RKLB is trading above its 50‑day EMA and the recent infrastructure expansion lifts its revenue runway, supporting a bullish technical breakout. Fundamentally, the new deal against SpaceX and a $1.3T TAM projection boost earnings outlook.

Investor chatter stays upbeat as analysts emphasize Rocket Lab’s accelerated launch cadence and competitive deal, driving buying pressure. The broader aerospace rally and UBS’s TAM forecast reinforce a market bias toward a higher valuation.

Competition with SpaceX adds execution risk, but Rocket Lab’s diversified services and expanding launch infrastructure mitigate long‑term downside. Sustaining higher flight frequency could position the company to capture a sizable share of the $1.3T space economy by 2040.

The daily RSI has risen above 55 and MACD shows a bullish crossover, confirming momentum recovery. Volume spikes on the infrastructure announcement indicate institutional accumulation.