Post-earnings, $RKLB is down ~6% after a Stage 1 tank defect pushed Neutron's inaugural launch to Q4 2026, overshadowing a Q4 revenue beat of $179.7M.
Backlog climbed to $1.85B and Q1 guidance came in at $185–$200M. Traders zeroed in on Neutron's delay vs. Electron cadence and contract momentum.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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