Olivia
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Space Fortune
@SpaceFortune12
Interested in everything space
$RKLB Investor
Joined June 2026
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The first HASTE launch from the new $266m contract with the United States Space Force has been added to Rocket Lab's website, and it has confirmed that it will NOT be launching from LC-4.
"The first launch of this contract will occur from one of Rocket Labβs other launch complexes, which will allow for the ability to launch no earlier than the end of 2026 while the Alaska site is prepared for the remaining launches. The specific launch site for the first launch will be disclosed at a later date."
So as predicted, it's very likely the first launch from this contract will take place at LC-2. That said, the description leaves open the possibility of LC-1 seeing its first HASTE launch?
https://t.co/h786Kg15AV
$RKLB
Read between the lines here. Responsive launch? New orbits? I think Rocket Lab is pushing for another TacRS contract (or something much bigger), and I think they'll win.
This campaign reminds me of when Rocket Lab was pushing promotion for HASTE on twitter, and then they won a 20x launch HASTE contract - the largest launch contract for the company at the time.
Rocket Lab doesn't make noise for nothing. I'm telling you, the opportunity at LC-4 is much bigger than what has already been announced.
$RKLB
Responsive launch needs responsive launch sites.
With Launch Complex 1, we built the world's first private orbital launch site giving us launch availability 24/7, 365. Launch Complex 2 was built in just 10 months to bring small launch and hypersonic test launch to the U.S. East Coast, and Launch Complex 3 right next door unlocks medium launch capability with Neutron.
Next up: Alaska, and Rocket Lab Launch Complex 4. New orbits, new azimuths, a new era in responsive space.
Rocket Lab, along with 14 other companies, has been selected for another IDIQ contract with a ceiling of $981 Million.
This opportunity itself is not necessarily that big. If you assume each company gets an equal split, it comes out to about $11m/year in extra revenue for Rocket Lab.
That said, the key bull case for this award is that this is yet another recent example of Rocket Lab winning awards alongside long-standing industry primes.
https://t.co/umscRy0aIt
$RKLB
Today, Rocket Lab USA was announced as one of 15 awardees to a $981M max-value multiple award IDIQ under Space Systems Command, to provide support to space & ground-based engineering activities to enhance test, evaluation, and training ops thru 2032.
I'm still tempted to believe that the location for the first MACH-TB mission is 'Undisclosed' because they are considering launching from LC-4.
If so, that, along with the press release saying the first mission of the $266m USSF contract is to launch this year, would suggest that LC-4 will be completed and operational by the end of this year.
Speculative, but exciting. $RKLB
These 3 launches are targeted to take place from late 2027. iQPS already has 8 missions on the backlog before this, all of which should therefore launch before late-2027.
Just another sign that Rocket Lab's cadence is going to be growing significantly. $RKLB
Securing access to space for all-weather 24/7 Earth imaging ππΈ
@QPS_Inc has signed for another 3x Electron launches to continue deploying their QPS constellation - their third multi-launch booking on Electron in less than a year.
More details: https://t.co/5QMgE2bWDw
π¨ LAUNCH ALERT
Rocket Lab's next Electron launch will be in a launch window between 5 August to 18 August.
$RKLB
I compared this NAVAREA to the previous one posted for The Grain Goddess Provides and the boundaries are identical. Only difference is the launch times.
It's very likely this a re-attempt of The Grain Goddess Provides which was aborted on ignition earlier this month.
π¨ LAUNCH ALERT
Rocket Lab's next Electron launch will be in a launch window between 5 August to 18 August.
$RKLB
@mottbox_ Next launch is NET 5th august as well. Going to be a fun week next week.
https://t.co/q6m2iXVVFZ
π¨ LAUNCH ALERT
Rocket Lab's next Electron launch will be in a launch window between 5 August to 18 August.
$RKLB
Rocket Lab is down, but how have their fundamentals changed since their ATH of $150 in May?
Rocket Lab's fundamentals have indisputably improved. Since their ATH in May the company has:
β
Entered an agreement to acquire Iridium
β
Won $266m HASTE contract for the United States Space Force
β
Announced LC-4 which will house the companies 4th dedicated Electron/HASTE pad.
β
Launched VICTUS HAZE, setting a world record for responsive launch
β
Won an award to launch 3 missions for NASA under the VADR contract, with the TSIS-2 mission being re-manifested from SpaceX to Rocket Lab (showing Rocket Lab is favored for responsive & time-sensitive launches).
β
Won a $92m contract to build 2 GEO satellites, marking a first for the company
The only arguable negatives for the company is that:
β The CEO, Sir Peter Beck, sold some stock (although this was pre-planned)
β Electrons' last launch attempt (The Grain Goddess Provides) was aborted on ignition, and there has been no news or launches since (This isn't particularly unusual. Launch 81 - Bridging The Swarm - was aborted on ignition on December 16th and the next attempt was January 31st)
So Rocket Lab is improving, they're still winning contracts, and they're expanding to a new launch site. The stock is down because all high-beta stocks are down at the moment.
This means that when money comes back into high-risk stocks, Rocket Lab should fly back up to it's previous valuation (if not higher). Even good news on Neutron may not move the stock right now, as all high-beta stocks are down.
We went through this last October/November. The stock went from $70 ATH to the mid 30's within a month. Then 2 months later, in January, we were at a new ATH of almost $100. We've been there before, we'll be there again. Remember why you invested. Remember what this company is doing and what it is capable of. And remember that this company isn't an outlier, all high-beta stocks are down.
If all other high-beta stocks were green while Rocket Lab was down 70%, I would be panicking. But that isn't the case. Stay strong. $RKLB
@SpaceInvestor_D Highlights the importance of getting Neutron off the ground and cadence scaled. Rocket Lab would be a serious competitor for these contracts.
It's confirmed, Rocket Lab's LC-4 will be a dedicated Electron pad rather than being a pad shared with another launch provider.
Rocket Lab sees a significant long term opportunity in Alaska, undoubtedly much larger than the $266m contract already signed.
https://t.co/CLK4AIxtDS
$RKLB
@AcceptNoCookies Same thing happened with Bridging the Swarm back in December. That launch was aborted on December 16th and didn't have another launch attempt until January 30th.
I wouldn't be too concerned.
Rocket Lab's LC-4 is potentially incredibly bullish for orbital launch, not just HASTE. NASA named Kodiak Island, where LC-4 is located, as one of the best locations in the world for polar launch operations.
Remember, Rocket Lab wouldn't invest in another launch site if they didn't see a bigger long-term opportunity there.
https://t.co/w72U3bfp9Y
$RKLB
Amazon Leo has applied to the FCC to use Iridiumβs exclusive 1618.725-1621.25Mhz frequencies outside the US along with L-Band 1518-1525/1668-1675 frequencies.
Ultimately, even if this is accepted by the FCC, Amazon will need to apply to the ITU and it'll likely be rejected as Iridium has exclusive worldwide rights to the frequencies.
This makes a deal between Iridium and Amazon possible, which could end up being incredibly lucrative. Or Iridium/Rocket Lab could outright reject on the basis that they have plans to utilise the entirety of their exclusive frequency spectrum.
$RKLB $IRDM $AMZN
https://t.co/xz8xQFmluu
@FranciscoSpace5 @stocksnipa Largest launch contract. SDA were the biggest overall contracts, but were for the space systems division of the business.
Rocket Lab officially confirms LC-4. We knew this was coming, but the most exciting part of the announcement is that the first launch for this contract is expected in 2026, less than 6 months away.
The only line that makes me doubt whether this first launch will actually be from LC-4 is the word 'Primarily'. It's possible that the first few launches of this contract will be from LC-2 while they build out LC-4.
However, if it is the case that the full contract work is taking place from LC-4 then this is an incredibly aggressive timeline. Will be the fastest launch pad they've ever built, assuming they hadn't already started work before the contract was awarded.
$RKLB
Not only are we anticipating an update on a possible stage 2 hot fire, and the new stage 1 tank, but we're also looking for an update on the new interstage which cracked during qualification testing back in May.
For the better or worse, we'll be getting big updates on Neutron in this upcoming earnings call.
$RKLB
Rocket Lab Space Structures Complex Update
May 22, 2026
Middle River, Maryland
A crack has formed on the Neutron interstage that has been on the stand for several weeks. Checking from several angles, it appears the crack goes most, if not all, of the way around.
Cranes have arrived on-site which usually indicates they will be moving the hardware, likely back inside for further analysis.
@NASASpaceflight
Hopefully this means the test stand is being lowered to allow for the second stage to be attached. If so, a stage 2 static fire is imminent. A stage 2 static fire would likely also indicate that Archimedes is qualified, or about to be.
The test stand has been on the launch pad since December 2025. I would be surprised if they've waited this long to make any changes or adjustments to the stand itself.
The next few days will be incredibly interesting, and this earnings could be one of Rocket Lab's biggest yet. Incredibly bullish on $RKLB
NASA Wallops Island update β Rocket Lab Neutron Launch Complex. The second stage static fire test stand has been lifted off the pad.
Crane was already rigged when I arrived this morning. About 20-30 minutes later the lift began, 9 minutes total, a controlled 180-degree swing, stand set down to the right of the pad at LC-3 / LP-0D.
Notable: no transport trailer on site, no indication the stand is leaving the area. That points to further work nearby, possibly further integration, or even the addition of the Neutron second stage, which would be a significant milestone.
Full lift video (4K, sped up 10x): https://t.co/h27lnpNN6W
More to come.
@NASASpaceflight
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