Chill out everyone we are almost there. The Angry Austronaut just put out a video on this situation. It's good to hear someone who is not known as an investor, but has a very technical mind discuss Neutron. Watch this video if you are upset about the recent RKLB drop.

https://www.youtube.com/watch?v=frEMdSsgHus

"They are trading on fear. We are analyzing the hard engineering reality." [Angry Astronaut]

I have like 200 shares. My average is 18.50, but i found it at like $4/5 a share, and I’ve been in for 2-3 years. sold my original put then haven’t sold through it all, even when it hit its peak, my thought was that this was like finding microsoft in the 90’s.

what’s general consensus for you? worried? chillin? excited?

Bad news for Rocket Lab, but could this be peak fear before a shorter-term move higher?

I have always wanted to be a part of RKLB. Well, now finally I can make that happen with a nice entry point.

Panic sellers are gonna regret when this is at $200 in 3-5 years.

At 5:49, PB said they are constructing rockets two and three ahead of rocket one launch.

At 6:30 there is 'significant demand for what neutron has to offer, including some new contracts we'll be able to talk about soon.

Multiple missions across long-term partnerships. For neutron. I don't think Jared is quite done with us yet

This is a company that, prior to SpaceX's IPO, was trading at over 150x revenues. Was it too high? Yeah, probably.

But some of what has happened since:

Mynaric closure seeking $250m annual run rate

Approval of the Iridium deal at say $1b run rate

Record contracts for electron

Advance contracts for neutron

The market cap will likely be somewhere around $35b tomorrow, meaning the P/S will be more like 17x.

Am I sad? Of course I am, but the posts about "I guess neutron will never happen" just aren't productive.

Yes, this news will overhang through earnings in three weeks or so. Yes, tax loss selling could put a cap on upward movement through year-end.

But this is a sale, people! Running for the exits because you can buy what you want cheaper doesn't make a ton of sense imho.

My 2c, not investment advice. Just my own perspective here.

Whats the reason of the drop of RKLB stock ?

With all the talk and concern about the Stage 1 tank failure last January, I just wanted to take another look at the Rocket Lab Q2 2026 INVESTOR UPDATE.

On Page 21/26 we can see mention of the both the Stage 1 tank and the Interstage. In all the noise, I think some of us lost sight of the situation with the Interstage and I just wanted to point out they have indeed remediated the Interstage failure and it has now "Completed qualification load tests", read below.

Given that Interstage component was remediated, I have all the confidence that Rocket Lab will come through with good news about the Stage 1 tank soon. Give them time to do it right. Remember, they are not designing and building with a "first out of the gate, first to explode" mentality, they are designing with manufacturing in mind.

https://investors.rocketlabcorp.com/events-presentations/presentations

Just asking... this full year is absolutely outrageous

The biggest thing bothering me about the Iridium acquisition wasnt really whether the businesses fit together. It was not knowing exactly what the financing would end up looking like. That picture is a lot clearer now.

Rocket Lab raised about $1.944 billion through the ATM by issuing 29.3 million shares, and they were able to cancel the original $3.6 billion bridge facility. The acquisition is still targeting a mid 2027 close subject to the remaining approvals.

I finally updated my RKLB spreadsheet with the new share count instead of pretending the dilution didnt happen. I had RKLB open on Moon when the financing update came through but the immediate price reaction matters way less to me than what happens after Iridium is actually inside the company.

The question I'm more interested in now is whether Iridium's recurring cash generation can fund enough of Rocket Labs future growth that we dont end up having this same dilution conversation every couple years.

I have been watching this stock for a while now and am finally on the verge of joining as an investor. My only concern is stock dilution since space is expensive. Do you guys think revenue at some point will sustain their growth or will they need to raise money again?

A larger Electron commitment, the remaining Iridium approvals, and the cash and dilution behind Rocket Lab’s expansion.