Rocket Lab USA, Inc. — Wall Street Analyst Estimates & Price Targets

RKLB

NASDAQIndustrialsAerospace & DefenseCIK 0001819994rocketlabcorp.comAbout RKLB

Last close · Oct 16, 202650.84−4.41 (−7.98%)

Market cap$30.4B

8 firms' latest targets, last 90 days: median $103.50 ($80.00–$122.00), 104% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 8 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-10-16	Needham	$120.00	$90.00	▲ 33%	+117%	+136%
2026-10-15	KeyBanc	$100.00	$135.00	▼ 26%	+69%	+97%
2026-10-08	Barclays	$85.00	—	—	+24%	+67%
2026-09-11	Raymond James	$80.00	—	—	+29%	+57%
2026-09-02	Berenberg Bank	$83.00	—	—	+33%	+63%
2026-08-11	Cantor Fitzgerald	$122.00	$85.00	▲ 44%	+55%	+140%
2026-08-11	Roth Capital	$110.00	$130.00	▼ 15%	+37%	+116%
2026-07-27	KGI Securities	$107.00	$105.00	▲ 2%	+67%	+110%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2023reported	$244.6M	+16%	-$0.38	—	est. $247.9M-1%	est. -$0.25	7
2024reported	$436.2M	+78%	-$0.38	—	est. $434.3M+0%	est. -$0.31	8
2025reported	$601.8M	+38%	-$0.37	—	est. $600.0M+0%	est. -$0.38	10
2026	$957.0M	+59%	-$0.28	—	$933.6M–$971.5M	-$0.34–-$0.17	13
2027	$1.4B	+44%	-$0.03	—	$1.3B–$1.4B	-$0.04–-$0.02	15
2028	$1.8B	+33%	$0.28	—	$1.7B–$2.0B	$0.12–$0.65	9
2029	$2.2B	+20%	$0.49	+77%	$2.1B–$2.3B	$0.45–$0.53	4
2030	$2.7B	+21%	$0.84	+71%	$2.5B–$2.8B	$0.77–$0.91	4

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$103.50median target, 104% above the last close

Firms with a target · last 90 days: 8
Lowest – highest target: $80.00 – $122.00
Current grades of 14 firms: positive / neutral / negative: 12 / 2 / 0
Upgrades / downgrades · 12 months: 4 / 1
Consensus revenue growth · next 3 FY: +45% a year

Current grades

each firm's latest · 14 firms

As of	Firm	Grade
2026-10-16	Citizens	“Market Outperform”
2026-10-15	Cantor Fitzgerald	“Overweight”
2026-10-15	Keybanc	“Overweight”
2026-10-15	TD Cowen	“Buy”
2026-08-31	Bank of America	“Buy”
2026-07-27	KGI Securities	“Outperform”
2026-06-30	Needham	“Buy”
2026-06-30	Craig-Hallum	“Buy”
2026-06-30	Roth Capital	“Buy”
2026-05-12	Deutsche Bank	“Buy”

4 more

2026-05-12	BTIG	“Hold”
2026-04-20	Stifel	“Buy”
2026-01-20	Goldman Sachs	“Neutral”
2026-01-16	Morgan Stanley	“Overweight”

Grade changes

last 24 months · 5

Date	Firm	Grade
2026-07-27	KGI Securities	“Neutral” → “Outperform” upgrade
2026-06-15	Keybanc	“Sector Weight” → “Overweight” upgrade
2026-04-07	Citizens	“Market Perform” → “Market Outperform” upgrade
2026-01-16	Morgan Stanley	“Equal Weight” → “Overweight” upgrade
2026-01-15	Keybanc	“Overweight” → “Sector Weight” downgrade

3 older than 24 months

2024-07-15	Morgan Stanley	“Overweight” → “Equal Weight” downgrade
2022-08-31	TD Cowen	“Market Perform” → “Outperform” upgrade
2021-09-13	TD Cowen	“Market Perform” → “Perform” revised

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.