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Upturn AI Summary - About
Rocket Lab USA Inc.(RKLB)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RKLB
11/05/2026: RKLB (3-star) is currently NOT-A-BUY. Pass it for now.
Rocket Lab USA Inc. is a vertically integrated space company providing both launch services and satellite infrastructure to commercial and government clients. Its core strength lies in its successful, high-frequency Electron launch vehicle and a growing portfolio of space systems, which improve revenue stability. The company's primary growth story centers on the upcoming commercial debut of the larger Neutron rocket, which is expected to capture larger market opportunities. Investors should monitor significant execution risks related to this development, alongside intense competition from industry incumbents. The stock suits growth-oriented investors with high risk tolerance who are looking for long-term exposure to the expanding space economy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Rocket Lab offers exposure to the expanding space economy with high revenue growth potential. |
| Momentum investor | Mixed fit | The stock can exhibit strong momentum during successful launch campaigns, but requires caution based on market-wide technical signals. |
| Value investor | Weak fit | The company currently trades at high valuation multiples typical of pre-profit, high-growth R&D stage firms. |
| Dividend investor | Weak fit | The company does not pay dividends and prioritizes capital reinvestment. |
| Low-risk investor | Weak fit | High volatility and the inherent risks of aerospace development make it unsuitable for conservative portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is susceptible to significant swings based on launch success, contract wins, and broader market sentiment toward space stocks. |
| Valuation risk | Medium / high | High forward-looking valuation multiples mean the stock price is highly sensitive to meeting aggressive growth projections. |
| Competition risk (SpaceX and incumbents) | High | Facing dominant incumbents and well-funded rivals like SpaceX puts pressure on pricing and market share capture. |
| Business quality | Medium | While the company has a strong technological foundation, its lack of sustained profitability and cash flow sustainability is a constraint. |
| Dividend income | Low / none | Investors should not expect any income returns from this investment. |
| Execution risk | High | The successful development and commercialization of the Neutron launch vehicle is critical to long-term success. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit 876.06% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 33.49B USD | Price to earnings Ratio - | 1Y Target Price 102.15 |
Price to earnings Ratio - | 1Y Target Price 102.15 | ||
Volume (30-day avg) 20.1M shares | Beta 3.18 | 52 Weeks Range 37.57 - 151.00 | Updated Date 11/05/2026 |
52 Weeks Range 37.57 - 151.00 | Updated Date 11/05/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.27 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Launch Services | Launching satellites into orbit using the Electron rocket for commercial and government clients. | Revenue is earned per mission; this segment is reliable but dependent on successful launch execution. |
| Space Systems | Manufacturing satellite buses, components like solar panels, and providing mission software. | This segment provides more consistent recurring revenue compared to the episodic nature of launch services. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 909.09 | Enterprise Value 31.32B | Price to Sales(TTM) 43.54 |
Enterprise Value 31.32B | Price to Sales(TTM) 43.54 | ||
Enterprise Value to Revenue 42.43 | Enterprise Value to EBITDA -16.44 | Shares Outstanding 598.46M | Shares Floating 556.86M |
Shares Outstanding 598.46M | Shares Floating 556.86M | ||
Percent Insiders 0.79 | Percent Institutions 62.23 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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