SpaceX reported a strong Q2 with 92% year-over-year revenue growth driven by its AI segment, which is expected to surpass its Connectivity segment in revenue within 4 to 5 quarters. The company narrowed its operating loss from $1.52 billion to $1.26 billion, showing improved financial health. Despite a 27% stock drawdown since the last coverage, SpaceX remains a Strong Buy due to its execution capabilities, strategic financing before rate hikes, and potential for faster valuation growth. However, near-term risks include upcoming lock-up expirations.
SpaceX recently went public, creating the world's first trillionaire, but its stock price has been falling. The company's integrated model involving launches, Starlink internet, and AI offers strong recurring revenue potential. However, the current v...
SpaceX reported strong revenue but shocked investors with $15.83 billion spent on AI infrastructure in Q2. It named NVIDIA as the exclusive AI chip supplier for its Starmind program, boosting NVIDIA-linked ETFs while SpaceX shares fell. AMD, despite ...
Stack Capital Group Inc. reported a 22% increase in Book Value per Share to $20.25 for Q2 2026, driven largely by SpaceX's record $75 billion IPO and strong performances from portfolio companies like Fluidstack and X-Energy. The company also invested...
SpaceX reported a strong 90% increase in revenue but remains unprofitable after its IPO. Its Connectivity segment is profitable and growing, while the Space and AI divisions continue to lose significant money despite rapid AI revenue growth. The comp...
SpaceX reported $23 billion in trailing twelve months revenue, up 19% quarter-over-quarter, but remains deeply cashflow negative with a $32.3 billion operating cashflow deficit after capital expenditures. The company holds $60.6 billion in net cash a...
