{"id":314785,"date":"2026-03-05T20:17:21","date_gmt":"2026-03-05T20:17:21","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/314785\/"},"modified":"2026-03-05T20:17:21","modified_gmt":"2026-03-05T20:17:21","slug":"cantor-lifts-rocket-labs-rklb-target-after-record-2025-revenue-launch-cadence-and-a-backlog-stacked-toward-space-systems","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/314785\/","title":{"rendered":"Cantor lifts Rocket Lab\u2019s (RKLB) Target After Record 2025 Revenue, Launch Cadence, And a Backlog Stacked Toward Space Systems"},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\">Rocket Lab USA, Inc. (NASDAQ:RKLB) is one of the <a href=\"https:\/\/www.insidermonkey.com\/blog\/11-best-space-stocks-to-buy-now-1707845\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Best Space Stocks to Buy Now;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Best Space Stocks to Buy Now<\/a>. On March 2, 2026, Cantor Fitzgerald\u2019s analyst raised its price target on Rocket Lab USA to $85 from $72 and kept its Overweight rating. At the time of the note, the stock was trading around $69.10, down from the prior close of $72.65. The analyst pointed to Rocket Lab\u2019s fiscal 2025 revenue of about $602 million, a company record that also exceeded both consensus expectations and management guidance. The analyst noted that this implied roughly 38% year-over-year revenue growth, with analysts projecting additional growth in fiscal 2026.<\/p>\n<p class=\"yf-1fy9kyt\">Operationally, Rocket Lab hit its goal of 21 successful launches in fiscal 2025, including seven launches in the fourth quarter, also a record. The company\u2019s contracted backlog was about $1.85 billion as of Q4 2025, with 74% of the revenue tied to Space Systems and 26% tied to Launch. Management also expected to recognize roughly 37% of that backlog as revenue within 12 months. The update also referenced the SDA Tranche 3 award, a firm fixed-price OTA with a total potential value of $805 million, described as the company\u2019s largest contract to date, alongside the Neutron debut delay to Q4 2026, cited by another firm.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/03\/0f79f0dd305ceb6e27e155b0bbde7d87.jpeg\" alt=\"Cantor lifts Rocket Lab\u2019s (RKLB) target after record 2025 revenue, launch cadence, and a backlog stacked toward Space Systems\" loading=\"eager\" height=\"640\" width=\"960\" class=\"yf-lglytj  loaded\"\/> Cantor lifts Rocket Lab\u2019s (RKLB) target after record 2025 revenue, launch cadence, and a backlog stacked toward Space Systems      <\/p>\n<p class=\"yf-1fy9kyt\">Pixabay\/Public Domain<\/p>\n<p class=\"yf-1fy9kyt\">Rocket Lab USA, Inc. (NASDAQ:RKLB) is a space company that provides launch services primarily through its Electron rocket and builds space systems, including satellites, spacecraft components, and related space hardware, while developing its larger Neutron launch vehicle.<\/p>\n<p class=\"yf-1fy9kyt\">While we acknowledge the potential of RKLB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you\u2019re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the <a href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">best short-term AI stock<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\">READ NEXT: READ NEXT:\u00a0<a href=\"https:\/\/www.insidermonkey.com\/blog\/30-stocks-that-should-double-in-3-years-1518528\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:30 Stocks That Should Double in 3 Years;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">30 Stocks That Should Double in 3 Years<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.insidermonkey.com\/blog\/11-hidden-ai-stocks-to-buy-right-now-1523411\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:11 Hidden AI Stocks to Buy Right Now;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">11 Hidden AI Stocks to Buy Right Now<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\">Disclosure: None. <a class=\"link \" href=\"https:\/\/news.google.com\/publications\/CAAqLQgKIidDQklTRndnTWFoTUtFV2x1YzJsa1pYSnRiMjVyWlhrdVkyOXRLQUFQAQ?hl=en-US&amp;gl=US&amp;ceid=US%3Aen\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Follow Insider Monkey on Google News;elm:context_link;itc:0;sec:content-canvas\">Follow Insider Monkey on Google News<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Rocket Lab USA, Inc. (NASDAQ:RKLB) is one of the Best Space Stocks to Buy Now. On March 2,&hellip;\n","protected":false},"author":2,"featured_media":314786,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[138,14897,170853,111,139,69,14894,14892],"class_list":{"0":"post-314785","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business","8":"tag-business","9":"tag-cantor-fitzgerald","10":"tag-company-record","11":"tag-new-zealand","12":"tag-newzealand","13":"tag-nz","14":"tag-price-target","15":"tag-rocket-lab"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/314785","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=314785"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/314785\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/314786"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=314785"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=314785"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=314785"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}