The Motley Fool
20 Jun 2026, 10:00 UTC · 3h ago
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Morningstar analyst Nicolas Owens assigns SpaceX a fair value of $63 per share, suggesting the stock is roughly 70% overvalued relative to its current price. — A fair value estimate that suggests a massive overvaluation from a reputable research firm typically triggers sell-side pressure and downward price revisions.
-0.80Oppenheimer analyst Timothy Horan maintains an outperform rating with a $190 price target, citing a potential $10 trillion total addressable market by 2035. — Strong bullish sentiment and a massive TAM projection support long-term holding, though the current price has already reached the target.
+0.40SpaceX is pursuing a vertically integrated AI ecosystem involving orbital data centers, xAI's Grok LLM, and Nvidia GPUs. — Diversification into AI infrastructure expands the company's growth narrative beyond traditional aerospace, increasing its appeal to tech investors.
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Significant near-term risks for SpaceX include momentum-driven valuation, regulatory hurdles, and governance risks associated with Elon Musk. — These are standard risk factors for Musk-led ventures that create volatility and a risk premium on the stock price.
-0.20Which stocks this story touches
Mentioned as a provider of GPU hardware within a vertically integrated AI ecosystem with a massive addressable market.
While some analysts are bullish, the article highlights significant overvaluation concerns from Morningstar and near-term risks.
Mentioned as having AI infrastructure deals that serve as key drivers for SpaceX's growth model.
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