"Rocket Lab posted Q4 2025 EPS of loss of 9 cents, beating the consensus estimate of a loss of 10 cents by roughly 8%. That's a meaningful swing from Q4 2024, when the company missed estimates by 11%. The EPS improvement year-over-year reflects steadier cost management as the business scales."
"Rocket Lab had already reached a record 37% GAAP gross margin in Q3, and the Q4 guidance had called for 37%-39% GAAP gross margins, suggesting that floor was expected to hold or improve. If achieved, that would represent continued sequential growth from Q3's $155.08 million and extend a quarterly revenue trend that has climbed consistently from $59.99 million in Q4 2023."
"Ten analysts rate RKLB a Buy, five Hold and none a Sell, with a consensus price target of $83.96, implying roughly 15% upside from current levels. That institutional confidence contrasts with notable insider activity. 73 recent insider transactions have skewed toward selling, a signal worth monitoring even as the broader narrative around Neutron development and defense alignment remains bullish."
Rocket Lab reported Q4 2025 earnings with an EPS loss of 9 cents, beating consensus estimates of a 10-cent loss by approximately 8%. This represents significant improvement from Q4 2024 when the company missed estimates. The company maintained record gross margins around 37-39%, demonstrating improved cost management as operations scale. Q4 revenue guidance of $170-$180 million would continue sequential growth from Q3's $155.08 million, extending an upward quarterly revenue trend from $59.99 million in Q4 2023. Analyst sentiment remains constructive with ten Buy ratings and a consensus price target of $83.96, implying 15% upside. However, 73 recent insider transactions skewed toward selling, contrasting with bullish narratives around Neutron development and defense programs.
Read at 24/7 Wall St.
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