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Rocket Lab USA Inc. (NASDAQ: RKLB) has grown from a small-launch niche player into one of the most actively discussed aerospace stocks of 2026. Rocket Lab reported a record $200.3 million in Q1 2026 revenue, up 63.5% year-over-year, with a backlog above $2.2 billion and large defense contracts including an $816 million Space Force award. The company joined the Nasdaq-100 Index on June 22, 2026 — a milestone that significantly expanded its passive fund ownership and institutional visibility. Beyond its proven Electron rocket and Photon satellite platform, Rocket Lab recently acquired Mynaric AG for approximately $160 million to strengthen its laser communications capabilities, and completed the acquisition of Motiv Space Systems, rebranded as Rocket Lab Robotics. The defining catalyst of the second half of 2026 is Neutron — its medium-lift reusable rocket targeting a first flight in Q4 2026, with five commercial contracts already signed before the rocket has flown. Traded under the symbol RKLB on the Nasdaq, it operates in the industrials and technology sectors.
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