The Motley Fool
10 Jul 2026, 09:20 UTC · 2h ago
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Raymond James analyst Brian Gesuale has initiated coverage on SpaceX with an $800 price target, implying roughly 425% upside. — A massive price target from a major firm during the end of a quiet period typically triggers significant buying pressure and valuation resets.
+0.80SpaceX has signed multiyear, multibillion-dollar capacity-leasing agreements for AI infrastructure with Google Cloud, Anthropic, and Reflection AI. — Diversifying revenue into high-growth AI infrastructure creates a recurring revenue stream and reduces reliance on volatile launch schedules.
+0.60Raymond James forecasts SpaceX's revenue could scale from $38.5 billion this year to over $837 billion by 2031. — Hyper-growth projections based on Starship's commercial maturity suggest a massive expansion of the company's total addressable market.
+0.50Continue reading
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The quiet period for analysts to issue equity research on SpaceX following its IPO has ended. — The end of a quiet period typically leads to increased trading volume and price discovery as professional research enters the market.
+0.30Which stocks this story touches
Analysts are generally bullish, with one initiating coverage with a price target implying 425% upside and a massive total addressable market.
Mentioned as signing a multiyear, multibillion-dollar capacity-leasing agreement with SpaceX.
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Finbold
2h ago
