SpaceX has shifted its main revenue driver from connectivity to AI infrastructure, boosting its growth outlook. The company is expanding AI infrastructure, growing Starlink subscribers, and preparing Starship for revenue missions, supporting a revised 2030 growth forecast. Despite strong growth prospects, capital expenditure risks remain high, with projected spending reaching up to $40 billion by late 2027. The analyst maintains a strong buy rating with a $224 price target, implying 41% upside potential.
SpaceX shares on Pluang are priced at USD 162.92 as of Oct 21, 2026 23:02 WIB, showing a strong 10.24% increase in one day. The stock's market cap stands at $2.01 trillion, reflecting its significant scale in the Industrials sector. Investor interest remains robust with 59% of Pluang orders being buys at this time.
Larry Ellison, co-founder of Oracle, pledged shares of Tesla and SpaceX as collateral to borrow funds for his son David Ellison's acquisition of Warner Bros. Discovery. The pledged shares include a significant portion of Ellison's Oracle holdings, wh...
SpaceX recently announced that its new AI compute deployments generate payback in less than a year, with pricing above $50 per watt, suggesting strong profitability. However, investor Michael Burry is shorting Nebius Group, a competitor, betting that...
Elon Musk's comments during SpaceX's Q3 earnings call about rapidly expanding AI computing capacity sparked a premarket rally in chip stocks including NVIDIA, Intel, and SanDisk. Musk expects to increase SpaceX's AI compute power to 2.5-3 gigawatts b...
Space stocks surged following SpaceX's strong Q3 2026 earnings report, which beat revenue and earnings estimates driven by Starlink growth and new superintelligence initiatives. Intuitive Machines led gains with a 5% rise, followed by Redwire and Pla...
Elon Musk projected that SpaceX could reach an annual recurring revenue run rate between $500 billion and $1 trillion by the end of 2027, a figure that would exceed the revenue of any company on Earth today. This ambitious forecast is driven by rapid...
