SpaceX's First Lockup Expired Last Week. Why Didn't the Stock Crash?

SpaceX's first lockup expiration on Aug. 6 released 911.5 million insider shares for potential sale, but the stock did not crash as anticipated. Instead, trading volume surged to 255 million shares—the highest since the IPO in mid-June. Insiders may have held back due to recent price declines, while investors likely bought in anticipation of a market bottom. However, the stock remains highly volatile and unprofitable, presenting significant risks for investors.

08/10/2026, 1:05 PM • The Motley Fool

SpaceX Just Reported Earnings. Here's What History Says Happens Next.

SpaceX reported strong Q2 earnings with 92% revenue growth to $7.8B, driven by Starlink's $4.3B revenue and AI infrastructure's 247% growth to $2.6B. However, the company faces significant operating losses of $542M and massive $16B capex spending in AI. While connectivity is profitable, the AI segment remains unproven at scale. At a P/S ratio of 73, SpaceX's $1.4T valuation embeds lofty assumptions. Historically, mega-IPOs see 42-55% drawdowns in their first year, and analysts caution that further volatility is likely unless SpaceX demonstrates sustained profitability and capital efficiency.

08/09/2026, 9:30 PM • The Motley Fool

Jim Cramer Just Reminded Everyone About the Most Important Aspect of Investing in SpaceX

Jim Cramer urged investors to view SpaceX's recent stock decline and high capital expenditures through a long-term lens, comparing the company's infrastructure build-out to 19th-century railroad construction. He emphasized that transformative companies require patient capital and decades-long investment horizons, suggesting SpaceX's current volatility is the cost of laying foundations for future opportunities that may take generations to fully materialize.

08/09/2026, 3:11 PM • The Motley Fool

Elon Musk's SpaceX Just Delivered Its First Earnings Report as a Public Company. Here's the 1 Number That Matters Most.

SpaceX reported strong Q2 2026 earnings with 92% revenue growth to $7.8B and beat analyst expectations, but the stock fell 12% due to concerns over $18.4B in capital expenditures, with $15.8B directed toward AI infrastructure. Management claims the investment will be recouped within a year and projects $100B annualized revenue by year-end, though investors remain skeptical of the high spending levels.

08/09/2026, 6:05 AM • The Motley Fool

Rocket Lab Just Unveiled a Game-Changing Technology Worth Watching

Rocket Lab secured a $397 million U.S. Space Force contract to develop and deploy 'Flatellites' — stackable satellites with a slimmer profile that enable more satellites per launch. These next-generation satellites support Rocket Lab's evolution into an end-to-end space company and capitalize on the expected 14% CAGR growth in the low Earth orbit (LEO) satellite market through 2033. Analysts project Rocket Lab's revenue will grow from $602 million in 2025 to $1.7 billion by 2028, with profitability expected by 2028.

08/08/2026, 8:05 AM • The Motley Fool

Forget the Artificial Intelligence (AI) Capex Bubble: SpaceX CEO Elon Musk Says the Memory Shortage Will Drive Costs Even Higher

Elon Musk stated during SpaceX's earnings call that memory chip demand is growing at 200% annually while supply only increases 20% yearly, creating a significant shortage. This supply-demand imbalance positions memory chip manufacturers like Micron Technology to benefit from rising prices and improved profit margins as AI hyperscalers continue their infrastructure build-outs.

08/08/2026, 6:30 AM • The Motley Fool

CEO Elon Musk Says This Is the Most Underappreciated Part of SpaceX's Business

SpaceX posted strong Q2 revenue growth and narrowing operating losses, but huge capital expenditures drove the stock down initially. During the earnings call, CEO Elon Musk highlighted robotics as SpaceX's most underappreciated business segment, citing its role in future lunar manufacturing, orbital data centers, and supporting Starlink connectivity. However, analysts caution investors to remain cautious given Musk's history of ambitious timelines on projects like autonomous vehicles and humanoid robots.

08/08/2026, 3:05 AM • The Motley Fool

Why Rocket Lab Stock Took Flight on Friday

Rocket Lab stock surged 8.19% on Friday following the announcement of its 13th successful Electron rocket launch in 2026, deploying a satellite for customer iQPS. The launch marks the 92nd Electron mission as the company pursues becoming an end-to-end space company. The stock gain comes days after Rocket Lab secured a $397 million U.S. Space Force contract for advanced satellite development and operations.

08/07/2026, 3:22 PM • The Motley Fool

SpaceX Signed $14.1 Billion of Cloud Contracts in a Single Quarter. Its AI Segment Revenue Hit $2.56 Billion.

SpaceX's Q2 earnings reveal a dramatic shift toward AI compute services, with $14.1 billion in cloud contracts signed and AI segment revenue reaching $2.6 billion (up 247% YoY). However, the AI segment still operates at a loss despite massive $15.8 billion quarterly capital expenditures. At 65x trailing revenue valuation, the stock may be pricing in success prematurely before the compute business proves profitability.

08/07/2026, 12:26 PM • The Motley Fool

Inside the Math of Team RB's SpaceX Price Target

The Motley Fool analyzes SpaceX's valuation and price targets, with analysts providing estimates ranging from $141.84 to $217.52. One analyst derives a $157.14 target based on projected 2030 revenue of $350 billion and a 7x EV/Sales multiple, while expressing concerns about the company's massive capital requirements, unproven AI business, and execution risks on Starship development. The analysis highlights SpaceX's heavy cash burn, potential need for asset sales, and suggests waiting for clearer financial visibility before investing.

08/07/2026, 11:30 AM • The Motley Fool

SpaceX Stock Is Down 50% From Its Peak. Here's 1 Reason to Buy the Dip, and 1 Reason to Run for the Hills.

SpaceX has fallen 50% from its $225 peak to $110 following its June IPO, driven by valuation concerns despite strong fundamentals. The company generated $7.8B in Q2 2026 revenue (92% YoY growth) across space transportation, satellite connectivity, and AI infrastructure businesses. While SpaceX's AI business is rapidly growing with $6.7B in new contracts, its current P/S ratio of 65 appears overvalued compared to the Nasdaq-100's 6.4. The stock may be worth waiting on until the company proves it can achieve its projected $100B AI revenue run rate by end of 2026.

08/07/2026, 6:15 AM • The Motley Fool

SpaceX and Tesla Merger Talks Are Heating Up. Here's Why Investors Should Pay Attention.

Reports suggest SpaceX and Tesla are preparing for a potential megamerger, with some analysts putting odds at 90%. The companies already collaborate extensively on AI, chip manufacturing, and battery systems. A merger could consolidate Elon Musk's control, as he owns only 15% of Tesla but controls over 80% of SpaceX's voting power. However, regulatory approval remains uncertain.

08/06/2026, 10:30 PM • The Motley Fool

Elon Musk Just Pulled SpaceX's $1 Trillion Revenue Goal Forward to 2030. Here's the Growth Rate It Requires.

SpaceX moved up its $1 trillion annual revenue target from 2031 to 2030 during its first earnings call as a public company. The company reported Q2 revenue of $7.8 billion with 92% year-over-year growth. However, reaching $1 trillion by 2030 would require approximately 78% compound annual growth for four years—a pace that appears challenging given that the largest revenue segment (Starlink) is growing slower than required, while the fastest-growing segment (AI) is currently unprofitable.

08/06/2026, 5:23 PM • The Motley Fool

SpaceX Stock: 3 Reasons I Am Not Buying the Dip

SpaceX stock has declined 20% from its IPO price despite strong Q2 revenue growth of 92% to $7.8 billion. The analyst identifies three concerns: massive AI spending ($15.8B capex in Q2) with uncertain near-term returns, shareholder dilution from the $60B all-stock acquisition of Cursor AI startup, and an unreasonable valuation with a P/S ratio of 73.4 compared to industry norms below 2. The author suggests waiting for further price declines before investing.

08/06/2026, 12:30 PM • The Motley Fool

Why Tesla Stock Plunged 26% in July

Tesla stock fell 26% in July 2026, its worst month in over three years. The decline reflects investor concerns about slowing autonomous driving progress and deteriorating profitability, with net income down 64% over three years despite 8% revenue growth. The stock now trades at 150-200x forward earnings, making it a speculative bet on future robotaxi and humanoid robot businesses rather than current EV operations.

08/06/2026, 11:15 AM • The Motley Fool