Added to YB: 2025-12-23
Pitch date: 2025-12-20
RKLB [bullish]
Rocket Lab Corporation
+4.99%
current return
Author Info
No bio for this author
Company Info
Rocket Lab Corporation, a space company, provides launch services and space systems solutions in the United States, Canada, Japan, and internationally.
Market Cap
$37.3B
Pitch Price
$72.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
-203.61
P/E
-181.03
EV/Sales
66.28
Sector
Aerospace and Defense
Category
growth
RocketLab Write-up w/Mgmt Analysis (RKLB)
RKLB (overview): Q3 rev $155M (+48% YoY), 41.9% non-GAAP gross margin w/ Q4 guidance 43-45%. Won $816M SDA Tranche 3 contract for 18 tracking satellites, validating prime status vs traditional defense contractors. Neutron targeting Q1 2026 pad arrival. Space Systems now majority revenue, reducing launch dependence. Strong backlog $1B+, $1B+ cash. Risks: Neutron execution, fixed-price contract overruns, high dilution from equity comp.
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