Baillie Gifford & Co. Grows Stock Holdings in Rocket Lab Corporation $RKLB

Baillie Gifford & Co. increased its position in Rocket Lab Corporation (NASDAQ:RKLB) by 176.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 12,125,910 shares of the rocket manufacturer’s stock after buying an additional 7,734,788 shares during the period. Baillie Gifford & Co. owned about 2.51% of Rocket Lab worth $580,952,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Wilmington Savings Fund Society FSB bought a new position in shares of Rocket Lab in the third quarter worth about $25,000. Hara Capital LLC purchased a new position in Rocket Lab in the 3rd quarter worth approximately $25,000. Sound Income Strategies LLC bought a new position in Rocket Lab in the 3rd quarter worth approximately $27,000. EverSource Wealth Advisors LLC boosted its stake in Rocket Lab by 109.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 796 shares of the rocket manufacturer’s stock worth $28,000 after purchasing an additional 416 shares during the period. Finally, Financial Consulate Inc. purchased a new stake in Rocket Lab during the 3rd quarter valued at approximately $35,000. Hedge funds and other institutional investors own 71.78% of the company’s stock.

Rocket Lab Stock Performance

NASDAQ:RKLB opened at $88.90 on Friday. The firm has a market capitalization of $47.49 billion, a PE ratio of -233.95 and a beta of 2.16. The stock’s fifty day moving average is $65.66 and its 200 day moving average is $55.97. Rocket Lab Corporation has a fifty-two week low of $14.71 and a fifty-two week high of $99.58. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.83 and a current ratio of 3.18.

Rocket Lab (NASDAQ:RKLB) last posted its quarterly earnings data on Monday, November 10th. The rocket manufacturer reported ($0.03) EPS for the quarter, topping the consensus estimate of ($0.05) by $0.02. The company had revenue of $155.08 million during the quarter, compared to analyst estimates of $152.45 million. Rocket Lab had a negative net margin of 35.64% and a negative return on equity of 27.26%. Rocket Lab’s quarterly revenue was up 48.0% compared to the same quarter last year. During the same period in the previous year, the firm earned ($0.10) earnings per share. On average, sell-side analysts anticipate that Rocket Lab Corporation will post -0.38 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. TD Cowen reissued a “buy” rating on shares of Rocket Lab in a report on Thursday. KeyCorp cut shares of Rocket Lab from an “overweight” rating to a “sector weight” rating in a research note on Thursday, January 15th. Wall Street Zen raised shares of Rocket Lab from a “sell” rating to a “hold” rating in a report on Saturday, January 3rd. Bank of America lifted their target price on Rocket Lab from $60.00 to $120.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Rocket Lab in a research note on Wednesday, December 3rd. Two investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $72.92.

Key Headlines Impacting Rocket Lab

Here are the key news stories impacting Rocket Lab this week:

• Positive Sentiment: Successful operational launch — Rocket Lab completed its first Electron launch of 2026 (its 80th Electron mission), deploying two Open Cosmos satellites, reinforcing revenue-driving launch cadence and demonstrating execution reliability. Rocket Lab Delivers Mission Success on First Launch of 2026 for New Customer: Open Cosmos
• Positive Sentiment: Analyst and institutional support — recent analyst upgrades and bullish price targets (including a Bank of America buy/positive outlook) and continued institutional accumulation underpin upside expectations and may attract buyers on any pullbacks. Bank of America Forecasts Strong Price Appreciation for Rocket Lab (NASDAQ:RKLB) Stock
• Neutral Sentiment: Company guidance on timeline to come — Rocket Lab says it will review test data and provide an update on Neutron’s launch schedule on its Q4 2025 earnings call in February, giving investors a scheduled cadence for clarification. Rocket Lab Neutron Test Update
• Negative Sentiment: Neutron Stage 1 tank rupture raises timeline risk — during a hydrostatic pressure qualification trial a Stage 1 tank ruptured. While Rocket Lab reports no significant facility damage and that the next tank is already in production, the incident introduces uncertainty around Neutron’s schedule and could delay medium‑lift revenue opportunities. Rocket Lab Updates Neutron Rocket After Test Tank Rupture
• Negative Sentiment: Near-term market sensitivity — the rupture prompted intraday selling in earlier sessions and commentary that timeline uncertainty could pressure sentiment until the company quantifies schedule impact on its February call. Why Is RKLB Sliding Today? Neutron Rocket Tank Rupture Raises Timeline Concerns

Insider Activity

In other news, insider Frank Klein sold 100,000 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $72.95, for a total transaction of $7,295,000.00. Following the completion of the sale, the insider directly owned 1,169,487 shares of the company’s stock, valued at approximately $85,314,076.65. The trade was a 7.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Merline Saintil sold 96,000 shares of the company’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $86.58, for a total transaction of $8,311,680.00. Following the completion of the transaction, the director owned 292,529 shares in the company, valued at approximately $25,327,160.82. The trade was a 24.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 4,306,150 shares of company stock valued at $271,865,732. 11.90% of the stock is currently owned by corporate insiders.

Rocket Lab Profile

Rocket Lab is an aerospace company that provides launch services, spacecraft, and space systems for commercial and government customers. The company’s primary launch vehicle is Electron, a small-lift orbital rocket designed to deploy small satellites and rideshare payloads to low Earth orbit. Rocket Lab also develops and manufactures the Rutherford engine, noted for its electric-pump-fed design and additive-manufactured components, which powers Electron and supports the company’s propulsion capabilities.