SpaceX (NasdaqGS:SPCX) Stock Sees Modest Fair Value Lift As Analysts Debate AI And Starlink
The modest uplift in fair value for Space Exploration Technologies from about US$213.50 to about US$222.32 signals a small reset in where analysts see the stock’s central case settling. That shift comes against a very wide range of Street price targets, from US$75 to US$800, as firms debate how sustainable the company’s current trajectory is and what that implies for valuation risk. As you read on, you will see how to track these moving targets and keep up with the evolving analyst story...
Yahoo11 hours agoSPCX
SpaceX’s AI Thesis Is Getting Stronger, but the Capex Risk Is Massive
Barely three months after the largest IPO in history, Space Exploration Technologies Corp. (NASDAQ:SPCX) is no longer just viewed as a launch and satellite company. The company, in turn, has been expanding its horizons and is now viewed as an artificial intelligence infrastructure company. On September 2, Oppenheimer analyst Tim Horan raised the price target […]
Yahoo12 hours agoSPCX
RKLB And FLY Investors, Take Note: Planet Labs Flags SpaceX Rideshare Crunch As Smaller Operators Seek Alternatives
Rocket Lab’s Electron offers dedicated launch dates, orbits and mission profiles, unlike shared Falcon 9 rideshare missions.
Yahoo12 hours agoSPCX
Dow Jones Futures Await Jobs Report After Bullish Market Move; Tesla Cybercabs Hit The Road
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.
Yahoo12 hours agoSPCX
Planet Labs PBC (PL) Could Be 50% Below Fair Value On Satellite Launch Progress
Planet Labs PBC (PL) drew fresh attention after confirming that its Tanager 2 hyperspectral satellite and 18 SuperDove satellites reached Vandenberg Space Force Base ahead of a planned launch on SpaceX’s Transporter 18 mission. Planet Labs PBC’s recent satellite milestone comes as the stock trades at US$19.99, with the share price down 7.15% over the past 30 days and 54.08% over 90 days, yet supported by a very large 1-year total shareholder return above 200% and a multi-year total...
YahooyesterdaySPCX
Elon Musk Says SpaceX Can Accelerate Natural Gas Turbines by 18 Months: 'Profound Game-Changer' for AI Power
Space Exploration Technologies Corp. and Tesla Inc. CEO Elon Musk says fossil fuels are necessary to act as a bridge to close the gap between solar energy at its current levels and where it could be in the future. Turbine...
Yahoo2 days agoSPCX
Zuckerberg, Musk Press G20 Ministers on AI Data Center Power, Labor Needs
Mark Zuckerberg and Elon Musk told G20 technology ministers Tuesday that AI data center growth requi
Yahoo2 days agoSPCX
SpaceX: Long Term Prospects Are Bright Despite Risks, A Buy
SpaceX rated Buy as revenues jump 92% YoY and losses narrow. Valuation concerns are mitigated by a 2029 P/E of 21.39x. See more on SPCX here.
SeekingAlpha7 days agoSPCX
Crown Castle: The 2026 Reset Is Working, But The Market Has Yet To Catch Up
Crown Castle remains a Buy, with valuation underestimating its recovery potential and macro tailwinds supporting a re-rating. Read more on CCI stock here.
SeekingAlpha8 days agoSPCX
SpaceX: Lift Off
SpaceX is drawing upon its capabilities in rockets, satellite technology, and terrestrial data centers to develop its AI business. Read more here.
SeekingAlpha8 days agoSPCX
SpaceX Bulls Aren't Thinking Big Enough, Morgan Stanley Says
Morgan Stanley's Adam Jonas predicts 70% upside for SPCX stock as SpaceX unveils $100 billion Starbase plan in Louisiana.
Benzinga9 days agoSPCX
Why Is AST SpaceMobile Stock Falling on Wednesday?
AST SpaceMobile stock fell Wednesday after SpaceX announced changes to its launch operations, raising market concerns.
Benzinga9 days agoSPCX
Rocket Lab: Neutron May Yet Again Be Delayed
Rocket Lab Corporation posted strong Q2 results with 62% Y/Y revenue growth and a record $2.36B backlog. Read more on RKLB stock here.
SeekingAlpha10 days agoSPCX
SpaceX Stock Is Moving Higher: What's Going On Today?
SpaceX stock is rising Tuesday. JPMorgan reiterated an Overweight and $240 price target, pointing to progress on SpaceX's AI ambitions.
Benzinga10 days agoSPCX
Einhorn Vs. Musk: Hedge Fund Manager Says SpaceX IPO Was ‘Meme-ification of the Market’
A hedge fund manager is critical of SpaceX and its high valuation. Here's what they had to say.
Benzinga10 days agoSPCX
OpenAI Uncovers a Covert Russian Influence Machine Using ChatGPT to Build Fake Expertise and Spread Pro-Moscow Narratives Across Social Media
OpenAI bans Russian ChatGPT accounts tied to a covert influence operation that used AI to spread misinformation and mask its origins.
Benzinga10 days agoSPCX
Why I'm Buying Rocket Lab Over SpaceX
Rocket Lab delivered $234M Q2 revenue and $2.36B backlog, while Space Systems increasingly broadens the growth engine. Read more on RKLB stock here.
SeekingAlpha10 days agoSPCX
Trump Bought Dividend Stocks And Dumped AI (The Real Story)
Trumpâs June stock disclosure shows a shift from dividend ETFs to individual dividend-growth stocks, with minimal tech/AI sellingâsee what it means. Click for more.
SeekingAlpha11 days agoSPCX
EXCLUSIVE: How AI's $220 Billion Bond Boom Competes With the Treasury
AI companies issued $220 billion in debt as Treasury yields surged. Cato economist Jai Kedia says the competition is healthy, not a problem to fight.
Benzinga11 days agoSPCX
Space Exploration Technologies (SPCX) Says China Is Its Top Rival In AI And Rockets
Space Exploration Technologies (NasdaqGS: SPCX) CEO Elon Musk warned that China is emerging as the company’s most serious global competitor in AI and reusable rocket technology. Musk pointed to rapid progress by Chinese private space companies, highlighting LandSpace’s successful landing of the Zhuque-3 orbital rocket’s first stage. He said Chinese AI model performance has closed the gap with leading systems and could soon rival SpaceX’s capabilities in reusable launch systems. The comments...
Yahoo11 days agoSPCX
SpaceX Stock: Boom or Bust?
Looking at the bullish and bearish cases for SpaceX.
Yahoo12 days agoSPCX
AT&T's Dividend Costs the Company a Fixed Amount Every Quarter Regardless of Competitive Pressure From Starlink or Cable Rivals. Here's the Coverage Ratio That Actually Determines Whether It's Safe.
AT&T paid out $3.973 billion in dividends in the first half of 2026, but where does that money come from?
Yahoo12 days agoSPCX
Exclusive: Anthropic's $2 Trillion Valuation Faces a Reality Check—SPCX Offers a Warning, Wall Street Veteran Says
Anthropic’s reported potential $2 trillion valuation would require investors to underwrite an extraordinary combination of growth and margin expansion, while also taking lessons from Space Exploration Technologies Corp.‘s (NASDAQ:SPCX) turbulent transition from private-market darling to public company, says Dr Chan...
Yahoo12 days agoSPCX
Alphabet: The $250 Billion Capex Offload Plan
Alphabet Inc. is rated Strong Buy: cloud margins hit 35.6% on 82% revenue growth as $250B TPU JVs fund AI expansionâclick to read the GOOGL thesis now.
SeekingAlpha15 days agoSPCX
SpaceX Stock Slides as Second Lockup Expires
SpaceX shares are dropping on Thursday as the company's second post-IPO lockup expiration frees up roughly 319 million shares for trading.
Benzinga15 days agoSPCX
Elon Musk Says Starship Reuse Is Near After Years of Delays: What Do Prediction Markets Say?
Elon Musk says SpaceX is nearing full Starship reuse after years of delays, but prediction-market traders remain skeptical about the next milestones.
Benzinga15 days agoSPCX
Another 319 Million SpaceX Shares Can Be Sold Today, and Five More Waves Are Coming
SpaceX faces second post-IPO lockup expiration with 319 million shares becoming eligible for trading on Thursday.
Benzinga15 days agoSPCX
‘It’s Done’: Investor Warns Warren Buffett’s Berkshire Can’t Beat the S&P 500 — Bets on PayPal and Intel Instead
Investor Tom Hayes warns Berkshire Hathaway is "done." Discover why he's betting big on turnaround stocks like PayPal and Intel instead.
Benzinga15 days agoSPCX
SpaceX: Strong Fundamentals, But The Valuation Is Already There
SpaceX (SPCX) stock update: volatile debut, earnings double-beat, and rich 72x forward P/E.
SeekingAlpha16 days agoSPCX
SpaceX: Strap In For A Very Long, Bumpy Ride
SpaceX is going to be extremely volatile near-term given its wildly rich valuation but ambitious growth potential. Read more on SPCX stock here.
SeekingAlpha16 days agoSPCX
SpaceX Stock Jumps After Multibillion-Dollar Stakes Revealed
SpaceX shares are rising above their IPO price after new 13F filings showed major institutions holding multibillion-dollar positions.
Benzinga18 days agoSPCX
Nebius: Avoid Chasing, Even If You Missed The Ride (Rating Downgrade)
Nebius downgraded to Hold as AI demand boosts growth but momentum looks overextended. Click for more on NBIS stock.
SeekingAlpha19 days agoSPCX
Bill Ackman's Receptionist Is a Millionaire. So Is the Janitor: 'We Look After People'
Pershing Square rewards its employees and sees minimal turnover. CEO Bill Ackman on what makes the company's employees important.
Benzinga20 days agoSPCX
SpaceX: Not At This Price
SpaceX is rated a Sell as CapEx surges despite Q2 revenue being up 92%, Starlink ARPU drops, and valuation looks 60% rich. Click for details.
SeekingAlpha20 days agoSPCX
Wall Street's riskiest trades are suddenly back on top: Chart of the Day
Investors are reaching for more risk — and getting paid for it.
Yahoo21 days agoSPCX
SpaceX’s Nvidia Alliance Could Stretch From Earth To Orbit And Beyond GPUs, Investor Says
Larry Goldberg sees a deepening SpaceX-Nvidia AI alliance spanning orbital computing, data centers, and chipmaking.
Yahoo21 days agoSPCX
Jim Cramer Said T-Mobile US Inc. (NASDAQ:TMUS)’s Shares Reflected A Fear Of The Future
T-Mobile US Inc. (NASDAQ:TMUS)’s shares are down by 26% over the past year and by 8% year-to-date. As with other carriers, the firm’s narrative depends on its subscriber growth, and more recently, on its ability to compete with SpaceX. The rocket firm, which now also markets itself as an AI firm, also operates the largest […]
Yahoo21 days agoSPCX
Elon Musk's SpaceX Stake Worth $906.9 Billion As Filing Reveals 48.4% Ownership, But He Says 'Bunch of It' Vests Only On 'Crazy Good Outcomes'
Elon Musk’s stake in Space Exploration Technologies Corp (NASDAQ:SPCX) is valued at nearly $906.9 billion based on the company’s latest share price. Elon Musk Holds 48.4% of SpaceX Musk held a 48.4% stake in SpaceX as of June 30, according to a regulatory filing on Thursday, giving him sole voting and dispositive power over 6.42 billion shares. However, Musk pushed back on X, pointing out that some of the shares included in the calculation are subject to vesting conditions. "A bunch of it only v
Yahoo21 days agoSPCX
SpaceX Ownership: How Much of the $2 Trillion Company Does Musk Own?
Elon Musk owns 48.4% of SpaceX and over 82% of its votes, a new SEC filing shows. His stake tops $900 billion.
Yahoo21 days agoSPCX
SpaceX Stock Rises Overnight: Elon Musk’s Stake Tops $900B — But Billions In Shares Still Depend On ‘Extremely Crazy Good’ Outcomes
Some vesting targets involve multitrillion-dollar valuations, space-based computing and a million-person Mars settlement.
Yahoo21 days agoSPCX
Morgan Stanley doubles down on SpaceX stock for investors
There is a number making the rounds on Wall Street right now that would have seemed disconnected from reality 12 months ago: a $600 price target for a company that went public at $135 in June and briefly fell below that listing price within weeks of trading. That kind of number does not get ...
Yahoo22 days agoSPCX
Tesla Is Down 26% in 2026 and Trailing Every Magnificent Seven Peer. Here's What Could Turn It Around.
The company needs to release new successful products to get the stock back on track.
Yahoo22 days agoSPCX
Beyond SpaceX: 4 IPO Stocks Quietly Crushing The Market
SpaceX's IPO stole the show, but these four companies all had major gains since going public earlier this year.
Yahoo22 days agoSPCX
Cursor Might Be SpaceX’s Ticket to $600 Per Share
SpaceX just dropped $60 billion on an AI coding firm, and analysts are starting to wonder if that single acquisition rewrites the entire bull case for the stock. The space story is real, but the bigger opportunity hiding inside SpaceX has nothing to do with rockets.
Yahoo22 days agoSPCX
SpaceX is racing back toward $150 — how to play a breakout with limited risk: Alpha Options Playbook
SpaceX has come roaring back from its August low and is testing its $150 opening trade.
Yahoo22 days agoSPCX
Robinhood Co-founder's plans to take over space
Robinhood co-founder Baiju Bhatt explains to Yahoo Finance Executive Editor Brian Sozzi his $275 million plan for Cowboy Space Corporation to build its own rockets and launch AI-powering data centers into space by 2028.
Yahoo22 days agoSPCX
SpaceX New Grok AI Release Ramps Up Pressure on Anthropic and OpenAI
SpaceX stock was rising in Thursday’s premarket after surging almost 10% the previous session after CEO Elon Musk told employees “We must win in AI because the future is overwhelmingly AI and robots.” On that theme, the company launched Grok 4.6, the latest version of its artificial intelligence assistant to rival OpenAI’s ChatGPT and Athropic’s Claude. In a post on his X social-media platform Musk described the latest iteration as “Smart, fast & amazing bang for buck.”
Yahoo22 days agoSPCX
To Infinity And Beyond?
The lending market treated SpaceX less like a conventional new issue and more like the sectorâs central risk-transfer vehicle. Read more here.
SeekingAlpha23 days agoSPCX
AI ETF AGIX: Introducing The New Class Of Private Investments And Performance Update
AGIX has outperformed both its public market benchmark and the Nasdaq 100 Index, which is a widely recognized and accepted technology benchmark. Read more here.
SeekingAlpha23 days agoSPCX
OpenAI Concludes $7 Billion Share Buyback Ahead of Potential IPO: Report
OpenAI has reportedly completed a deal to help employees sell nearly $7 billion worth of the company’s shares ahead of its potential IPO. The Sam Altman-led company repurchased shares from existing as well as former employees rather than relying on...
Yahoo24 days agoSPCX
S&P 500, Nasdaq, Dow Futures Mixed As CPI Countdown Begins: Why INTC, SLS, SPCX, RKLB, ASTS, RIOT, FRMI Stocks Are In Focus
Retail sentiment on Stocktwits has declined to ‘neutral’ on SPY and ‘extremely bearish’ on QQQ.
Yahoo24 days agoSPCX
SpaceX Stock Slips Overnight After 3-Day Rally — Here's Why Ron Baron Sees 40x Upside And ‘Hundreds Of Billions’ In Gains
Baron Capital’s $3 billion SpaceX investment was worth about $25 billion in June, and the firm wants to invest another $1 billion.
Yahoo24 days agoSPCX
SpaceX Stock Reverses After Testing Its $135 IPO Price
The shares briefly moved above their offering price before renewed supply concerns erased an early advance.
Yahoo24 days agoSPCX
Cathie Wood Puts $37 Million Into SpaceX
Wood added shares during both the 13.6% selloff and Friday's rebound.
Yahoo24 days agoSPCX
SpaceX Stock Pauses After Lockup Rally Ahead of the Next Share Unlock
SpaceX stock took a break Monday after surging 16% on Friday to its highest close in a month as a lockup period for shares expired. The stock has had a torrid time since its closing high of $201.80 on June 16—reached shortly after its initial public offering on June 12. Wall Street had widely braced for severe selling pressure on Thursday, when SpaceX’s first lockup expiration freed roughly 911 million restricted insider shares.
Yahoo24 days agoSPCX
Morgan Stanley sends blunt SpaceX message to investors
More than 900 million SpaceX shares became eligible for sale on August 6. At midday prices, that tranche was worth around $101 billion. Investors had spent weeks bracing for the unlock, watching the stock slide in anticipation. The selloff they feared never came. SpaceX (SPCX) rose nearly 3% on ...
Yahoo24 days agoSPCX
Eric Trump Defends SpaceX After Bloomberg Op-Ed Slams Starlink as 'Overpromising and Underdelivering'— Elon Musk Backs Him Up
On Thursday, Eric Trump pushed back against criticism of Space Exploration Technologies Corp’s Starlink service, arguing the company’s broader achievements in space exploration far outweigh concerns raised in an Opinion column. Eric Trump Defends SpaceX, Cites Launch Dominance Eric Trump,...
Yahoo24 days agoSPCX
Cathie Wood's ARK Bought $40 Million of Nvidia, Tesla, and SpaceX During Last Month's AI Sell-Off. Was She Right to Buy the Dip?
Wood is a huge fan of these industry leaders.
Yahoo24 days agoSPCX
Apple, Sionna, AbCellera, Sandisk, SpaceX, Berkshire, and More Stocks That Explain Today’s Market
Apple fell 2% to $306.56. Jefferies downgraded shares to Underperform from Hold and slashed the price target to $263.66 from $285.56. Shares of Elon Musk’s rocket and artificial-intelligence company snapped a four-week losing run on Friday with a 16% surge following the end of a lockup period for shares.
Yahoo24 days agoSPCX
Airbnb CEO: Why AI is the best thing to happen to us
Airbnb CEO Brian Chesky reveals to Yahoo Finance Executive Editor Brian Sozzi how AI is driving the company's fastest growth in years, shares his bold predictions for the future of consumer tech, and confirms the existence of a secret internal AI lab.
Yahoo25 days agoSPCX