SpaceX's Third Quarter Just Ended. Here Are the 3 Numbers That Matter Most for the Stock.

Impact · against what's priced in

The article provides no new material catalysts for SpaceX or Alphabet, as the lock-up expiry and major AI contracts are already baked into the current valuation. The only potential volatility lies in the upcoming Q3 ARPU and subscriber data, which will test whether price hikes offset international dilution.

SPCX+0.00

Already priced in

The price assumes

The $14.1 billion in quarterly cloud contract revenue from major clients like Anthropic and Alphabet.