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Wall Street Thinks Rocket Lab Is a Buy. Here's Why I'm Not So Sure.

While the growth trajectory is appealing, Rocket Lab's path to profitability is lengthening.

Wall Street Thinks Rocket Lab Is a Buy. Here's Why I'm Not So Sure.

Published September 22, 2026 · Category: Finance

Overview

It's no secret that Wall Street analysts are very bullish on Rocket Lab (NASDAQ: RKLB). The majority rate the stock a buy with an average price target of about $109 per share. This is substantially higher than where the stock is trading as of this writing, at about $64.

Rocket Lab also just posted record revenue numbers in its latest quarterly earnings. Revenue increased 62% year over year, the space company's backlog ballooned to more than $2.3 billion, and momentum is strongly on Rocket Lab's side. Still, I'm not quite ready to jump on board.

Details

Let's start with the bottom line. Rocket Lab isn't close to profitable, and it looks like the prospect of becoming profitable is slipping further into the distance. The company's second-quarter earnings report showed total operating expenses accelerating from the year prior, reaching $142 million in the quarter and $274 million halfway through the year.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.