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Rocket Lab USA, Inc. (RKLB): A Bull Case Theory

We came across a bullish thesis on Rocket Lab USA, Inc. (RKLB) on Lorenzo Bastianelli’s Substack. In this article, we will summarize the bulls’ thesis on RKLB. Rocket Lab USA, Inc. (RKLB)'s share was trading at $26.45 as of 5th June.

[caption id="attachment_1211412" align="aligncenter" width="768"] A closeup of a spacecraft in launch position, ready for takeoff.[/caption]

Rocket Lab (RKLB) delivered a strong Q1 2025, generating $122.6 million in revenue—a 32.1% year-over-year increase—fuelled by five Electron launches and continued momentum in its Space Systems business....