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Rocket Lab USA Inc logo

Rocket Lab USA Inc

RKLB
$70.43
-19%since Benson's first pick

Market price data through August 3, 2026.

Performance

Aug 2021Aug 2026

Benson's first pick
$0$54$108$162Aug 2021Oct 2022Feb 2024May 2025Aug 2026Benson picked · $90.04
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.9 / 5
Benson's overall conviction in this stock right now.
Risk
High risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
-19%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$87
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
April 2026
The month this stock first became a Benson pick.
Tracking duration
3 months
How long Benson has been tracking this pick.

About Rocket Lab USA Inc

Rocket Lab builds and launches rockets and spacecraft. Think of it as a one stop shop for getting things into space, from the rocket that lifts a satellite to the satellite itself and the parts inside it. It is becoming one of the most important names in the fast growing space economy, serving both commercial customers and government defense programs.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Backlog Booming

    Revenue grew 63 percent year over year in the most recent quarter to a record 200 million dollars. Even better, the company is sitting on a record 2.2 billion dollar backlog of signed contracts, more than double a year ago. That backlog means a lot of future revenue is already booked before the work is even done.

  • Defense Tailwind

    Rocket Lab is winning serious government work, including a 190 million dollar deal to run 20 launches for missile defense testing and a partnership with defense company Anduril. Defense spending tends to be steady and long lasting, which gives the business a more reliable foundation than commercial space alone.

Bear case
  • Priced For Perfection

    The stock trades at roughly 100 times its yearly sales, an extreme price tag. The market is paying today for success it expects many years from now. If growth slows even slightly, the stock could fall hard because expectations are already sky high.

  • Still Burning Cash

    Rocket Lab is not profitable. Net margins are negative 27 percent and the company burned through about 50 million dollars of cash last quarter. Its new Neutron rocket has not flown yet, and any delay to that first flight could shake investor confidence.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-08-03. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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