News

November 2025

I Believe Rocket Lab Could Lose Half Its Value, Buy It Then by David H. Lerner

Summary

• Rocket Lab is a high-potential space company led by visionary CEO Peter Beck, expanding into defense and satellite markets.
• RKLB posted record Q2 revenue of $144M, up 36% YoY, and is executing well on contracts, including a $515M Space Development Agency project.
• The upcoming Neutron rocket launch is a major catalyst, but repeated delays and high expectations create significant short-term risk for the stock.
• RKLB is currently priced for perfection (P/S 52x); a failed Neutron launch could drive shares lower, presenting a potential buying opportunity.