Rocket Lab-aandelen stijgen: zet de rally door of keert die na de cijfers om?

Rocket Lab-aandelen stijgen: zet de rally door of keert die na de cijfers om?
Crispus Nyaga
10 aug 2026, 15:03 P.M.

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RKLB (Rocket Lab)

Koop RKLB. Het nieuws wordt gedomineerd door de orderportefeuille: een $397M Space Force-contract voor Neutron-flatellites (met uitbreidingsoptie) plus $266M voor suborbitale lanceringen en toegewijde missies voor iQPS. Dat zou moeten resulteren in versnellende omzet en versmallende verliezen in de vandaag te publiceren cijfers, en de $8B-overname van Iridium duwt Rocket Lab richting een verticaal geïntegreerd platform van satelliet tot lancering met hogere marges. De technische signalen ondersteunen dit: herovering van de 200-daags EMA en het vasthouden van de oplopende trendlijn.

Belangrijkste risico: De cijfers tonen dat de orderportefeuille niet in omzet wordt omgezet (teleurstellende guidance of verslechterende marges), waardoor de koers de oplopende trendlijn doorbreekt en de rally ongedaan wordt gemaakt.

Space launch peers (LUNR)

Koop LUNR. In het artikel wordt gesteld dat de RKLB-rally andere ruimtevaartbedrijven weerspiegelt; wanneer een backlog-gedreven naam hergewaardeerd wordt op basis van cijfers, kan het hele lanceer-/satellietcomplex vaak een tweede instroomgolf krijgen. LUNR zou moeten profiteren van hetzelfde narratief over 'vraag naar lanceerdiensten' en van sentimentoverspilling door RKLB's contractmomentum.

Belangrijkste risico: Het sentiment in de ruimtevaartsector kan omslaan na de cijfers (of guidance) en beleggers kunnen uit de hele groep rotatie uitvoeren, waardoor LUNR achterblijft ondanks vergelijkbare thema's.

  • Rocket Lab stock will be in the spotlight as it releases its financial results.
  • The company has received some major orders in the past few weeks.
  • Analysts are bullish on the company, citing its revenue growth and market share.

Rocket Lab stock has staged a strong comeback in the past few days, moving from this month’s low of $57.8 to $82.83, its highest point since July 9. It has jumped by 43% from its lowest level this month, mirroring the performance of other space companies, including popular names like SpaceX and Planet Labs. This rally will be put to the test later today when it publishes its financial results.

Rocket Lab-aandelen stijgen terwijl orderportefeuille toeneemt

Rocket Lab, a top company in the space industry, is doing well as its backlog continues growing. This growth continued last week when the US government announced a $397 million contract to launch flatellites for the Space Force using its Neutron. The government has an option to increase the number of flatellites in the next few years. 

Before that, the company received another $266 million contract with the US Space Force for its suborbital launches. It also secured a deal with iQPS for three dedicated missions, an addition to what the organization had ordered before.

These orders will be in the spotlight when the company publishes its financial results later today. Analysts expect these results to show that its revenue growth accelerated in the second quarter as demand for its launch services rose. 

The average estimate among 13 analysts tracking the company is that its revenue jumped by nearly 60% in the quarter to $230 million. Rocket Lab has a long track record of doing better than estimates, meaning that its revenue will likely be higher than that.

Analysts also estimate that its losses narrowed during the quarter. In this, it moved from 13 cents last year to just 8 cents. The company aims to become profitable in the financial year 2028. 

Eerste cijfers sinds de overname van Iridium

These will be the first earnings since the company announced its $8 billion buyout of Iridium, a top company on the satellite industry. If this transaction closes, it will intensify the company’s transition into a vertically integrated organization, with a strong market share across various industries.

Rocket Lab has acquired Mynaric AG, Motiv Space Systems, and Optical Support Inc (OSI) this year. Mynaric is in the laser/optical communications terminals industry, while Motiv Space Systems is in the space robotics and actuators industry. 

Before its latest buying spree, the company acquired Geost in 2025 and SolAero, Planetary Systems, and Advanced Solutions in 2021.

Analysts have a bullish outlook for the company. Citigroup recently reiterated its outperform rating, while KGI Securities upgraded it from neutral to outperform. Bank of America hiked the rating from $105 to $115.

Technische analyse RKLB-koers: langzaam vormt zich een risicovol patroon

Grafiek Rocket Lab-aandelen | Bron: TradingView

The daily chart shows that the Rocket Lab stock has rebounded in the past few days, moving from a low of $57 earlier this month to the current $82.83. 

It has remained above the ascending trendline that connects the lowest swings since April last year. This trendline has provided it with substantial support in this period.

The stock has also jumped above the 200-day Exponential Moving Average (EMA), a sign that bulls remain in control. 

The risk, however, is that the stock is slowly forming a head-and-shoulders pattern whose right shoulder is at $100 and the neckline is at $57. Therefore, there is a risk that the stock will continue rising and then resume the downward trend.