SpaceX remains a buy-rated stock with a 21% potential upside to a $198 price target, but its expansion into mobile carrier services faces significant challenges. While recent spectrum acquisitions position SpaceX for hybrid mobile services, the company must overcome obstacles like terrestrial infrastructure and device compatibility before mass-market adoption is possible. Starlink Mobile is not expected to contribute materially to revenue before 2028, and competitive impacts on existing carriers will likely take several more years. Additionally, SpaceX's simultaneous investments in Starship, AI, and terrestrial mobile services increase capital allocation risks, potentially delaying cash flow and inflating valuation without near-term results.
SpaceX shares trade at USD 156.98 on Pluang as of Oct 14, 2026 14:51 WIB, slightly up 0.28% for the day. The stock's market cap stands at $2.22 trillion, reflecting its massive scale despite the challenges noted in expanding mobile services. Investor activity on Pluang shows a majority selling stance with 59% of orders as sell and 41% as buy, indicating cautious sentiment around the stock's near-term prospects.
SpaceX agreed to testify before the New York City Council on AI safety concerns, causing its stock to drop 4%. This subpoena follows SpaceX's previous absence at an AI hearing, intensifying regulatory scrutiny. The probe focuses on data privacy, safe...
AST SpaceMobile's stock fell 9% following Piper Sandler's downgrade to Neutral, citing risks from SpaceX's expanding direct-to-cell satellite service that may limit launch availability and pressure pricing. Despite this, Deutsche Bank upgraded AST Sp...
ChatGPT forecasts SpaceX's market value could reach $5 trillion by 2031, up from $2.15 trillion currently, depending on revenue growth and profitability. Key growth drivers include rapid expansion of Starlink's subscriber base and AI investments, des...
SpaceX's stock shows volatility since its IPO, with AI models offering varied predictions for its price by the end of 2026. ChatGPT and Google Gemini are optimistic, projecting gains of 16.26% and 11.68% respectively, citing strong earnings, successf...
SpaceX plans to replace terrestrial cell towers with satellite-linked femtocells, but analysts highlight significant technical, economic, and regulatory challenges, especially in cities. Some aspects of the plan are seen as unrealistic, leading to a ...
