NASDAQ
147.95USD
-1.79 (-1.20%)
We have scored 32 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 negative (average ticker sentiment −0.08). 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.
Latest scored catalyst for SPCX: .
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Market cap
1.9T
P/E
—
EPS
—
Beta
0.00
52W range
104.83-225.64
Day range
147.32–150.85
Open
148.55
Prev close
149.74
Volume
48.8M
Avg volume
111.9M
Dividend
0.00
IPO
2026-06-12
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.
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.
33 analyst price targets from $75 to $450
as of 2026-09-03
The market is 33% below the median target — more cautious than the analysts.
The reconstruction
At $148, the stock sits at the 12th percentile of 33 published models, rejecting the 27 bull cases above it and the 2 bear cases below it, meaning the market is paying almost nothing for the AI-driven growth most analysts expect and is explicitly skeptical of the massive capital expenditure required to achieve it.
What the disagreement turns on
Does the $300-500 billion annual capital expenditure on AI infrastructure generate corresponding high-margin cloud revenue, or does it remain a cash inferno that destroys equity value; this can be partially tested by tracking unit_volumes for the AI segment's revenue growth against its capital spending.
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
Computed at $141 on 2026-09-03 — the quote has since moved +5%, so read this as a record of what was priced in then, not now.
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.
