The home for $RKLB and other space investors
Joined October 2026
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BREAKING: BLACKROCK DISCLOSES A 5.4% STAKE IN $ASTS
- 16.1M Class A shares, worth about $676M at today's close
- Stake as of Sep 30, per a 13G filed today
🚨 $RKLB NOW HAS 8 SDA SATELLITES IN PRODUCTION AT ONCE
- 8 of 18 satellites under its $515M Tranche 2 data-relay contract are being built at its California HQ
- SDA's original launch target: no later than July 2027
- Solar panels, structures, star trackers, reaction wheels, radios, flight software, avionics and the launch dispenser are all built in-house
Rocket Lab also has an $816M SDA contract for 18 missile-tracking satellites, expected to launch in 2029
That's 36 satellites across two contracts worth $1.3B
I think this is what vertical integration at scale looks like
Members of @SemperCitiusSDA's Tranche 2 leadership team were recently at Rocket Lab's California headquarters to see T2TL-Beta in production.
Eight of 18 spacecraft are on the floor right now, in build.
Solar panels, structures, star trackers, reaction wheels, radios, flight software, avionics, launch dispenser — all built in-house.
Proliferated architectures demand production at scale. Rocket Lab is all in on SDA's mission, and the action on our floor proves it. We're proud to be delivering this.
$RKLB & $ASTS LEADS A SPACE STOCK RALLY TODAY
- $RKLB: +8.4%
- $ASTS: +6.4%
- $LUNR: +10.3%
- $SPCX: +1.6%
Likely catalysts from yesterday:
- Rocket Lab shipped Neutron's Stage 2 and Thrust Module to its Virginia launch pad
- AST won Brazil spectrum approval and signed 4 regional operators
The whole sector is green today 📈
$RKLB UP 8.6% TODAY ON RISING VOLUME
- yesterday: 12.7M shares, its lowest volume day of Oct
- today: 17.3M shares and counting (+37%)
and the trading day isn't even over yet...
$RKLB SOLAR CELLS WILL POWER NASA'S NEO SURVEYOR ASTEROID TELESCOPE
- Rocket Lab's SolAero installed 864 solar cells on the spacecraft's sunshade in January
- The array can produce up to 2 kW, the spacecraft's only power source
- The sunshade stands 20 feet tall and 8 feet wide at its base
NASA targets launch NET Sep 2027
THE REAL REASON $RKLB NEUTRON SLIPPED TO 2027
- Earlier this year, a Neutron first-stage tank failed qualification. Rocket Lab traced it to a third-party manual layup process
- Rocket Lab then moved to its planned automated fiber placement (AFP) process, which let it remove joints and thicken parts of the propellant domes
- Inspections of a new forward dome found voids, tiny air pockets between carbon-fiber layers, in those thicker sections
- Rocket Lab says it reproduced the issue and changed the process. An aft dome made the new way is its "highest quality carbon composite dome to date"
Peter Beck: the voids "don't necessarily mean that the dome would fail in flight," but "possible success isn't our standard"
I think this shows the high standards Rocket Lab holds itself to.
$IRDM TRADES 8.3% BELOW THE IMPLIED VALUE OF $RKLB'S OFFER
Oct 26 closes:
- RKLB: $53.82
- IRDM: $44.52
- Implied deal value: $48.53 per IRDM share ($27 cash + 0.4 RKLB shares)
That's 9% upside if the deal closed with RKLB at $53.82, before time and deal risk
Deal value per IRDM share by RKLB price:
- $40 → $43
- $50 → $47
- $60 → $51
- $67.5 to $112.5 → $54
- $120 → $55.8
Why $RKLB holders should care:
- At or below $67.5, Rocket Lab issues the most new stock: 0.4 RKLB shares per IRDM share
- From $67.5 to $112.5, the higher RKLB trades, the fewer shares it issues
- At or above $112.5, it issues the fewest: 0.24 RKLB shares per IRDM share
The higher RKLB prices mean less dilution from the acquisition, but only up to $112.5
The price that counts is RKLB's 10-day average ending 2 trading days before closing, expected by mid-2027
STATUS UPDATE ON $RKLB'S $IRDM ACQUISITION
Done:
- HSR antitrust waiting period expired (Aug 12)
- Acquisition financing secured (Sep 15)
- Iridium shareholders approved, with 99.6% of votes cast in favor (Sep 24)
What's left:
- FCC approval (reply filings due Nov 9)
- Foreign telecom approvals across multiple countries (Chile, France, Spain, Switzerland, UAE)
- Foreign-investment approvals (Australia, New Zealand, UK)
- Applicable U.S. national-security facility clearance requirements
- Other customary closing conditions
Both parties are still targeting a mid-2027 close
$RKLB NEUTRON DELAY MIGHT NOT BE AS BAD AS PEOPLE THINK
Look at how long other rockets took to launch:
- Falcon 9: 2007 target, flew 2010 (+3 years)
- Falcon Heavy: 2013 target, flew 2018 (+5 years)
- New Glenn: 2020 target, flew 2025 (+5 years)
- Vulcan: 2019 target, flew 2024 (+5 years)
- Neutron: 2024 target, now expected 2027 (+3 years)
Also, launch service made up just 19% of Rocket Lab's Q2 2026 revenue and the pending $IRDM acquisition will add ~2.7M subscribers to Rocket Lab's business
🚨 BREAKING: $RKLB ADDS MADISON MALONE AS A CONTENT ENGINEER!
- Previously, Madison was the host and executive producer of Business with Madison, a talk show dedicated to reveal interesting industries that generated 3M+ views on YouTube
- She's also the owner of MM Media, the company behind her independent show
This is a great addition Rocket Lab!
UPDATE: I’ve joined the team at @RocketLab 🚀
Grateful for the opportunity to contribute to the future of space. Excited to share more about this special company alongside people I admire.
@MoreMorganB @muriellebaker @THEJimmy_Hex @cameronnehrer (& Matt McKinney who isn’t on here).
LFG.
$RKLB
🚨 REUTERS REPORTS ISRAELI FIRM ALLEGEDLY TARGETED $SPCX STARLINK USERS FOR SURVEILLANCE
- Cybersecurity researchers found Discover-Tech was the No. 1 bidder for ads targeting Starlink traffic in 100+ countries
- Researchers believe the ads were likely used to geolocate or otherwise surveil Starlink users
- Targeting included countries where Starlink is banned or restricted
$RKLB
🚨 BREAKING: $SPCX STARLINK SUSPENDS NEW CUSTOMER CONNECTIONS IN TAJIKISTAN
- Starlink says government regulations and high ground infrastructure costs is too high
- but Tajikistan’s regulator denies imposing any restrictions and says previously agreed tariffs haven’t increased
- existing 6K+ subscribers can still get service
- no timeline for resuming new connection
$RKLB CAN PRODUCE AN ELECTRON ROCKET EVERY 8 DAYS!
Thats an annualized production rate of ~46 rockets
Every 8 days an Electron rocket rolls off the production line thanks to our mission-obsessed team and advanced factories.
The Electron team is growing as we prepare to launch more rockets than ever before in 2027.
Role open across vehicle assembly, composites, GNC, propulsion, manufacturing engineering, software, and more. Those with automotive, aerospace, marine, aviation, and manufacturing experience are a great fit.
Come to New Zealand and Long Beach, CA to design, build, test, and launch rockets. Relocation support available.
Adventure awaits: rocketlabcorp.com/careers/
$RKLB THIS IS BEAUTIFUL! HERE'S WHAT HAPPENS NEXT
- Thrust Module will be mounted onto LC-3 for fluid-system and launch-pad interface testing
- Stage 2 will test integrated fluid systems and flight avionics before installing its Archimedes vacuum engine
- Stage 1 will finish the replacement forward dome, then assemble and conduct hydrostatic and cryogenic testing
Rocket Lab is aiming Neutron's first launch in 2027, exact date is TBD
It’s a beautiful day to set sail with the next pieces of Neutron flight hardware to Launch Complex 3.
Earlier today we sent Neutron’s Stage 2 and Thrust Module out of the Neutron Factory and onto a barge for transport through Chesapeake Bay to Wallops Island in Virginia.
Once it arrives, the Thrust Module will go straight onto the launch mount at LC-3 for check outs and the beginning of wider systems demonstrations including integrated fluids tests and module-to-launch-mount interface checkouts. With no strongback on the launch mount by design, Neutron’s Thrust Module is the rocket’s only physical interface to the launch pad, which this upcoming test campaign enables us to test early before the entire vehicle comes together.
