Rocket

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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 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(RKT.US) | BTIG 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐑𝐨𝐜𝐤𝐞𝐭 𝐂𝐨𝐬 to 𝐍𝐞𝐮𝐭𝐫𝐚𝐥 from Buy

$Rocket Lab(RKLB.US)announced it successfully passed the System Requirements Review (SRR) for the Space Development Agency’s (SDA) Tracking Layer Tranche 3 (TRKT3) constellation.

This is a key de-risking step for its role in a $816 million firm-fixed-price Other Transaction Authority (OTA) contract, part of a broader $3.5 billion program across multiple vendors.

Rocket Lab is building satellites on its Lightning platform equipped with advanced in-house Phoenix wide field-of-view infrared sensors for missile warning/tracking (including hypersonics), StarLite space protection sensors against directed energy threats, and supporting ground software.

This builds on a December 2025 prime contract award. Combined with prior SDA Transport Layer work, Rocket Lab’s total SDA-related backlog now exceeds $1.3 billion. The constellation supports persistent global missile detection and defense for the U.S. and allies, with launches targeted around FY2029.

It validates Rocket Lab’s technical approach and vertical integration (sensors, spacecraft, software all in-house). It positions the company as a credible prime contractor for complex national security missions beyond just launches.

@Bridge Buzz SG

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$Rocket Lab(RKLB.US)'s Q1 2026 Earnings, $200.3M (+63.5% YoY), beating expectations across revenue, margins, and Adjusted EBITDA. Record backlog of $2.2B (+20% QoQ). Strong liquidity post ATM offering. Q2 guidance points to another record revenue quarter.

Booked more Electron/HASTE + Neutron launches in Q1 alone than all of 2025. Signed its largest-ever launch contract (confidential customer for multiple Neutron + Electron missions).

$30M contract for HASTE hypersonic launches with Anduril; selected (with Raytheon) for U.S. Space Force Space Based Interceptor program.

@Bridge Buzz SG

ValueAct Capital Portfolio Updates

$Rocket Lab(RKLB.US) | 𝐑𝐨𝐜𝐤𝐞𝐭 𝐋𝐚𝐛: Cantor Fitzgerald reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, raises 𝐏𝐓 𝐭𝐨 $𝟗𝟔

$Rocket(RKT.US) sold the paydays shares for great payday %. I will hold the full swing and settle into the plan with $ in my pocket.

Source: Sunrise Trader

$Rocket(RKT.US) good reaction to ER new here today

Source: Sunrise Trader

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Rocket Lab(RKLB.US) Rocket Lab Unveils High-Performance Star Tracker for Space Missions

Source: Hardik Shah

$Rocket(RKT.US) all out for now. I made good % on this trade.

Source: Sunrise Trader

$Rocket(RKT.US) a rung of the ladder sold today for great profit. Still own shares.

Source: Sunrise Trader

$Rocket Lab(RKLB.US) Just told my colleague, Little Rocket's five-year target price: $500. Serious. 😄

$Rocket(RKT.US) daily chart watching for a close over both 10ema and 21ma daily. Still own full here

Source: Sunrise Trader

$Rocket(RKT.US) over 10ema and watching the 21ma daily for next level

Source: Sunrise Trader

$Rocket(RKT.US) showing signs of reversal/bounce back over 10ema with above avg volume today.

Source: Sunrise Trader

$Rocket Lab(RKLB.US)#NewDiscussionZones

Rocket Lab (RKLB) is becoming one of the most interesting long-term space infrastructure companies in the market. While many investors still see it primarily as a launch provider through its Electron rocket, the bigger story is actually its growing space systems business.

Rocket Lab generates revenue not only from launches but also from satellite components, spacecraft manufacturing, and mission services. This diversified model may create more stable and recurring revenue compared to companies that rely only on launch cadence.

The upcoming Neutron rocket is also a major catalyst. If Rocket Lab successfully develops a medium-lift reusable rocket, it could significantly expand its addressable market and compete for larger commercial and government missions.

With increasing global demand for satellite constellations, defense space capabilities, and Earth observation services, Rocket Lab could benefit from a multi-decade growth trend in the space economy. For long-term investors, RKLB may represent a high-growth but higher-risk portfolio position tied to the expanding commercial space industry.

$Rocket(RKT.US) payday shares sold for good payday %. I now settle into the full swing with cushion. Different symbol, same system used over and over again.

Source: Sunrise Trader