$RKLB is just secured another critical defense contracts and after the
$IRDM merger will completely transforms its financial trajectory, hereās what I see:
The fundamental data backing Rocket Lab is absolutely staggering right now as they just secured a spot on a U.S. Space Force contract vehicle, which has a $981 million ceiling to build test and training tools that prepare Guardians for engagements against peer adversaries through 2036. While the money flows through individual task orders with no guaranteed split among the 15 selected vendors, their pending $8 billion merger with
@IridiumComm is the real fundamental game changer. Management recently completed a $1.94 billion equity offering to fully fund the cash portion of the deal, completely eliminating the need for expensive bridge loans. When this acquisition closes in mid 2027,
$IRDM will immediately inject massive free cash flow and recurring satellite communications revenue into the business, which analysts expect will officially push Rocket Lab into profitability.
Looking at the technical setup we see
$RKLB has been surging aggressively into the $74 level while building a rock rocketed off its base of support at its 50 day SMA. There is a major gex wall acting as overhead resistance near $75. With heavy institutional accumulation stepping in to front run their 2027 profitability targets, I fully expect that resistance at $75 and $80, I see
$RKLB easily pushing toward the $95 to $100 range in the coming months.