Rocket Lab: The Market Is Still Wrong About It

Oakoff Investments Investing Group Follow Summary Rocket Lab Corporation is rated a Buy with 24% upside potential as catalysts outweigh recent sell-off pressures. Neutron's Q4 2026 launch, Iridium Communications acquisition, and strong backlog growth underpin RKLB's bullish thesis and future revenue visibility. Q2 2026 results showed 62% YoY revenue growth, improving margins, and a liquidity boost to $2.4 billion, supporting operational execution. Valuation remains stretched at 28x FY2027 sales, but inflection-point growth and execution could drive meaningful repricing if targets are met. Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate. Learn More » dima_zel/iStock via Getty Images RKLB's Massive Pullback Is A Buying Opportunity I upgraded my investment rating on Rocket Lab Corporation ( RKLB ) in March 2026 , when I saw a strategic reset, which I thought would lead to massive operational This article was written by Oakoff Investments 10.66K Followers Follow Oakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 years helping readers find a reasonable balance between growth and value by sharing proprietary Wall Street information. He leads the investing group Beyond the Wall Investing with features that include: a fundamentals-based portfolio, weekly analysis on insights from institutional investors, regular alerts for short-term trade ideas based on technical signals, ticker feedback by request from readers, and community chat. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in RKLB over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.