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- $1.2TMarket Cap
- 611.29%1-Year Change
- Aerospace & DefenseIndustry
SPACEX-A (SPCX)
Key Performance
More- Earnings Score: N/A
- Momentum Score: 95
- True Yield: N/A
- Financial Health Score: N/A
Latest Research & News
It's True. SpaceX Is Coming to Louisiana. Here's How You Can Profit From That.
SpaceX announced plans to build a $100 billion Starbase facility in Louisiana with 10 launch pads, beginning construction in 2027. The facility will be positioned near natural gas pipelines owned by ExxonMobil and Cheniere Energy, which will supply liquefied methane rocket fuel for Starship launches. The author suggests investing in ExxonMobil and Cheniere as better alternatives to SpaceX stock, citing their profitability and dividend yields.
08/30/2026, 7:07 AM • The Motley Fool
Is the Trump Administration Slamming the Brakes on SpaceX's Roaring Rebound?
SpaceX's post-IPO rebound has stalled amid three Trump administration macroeconomic moves: economic sanctions on Iran (raising oil prices and inflation concerns), 50% tariffs on Canadian imports including steel and aluminum (increasing SpaceX's input costs), and Treasury bond buybacks (potentially damaging U.S. credibility). While Trump didn't directly target SpaceX, these policies could negatively impact the company's growth stock valuation and margins, though SpaceX's AI and Starlink businesses remain strong.
08/30/2026, 4:24 AM • The Motley Fool
SEC Filings Just Revealed the Smart Money Is Overweight SpaceX. Should You Buy It Now?
SpaceX's recent IPO in June 2026 raised $86 billion at a $1.77 trillion valuation. Institutional investors hold $611 billion in SpaceX stock across 1,932 13F filings, with hedge funds and mutual funds showing overweight positions. However, the article cautions that the high valuation, upcoming lockup expirations, and uncertainty around profitability make it risky for retail investors, suggesting waiting for a better entry point.
08/29/2026, 11:15 AM • The Motley Fool
Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.
08/28/2026, 6:15 PM • The Motley Fool
Prediction Markets Now Expect AI Start-Up Anthropic to Unseat SpaceX as the Largest IPO in 2026
Prediction markets now give Anthropic a 63% chance of becoming 2026's largest IPO, surpassing SpaceX's $85.7 billion record. Anthropic's annual run rate sales surged from $9 billion to $65 billion, but the company faces valuation concerns and historical headwinds common to tech IPOs. The article warns retail investors that hot tech IPOs typically experience average year-one drawdowns of 55%, making them risky investments despite market enthusiasm.
08/28/2026, 4:06 AM • The Motley Fool
Up Nearly 30% in August, Is SpaceX Stock Still a Buy?
SpaceX stock surged nearly 30% in August following strong Q2 results with 92% revenue growth, driven primarily by AI and Starlink connectivity businesses. However, the analyst remains skeptical due to the expensive 41x sales valuation, with too much growth already priced in. The first post-IPO insider lockup period ended without significant market impact.
08/27/2026, 4:18 PM • The Motley Fool
Should SpaceX Join the "Magnificent Seven"? Here's 1 Stock I'd Kick Out to Make Room.
An analyst argues that SpaceX should potentially replace Meta Platforms in the "Magnificent Seven" tech group. While SpaceX offers unique businesses in satellite internet (Starlink) and space transportation that aren't represented in the current group, Meta lacks tangible results from its AI initiatives despite significant investments. The analyst recommends keeping Tesla, Apple, Alphabet, Amazon, Microsoft, and Nvidia in the group.
08/27/2026, 4:15 PM • The Motley Fool
Archer Aviation vs. Space Exploration Technologies: Which High Flying Stock Is a Better Buy in 2026?
Archer Aviation and SpaceX represent two different aerospace plays with vastly different maturity levels. Archer is pre-commercial with $300K revenue and $618M losses, pursuing FAA certification for eVTOL aircraft. SpaceX generates $18.7B in revenue but reported a $5B net loss in FY2025 due to massive capital requirements. The article concludes SpaceX is the wiser long-term choice despite both companies' negative cash flows, citing SpaceX's established Starlink business and market support versus Archer's high valuation multiples and regulatory uncertainties.
08/27/2026, 3:37 PM • The Motley Fool
SpaceX Stock Trades Near $140 While Wall Street's Average Target Sits Above $232. Who's Right?
SpaceX stock has fallen back to near its $135 IPO price after peaking at $225.64 in June. Wall Street analysts remain bullish with an average $232.35 price target (68% upside), though predictions range widely from $75 to $450. The key to SpaceX's valuation hinges almost entirely on the success of its AI business, which represents 93% of the company's $28.5 trillion total addressable market. While Starlink and rocket divisions are valuable, investors must believe in SpaceX's ability to scale its AI division profitably.
08/27/2026, 5:10 AM • The Motley Fool
SpaceX is adding over 500,000 Starlink subscribers monthly, with the segment recording 86% EBITDA growth and doubled subscribers. While SpaceX's $1.8 trillion valuation depends on capturing its $26.5 trillion AI opportunity, Starlink's profitability is critical for near-term financials as the company posted a $541 million loss last quarter and faces years of heavy AI spending ahead.
08/26/2026, 4:32 PM • The Motley Fool
Will Bloom Energy Be the Next SpaceX? What the Numbers Actually Say.
Bloom Energy's stock has surged 1,780% over two years, driven by strong demand from AI and cloud companies for its solid oxide fuel cells. With a $20 billion backlog and expected 70% revenue CAGR through 2028, the company is positioned as a leader in utility-scale fuel cell deployments. While trading at a premium valuation (71x adjusted EBITDA), analysts suggest it could outperform SpaceX as an investment due to its simpler business model and less competitive niche market.
08/26/2026, 12:05 PM • The Motley Fool
Prediction: This Upcoming IPO Will Be Even Bigger Than SpaceX
Anthropic is reportedly targeting an IPO in late 2026 at a valuation exceeding $2 trillion, which would surpass SpaceX's record for largest IPO valuation. The AI company has achieved a $65 billion annualized revenue run rate with exponential growth, and the author predicts it will raise at least $150 billion, breaking SpaceX's IPO records for both valuation and capital raised.
08/26/2026, 7:17 AM • The Motley Fool
Wall Street analysts project significant upside for two AI-focused companies: Advanced Micro Devices (AMD) with a $1,250 price target implying 164% upside based on potential GPU market share gains from Nvidia, and Space Exploration Technologies (SpaceX) with an $800 target suggesting 484% upside by 2031 driven by Starship and data center expansion. However, the article cautions that these targets may be overly optimistic given historical AI bubbles and SpaceX's track record of unfulfilled promises.
08/26/2026, 7:06 AM • The Motley Fool
SpaceX announced a $100 billion investment in a new Starship spaceport in Louisiana spanning 125,000 acres with five launch complexes and 3,000 promised jobs, with construction beginning in 2027. While the company shows strong revenue growth ($7.8B in Q2 2026, up 92% YoY) and Starlink subscriber doubling, investors face concerns about massive capital expenditures ($28.5B in H1 2026) and whether Starship's commercial viability will justify the spending.
08/26/2026, 6:20 AM • The Motley Fool
Peter Beck's Neutron Rocket Could Slip to 2027. Here's How Much the Delay Actually Matters.
Rocket Lab's Neutron rocket launch has been delayed from 2026 to a likely 2027 timeframe following a Stage 1 propellant tank rupture during a January pressure test. CEO Peter Beck emphasizes prioritizing readiness and long-term production over meeting short-term deadlines. The company expects adjusted EBITDA to turn positive once Neutron begins flying, positioning it to compete with SpaceX for larger, more lucrative contracts.
08/26/2026, 3:05 AM • The Motley Fool
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MoreInformation as of 09/16/2026
Company Profile
Space Exploration Technologies Corp. provides satellite-based broadband services in the United States, Ireland, Canada, and internationally. It operates through three operating segments: Space, Connectivity, and AI. The Space segment designs, manufactures, and launches reusable rockets to provide access to space. It also provides launch services for the deployment of payloads to intended orbits for commercial and government customers utilizing Falcon 9 and Falcon Heavy; and engages in the launch and development for the development of spacecraft and the provision of launch and mission services for government agency space programs utilizing Falcon 9, Falcon Heavy, Starship, and Dragon. Its company's Connectivity segment operates broadband data and communications network by various Starlink satellites in low-earth orbit, delivering connectivity to various consumers, enterprise, and government customers. The company's AI segment operates a vertically integrated AI platform spanning a frontier LLM Grok; AI solutions for consumer and enterprise customers; X, a real-time information, entertainment, and free speech platform; and AI computational infrastructure. Space Exploration Technologies Corp. was incorporated in 2002 and is based in Starbase, Texas.
Key Executives
- Gwynne E. Shotwell
- Bret W. Johnsen
- Elon R. Musk
- Richard Lee
- Michael Sagan
Current Ownership Distribution
- Institutions3.9B (51.55%)
- Other2.3B (30.87%)
- Insiders1.1B (14.23%)
- Mutual Funds250.8M (3.35%)