24/7 Wall Street
26 Sept 2026, 15:53 UTC · 1h ago
Verdict
Headline takes no side. We score SPCX +0.80 across five claims — strongly bullish.
+0.80strongly bullish
More positive than 88% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 1 new · 4 priced in
The market expects SpaceX revenue to grow from $44.8 billion in 2026 to $108.3 billion in 2027.
Priced inanalysis of consensus targets
So whatThis implies a 142% revenue growth rate required to justify the $222 consensus target.
More positive than 99% of claims this week
SpaceX reported $7.81 billion in revenue and an EPS of -$0.09 in its first quarterly report as a public company.
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Priced inreferencing first quarterly report
So whatThe EPS beat of $0.20 against the -$0.29 estimate suggests a faster path to the 2027 $1.86 EPS target.
More positive than 93% of claims this week
SpaceX is facing quarterly CapEx expenditures of $18.37 billion.
Priced inanalysis of financial challenges
So whatQuarterly spend exceeds the current revenue run-rate of $7.81 billion by over 2x, putting pressure on the $93.52 billion cash reserve.
More positive than 87% of claims this week
SpaceX has a reported backlog of $47.50 billion.
Priced inanalysis of growth supports
So whatThis backlog covers approximately 1.06x the total projected 2026 revenue.
More positive than 79% of claims this week
SpaceX launched its 100th Block 5 booster, B1100, from Vandenberg for a classified U.S. Space Force payload.
Newarticle says "just flew B1100"
So whatSuccessful scale-up of reusability supports the margin expansion needed to hit the 2027 EPS estimate.
More positive than 53% of claims this week
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24/7 Wall Street
2h ago
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SPCX hasn't traded since this ran. Last close $148.68 (Sep 25); the reaction starts at the next open.
SPCX chart →
