SpaceX Adds $100B in One Day—That's More Than Two Rocket Labs
SpaceX (NASDAQ:SPCX) gained about $100 billion in market value Wednesday. Two and a half times the market cap of Rocket Lab Corp. (NASDAQ:RKLB), which gained in a single session.
SPCX - Space Exploration Technologies Corp.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$207.81
DETAILS
HIGH:
$450.00
LOW:
$75.00
MEDIAN:
$207.50
CONSENSUS:
$207.81
UPSIDE:
34.24%
Stock News
SpaceX: A $3.2 Trillion Inflection Is Closer Than It Looks
SpaceX, aka Space Exploration Technologies Corp., maintains a significant valuation premium post-IPO despite the recent post-lockup expiry, supported by resilient institutional confidence and a robust execution roadmap. Increasing vertical integration across Starship launch, Starlink, and AI infrastructure strengthens longer-term revenue scalability and operating leverage. This, alongside SpaceX's latest contract win promising $1.11 billion in monthly revenue, improves visibility into its $100 billion ARR target exiting 2026 and $1 trillion annual revenue target by 2030.
Gang of 3: Zuckerberg, Musk, and Huang Call Trump to Oppose AI Regulation
Three of the loudest voices in AI spent last week working the phones.
SpaceX Stock for Free? Board Member is Giving Away Shares to Early Backers
Early SpaceX (NASDAQ:SPCX) investor Antonio Gracias is turning his private equity company's stake into profits for backers of the company through a donation of shares, a move that comes as the stock is soaring higher.
SpaceX: Volatility Is Here, But Hold On For The Long Haul
SpaceX is reaffirmed as a buy, with recent volatility presenting attractive entry points for long-term investors. Q2 revenue surged 92% y/y to $7.81 billion, far surpassing expectations and driven primarily by the Starlink connectivity segment. Starlink posted 66% y/y revenue growth and achieved its best quarter for net-new subscriber additions, highlighting accelerating traction.
SpaceX Stock Extends Rally: What's Going On Today?
Space Exploration Technologies Corp. (NASDAQ:SPCX) shares are trading higher Thursday, extending Wednesday's rally as SpaceX follows through on a busy launch schedule ahead of next week's high-profile Starship flight.
SpaceX stock rises as Starship prepares for historic orbital test
Elon Musk's rocket and satellite company, SpaceX (SPCX, Financials), is about to run a test that might validate several of its grandest dreams at once. Starship
Can SpaceX Really Turn Starlink Into a $1 Trillion Business? Ron Baron Has $25 Billion Riding on Yes
Ron Baron has $25 billion in SpaceX shares and a projection that Starlink alone hits $1 trillion in revenue, but the math holding that forecast together rests on a single unproven assumption about AI that deserves far more scrutiny than
SpaceX Investors Just Got Some Bad News From Anthropic Founder Dario Amodei
Anthropic founder Dario Amodei recently published a blog post calling for a slowdown in the pace of artificial intelligence (AI) development. Anthropic has a contract to lease computing capacity from Space Exploration Technologies (SpaceX), worth a whopping $1.25 billion per month.
SpaceX CFO: New Compute Deal Puts Company Closer to $100B ARR Goal
SpaceX doubled down on its goal of reaching $100 billion in annual recurring revenue (ARR) by year's end. xAI has been doing the heavy lifting, adding more than $47 billion in ARR over the past four months alone.
SpaceX's First Orbital Starship Flight Is Targeted for Sept. 22. Here's What's Riding on It for the Stock.
Starship's 14th test flight, targeted for as soon as Tuesday, Sept. 22, is the program's first attempt to reach Earth orbit.
The SpaceX IPO Gave This Couple License to Chase Their Dreams
They quit their jobs and budgeted $25,000 a month for a year of fun.
Musk's long-time backer is giving SpaceX stock to its investors
VC firm Valor Equity Partners, founded by Antonio Gracias, a long-time Elon Musk backer and current SpaceX board member, has opted to simply give away a chunk of its SpaceX stock to its limited partner investors, according to an SEC filing spotted by Bloomberg.
Elon Musk Just Made a Massive Claim About Starlink's Next Generation
SpaceX's CEO just made a sweeping promise about Starlink's next generation that would dwarf everything the constellation delivers today, but the gap between a capacity claim and actual revenue is where fortunes get made or lost.
The $1.5 Trillion Defense Budget That Isn't Priced In
The First Trust Indxx Aerospace & Defense ETF (MISL) offers diversified exposure to surging U.S. defense spending, especially amid escalating demand for munitions and advanced defense systems. FY 2027 defense procurement requests show unprecedented growth, with munitions up 185% and missile orders far exceeding historical averages, supporting robust industry backlogs.
SpaceX soars 5% after Starship reusable rocket launch date revealed
Shares of SpaceX soared over 5% Wednesday on news Elon Musk's company has a new launch date for Starship -- a huge, fully-reusable rocket that's central to the firm's business plans.
Cathie Wood Sees Hidden Value in SpaceX While Analysts Remain Divided
Cathie Wood calls SpaceX a deep value play at a price-to-sales ratio of 85, while Scott Galloway sees the opposite staring at the same numbers. The case for each hinges on a single question neither side can fully answer yet.
SpaceX-Tesla Merger: Ron Baron Told Elon Musk 'Whatever You Decide
Baron Capital founder and CEO Ron Baron is a long-time investor in both Tesla Inc (NASDAQ:TSLA) and SpaceX (NASDAQ:SPCX). When it comes to a potential merger of the two companies, Baron says CEO Elon Musk knows best.
Prediction: SpaceX's Starlink Doubles Again to 24 Million Subscribers Before 2027 Ends
Starlink closed the second quarter with 12.0 million subscribers, double a year earlier and up 1.7 million over three months. Getting to 24 million by the end of 2027 would require about 2 million net additions a quarter for six straight quarters.
Starship Test: SpaceX's Quest for the Holy Grail of Rocketry
By cracking the code on rapid, full re-usability, Starship is rewriting the economics of space exploration.
Price Targets
SpaceX price target raised to $142 from $131 at MoffettNathanson
$142.00
(was $151.21)
MoffettNathanson
SpaceX price target lowered to $212 from $215 at Wells Fargo
$212.00
(was $147.95)
Wells Fargo
SpaceX initiated with a Buy at Pivotal Research
$220.00
(was $147.95)
Jeffrey Wlodarczak
·
Pivotal Research
SpaceX price target raised to $280 from $250 at Oppenheimer
$280.00
(was $142.23)
Oppenheimer
Wolfe Research Reiterates Outperform Rating on SpaceX (SPCX)
$175.00
(was $137.95)
Emilee Deutchman
·
Wolfe Research
Phillip Securities Reiterates Sell Rating on SpaceX (SPCX)
$75.00
(was $140.00)
Glenn Thum
·
Phillip Securities
Phillip Securities Reiterates Sell Rating on SpaceX (SPCX)
$75.00
(was $140.00)
UBS
SpaceX price target raised to $450 from $401 at Arete
$450.00
(was $138.74)
Arete Research
Argus Upgrades SpaceX (SPCX) to Buy
$160.00
(was $114.92)
Steve Silver
·
Argus Research
SpaceX (SPCX) PT Raised to $248 at Bernstein SocGen GroupMember Login
$248.00
(was $108.27)
Bernstein
SpaceX price target lowered to $215 from $230 at Wells Fargo
$215.00
(was $125.33)
Wells Fargo
SpaceX (SPCX) PT Lowered to $140 at Piper Sandler
$140.00
(was $125.33)
Alexander Potter
·
Piper Sandler
SpaceX initiated with a Hold at HSBC
$115.00
(was $118.24)
Nicolas Cote-Colisson
·
HSBC
JPMorgan Reiterates Overweight Rating on SpaceX (SPCX)
$225.00
(was $135.27)
Morgan Stanley
SpaceX initiated with a Neutral at Piper Sandler
$156.00
(was $135.27)
Piper Sandler
SpaceX (SPCX) PT Raised to $250 at NeedhamMember Login
$250.00
(was $136.08)
Needham
SpaceX initiated with an Outperform at Evercore ISI
$230.00
(was $139.14)
Evercore ISI
SpaceX initiated with an Overweight at Cantor Fitzgerald
$246.00
(was $160.42)
Colin Canfield
·
Cantor Fitzgerald
SpaceX initiated with a Buy at Deutsche Bank
$255.00
(was $160.42)
Deutsche Bank
SpaceX initiated with an Outperform at Macquarie
$250.00
(was $160.42)
Macquarie