NASDAQ
151.85USD
+8.36 (+5.83%)
We have scored 36 news catalysts on Space Exploration Technologies Corp. (SPCX) over the past 12 months. The biggest single-day move next to one of them came Aug 5, 2026, when SPCX closed −13.6%: “Analyst: If SpaceX Delivers Even a Quarter of Elon Musk's Promised Compute, Nvidia Could Hit $1 Trillion in Revenue”. Coverage across the window leans mixed (average ticker sentiment −0.07). Most of the impact sits in price momentum and valuation multiple.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
2T
P/E
—
EPS
—
Beta
0.00
52W range
104.83-225.64
Day range
144.36–153.00
Open
144.84
Prev close
143.49
Volume
62.4M
Avg volume
110.6M
Dividend
0.00
IPO
2026-06-12
Analysts publish price targets on SPCX, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
35 analyst price targets from $75 to $450
as of 2026-09-11
The market is 30% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Space Exploration Technologies Corp. — not a sector bucket. Click an edge to see the articles that established the link.
Latest scored catalyst for SPCX: .
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Space Exploration Technologies Corp. designs, manufactures, and launches rockets and spacecraft, and provides satellite-based broadband services in the United States, Ireland, and Canada. The company offers launch services for satellites, cargo, and crew to destinations such as low Earth orbit, the International Space Station, the Moon, and Mars, using vehicles, including Falcon 9, Falcon Heavy, and Starship. It provides dedicated rideshare missions for small satellites, manufactures reusable rockets and spacecraft, such as Dragon and Starship, and conducts suborbital and orbital flight tests. The company supplies broadband internet connectivity through the Starlink satellite network for consumer and commercial use, and offers Starshield, a satellite-based solution for government users focused on sensing, communications, and satellite bus services. It supports scientific research opportunities and provides on-orbit research and travel services for private and government customers, and collaborates with government agencies for national security space launch missions. The company serves government agencies, national security organizations, commercial satellite operators, research institutions, and private spaceflight clients, supporting scientific research and commercial payload missions for professional and industrial clients in the aerospace and telecommunications sectors. The company was founded in 2002 and is based in Starbase, Texas.
The reconstruction
At $152, the stock sits at the 11th percentile of 35 published models, rejecting the 27 bull targets above $175 and the 2 bear targets below $115, meaning the market treats this as a massive AI infrastructure bet but refuses to pay the extreme valuations that assume unbounded capital deployment succeeds.
What the disagreement turns on
Does the AI infrastructure segment's revenue growth scale fast enough to cover the immense capital expenditure required to build it, and the available unit volume data can measure the revenue trajectory but cannot measure the capital efficiency required to validate the bull case.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
