Rocket Lab

Rocket Lab's Bull Case Under Scrutiny After Winning $816 Million Missile-Defense Deal

Rocket Lab shares rise 6.32% intraday after securing $816M U.S. Space Force satellite contract.

Rocket Lab shares rise 5.35% premarket after securing $816M SDA satellite manufacturing contract.

Rocket Lab Stock Plunges Amid SpaceX Acquisition Rumors

Rocket Lab Q4 Earnings Preview: A Beat Won't Save the Stock (Downgrade)

Catalyst<ul> <li>Most analysts rate RKLB Buy or Strong Buy, showing broad institutional optimism.</li></ul>Risk<ul> <li>Fund flows show negative trends across all order sizes, indicating declining investor confidence.</li> <li>Technical indicators show that the market is in a volatile state, and the direction is not clear enough.</li></ul>

Key Factors

Rocket Lab (RKLB) surged 9.05% on February 6, 2026, closing the day with a trading volume of $1.4 billion, ranking 101st in market activity. Rocket Lab secured an $816 million contract with the U.S. Space Development Agency to design and manufacture 18 missile-defense satellites, marking its largest government contract to date. Rocket Lab's stock fell 6.58% intraday on February 5, 2026, driven by the cancellation of NASA’s Mars Sample Return project and speculation around a SpaceX IPO. Morgan Stanley upgraded Rocket Lab (RKLB) to "Overweight" with a $105 price target, citing strong execution in the medium-lift launch market and successful Electron rocket missions.

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