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Rocket Lab USA Inc logo

Rocket Lab USA Inc

RKLB
$72.57
-16%since Benson's first pick

Market price data through August 21, 2026.

Performance

Aug 2021Aug 2026

Benson's first pick
$0$54$108$162Aug 2021Nov 2022Feb 2024May 2025Aug 2026Benson picked · $90.04
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.3 / 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
-16%
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
4 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 now pushing further, buying satellite companies so it can build, launch, and operate its own space networks for commercial, government, and defense customers.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Record Ramp

    Revenue hit a record 234 million dollars last quarter, up 62 percent from a year ago and 34 million dollars higher than the previous record. The backlog of signed contracts also hit a record 2.36 billion dollars, up 137 percent. Management guided to another record quarter ahead, expecting 250 to 265 million dollars.

  • Defense Darling

    Rocket Lab won a 397 million dollar contract to build spacecraft and launch them for a U.S. Space Force program that tracks airborne threats from space. It also picked up more than 160 million dollars to build three large satellites for government customers. Launch backlog is now over 90 missions, the biggest in company history.

Bear case
  • Still Unprofitable

    The company lost 49 million dollars last quarter, and operating costs of 142 million dollars ran well above the 85 million dollars of gross profit it earned. Growth is real, but every quarter still ends in the red, and profits are not promised anytime soon.

  • Big Bets

    Rocket Lab just closed two acquisitions and agreed to buy satellite phone company Iridium, a huge move that is far more complex than launching rockets. On top of that, its new Neutron rocket still has not flown, with delivery to the launch pad targeted for late 2026. Any delay or messy integration could sting.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-08-21. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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