Rocket Lab (RKLB) Projected to Post Quarterly Earnings on Thursday

Rocket Lab (NASDAQ:RKLB) will likely be announcing its Q4 2025 results after the market closes on Thursday, February 26th. Analysts expect Rocket Lab to post earnings of ($0.05) per share and revenue of $178.1830 million for the quarter. Parties can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 26, 2026 at 5:00 PM ET.

Rocket Lab Stock Performance

Shares of RKLB opened at $74.42 on Thursday. The company has a quick ratio of 2.83, a current ratio of 3.18 and a debt-to-equity ratio of 0.32. The firm has a market cap of $39.75 billion, a price-to-earnings ratio of -195.84 and a beta of 2.16. Rocket Lab has a 12 month low of $14.71 and a 12 month high of $99.58. The company’s fifty day moving average is $76.52 and its 200-day moving average is $59.80.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. The Goldman Sachs Group boosted their price objective on shares of Rocket Lab from $47.00 to $69.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. TD Cowen reaffirmed a “buy” rating on shares of Rocket Lab in a research note on Thursday, January 22nd. KeyCorp cut Rocket Lab from an “overweight” rating to a “sector weight” rating in a report on Thursday, January 15th. Bank of America boosted their price objective on Rocket Lab from $60.00 to $120.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Finally, Stifel Nicolaus raised their target price on shares of Rocket Lab from $75.00 to $85.00 and gave the company a “buy” rating in a research note on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $72.92.

Rocket Lab News Summary

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

• Positive Sentiment: Successful Electron launch reinforced Rocket Lab’s operational execution and deployment reliability, supporting confidence in launch cadence and revenue conversion. Rocket Lab Stock Jumps Amid Launch Success
• Positive Sentiment: Sector/defense rally tied to rising geopolitical tensions has lifted space and defense stocks, helping RKLB rebound alongside peers as traders favor companies with government and defense exposure. Rocket Lab Stock Rebounds As Space, Defense Names Rally
• Positive Sentiment: Company fundamentals cited in recent coverage — record revenue in prior quarters, a >$1.1B contracted backlog, and recurring government contracts (including recent hypersonic test missions) — provide tangible demand visibility that supports longer-term growth expectations. Rocket Lab Earnings Loom as Neutron Timeline Takes Center Stage
• Neutral Sentiment: Upcoming Q4 earnings (Feb. 26 after the close) are the next catalyst — investors will focus on revenue, margin progress, backlog conversion and any updated Neutron schedule; the report could swing sentiment either way. Rocket Lab Earnings Loom as Neutron Timeline Takes Center Stage
• Negative Sentiment: Neutron development risk remains a headline: a Stage 1 tank rupture during qualification testing has raised uncertainty over maiden-flight timing and contributed to recent volatility. Any further delay or weaker timeline guidance would likely pressure the stock. Rocket Lab Earnings Loom as Neutron Timeline Takes Center Stage
• Negative Sentiment: Recent pullbacks and sector selloffs—plus notable insider selling reported in public filings and social summaries—are weighing on sentiment; these factors can amplify downside if earnings or Neutron updates disappoint. Rocket Lab USA Stock (RKLB) Opinions on Electron Launch Success One Space Stock Delivers Revenue Growth Despite Delays While Its Rival Disappoints Investors Entirely

Insider Buying and Selling

In other news, CFO Adam C. Spice sold 1,365,665 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $75.50, for a total value of $103,107,707.50. Following the transaction, the chief financial officer owned 1,359,568 shares of the company’s stock, valued at approximately $102,647,384. This represents a 50.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Frank Klein sold 100,000 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $72.95, for a total value of $7,295,000.00. Following the completion of the transaction, the insider directly owned 1,169,487 shares in the company, valued at approximately $85,314,076.65. This represents a 7.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 4,306,150 shares of company stock worth $271,865,732 over the last three months. Company insiders own 11.90% of the company’s stock.

Hedge Funds Weigh In On Rocket Lab

A number of institutional investors have recently added to or reduced their stakes in RKLB. Smartleaf Asset Management LLC increased its stake in shares of Rocket Lab by 67.0% in the 4th quarter. Smartleaf Asset Management LLC now owns 2,296 shares of the rocket manufacturer’s stock valued at $162,000 after acquiring an additional 921 shares in the last quarter. Greenline Wealth Management LLC acquired a new stake in Rocket Lab in the fourth quarter worth $139,000. Intesa Sanpaolo S.p.A. bought a new stake in Rocket Lab in the fourth quarter valued at $140,000. Meeder Asset Management Inc. raised its holdings in shares of Rocket Lab by 4,925.9% during the fourth quarter. Meeder Asset Management Inc. now owns 2,915 shares of the rocket manufacturer’s stock valued at $203,000 after purchasing an additional 2,857 shares during the period. Finally, Parallel Advisors LLC boosted its position in shares of Rocket Lab by 14.2% during the 4th quarter. Parallel Advisors LLC now owns 2,612 shares of the rocket manufacturer’s stock worth $182,000 after purchasing an additional 324 shares in the last quarter. 71.78% of the stock is currently owned by institutional investors and hedge funds.

Rocket Lab Company 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.