ValueOverPrice retweeted
$RKLB
The cash cow Rocket Lab is acquiring.
Imagine all the amazing things Rocket Lab will be able to do with that stable revenue and free cash flow.
ValueOverPrice retweeted
$RKLB
I compiled the latest Rocket Lab analyst price targets following the Neutron delay.
Some firms have trimmed their targets, but every single one still implies upside from the current share price, ranging from +32% to +160%.
I know what I'll be doing next :)
ValueOverPrice retweeted
A Simple Rocket Lab Ballpark Model
Iridium just reported earnings. 98 cents a share and 245M in revenue. Just add that to expectations for RKLB's 3Q announcement: ~260M revenue and -.07 cents a share.
Continued in Comments
ValueOverPrice retweeted
$RKLB @RocketLab
Mynaric MK3 terminals in the video.
From RF and EO/IR to acoustic systems, our advanced sensing solutions are built to perform in the toughest environments. Airborne radar, survivability pods, undersea acoustic arrays and more—proven and operating today.
Explore the power of our multi-domain sensing: ms.spr.ly/6019atqw9
ValueOverPrice retweeted
$RKLB
Share price vs. backlogs (Grok graphic)
Share price overly punished by Neutron delay; business growing.
💎 🙌🏼 27,982 shares
Hold or add. No speculating, no dumping. NFA
$RKLB $IRDM $SPCX 👀
FCC docket 26-257 update
(Iridium → Rocket Lab transfer)
Comment/petition deadline (Oct 15) produced three notable filings:
• Hampton Roads Chamber: “we are writing to share our support for Rocket Lab’s acquisition of Iridium Communications and to encourage the Federal Communications Commission (FCC) to grant rapid approval for this acquisition”
• SpaceX: “Iridium’s demand for veto power over its competitors’ use of critical, shared Ka-band spectrum reinforces serious concerns as to whether its proposed transaction with Rocket Lab is in the public interest.” (Notes Iridium withdrew its 116 petitions to block SpaceX backhaul; does not oppose the deal.)
• Ligado: Cites SpaceX that “Iridium exploits Commission procedure to deny or delay its competitors from providing better service to millions of American consumers, businesses, and first responders,” and says it has experienced the same tactics. Asks whether the application would “frustrate rather than advance competition for Mobile Satellite Service (MSS) offerings.”
No petitions to deny filed. Responses due Oct 30; replies Nov 9.
$RKLB 🚀
Stage 1 path to first launch:
- Build new forward dome
- Analyze & test material
- Assemble & test Stage 1 tank
Per Beck: Steps 1 & 2 complete before Q1 27', Step 3 (full assembly + hydro/cryo) finished within Q1 27'.
New target launch date after that.
ValueOverPrice retweeted
As a longtime $RKLB shareholder, I really don’t mind if Neutron’s inaugural launch gets delayed another 6 months.
I actually really like the shift in narrative they’ve adopted from having heavy emphasis on getting Neutron to the pad, to “let’s ensure we can smoothly and efficiently get 10 Neutrons to the pad.”
If a 6-month delay means that the 9 Neutron launches that follow occur with less wait time and better operational efficiency, I’m good with that.
Don't think Neutron can get to the launch pad by EOY
Base case now looks like the rocket on the launchpad in Q1 2027 and a launch somewhere in summer.
$RKLB
ValueOverPrice retweeted
Inspired by @HypaWaveNZ I dumped my buy/sell history into a Grok Bot and asked for something similar.
SPB - Thank you and team. Go the Kiwis!
ValueOverPrice retweeted
$RKLB
Probably my best investment decision was buying Rocket Lab at around $5 in 2023.
My second best was not selling after it doubled and my family told me to take profits.
ValueOverPrice retweeted
$RKLB @RocketLab Rocket Lab was very busy this week. People probably didn't notice because it was mostly space systems and Rocket Lab doesn't make announcements on Space Systems components launching on other companies. Here are some highlights from the week:
ValueOverPrice retweeted
$RKLB
나도 거들어 볼께요.
$5 부근부터 매수 했었지..($7,6평단)
$100인근에서 일부 익절하고,
$150, 2,000%가 됬을때.
일부는 수익화로...
몇달전부터는 다시 재매수로..
흥미가득한 우주 산업..
앞으로, 우주 시대는 반드시 오니까..👀
ValueOverPrice retweeted
$RKLB
Very bullish coverage of Rocket Lab on Bloomberg 👀
"All of the price targets assembled by Bloomberg are higher than what it is currently trading at right now."
"If you are what they are calling a space bull, then you have to have Rocket Lab in your portfolio. That is at least what Citi's analyst says today."
Time for the mainstream to catch on to Rocket Lab's enormous potential.
Thanks for spreading the word, Bloomberg ;)
ValueOverPrice retweeted
Rocket Lab $RKLB | Backlog 🚀
With $2.4B in backlog as of Q2-end,
less Q3's guided mid-range of $257.5m,
plus $950m+ of bookings through Q3,
Rocket Lab's backlog has now exceeded $3B for the first time - up 29% QoQ, or 178% YoY 📈
Long $RKLB 🚀
Rocket Lab $RKLB | 2026 Signings 🚀
So far in 2026, Rocket Lab have launched 18 times.
During the same period, Rocket Lab have signed another 77+.
Here is an updated look at the number of announced launches signed through 2026 (so far)...
7 Neutron, 30+ Electron, 40+ HASTE 🚀
ValueOverPrice retweeted
$RKLB
Cathie Wood ARK just keeps on adding Rocket Lab.
ValueOverPrice retweeted
$RKLB
84 more Mynaric terminals headed for orbit 😎
Northrop Grumman delivers 21 data-relay satellites for military constellation spacenews.com/northrop-grumm…
ValueOverPrice retweeted
$RKLB video from today’s launch.
Celebrating 10 years and soon to be 100th launch.
ValueOverPrice retweeted
$RKLB Friendly reminder
$RKLB 🤝 Anduril
"The main takeaway from this partnership is that it brings together two of the defense industry's most innovative prime contractors to advance defense capabilities for the nation"
— Sir Peter Beck, CEO of Rocket Lab
Great companies think alike :)


































