异动解读 | Rocket Lab盘前大涨5%,Q1财报超预期叠加投行上调目标价持续推升股价

异动解读
Yesterday

Rocket Lab USA, Inc.(RKLB)今日盘前股价大幅上涨5.00%,引起了市场的广泛关注。

消息面上,公司此前发布的第一季度财报表现持续发酵,数据显示Rocket Lab一季度实现总营收2.003亿美元,同比大幅增长63.5%,远超市场预期,GAAP毛利率达38.2%,在手订单积压超22亿美元创下历史新高。此外,德意志银行于5月12日将Rocket Lab目标价从73美元大幅上调至120美元,并维持买入评级,进一步巩固了市场的做多信心。

业务层面,公司季度末签署了31份Electron和HASTE火箭发射合同及5份Neutron专用发射合同,一季度发射订单量已超过全年水平,累计待执行发射任务超过70个。同时,公司还斩获了“黄金穹顶”大单,并通过并购推进卫星部件的垂直整合,在商业航天与国防领域双线扩张加速。

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