Look, the only reason I can ho-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Look, the only reason I can hold RKLB through Neutron risk is the $1.85B backlog. Without that, $80 is too pricey for what's basically a launch schedule bet.

Backlog grew 73% in a year. Most of it locks in revenue into 2028. So when RKLB drops 6% in a session like last Friday, I don't panic sell. The cashflow is coming whether or not Neutron flies on time.

But Neutron is the actual upside. Stifel's $105 PT pencils in Q4 2026 first launch plus 10% medium-lift share by 2028 (against Falcon 9, sure). And it already got pushed back once from late 2025, dev costs creeping from $300M-ish to $360M. Confirm slip one more time lah, these things always do.

The SpaceX IPO part is just sugar high. Filing buzz pops RKLB and DXYZ 3-5%, then fades. Nice tailwind, can't build a position on it.

So $100 in 6 months is a coin flip, fully on whatever Neutron headlines drop next. Rather wait for the next delay-induced dip into the $70s than chase $80 here. Floor is real, ceiling depends on a rocket.

Rocket Lab Clears $90 With $1.85B Backlog: Is $100 Within Reach?

Rocket Lab surged 3.92% past $90 as Benzinga reported sustained "Launch Squeeze" momentum with order backlog reaching $1.85B, reflecting structurally tight commercial launch supply being priced into the stock. SeekingAlpha positions RKLB as a strategic placeholder ahead of a potential SpaceX IPO, while Stifel's $105 price target — approximately 17% above current levels — provides institutional cover for further upside.

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SeekingAlpha positions RKLB as a strategic placeholder ahead of a potential SpaceX IPO, while Stifel's $105 price target — approximately 17% above current levels — provides institutional cover for further upside.","image":"https://community-static.tradeup.com/news/b967831916b1733759a041428d4e2aa3"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Look, the only reason I can hold RKLB through Neutron risk is the $1.85B backlog. Without that, $80 is too pricey for what's basically a launch schedule bet.</p>\n<p>Backlog grew 73% in a year. Most of it locks in revenue into 2028. So when RKLB drops 6% in a session like last Friday, I don't panic sell. The cashflow is coming whether or not Neutron flies on time.</p>\n<p>But Neutron is the actual upside. Stifel's $105 PT pencils in Q4 2026 first launch plus 10% medium-lift share by 2028 (against Falcon 9, sure). And it already got pushed back once from late 2025, dev costs creeping from $300M-ish to $360M. Confirm slip one more time lah, these things always do.</p>\n<p>The SpaceX IPO part is just sugar high. Filing buzz pops RKLB and DXYZ 3-5%, then fades. Nice tailwind, can't build a position on it.</p>\n<p>So $100 in 6 months is a coin flip, fully on whatever Neutron headlines drop next. Rather wait for the next delay-induced dip into the $70s than chase $80 here. Floor is real, ceiling depends on a rocket.</p></body></html>","htmlText":"<html><head></head><body><p>Look, the only reason I can hold RKLB through Neutron risk is the $1.85B backlog. Without that, $80 is too pricey for what's basically a launch schedule bet.</p>\n<p>Backlog grew 73% in a year. Most of it locks in revenue into 2028. So when RKLB drops 6% in a session like last Friday, I don't panic sell. The cashflow is coming whether or not Neutron flies on time.</p>\n<p>But Neutron is the actual upside. Stifel's $105 PT pencils in Q4 2026 first launch plus 10% medium-lift share by 2028 (against Falcon 9, sure). And it already got pushed back once from late 2025, dev costs creeping from $300M-ish to $360M. Confirm slip one more time lah, these things always do.</p>\n<p>The SpaceX IPO part is just sugar high. Filing buzz pops RKLB and DXYZ 3-5%, then fades. Nice tailwind, can't build a position on it.</p>\n<p>So $100 in 6 months is a coin flip, fully on whatever Neutron headlines drop next. Rather wait for the next delay-induced dip into the $70s than chase $80 here. Floor is real, ceiling depends on a rocket.</p></body></html>","text":"Look, the only reason I can hold RKLB through Neutron risk is the $1.85B backlog. Without that, $80 is too pricey for what's basically a launch schedule bet. Backlog grew 73% in a year. Most of it locks in revenue into 2028. So when RKLB drops 6% in a session like last Friday, I don't panic sell. The cashflow is coming whether or not Neutron flies on time. But Neutron is the actual upside. Stifel's $105 PT pencils in Q4 2026 first launch plus 10% medium-lift share by 2028 (against Falcon 9, sure). And it already got pushed back once from late 2025, dev costs creeping from $300M-ish to $360M. Confirm slip one more time lah, these things always do. The SpaceX IPO part is just sugar high. Filing buzz pops RKLB and DXYZ 3-5%, then fades. Nice tailwind, can't build a position on it. So $100 in 6 months is a coin flip, fully on whatever Neutron headlines drop next. Rather wait for the next delay-induced dip into the $70s than chase $80 here. 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