New York, Jan 6, 2026, 11:45 EST — Regular session
- Rocket Lab shares rose in late-morning trade, staying close to a 52-week high.
- An SEC filing showed Rocket Lab’s CFO filed notice to sell shares.
- Analysts and investors remain focused on Neutron schedule execution and new defense contract work.
Rocket Lab Corp shares rose 1.6% to $79.42 in late-morning trade on Tuesday, after swinging between $74.05 and $79.71 and hovering just below a 52-week high of $79.83, according to Investing.com data. Investing
The stock ended Monday up 2.8%, extending a sharp rally that has pushed Rocket Lab into one of the most heavily watched U.S.-listed space names. The run-up has also made the shares more sensitive to headlines on timing, margins and funding tied to big government programs.
Investors are balancing bullish broker commentary against fresh insider-selling disclosures, while looking for proof that new satellite work can scale without derailing cash needs. Attention is also turning to whether Rocket Lab can hit near-term milestones for Neutron, its larger rocket in development.
Cantor Fitzgerald reiterated an “Overweight” rating and a $72 price target on Monday, flagging Neutron as a “material catalyst” and pointing to Rocket Lab’s expanding government-facing work, according to an Investing.com report summarizing the note. Rocket Lab’s shares are trading above that target.
A filing on Monday showed chief financial officer Adam C. Spice filed a Form 144 — a notice of proposed sale used by company insiders — covering up to 1,365,665 shares, with an aggregate market value listed at about $103.8 million. The filing said the shares related to stock option exercises.
Rocket Lab has leaned into national security work. In a December filing, the company said it signed an agreement with the Space Development Agency to design, manufacture and provide operations and sustainment for 18 satellites, with total contract value of $816 million and final delivery expected in 2029. “Rocket Lab is honored to play a role in enabling this,” founder and CEO Peter Beck said in the company’s Dec. 19 press release.
The company last guided for fourth-quarter revenue of $170 million to $180 million, and said it was updating its Neutron schedule to have the rocket arrive at its Launch Complex 3 site in the first quarter of 2026, with a first launch after qualification testing and acceptance work is completed.
Space-related peers were mixed on Tuesday. AST SpaceMobile was up about 5%, while Intuitive Machines was modestly higher, according to Google Finance data.
Still, Rocket Lab remains loss-making and faces execution risk on both a complex rocket development program and long-dated satellite deliveries. Any slip in testing, manufacturing cadence or contract schedules could pressure a stock that has rallied hard into 2026.
What investors watch next is the next earnings update and any fresh disclosure on Neutron timing. Nasdaq’s earnings calendar estimates Rocket Lab will report around Feb. 26.