Rocket Lab USA 'A'

Rocket Lab has unveiled the IMM Apex, a germanium-free solar cell for space applications with a beginning-of-life efficiency of 31.5% and roughly 40% lower cell mass compared with conventional multi-junction solar cells. The cell is designed as a direct replacement for existing products and aims to resolve supply-chain issues related to germanium. Optimized manufacturing processes enable production on the order of several hundred kilowatts; the technology builds on the IMM platform used for years and is available now. » Plus sur de.investing.com

Rocket Lab reported 62% year‑over‑year revenue growth, driven by its space systems segment, which now generates more revenue than its launch business. The Neutron rocket debut has been pushed back to early 2027, delaying a key path to larger launch revenues and bundled services. Management is pursuing integrated offerings and the Iridium acquisition to expand satellite services, but Rocket Lab remains unprofitable with low gross margins and a high price‑to‑sales ratio (~48), leaving the stock vulnerable despite top‑line growth. » Plus sur finance.yahoo.com

Rocket Lab reported record revenue, backlog and guidance but remains unprofitable, posting a $94 million net loss in H1 2026 and projecting a third-quarter adjusted EBITDA loss. The stock values the company near $45 billion—about 59 times trailing revenue—pricing in future growth from the unflown Neutron medium‑lift rocket and the planned Iridium acquisition. Management says Neutron production is on track for pad delivery in Q4 2026 but the first flight may slip into 2027, and the Iridium deal adds debt and dilution. The current valuation therefore depends on milestones that have yet to be achieved. » Plus sur finance.yahoo.com