Rocket Lab shares rise 10.03% intraday after reporting record $155M Q3 revenue and analyst upgrades.

Rocket Lab (RKLB) surged 10.03% intraday following a record Q3 2025 revenue of $155 million, a 48% year-over-year increase, and bullish Q4 guidance of $170–180 million. Analyst optimism, including upgrades to "Buy" or "Overweight" from Needham, Bank of America, and KeyBanc, with price targets up to $83, amplified investor enthusiasm. The stock’s rally also coincided with anticipation for the JAXA-dedicated Electron launch and the Neutron rocket’s 2026 debut, despite insider sales totaling $210 million in the past six months. Rocket Lab’s 97% U.S. small-launch payload market share and $1.1 billion backlog further reinforced confidence in its growth trajectory, aligning with the intraday price surge.