SpaceX Trades Back Near $150 Debut Price as Analysts Split on 12-Month Targets

Price ActionAnalystEarnings
โดย The Motley Fool·US·Read original
Summary · why it matters

Space Exploration Technologies has drifted back to roughly its opening-day level, closing at $151.21 on Sept. 11 after debuting at $150 on June 12 and peaking at $225.64 on June 16 before sliding to $108.27 on Aug. 5. Of the 41 analysts covering the stock, 76% rate it a buy, 17% a hold and 7% a sell, with 12-month price targets ranging from a low of $75 to a high of $800 and a median of $217. At the median target, a $5,000 investment made at the Sept. 11 close would be worth $7,174, a gain of 43.5%, while at the lowest target it would be worth approximately $2,479, a loss of about 50%. The company remains unprofitable, posting a $541 million net loss in its 2026 second quarter, an improvement from a $1 billion loss a year earlier, on revenue of $7.8 billion that beat expectations of $6.9 billion. SpaceX spent $18.3 billion on capital expenditures in the second quarter, $15.8 billion of it on its AI segment, and its compute-capacity deals with Anthropic and Alphabet could be worth $26 billion annually, with a separate Reflection AI deal worth $150 million per month.

Impact on stocks 3

Artificial Intelligence▲ · 2 stocks
Alphabet Inc Class C
GOOG
▲ PositiveDemandrelevance

SpaceX's compute-capacity deal with Alphabet could be worth $26 billion annually, a concrete demand event for Alphabet's compute.

Space Economy▲ · 1 stocks

Off-coverage companies 2

AnthropicPrivate▲ Positive
Demandrelevance

SpaceX's compute-capacity deal with Anthropic could be worth $26 billion annually, a concrete demand event for Anthropic's compute.

Reflection AIPrivate▲ Positive
Demandrelevance

SpaceX's separate Reflection AI deal is worth $150 million per month, a concrete demand event for Reflection AI.

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