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SpaceX stock expected to rally 67% in 12 months on AI revenue growth, says analyst.

Analyst Insights
30 Sep 2026
Finbold
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Bullish
SpaceX stock expected to rally 67% in 12 months on AI revenue growth, says analyst.

Despite a 33% drop since its IPO peak, SpaceX stock is predicted to rise to a new all-time high within 12 months, according to Needham analyst Ryan Koontz. The bullish outlook is driven by SpaceX's accelerating AI compute revenue, with potential deals generating $54 billion annually. Analysts average a 56% upside, with a price target of $250, supporting the company's goal of $100 billion in annual recurring revenue by 2026. The stock currently trades at $149.24, with a market cap of $2 trillion since IPO.

SpaceX stock price projections are the focus of this update, providing context for market watchers. For readers following technology stocks, here is Pluang's market snapshot as of Sep 30, 2026 19:13 WIB: Among 150 priced Technology-sector US stocks tradable on Pluang, 62 rose and 77 fell today. Notable movers include SMCI at USD 41.72 with a 1-day change of +1.71% and a typical hold time on Pluang of 18 days, FFIV at USD 444.99 with a 1-day change of +1.58% and a typical hold time of 38 days, and ASX at USD 44.62 with a 1-day change of -1.52% and a typical hold time of 48 days. Pluang order activity shows a strong buy interest for SMCI and FFIV, with 78% and 100% buy orders respectively, while ASX has 66% sell orders.

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