Rocket Lab USA Rockets Higher as Analysts Double Down

Rocket Lab USA ( (RKLB) ) has risen by 9.56%. Read on to learn why.

Rocket Lab USA shares climbed 9.56% over the past week as investor enthusiasm around space stocks and strong analyst backing fueled renewed interest in the launch and spacecraft company. Sentiment was buoyed by Wall Street’s growing optimism about the broader space industry, with expectations for higher launch activity, new products and supportive government policies by 2026. This sector tailwind helped draw more attention to Rocket Lab’s growing role as a key player in small satellite missions.

The stock also benefited from company-specific momentum. Rocket Lab recently secured a major Space Development Agency contract, reported record quarterly revenue and highlighted a rising order backlog, all of which strengthened confidence in its long‑term growth outlook and defense exposure. Progress on its larger Neutron launch vehicle added to the narrative that Rocket Lab could move further up the value chain in the coming years. Options trading turned notably active, with call buying outpacing puts and implied volatility easing, signaling a moderately bullish tone despite a recent downgrade to Sector Weight at KeyBanc.

Analyst credibility has played a significant role in supporting the move. Citi’s Jason Gursky, ranked among the very top Wall Street analysts, has a perfect one‑year track record on Rocket Lab with exceptionally high average returns, reinforcing the stock’s appeal for momentum‑oriented investors. Still, some on the Street caution that the valuation already prices in many of these growth drivers, pointing to insider selling and rising demand for downside protection as reasons to expect near‑term volatility even as the longer‑term story remains attractive.