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Rocket Lab (RKLB) Stock News: Five Brokerages Lower Targets After the Neutron Slip

Steven Levine, Founder of TickerPosts and OpenClassActions.com1 min read
A rocket lifting off through a cloud of smoke under an evening sky.
Illustrative photo by SpaceX on Pexels

Sell-side targets on Rocket Lab came down across the board after the company moved Neutron’s first launch into 2027, according to 24/7 Wall St. and Financial Modeling Prep.

The moves

As reported: Citizens to $90 from $130, keeping Outperform and saying the most significant effect of the delay is on fiscal 2027 and 2028 launch revenue; KeyBanc to $100 from $135; Clear Street to $105 from $129; TD Cowen to $90 from $120. Cantor Fitzgerald kept an Overweight rating and a $122 target. Sources differ slightly on some figures.

What the firms focused on

Citizens’ note, as reported, traced the delay to voids in the carbon-composite forward dome that failed to meet safety margins, requiring a manufacturing fix and a rebuild with replacement and testing running through the first quarter of 2027. The shares fell about 11% on October 15 and traded near $55 in premarket the following day.

Why it matters for the stock

For readers following RKLB, the targets fell by a quarter to a third while ratings mostly stayed positive, which says analysts are pushing revenue out rather than questioning the program. The next hard data point is the first-quarter 2027 test schedule the company has now committed to.

Published October 21, 2026. Informational reporting, not investment advice. Analyst ratings and targets are the opinions of the firms named, as reported by the cited sources, and can change without notice. TickerPosts has no view on any target.

Sources