SpaceX and Tesla reported their Q3 results with SpaceX showing higher revenue growth driven by AI cloud services and connectivity, while Tesla's revenue was flat with declining operating income due to rising R&D costs. SpaceX's heavy spending on AI compute and Starship development, along with stock dilution and large bond sales, put it on shakier financial ground going into Q4. Tesla, despite margin pressures and battery supply limits, has strong cash reserves and borrowing capacity, positioning it better for funding growth. Upcoming milestones like SpaceX's Starship catch attempt and Tesla's Cybercab launch will be key for both companies.
As of Nov 03, 2026 21:01 WIB, SpaceX trades at USD 137.61, closer to its 52-week low of USD 108.27 than its high of USD 202.09, showing more room for recovery compared to Tesla, which trades at USD 406.89, nearer to its 52-week high of USD 489.88 than its low of USD 298.16. Despite SpaceX's recent 0.91% gain outpacing Tesla's 0.76% rise, Tesla's market cap remains slightly lower at $1.60T versus SpaceX's $1.85T. Pluang data also shows a stronger buy sentiment for SpaceX at 88% compared to Tesla's 32%, reflecting differing investor confidence as they head into Q4.
Wall Street analysts remain optimistic about SpaceX's stock, projecting up to an 80% increase by 2027 driven by expanding AI infrastructure and strong connectivity business. Bernstein and Phillip Securities recently raised their price targets signifi...
AI and chip stocks have collectively lost about $5 trillion in market value since early October, with major names like NVIDIA, Alphabet, SpaceX, and TSMC seeing significant declines. Hedge funds have cut their stock exposure by over 8% since June, ma...
SpaceX is negotiating with EchoStar to offer wireless services through the Boost Mobile brand, potentially expanding its reach in the U.S. telecom market. This move could address concerns about how SpaceX plans to reach customers and offset risks fro...
SpaceX's Super Intelligence segment generated $7.6 billion in revenue during Q3, surpassing its Connectivity and Space segments to become the company's largest business area. Starlink, SpaceX's satellite internet service, grew to 13.6 million subscri...
SpaceX's stock rose 4% following reports that it is in talks to acquire Boost Mobile from EchoStar, potentially giving SpaceX its own ground network. This move could allow SpaceX to compete directly with major U.S. wireless carriers without relying o...
