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SpaceX rated Strong Buy with $337 target on AI compute expansion and telecom ambitions

Analyst Insights
04 Nov 2026, 19:05 WIB
Seeking Alpha
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Bullish
SpaceX rated Strong Buy with $337 target on AI compute expansion and telecom ambitions

SpaceX is rated Strong Buy with a $337 per share price target due to its aggressive plan to expand AI compute capacity to at least 10 GW by fiscal year 2027. The company aims to leverage strong GPU rental demand and develop margin-accretive growth through its Super Intelligence segment, potentially boosted by future Terafab integration. Risks include supply chain challenges for data center components and execution risks related to its ambitious capacity and telecom infrastructure goals. This positions SpaceX as a significant player in the AI and telecom sectors moving forward.

SpaceX's AI infrastructure ambitions provide context for the technology sector's performance on Pluang as of Nov 04, 2026 22:42 WIB. Among 150 priced Technology-sector US stocks, 88 rose and 62 fell. Notable movers include DDOG at USD 193.50 with a 1-day change of -12.25% and Pluang order activity of 0% Sell / 100% Buy, LYFT at USD 18.64 with a 1-day change of +11.79%, and CORZ at USD 12.84 with a 1-day change of -9.87% and Pluang order activity of 0% Sell / 100% Buy.

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