Scorecard: 3/4 — RKLB's full reversal broke the streak

Tuesday's calls went 3/4. SANM (+3.9%), APPS (-35.8%) and BW (+18.2%) all held their morning direction — APPS and BW beating their prints — while RKLB (+6.5%) fully reversed its -6% premarket read and finished green.

Scorecard

In this brief: 4 sections 2 min read

- After-hours high was ~$179.88 on the Q4 beat; opened $166.40, touched a $167.97 high, then slid to a $150.40 low.
- Closed $155.43, +3.9% vs $149.64 on ~3.4M shares.
- The FY27 guide ($17.5B-$19.5B revenue, $15.50-$17.50 EPS) couldn't hold the gap, but the call stayed green.
- Opened $8.29, the day high, then slid to a $6.84 low.
- Closed $7.25, -35.8% vs $11.30 on ~19.2M shares.
- Securities-fraud investigation notices followed, tied to a $3.5M revenue-share expense restatement.
- Opened $3.80, traded $3.60–$4.62; closed $4.48, +18.2% vs $3.79 on ~15.5M shares.
- Q3 revenue more than doubled to $290.8M with backlog jumping to $2.5B and a 2027 EBITDA target of $125M-$140M.
- Beat the print on the data-center pipeline, including ~$6B tied to data centers.
- Traded ~9% lower early (~$53.33) on the wider Q3 loss, then rallied all session to a $63.77 high.
- Closed $62.71, +6.5% vs $58.86 on ~28.5M shares.
- The record $3.57B backlog won the day; Stifel reiterated Buy with a $132 target.

Useful?