Revenue $200.3M (+63.4% YoY),

Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY, the core engine contributing to the beat. Q2 guidance midpoint $232.5M, exceeding Street estimates by approximately +16%. Neutron maiden flight maintains the 4Q26 schedule. Goldman Sachs maintains Neutral, price target $73 → $76, but the current $117 is 54% higher than the target—whether the valuation is reasonable is the biggest disagreement this quarter.

SpaceX S-1 Filed: Too Late to Rush Into Space Stocks Now?

Rocket Lab closed up 5.47% in regular trading, after SpaceX formally submitted its S-1 prospectus disclosing Musk's full control, $1.45B in Bitcoin reserves, and the complete operational relationship between SpaceX and Starlink, advancing the narrative of a potential landmark IPO. Is SpaceX's S-1 filing the beginning of the end for the RKLB story, or the opening of an entirely new chapter for commercial space?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":563811973226696,"tweetId":"563811973226696","gmtCreate":1778682513338,"gmtModify":1778682517928,"author":{"id":4143001014413252,"idStr":"4143001014413252","authorId":4143001014413252,"authorIdStr":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":103,"starInvestorFlag":false},"themes":[{"themeId":"ed4e12205bf34b65a986ea968dd36ee0","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"SpaceX S-1 Filed: Too Late to Rush Into Space Stocks Now?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ed4e12205bf34b65a986ea968dd36ee0}&rnconfig={\"headerBarHidden\": true}","description":"Rocket Lab closed up 5.47% in regular trading, after SpaceX formally submitted its S-1 prospectus disclosing Musk's full control, $1.45B in Bitcoin reserves, and the complete operational relationship between SpaceX and Starlink, advancing the narrative of a potential landmark IPO. \nIs SpaceX's S-1 filing the beginning of the end for the RKLB story, or the opening of an entirely new chapter for commercial space?","image":"https://community-static.tradeup.com/news/b3e2f4792e06a23b881ae0c37c9b65a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY, the core engine contributing to the beat. Q2 guidance midpoint $232.5M, exceeding Street estimates by approximately +16%. Neutron maiden flight maintains the 4Q26 schedule. Goldman Sachs maintains Neutral, price target $73 → $76, but the current $117 is 54% higher than the target—whether the valuation is reasonable is the biggest disagreement this <u>quarter.</u></body></html>","htmlText":"<html><head></head><body>Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY, the core engine contributing to the beat. Q2 guidance midpoint $232.5M, exceeding Street estimates by approximately +16%. Neutron maiden flight maintains the 4Q26 schedule. Goldman Sachs maintains Neutral, price target $73 → $76, but the current $117 is 54% higher than the target—whether the valuation is reasonable is the biggest disagreement this <u>quarter.</u></body></html>","text":"Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY, the core engine contributing to the beat. Q2 guidance midpoint $232.5M, exceeding Street estimates by approximately +16%. Neutron maiden flight maintains the 4Q26 schedule. Goldman Sachs maintains Neutral, price target $73 → $76, but the current $117 is 54% higher than the target—whether the valuation is reasonable is the biggest disagreement this quarter.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/563811973226696","repostId":0,"isVote":1,"tweetType":1,"viewCount":553,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":462,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/563811973226696"}