SpaceX's Q3 revenue jumped 161.4% to $14.575 billion, mainly fueled by its AI computing segment becoming the largest revenue source. Despite this growth, the company faces challenges with negative free cash flow and high capital expenditures exceeding operating cash generation. Valuation is high at 37.1 times annualized Q3 sales, and further upgrades depend on sustained quarterly revenue above $37 billion and improved cash flow or margins. Key risks include uncertain utilization rates, short-term contracts, and capital intensity, leading analysts to recommend holding shares until profitability from AI infrastructure investments is clearer.
As of Oct 28, 2026 14:11 WIB, SpaceX shares trade at USD 150.15 on Pluang, up 1.06% for the day. The stock sees balanced investor interest with 53% buy orders and 47% sell orders, reflecting cautious optimism. SpaceX's market cap stands at $2.00 trillion, underscoring its significant scale amid ongoing challenges in cash flow and capital expenditure.
Tesla shares rose 4% following ARK Invest's reaffirmation of a $4,400 long-term price target by 2031, driven by confidence in Tesla's robotaxi and Full Self-Driving businesses. Tesla's autonomy plans, including Cybercab rides in Austin, are central t...
Small-cap space stocks are rebounding sharply after a tough month, with Intuitive Machines surging 9% due to a record $1.76 billion backlog and increased defense contracts, including an 18-spacecraft award for missile defense. Rocket Lab also gained ...
Tesla's sell ratings have dropped to just 8.3% of analyst coverage, the lowest in over 11 years, as merger speculation with SpaceX drives optimism. Despite no signed deal, several analysts upgraded Tesla, citing the potential merger as a key bullish ...
SpaceX ended Q3 with 1.7 gigawatts (GW) of compute capacity and generated $7.6 billion in Systems Integration (SI) revenue, with deployments accelerating. The company aims to expand its compute capacity to 13 GW by the end of 2027. Starlink contribut...
Intuitive Machines' stock dropped 30% in the past month, significantly underperforming the broader space sector and peers like Rocket Lab and SpaceX. The decline reflects investor concerns over the company's reliance on a few large government contrac...
