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 contributed significantly with $5.2 billion in Q3 revenue and $2.37 billion in operating income, supporting SpaceX's aggressive investment in compute infrastructure. Recent compute installations reportedly achieve payback periods under one year, indicating strong financial efficiency despite a high valuation near $2 trillion. Guidance for Q1 2027 suggests a more reasonable forward sales multiple.
Following SpaceX's report of rapid compute capacity growth and strong revenue from Starlink, the stock trades at USD 147.74 on Pluang as of Oct 27, 2026, 15:11 WIB. The market values SpaceX at $2.00 trillion, close to its 52-week high of $202.09, while investor activity shows a slight tilt towards selling with 54% of orders as sell and 46% as buy. Typical hold time for SPCX on Pluang is 45 days, reflecting moderate investor engagement.
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...
The AI trade remains strong as Anthropic files for an IPO showing 1300% revenue growth and reduced losses, while SpaceX secures $40B in debt financing for GPU purchases to boost its AI/cloud capabilities. Meta, NVIDIA, AMD, and Broadcom's commitments...
US Representative Maria Elvira Salazar sold between $1,001 and $15,000 of SpaceX stock on September 24, 2026, shortly after purchasing shares in August. SpaceX, which went public in June 2026 with a $1.77 trillion valuation, has attracted interest fr...
Tesla's stock rose 6% following a Barclays upgrade to Overweight, driven by potential merger talks with SpaceX and expected growth from Full Self-Driving tech and Shanghai exports. Barclays raised Tesla's price target to $450, highlighting a possible...
Barclays analyst Dan Levy upgraded Tesla stock from 'Hold' to 'Buy' and raised the 12-month price target from $370 to $450 following Tesla's strong Q3 earnings and potential SpaceX merger. The upgrade reflects optimism about Tesla's growth in self-dr...
