Up more than 1,500% in three years, Rocket Lab may not be done yet.Rocket Lab (RKLB +9.39%) has been one of the best growth stocks to own over the past three years. It's up by more than 1,500% during that time, and that includes almost tripling in value over the past year. Some investors believe Rocket Lab is just getting started and can be a millionaire maker for people who get in at current levels. These are three reasons investors are bullish about the stock.The Neutron rocket should boost revenue Rocket ...

Many investors are captivated by the potential initial public offering (IPO) of Elon Musk's SpaceX at some point this year. For those interested in the space economy, already-public Rocket Lab (NASDAQ: RKLB) could be worth a closer look as a potential alternative to a SpaceX initial public offering, or as the beginning of a basket of space stocks within a diversified portfolio. Here are three predictions for Rocket Lab in 2026. Neutron will drive Rocket Lab stock The big news around Rocket Lab this year ...

Core Insights - The article emphasizes the importance of gaining out-of-consensus information to achieve investment alpha, highlighting the strategic insights provided by Novo Capital in the context of Central Asian banking [1]. Group 1: Company Overview - Novo Capital was established to deliver strategic insights and analysis for private banking clients, leveraging the author's five years of experience in the field [1]. - The company focuses on corporate valuation, due diligence for investment opportunities, and crafting accurate forecasts to guide long-term investment strategies [1]. Group 2: Industry Context - The author developed a resilient methodology in response to global market volatility, indicating a strong adaptability to changing market conditions within the investment banking sector [1]. - The article suggests that the current investment landscape requires professionals to discuss and analyze ideas that are not widely accepted, which is a core principle of Novo Capital's approach [1].

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Rocket Lab (RKLB) represented one of the most actively traded securities though not for good reasons. On Monday, RKLB stock found itself down more than 7%, which appears to be a victim of misguided expectations. Essentially, Congress scrapped NASA’s Mars Sample Return program, which effectively removes a potential revenue stream for Rocket Lab. That said, this isn’t exactly breaking news so the volatility could be tied to general anxieties. Still, based on the wealth of first-order analytics, it does see ...

Rocket Lab and Intuitive Machines are both promising space-oriented stocks.Over the past few years, many space-oriented companies have gone public by merging with special purpose acquisition companies (SPACs). Many of those stocks fizzled out after those companies failed to expand their fledgling businesses.However, two resilient SPAC-backed space stocks -- Rocket Lab (RKLB 9.90%) and Intuitive Machines (LUNR 15.45%) -- survived that wash-out. Let's see why they're still both worthwhile investments today. R ...

Core Viewpoint - Rocket Lab Corporation (RKLB) has experienced significant stock volatility in 2026, with daily fluctuations exceeding 5% in either direction, leading to increased investor caution [1]. Company Summary - The stock of Rocket Lab Corporation has been characterized by a "wild, rollercoaster" year, indicating extreme price movements and investor uncertainty [1]. - The company is facing challenges as momentum in its stock performance has become increasingly unpredictable, prompting a more cautious approach from investors [1].

Core Viewpoint - The Mars Sample Return (MSR) project has been officially canceled, which is a significant disappointment for Rocket Lab and its investors, as it would have provided a substantial revenue boost and enhanced the company's reputation [1][8]. Group 1: Mars Sample Return Overview - MSR was intended to involve NASA's Perseverance rover collecting samples from Mars and returning them to Earth, a project that has been in development since February 2021 [3][4]. - The estimated total cost for MSR was between $8 billion and $11 billion, with a projected completion time of 16 years [5]. - Rocket Lab proposed a more cost-effective solution at $4 billion, aiming to complete the project by 2031, which would have significantly increased its revenue [7]. Group 2: Financial Implications for Rocket Lab - The cancellation of MSR means Rocket Lab loses a potential $4 billion in revenue, which would have represented about nine times its projected sales for 2024 and a more than 50% annual revenue growth over six years [7][10]. - The contract would have provided approximately $666 million in annual revenue, covering 74% of the $900 million revenue forecast for Rocket Lab in 2026 [10]. - Despite the setback, Rocket Lab is still expected to turn profitable by 2027, driven by revenue from its new Neutron reusable rocket [11].

Core Viewpoint - Baillie Gifford continues to focus on technology and growth sectors, maintaining a global perspective despite a reduction in total assets held to $120 billion, down $15 billion from the previous quarter [1]. Holdings Overview - As of Q4 2025, Baillie Gifford holds a total of 265 companies with assets amounting to $120 billion, reflecting a decrease of $15 billion from Q3 [1]. Top Holdings - The firm remains heavily invested in global technology and consumer giants, with a notable emphasis on Latin American e-commerce platform MercadoLibre, and Nvidia leading the portfolio, indicating confidence in the long-term potential of AI infrastructure [4]. Top Buys - Significant increases in holdings include: - Axon Enterprise (AXON) with an additional investment of $860 million - Medline Inc (MDLN) with $437 million - Rocket Lab (RKLB) with $399 million - Google-A (GOOGL) with $373 million - Duolingo (DUOL) with $357 million - The firm shows strong interest in vertical technology sectors, particularly in safety technology and education [5][6]. Top Sells - The firm has reduced its positions in: - Datadog Inc (DDOG) by $1.01 billion - Cloudflare (NET) by $990 million - Shopify (SHOP) by $680 million - BioNTech SE (BNTX) by $630 million - Meta Platforms (META) by $590 million - This indicates a strategic retreat from cloud computing and vaccine-related companies, likely based on valuation and growth switching logic [7][8]. New Positions - New investments include: - Medline Inc (MDLN) with $437 million - United Therapeutics (UTHR) with $157 million - MongoDB (MDB) with $112 million - BillionToOne (BLLN) with $104 million - Silvergate Capital (SVM) with $35 million - The new positions reflect Baillie Gifford's exploration in emerging fields such as rare disease treatment and databases, showcasing a commitment to long-term tracking in technology and healthcare [9][10].

Core Insights - Rocket Lab Corporation successfully launched its 81st Electron rocket, marking the second launch in eight days, to deploy the NEONSAT-1A satellite for the Korea Advanced Institute of Science and Technology (KAIST) [1][2][3] Company Performance - The launch of "Bridging The Swarm" took place on January 30, 2026, at 2:21 p.m. NZDT, deploying the NEONSAT-1A satellite into a 540 km low Earth orbit [2] - The NEONSAT-1A satellite is designed to enhance the South Korean government's capabilities in monitoring natural disasters and national security events [2] - Rocket Lab's founder and CEO, Sir Peter Beck, highlighted the strong demand for the Electron rocket and the company's commitment to maintaining its leadership in reliable launch services [3] Future Outlook - Rocket Lab is preparing for a busy launch year in 2026, with upcoming missions planned for commercial Earth observation, international space agencies, national security, and hypersonic technology development [3] - The company has established itself as a leader in the launch services market, having achieved a record number of launches in 2025 [3] Company Overview - Rocket Lab is a prominent space company providing launch services, spacecraft, payloads, and satellite components for commercial, government, and national security markets [4] - The Electron rocket is noted as the world's most frequently launched orbital small rocket, while the HASTE rocket offers hypersonic test launch capabilities [4] - The company has supported over 1,700 missions across various sectors, including GPS, constellations, and exploration missions to the Moon, Mars, and Venus [4]