Rocket Lab (NASDAQ: RKLB) | RKLB Price Prediction reported Q4 2025 earnings after the bell on Feb. 25, and this morning the stock is trading around $68, down around 1.05% over the past week. Yesterday we were watching whether the company could sustain the momentum it built through a record-breaking 2025, and the results offered a mixed but largely encouraging picture.
EPS Beat, Profitability Still a Work in Progress
Rocket Lab posted Q4 2025 EPS of loss of 9 cents, beating the consensus estimate of a loss of 10 cents by roughly 8%. That’s a meaningful swing from Q4 2024, when the company missed estimates by 11%. The EPS improvement year-over-year reflects steadier cost management as the business scales. As we flagged in our Q3 coverage, the gross margin trajectory was a key signal to watch. Rocket Lab had already reached a record 37% GAAP gross margin in Q3, and the Q4 guidance had called for 37%-39% GAAP gross margins, suggesting that floor was expected to hold or improve.
Full Q4 revenue figures were not available in our data at press time, but the company had guided for $170-$180 million in Q4 revenue. If achieved, that would represent continued sequential growth from Q3’s $155.08 million and extend a quarterly revenue trend that has climbed consistently from $59.99 million in Q4 2023.
Analyst Confidence Holds, Insiders Tell a Different Story
The broader analyst community remains constructive. Ten analysts rate RKLB a Buy, five Hold and none a Sell, with a consensus price target of $83.96, implying roughly 15% upside from current levels. That institutional confidence contrasts with notable insider activity. 73 recent insider transactions have skewed toward selling, a signal worth monitoring even as the broader narrative around Neutron development and defense alignment remains bullish.
In Q3, CEO Peter Beck pointed to strategic positioning around programs like Golden Dome and the Space Development Agency’s future constellations as long-term growth drivers. No fresh transcript from the Q4 call was available at time of publication.
What to Watch Today
With RKLB up 4.14% year-to-date but off 16.49% over the past month, the near-term question is whether Q4 revenue lands within or above the guided range and whether management provides a credible 2026 outlook. Neutron’s first launch timeline, originally targeted for Q1 2026, will be a focal point. Watch for analyst price target revisions through the session and whether today’s open holds above the $72 level.
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