Rocket Lab Croissance future
Future contrôle des critères 5/6
Rocket Lab devrait augmenter ses bénéfices et son chiffre d'affaires de 59.5% et de 24.9% par an respectivement. Le BPA devrait croître de de 61% par an. Le rendement des capitaux propres devrait être 1.2% dans 3 ans.
Informations clés
59.5%
Taux de croissance des bénéfices
60.97%
Taux de croissance du BPA
| Aerospace & Defense croissance des bénéfices | 18.3% |
| Taux de croissance des recettes | 24.9% |
| Rendement futur des capitaux propres | 1.17% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 04 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • May 08
Rocket Lab: Best Space Play For 2026
Summary Rocket Lab Corporation delivered a record Q1 with $200.3 million in revenue, beating consensus and narrowing net loss to $0.07 per share. RKLB’s backlog surged 20% sequentially and 108% year-over-year to $2.2 billion, with strong bookings across all launch vehicles and strategic acquisitions accelerating vertical integration. Neutron’s timeline remains on track, with RKLB management emphasizing no discounting to fill manifests, countering bearish pricing concerns versus the Falcon 9. I'm reiterating my Buy on RKLB stock due to backlog momentum, near-complete vertical integration, and strategic positioning in national security and international markets. Read the full article on Seeking Alpha
Mise à jour de l'analyse • May 01
RKLB: National Security Payload Backlog Will Support Long Term Earnings Power
Rocket Lab's updated analyst price target of $105.00, down from $119.85, reflects analysts' higher revenue growth assumptions, slightly lower long term margin expectations, a modestly higher discount rate, and reduced future P/E multiples following a wave of recent target hikes and rating changes across the Street. Analyst Commentary Recent Street research shows a cluster of bullish analysts lifting price targets and, in some cases, ratings for Rocket Lab, reflecting growing confidence in the company’s execution and long term growth potential.
Nouvelle analyse • Apr 29
Defense Backlog And Vertical Integration Will Drive Rocket Lab Toward $85 Despite Neutron Execution Risk
Key Takeaways Rocket Lab is mid-transformation from a small-launch specialist into a vertically integrated space and defense prime, with Space Systems now ~67% of revenue and growing fastest. A $1.85B backlog (+73% YoY) anchored by the $816M SDA Tranche 3 award provides multi-year revenue visibility that the current trailing P/S of ~72x doesn't yet fully reflect.
Nouvelle analyse • Apr 17
Rocket Lab USA, Inc. (RKLB): The "End-to-End" Space Sovereign and the Neutron Inflection
Rocket Lab USA, Inc. (RKLB) , the most consistent challenger to the SpaceX orbital monopoly, reached a critical high-water mark on Friday, April 17, 2026.
Mise à jour de l'analyse • Apr 16
RKLB: Future Launch Cadence And Backlog Execution Will Shape Balanced Risk Profile
Analysts trimmed the fair value estimate for Rocket Lab by about $3 to reflect more conservative profit margin and revenue growth inputs, even as recent upgrades and higher price targets across the Street point to continued interest in the stock. Analyst Commentary Street research in recent weeks has focused on how Rocket Lab executes on launch cadence, integrates acquisitions, and scales space systems, with several firms adjusting price targets and ratings as expectations reset.Mise à jour de l'analyse • Apr 01
RKLB: National Security Payload Backlog Will Drive Long Term Upside
The analyst price target for Rocket Lab edges higher to $119.85 from $119.10 as analysts factor in slightly stronger revenue growth assumptions, a modestly higher long term profit margin, and a marginally lower discount rate, while keeping future P/E expectations broadly similar. Analyst Commentary Recent research updates on Rocket Lab reflect a mix of enthusiasm and caution, with bullish analysts highlighting execution in launch and space systems, alongside new growth avenues from acquisitions and government programs, while more neutral and bearish voices focus on timing risks and the market already pricing in key growth drivers.Mise à jour de l'analyse • Mar 18
RKLB: Space Systems Momentum And National Security Payloads Will Drive Long Term Upside
Rocket Lab's updated analyst price target of $119.10, up from $120.00, reflects a recalibration that factors in higher modeled revenue growth, a slightly lower profit margin, and recent analyst enthusiasm around space systems momentum, a growing launch cadence, and the Geost acquisition as a new payload offering for U.S. National Security Missions. Analyst Commentary Recent Street research shows a cluster of bullish analysts lifting their price targets on Rocket Lab after the latest quarterly update and the Geost acquisition.Mise à jour de l'analyse • Mar 04
RKLB: Future Launch Cadence And Backlog Strength Will Offset Testing Setbacks
Narrative Update Our analyst price target for Rocket Lab moves higher to $89.88 from $83.96, reflecting Street research that points to improved margin expectations, a lower assumed future P/E multiple, and supportive commentary around launch execution, space systems backlog, and new payload opportunities such as the Geost acquisition and Golden Domes work. Analyst Commentary Street research around Rocket Lab has tilted more positive overall, with several bullish analysts lifting their price targets and a smaller group of cautious voices flagging execution and growth expectations as areas to watch.
Nouvelle analyse • Mar 04
Rocket Lab: A Growth Story Trading on the Future of Space Economy
Rocket Lab represents a company in transition. It is no longer simply a small-launch provider, yet it has not fully matured into a profitable aerospace contractor.Nouvelle analyse • Mar 02
Rocket Lab - Stock Narrative
Rocket Lab today is a niche company accelerating through development in the aerospace industry, financially stronger than its early stage reputation suggests, but still very much in an early, speculative phase, yet to see any profits. Based in the United States, they provide international launch services and space systems solutions, in the early phase of development and scaling with cutting edge technologies such as the Neutron rocket on the horizon..Nouvelle analyse • Feb 21
Rocket Lab (RKLB): A Rising Challenger in the Space Economy
Rocket Lab has rapidly evolved from a niche small-satellite launch provider into one of the most compelling end-to-end space companies in the market. With ambitions that stretch far beyond launching rockets, the company is positioning itself as a serious long-term competitor in the rapidly expanding space economy.Mise à jour de l'analyse • Feb 18
RKLB: Future Launch Cadence Will Offset Neutron Testing Setbacks
Analysts recently lifted their Rocket Lab fair value estimate from $68.75 to $83.96, citing updated assumptions around revenue growth, discount rates and long term P/E multiples following a mix of price target changes, rating moves and launch timing commentary across the Street. Analyst Commentary Recent Street research paints a mixed picture around Rocket Lab, with several bullish voices adjusting price targets upward while others question how much upside is already reflected in the shares.Mise à jour de l'analyse • Feb 04
RKLB: Launch Execution And Space Systems Mix Will Drive Long-Term Upside
Analysts have nudged their Rocket Lab price targets higher by about $20 to $60, citing a mix of higher targets from BofA, Goldman Sachs, Morgan Stanley and Stifel, partially offset by a KeyBanc downgrade that argues much of the growth story is already well known. Analyst Commentary Recent research on Rocket Lab reflects a split view, with bullish analysts lifting targets and highlighting execution on both launch and space systems, while others flag timeline and valuation risks.Mise à jour de l'analyse • Jan 21
RKLB: Space Industry Consolidation And Margin Gains Will Drive Long-Term Upside
Rocket Lab's analyst price target has been raised from US$85 to US$120, as analysts point to a very large implied future P/E multiple, improved profit margin assumptions to 15.82% and continued interest in the company as a potential winner in expected space industry consolidation. Analyst Commentary Recent Street research on Rocket Lab has been active, with a cluster of target price revisions and rating changes reflecting how divided opinion remains on execution risk, valuation and the pace of commercialization across launch and space systems.Mise à jour de l'analyse • Jan 06
RKLB: Extended Neutron Spending Will Constrain Future Cash Generation Despite Strong Launch Activity
Narrative Update: Rocket Lab Analyst View The updated analyst price target for Rocket Lab moves to about $68.75 from about $65.67. This reflects a blend of higher Street targets tied to consolidation potential in the space sector, robust Electron launch demand, and ongoing contributions from the Space Systems business, partially balanced by program spending tied to the revised Neutron launch schedule.Mise à jour de l'analyse • Dec 20
RKLB: Industry Consolidation Will Drive Long-Term Space Systems Upside
Analysts have lifted their Rocket Lab price target to approximately $85 from $60, reflecting slightly faster expected revenue growth and improving launch and space systems momentum, even as near term margins are modeled a bit lower and valuation multiples remain elevated. Analyst Commentary Bullish analysts characterize the latest price target increases as a reflection of improving conviction in Rocket Lab's long term revenue trajectory, supported by both launch and space systems strength despite ongoing investment headwinds.Mise à jour de l'analyse • Dec 11
Rocket Lab's Path to Success is Wider and Closer Than Before - Much Like Its Neutron Rocket
Since my original post, RKLB has continued to expand its space systems business, including through acquisitions and raising more capital. Its Neutron rocket is still largely on schedule; and as expected, no major new players have arrived to take RKLBs #2 spot in space launch.Mise à jour de l'analyse • Dec 06
RKLB: Rising Launch Cadence Will Drive Future Confidence In Durable Cash Generation
Rocket Lab's analyst price target has moved modestly higher to the mid $60s per share, as analysts highlight sustained Electron launch demand, growing Space Systems revenue, and expectations that industry consolidation and scale economics will favor well positioned incumbents, despite Neutron schedule shifts and slightly higher perceived risk. Analyst Commentary Street research remains broadly constructive on Rocket Lab, with most updates reflecting confidence in the company’s ability to translate launch demand and Space Systems momentum into sustained revenue growth and margin expansion, even as Neutron timing is pushed to the right.Mise à jour de l'analyse • Nov 21
RKLB: Expanding Launch Infrastructure Will Drive Confidence in Sustained Mission Cadence
Rocket Lab’s analyst price target has increased from $58.67 to $65.67 per share, as analysts highlight progress on launch cadence, robust demand for Electron, and growing confidence around the company's strategic positioning in the consolidating space industry. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Rocket Lab's outlook, as the company navigates a rapidly evolving space sector.Article d'analyse • Nov 21
Rocket Lab Corporation (NASDAQ:RKLB) Shares Slammed 40% But Getting In Cheap Might Be Difficult Regardless
Rocket Lab Corporation ( NASDAQ:RKLB ) shareholders won't be pleased to see that the share price has had a very rough...Article d'analyse • Nov 13
Rocket Lab Corporation (NASDAQ:RKLB) Just Reported And Analysts Have Been Lifting Their Price Targets
A week ago, Rocket Lab Corporation ( NASDAQ:RKLB ) came out with a strong set of third-quarter numbers that could...Mise à jour de l'analyse • Nov 05
RKLB: Infrastructure Readiness and Launch Progress Will Inform Future Upside and Risks
Analysts have raised their price target for Rocket Lab from $50 to $60, citing increased confidence in the company's Neutron launch readiness and overall infrastructure progress. Analyst Commentary Recent analyst updates reflect both optimism and ongoing caution regarding Rocket Lab's development and valuation.Mise à jour de l'analyse • Oct 22
Analysts Boost Rocket Lab Price Target as Neutron Progress and New Deals Drive Optimism
Analysts have raised their price target for Rocket Lab from $48.09 to $58.67, citing increased confidence following recent progress at the company's launch facilities and advancements toward the Neutron rocket's debut. Analyst Commentary Recent commentary from bullish analysts highlights increasing optimism regarding Rocket Lab’s operational momentum and its positive effect on valuation outlook.Mise à jour de l'analyse • Oct 08
Integrated Space Capabilities Will Capture National Security Contracts
Analysts have increased their price target for Rocket Lab from $46.40 to $48.09, citing stronger infrastructure progress and heightened confidence in the company’s future launch capabilities. Analyst Commentary Recent research notes from bullish analysts have highlighted both progress and remaining uncertainties for Rocket Lab as it continues its trajectory within the aerospace sector.Mise à jour de l'analyse • Aug 30
Integrated Space Capabilities Will Capture National Security Contracts
Rocket Lab’s price target was raised to $46.40 as analysts express increased confidence in Neutron rocket milestones, robust sector momentum, and operational advantages, moderated by ongoing unprofitability and limited visibility into profitability. Analyst Commentary Bullish analysts cite increased confidence in Rocket Lab’s Neutron rocket progress, with launch pad infrastructure fully in place and readiness for initial launches.Article d'analyse • Aug 09
Rocket Lab Corporation (NASDAQ:RKLB) Analysts Are Pretty Bullish On The Stock After Recent Results
NasdaqCM:RKLB 1 Year Share Price vs Fair Value Explore Rocket Lab's Fair Values from the Community and select yours The...Mise à jour de l'analyse • Aug 06
Integrated Space Capabilities Will Capture National Security Contracts
Analysts have raised Rocket Lab's price target to $39.18, citing broad sector strength, sustained demand in space and defense, and the company's competitive position, despite ongoing concerns about profitability and financial visibility. Analyst Commentary Bullish analysts cite continued sector momentum in aerospace and defense as a key driver for higher price targets.Article d'analyse • Jun 24
Rocket Lab Corporation (NASDAQ:RKLB) Stocks Shoot Up 29% But Its P/S Still Looks Reasonable
Rocket Lab Corporation ( NASDAQ:RKLB ) shares have continued their recent momentum with a 29% gain in the last month...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 1,562 | 211 | N/A | 309 | 8 |
| 12/31/2027 | 1,245 | 6 | -69 | 176 | 15 |
| 12/31/2026 | 854 | -128 | -204 | 29 | 15 |
| 12/31/2025 | 602 | -198 | -322 | -166 | N/A |
| 9/30/2025 | 555 | -198 | -232 | -103 | N/A |
| 6/30/2025 | 504 | -231 | -204 | -111 | N/A |
| 3/31/2025 | 466 | -207 | -177 | -101 | N/A |
| 12/31/2024 | 436 | -190 | -116 | -49 | N/A |
| 9/30/2024 | 364 | -188 | -145 | -89 | N/A |
| 6/30/2024 | 327 | -177 | -149 | -83 | N/A |
| 3/31/2024 | 282 | -181 | -137 | -76 | N/A |
| 12/31/2023 | 245 | -183 | -154 | -99 | N/A |
| 9/30/2023 | 236 | -169 | -135 | -76 | N/A |
| 6/30/2023 | 232 | -163 | -120 | -73 | N/A |
| 3/31/2023 | 225 | -155 | -154 | -106 | N/A |
| 12/31/2022 | 211 | -136 | -149 | -107 | N/A |
| 9/30/2022 | 187 | -96 | -151 | -110 | N/A |
| 6/30/2022 | 129 | -149 | -139 | -100 | N/A |
| 3/31/2022 | 85 | -128 | -111 | -83 | N/A |
| 12/31/2021 | 62 | -117 | -97 | -72 | N/A |
| 9/30/2021 | 50 | -139 | -75 | -56 | N/A |
| 6/30/2021 | 56 | -64 | -67 | -52 | N/A |
| 3/31/2021 | 52 | -57 | -58 | -36 | N/A |
| 12/31/2020 | 35 | -55 | -53 | -28 | N/A |
| 12/31/2019 | 48 | -30 | -46 | -22 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: RKLB devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).
Bénéfices vs marché: RKLB devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.
Croissance élevée des bénéfices: RKLB devrait devenir rentable dans les 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de RKLB ( 24.9% par an) devrait croître plus rapidement que le marché US ( 11.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de RKLB ( 24.9% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de RKLB devrait être faible dans 3 ans ( 1.2 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 18:11 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Rocket Lab Corporation est couverte par 27 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Peter Arment | Baird |
| Ronald Epstein | BofA Global Research |
| Andre Madrid | BTIG |