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Morgan Stanley keeps 'Overweight' on SpaceX, sees AI-driven growth with $300 price target.

Analyst Insights
14 Oct 2026
Finbold
View Source
Bullish
Morgan Stanley keeps 'Overweight' on SpaceX, sees AI-driven growth with $300 price target.

Morgan Stanley reaffirmed its 'Overweight' rating on SpaceX and maintained a $300 price target, highlighting the company's Distributed Inference Cloud (DIC) as a key growth driver. Analyst Adam Jonas emphasized SpaceX's role in advancing physical AI systems, which could revolutionize distributed computing and create new market opportunities. Despite current losses, SpaceX's revenue is expected to grow 145% by fiscal 2026. The $300 target implies a 95% upside, well above the average $216 forecast, reflecting strong Wall Street confidence in SpaceX's future.

SpaceX shares trade at USD 153.48 on Pluang as of Oct 14, 2026 21:11 WIB, down 1.95% in the last day. The stock's market cap stands at $2.12 trillion, with a 52-week high of $202.09 and a low of $108.27. Investor activity shows 59% selling and 41% buying, with an average holding period of 42 days on the platform.

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