations, Adj. EBITDA is projected at -$17 mn to -$23 mn. This is also below the -$12 mn the market expected.

⑤ Neutron maiden flight targeted for 4Q26, but delay risk remains. The timeline carries execution uncertainty.

For the Neutron program (benchmarked against SpaceX’s Falcon 9), the current baseline is to deliver the first-flight vehicle to the pad in 4Q26. The initial aim is to complete the maiden launch by end-2026.

Management also noted the year-end window is narrowing. New launch vehicle development entails complex technical uncertainties, and the maiden flight timing depends on subsequent Stage 1 qualification tests and other gates.

$XTALPI(02228.HK) Little Jingjing, keep it up, $Rocket Lab(RKLB.US) Little Rocket has already started another round of hammering mode.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Secures Dedicated Neutron Launch Contract From Kepler Communications

$Rocket Lab(RKLB.US) Q2 EARNINGS

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Unveils GHOST Global Launch System for Electron and HASTE Rockets

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Establishes German Subsidiary to Expand European Space Manufacturing

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Chinese Long March 7A Rocket Appears To Break Apart After Liftoff - Reuters Witnesses - $SpaceX(SPCX.US) $Rocket Lab(RKLB.US)

$Rocket Lab(RKLB.US) reports its Q2 2026 financial results today, August 10 2026 after the US market closes. Wall Street expects around USD 231 million in revenue. This is a staggering 60% jump year over year. If Rocket Lab hits it, this is 5 record breaking quarters in a row.

Rocket Lab has just won a massive USD 397 million contract with the US Space Force. Total order backlog stands at a record USD 2.2 billion as of Q1 26. This is a huge increase of 108% year over year.

Rocket Lab is currently down 57% from its all time high of USD 151 achieved in May 2026.

Is it a buy? Analysts are bullish with a Buy rating despite the correction. The average price target is USD111.31, an upside potential of 49%.

Ultimately buying this stock isn't about looking at traditional P/E ratios. It is about believing that humanity's future belongs to the stars.

Just some near term events:

$Rocket Lab(RKLB.US) It turns out that a large number of SpaceX shareholders are using Rocket Lab for short selling hedging to protect their positions, including selling short positions in Rocket Lab and space-related ETFs for hedging, as they cannot actively directly short $SpaceX(SPCX.US)

$XTALPI(02228.HK)$Rocket Lab(RKLB.US) Are Little Jingjing and Little Rocket walking forward hand in hand?

I feel like we can eat something better this weekend.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Successfully Launches 13th Electron Mission of 2026 for iQPS

$SpaceX(SPCX.US) actually, this performance isn't bad. The issue is the large-scale unlocking of shares tomorrow. Is it time to open a position? It just feels panic-inducing. spcx still has a unique story globally; if you believe in that story. As for the story, spcx is too big, so big that even Rocket Lab $Rocket Lab(RKLB.US) only counts as a small business.

$Rocket Lab(RKLB.US) Trans: https://x.com/JasonZX/status/2084854453749047667?s=20 Rocket Lab's acquisition of a $397 million contract from the U.S. Space Force is highly significant. As seen in the image, the fairing shown belongs to the

$Rocket Lab(RKLB.US)

Neutron rocket's 'hippo mouth' design. The flat satellite below is the Flatellite, specifically developed for the Space Force. Flatellite represents a new generation of flat satellite design optimized for large-scale constellation deployment. These satellites will be equipped with space-based sensors and low-latency, high-bandwidth communication links. Doesn't that sound familiar? Isn't it similar to Starlink? Rocket Lab is not only responsible for the R&D, manufacturing, launch, and deployment of Flatellite satellites but also for their operation, providing data and target trajectory information to the U.S. Space Force. Furthermore, since these satellites are launched by the Neutron rocket, which has not yet officially entered commercial service, it implies that the U.S. Space Force has already incorporated the Neutron into its actual mission planning. This holds significant importance for Rocket Lab's future orders, reputation, and commercialization.