• nerdbull1669nerdbull1669
      ·02-25 21:55

      Look Out For Rocket Lab (RKLB) $1.1 billion backlog.

      $Rocket Lab USA, Inc.(RKLB)$ is scheduled to report its fiscal Q4 and full-year 2025 earnings after the market close on Thursday, February 26, 2026. The stock has had a massive run over the past year (up ~245%), and as a result, the "bar" for this earnings report is exceptionally high. Investors are no longer looking for just "growth"; they are looking for evidence of a path to profitability and a clear timeline for the Neutron rocket. Analysis: The "Show Me" Quarter Rocket Lab is transition from a "growth-at-all-costs" space startup to a mature aerospace and defense player. The Bull Case: They are effectively the only viable Western alternative to SpaceX for small-to-mid launches right now. Their HASTE (hypersonic) program is winning rapid-fire d
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      Look Out For Rocket Lab (RKLB) $1.1 billion backlog.
    • nomadic_mnomadic_m
      ·02-22
      113Comment
      Report
    • koolgalkoolgal
      ·02-19

      The Countdown to Ignition: Rocket Lab's Make or Break Moment

      🚀🚀🚀Shares of $Rocket Lab USA, Inc.(RKLB)$  surged 6% on Wednesday after a successful 80th mission for its Electron rocket which deployed satellites for Open Cosmos and reinforced its growing launch cadence.  Rocket Lab is fighting for the "Iron Throne" of the stars while bidders for WBD are fighting for the "Iron Throne" of Hollywood. On February 26 2026, the engines will ignite as Rocket Lab reports its Q4 25 earnings.  This isn't just about numbers.  It is a test of whether this "Dark Horse" can truly become a Thoroughbred of the space economy. The Earnings Whisper: Execution Over Hype Investors are no longer buying on "Musk Stardust" alone.  They want to see the "Workhorse" at work. Based
      904Comment
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      The Countdown to Ignition: Rocket Lab's Make or Break Moment
    • 這是甚麼東西這是甚麼東西
      ·02-16
      How I Expect Rocket Lab's Earnings (Feb 26 Report) I expect the earnings call to be a high-stakes balancing act between near-term execution and long-term vision. The market will punish any signs of fundamental deterioration or Neutron delays. 1. Revenue & Backlog (The "Now"): Expectation: Solid quarter-over-quarter growth from Electron launch cadence. The key will be commentary on the backlog conversion rate. Investors want to see contracted revenue turning into realized revenue efficiently. Bull Case: They beat on launches completed and raise guidance for 2026 launch cadence, pointing to strong demand for small-satellite launch and their space systems (satellite components) division. Bear Case: Launch delays (weather, technical) cause a revenue miss, or t
      513Comment
      Report
    • nerdbull1669nerdbull1669
      ·02-25 21:55

      Look Out For Rocket Lab (RKLB) $1.1 billion backlog.

      $Rocket Lab USA, Inc.(RKLB)$ is scheduled to report its fiscal Q4 and full-year 2025 earnings after the market close on Thursday, February 26, 2026. The stock has had a massive run over the past year (up ~245%), and as a result, the "bar" for this earnings report is exceptionally high. Investors are no longer looking for just "growth"; they are looking for evidence of a path to profitability and a clear timeline for the Neutron rocket. Analysis: The "Show Me" Quarter Rocket Lab is transition from a "growth-at-all-costs" space startup to a mature aerospace and defense player. The Bull Case: They are effectively the only viable Western alternative to SpaceX for small-to-mid launches right now. Their HASTE (hypersonic) program is winning rapid-fire d
      2.40KComment
      Report
      Look Out For Rocket Lab (RKLB) $1.1 billion backlog.
    • nomadic_mnomadic_m
      ·02-22
      113Comment
      Report
    • koolgalkoolgal
      ·02-19

      The Countdown to Ignition: Rocket Lab's Make or Break Moment

      🚀🚀🚀Shares of $Rocket Lab USA, Inc.(RKLB)$  surged 6% on Wednesday after a successful 80th mission for its Electron rocket which deployed satellites for Open Cosmos and reinforced its growing launch cadence.  Rocket Lab is fighting for the "Iron Throne" of the stars while bidders for WBD are fighting for the "Iron Throne" of Hollywood. On February 26 2026, the engines will ignite as Rocket Lab reports its Q4 25 earnings.  This isn't just about numbers.  It is a test of whether this "Dark Horse" can truly become a Thoroughbred of the space economy. The Earnings Whisper: Execution Over Hype Investors are no longer buying on "Musk Stardust" alone.  They want to see the "Workhorse" at work. Based
      904Comment
      Report
      The Countdown to Ignition: Rocket Lab's Make or Break Moment
    • 這是甚麼東西這是甚麼東西
      ·02-16
      How I Expect Rocket Lab's Earnings (Feb 26 Report) I expect the earnings call to be a high-stakes balancing act between near-term execution and long-term vision. The market will punish any signs of fundamental deterioration or Neutron delays. 1. Revenue & Backlog (The "Now"): Expectation: Solid quarter-over-quarter growth from Electron launch cadence. The key will be commentary on the backlog conversion rate. Investors want to see contracted revenue turning into realized revenue efficiently. Bull Case: They beat on launches completed and raise guidance for 2026 launch cadence, pointing to strong demand for small-satellite launch and their space systems (satellite components) division. Bear Case: Launch delays (weather, technical) cause a revenue miss, or t
      513Comment
      Report