Rocket Lab USA, Inc. (NASDAQ: RKLB) shares are soaring after the company was announced to be accepted into a prominent defense program. The most recent pre-market check showed that RKLB stock was up 7.65%, trading at $19.83. The company’s recent inclusion in the National Security Space Launch (NSSL) Phase 3 Lane 1 program of the U.S. Space Force is credited with this momentum.
Major Contract Award and Development of Neutron Rocket
As part of the NSSL program, the U.S. Space Force has selected Rocket Lab to compete for critical national security missions. The deal, which has a five-year term and a potential value of $5.6 billion, will end in June 2029. It is designed to deliver high-assurance space launch services for the Department of Defense’s most important missions.
The endeavor will be launched from Rocket Lab’s Neutron rocket, a 13-ton, medium-lift vehicle constructed from reusable carbon composites. The development of neutrons is accelerating to fulfill the needs of satellite constellation deployments and national security.
Neutron’s Market Readiness and Rocket Lab’s Reputation
Neutron is capable of deploying payloads up to 13,000 kilograms, making it a powerful addition to Rocket Lab’s growing portfolio. With 63 successful Electron launches, the company has established itself as a reliable provider, one of the few U.S. companies to achieve multiple payload launches in 2025. Neutron’s anticipated debut later this year will set the stage for RKLB’s future engagements with the NSSL program, pending a successful first flight.
Strategic Role in U.S. National Security
As one of just five companies selected for the NSSL Phase 3 program, Rocket Lab’s inclusion underscores its eligibility to compete for further national security missions. The program, which plans to award at least 30 missions through 2029, could extend into 2034.
To initiate its participation, RKLB has already secured a $5 million task order to conduct a capabilities assessment, demonstrating its commitment to mission assurance and ensuring reliable access to space for the nation’s most critical defense objectives.