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Analyst Tim Farrar said Rocket Lab may be better shielded from SpaceX, while AST faces direct competition from Starlink.
Neutron remains on track for Q4 pad delivery, but its year-end launch window is narrowing.

Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. Rocket Lab Corp. sees artificial intelligence (AI) creating a new source of demand for space infrastructure, as companies explore moving data centers and...
One crucial launch milestone could determine whether the bet pays

On Monday, Rocket Lab Corp. CEO Peter Beck said the company’s planned $8 billion acquisition of Iridium Communications Inc. is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration...

Rocket Lab has agreed to acquire Iridium Communications (NasdaqGS: IRDM), aiming to combine Iridium’s satellite communications network with its own launch and satellite manufacturing operations. The planned deal is intended to expand Rocket Lab’s role beyond launch services into broader space applications using Iridium’s existing infrastructure. Both companies expect the transaction to reshape their positions in satellite services, with potential effects on how rivals compete for government...

Rocket Lab is growing fast, with a record backlog and rising revenue, but a possible Neutron delay is weighing on RKLB stock. So, where does the stock go from here?

Cash burn and a softer gross-margin guide have added to a slide that leaves the stock well below its high, yet its operating loss per dollar of revenue has narrowed in each of the last three years.

Rocket Lab just posted a record quarter and a backlog that shocked Wall Street, but the CEO is selling shares while betting billions on a deal that could either transform the company or crush it. Here is what our model says the stock is actually worth.

Rocket Lab is turning space-industry momentum into a compelling growth story.

Rocket Lab Corp. CEO Peter Beck called the company a "self-licking ice cream" while explaining how its planned acquisition of Iridium Communications Inc. could reshape its space business. The comment came during Rocket Lab’s second-quarter earnings call Monday, when KeyBanc...

ARK Invest bought 292,873 Rocket Lab shares worth about $23.43 million across ARKK, ARKQ and ARKX as the stock weakened.

Rocket Lab (RKLB) delivered the type of quarter that should have put investors at ease. Revenue jumped62% year over year to a record $234 million, beating Wall Street expectations, while its space-systems business accounted for 81% of total sales. Instead, shares fell roughly 7% in extended ...

SpaceX, Rocket Lab, and AST SpaceMobile could deliver massive multibagger gains.

SpaceX controls the largest share of the launch market, but No. 2 Rocket Labs is growing impressively, too.
One upcoming launch could reshape Rocket Lab's growth story
Rocket Lab Stock Slides After Neutron Launch Window Starts Closing

Elon Musk's SpaceX briefly regained its IPO price of $135 a share on Monday after climbing 25% in three trading days. It struggled to hold that level.
Neutron may not make its first flight in 2026.

Friday's Argus upgrade sent SpaceX stock soaring 11%, but Tuesday's tape is telling a different story as post-IPO supply pressures resurface and prediction markets assign a 92.5% chance of a down close.
Rocket Lab Stock Tumbles After Earnings. Weak Margin Guidance Sparks Selloff
On this episode of Stock Movers: - Anthropic PBC has struck a $9.1 billion deal with Riot Platforms (RIOT), a Bitcoin mining company that recently began selling AI data center capacity. Riot disclosed it had secured a 20-year deal to supply 191 megawatts of capacity from its Rockdale, Texas, campus to a "leading frontier AI" company. - Rocket Lab (RKLB) shares drop as much as 5.7% after the company's Neutron timeline softened, with an analyst saying that while Neutron remains on track to reach launch pad in the fourth quarter, it could push an initial launch to 2027. - Babcock & Wilcox Enterprises (BW) rose in premarket after the company signed an agreement with Siemens Energy to produce steam turbine generator sets. - US-listed shares in On Holding (ONON) drop as much as 17% in premarket trading after the Swiss sneaker maker's second-quarter sales were lower than expected.
The space economy has a timing problem. Investors want quarterly proof of progress, but rockets don’t care about earnings calendars — they fly when the hardware, the weather, and the physics all agree at once. That mismatch showed up again this week when Rocket Lab (NASDAQ:RKLB) posted one of the best quarters in its history ... Rocket Lab’s $2.36 Billion Backlog Says the Neutron Delay Doesn’t Matter — Here’s Why
Rocket Lab USA Inc (NASDAQ:RKLB) reported record second quarter revenue that exceeded Wall Street expectations, while its quarterly loss was wider than analysts had forecast, as the company continued to invest in its Neutron rocket and other growth initiatives. Revenue for the quarter ended...
Rocket Lab targets record Q3 revenues as Neutron scaling, launch demand and the planned Iridium deal broaden its launch, spacecraft and applications push.
RKLB faces government spending, competition and supply-chain risks despite benefiting from a major Space Force award.
AST SpaceMobile posted a revenue backlog of roughly $1.3 billion in Q2 while Rocket Lab reported a record backlog of $2.36 billion.
