RKLB Earnings
Thursday, May 07 2026
EPS Estimate
$-0.04
$-0.06 – $-0.02
Revenue Estimate
$191M
Track Record
3/5 beats
Current Price
$72.22
Our Position
bullish · highRocket Lab surges on Artemis II, strong contracts
est. revisions rising
(+6.1pp / 30d)
Rocket Lab's accelerating revenue growth and key NASA mission milestones validate its market leadership and support a robust growth trajectory amid rising institutional investment and analyst upgrades.
Watch: Watch Rocket Lab's Q1 2026 earnings on May 7 to gauge profitability improvements and revenue growth momentum.
Data Signal Summary
3 bullish
1 bearish
Estimates up +6%
Insider selling cluster
Analysts: bullish
Price uptrend
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
uptrend
1-Month Return
+5.6%
From 52w High
-25.0%
Est. Revisions (30d)
+6.2% 1up/3dn
Analyst Target (mean)
$87 $60–$120 +20%
Options P/C Ratio
0.78 0C/3P unusual
Est. Dispersion
80% 8 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, Bridgewater
Recent Activity
insider trades
3 transactions
Award
·
KAMPANI ARJUN E (General Counsel)
·77,189 shares
Other
·
SPICE ADAM C (Chief Financial Officer)
·1,558 shares
Award
·
Kampani Arjun (SVP & General Counsel)
·77,189 shares
22d ago
analyst ratings
3 ratings
Citizens
·up
→Market Outperform
8d ago
Wells Fargo
·init
→Equal-Weight
13d ago
Clear Street
·init
→Buy
27d ago
filing changes
MEDIUM
Language Changes:
Updated backlog figures and segment breakdown.
MEDIUM
Language Changes:
More detailed discussion of revenue recognition including variable consideration and contract modifications.
HIGH
Dollar Amount Changes:
Convertible senior notes balance decreased from $355 million to $155.7 million and associated debt issuance costs decreased.
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