View Past PerformanceSpace Exploration Technologies バランスシートの健全性財務の健全性 基準チェック /36Space Exploration Technologiesの総株主資本は$41.6B 、総負債は$29.1Bで、負債比率は70%となります。総資産と総負債はそれぞれ$102.1Bと$60.5Bです。主要情報70.01%負債資本比率US$29.11b負債インタレスト・カバレッジ・レシオn/a現金US$23.68bエクイティUS$41.58b負債合計US$60.51b総資産US$102.09b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 25Space Exploration Technologies Corp. to Report Q2, 2026 Results on Aug 04, 2026Space Exploration Technologies Corp. announced that they will report Q2, 2026 results on Aug 04, 2026お知らせ • Jul 10SpaceXAI launches Grok 4.5 model for codingSpaceXAI launched the Grok 4.5 AI model, calling it the company's most intelligent offering to date designed for coding and agentic tasks. Here are some details: Spac Grok 4.5 was trained across tens of thousands of Nvidia GB300 graphics processing units, with a focus on meticulous data filtering, deduplication and quality scoring. Grok 4.5 is immediately available through SpaceXAI's AI coding agent, Grok Build, in Cursor and through ?the SpaceXAI console, the company's developer portal, using an API key. SpaceXAI announced the EU availability is expected in mid-July. Grok 4.5 is priced at $2 per million input tokens and $6 per million output tokens.Seeking Alpha • Jun 24SpaceX: A $2 Trillion Valuation In A $350 Billion BodySummary Space Exploration Technologies Corp. aka SpaceX is dramatically overvalued post-IPO, with a strong sell rating based on inflated TAM assumptions and competitive threats. I see Starlink's addressable market as overstated, with limited potential to disrupt established cellular providers and mounting competitive pressures from Amazon and AST SpaceMobile. SPCX's AI segment faces significant risks, including underutilized compute capacity and questionable economics for space-based datacenters versus terrestrial alternatives. With a realistic valuation of $340–$350 billion and a rapidly expanding float, I expect substantial downside and recommend shorting at current levels. Read the full article on Seeking Alphaお知らせ • Jun 20Space Exploration Technologies Corp. Appoints Roelof Botha as an Independent - Common Stock Director and Member of Its Audit Committee, Effective June 16, 2026On June 16, 2026, the Board of Directors of Space Exploration Technologies Corp. elected Roelof Botha as an independent “Common Stock Director” to fill the existing vacancy on the Board, effective immediately, to serve until the Company’s next annual meeting of shareholders and until his successor has been duly elected and qualified or until such director’s earlier death, resignation, retirement, disqualification or removal. The Board also appointed Mr. Botha to serve as a member of its Audit Committee, effective immediately. Mr. Botha brings extensive public company experience along with a deep audit committee background, having served on the boards and audit committees of numerous public companies. He also brings years of financial, investment, and managerial experience. Mr. Botha has been with Sequoia Capital, a venture capital firm, since 2003, and was a managing member of Sequoia Capital Operations, LLC from 2007 to 2025. From 2000 to 2003, he served in various positions at PayPal Inc., an electronic payment system, including as the chief financial officer. He has served as a member of the Stanford University Board of Trustees since 2024 and received a B.S. in Actuarial Science, Economics, and Statistics from the University of Cape Town and an M.B.A. from the Stanford Graduate School of Business.お知らせ • Jun 18Space Exploration Technologies Corp. (NasdaqGS:SPCX) entered into an agreement and plan of merger to acquire Anysphere, Inc for $60 billion.Space Exploration Technologies Corp. (NasdaqGS:SPCX) entered into an agreement and plan of merger to acquire Anysphere, Inc for $60 billion on June 16, 2026. Under the terms of the agreement, each share of Anysphere, Inc’s common stock and each share of Anysphere, Inc’s preferred stock outstanding immediately prior to the effective time of the erger will be automatically converted into the right to receive shares of the Space Exploration Technologies Corp.’s Class A common stock based on an implied fully diluted equity value of Anysphere, Inc. of $60 billion. In the event of termination of the transaction under certain circumstances, Anysphere, Inc is entitled to receive a termination fee of $1.5 billion. For the period ended January 31, 2026, Anysphere, Inc reported total assets of $3.1 billion and had $2.7 billion of cash and cash equivalents. The transaction is subject to subject to antitrust regulations, regulatory approvals, approval by the shareholders of Anysphere, Inc., listing of shares to be issued as merger consideration, and other customary closing conditions. The deal has been unanimously approved by the Board of Directors of Space Exploration Technologies and Anysphere. The merger is expected to close during the third quarter of 2026. George Sampas of Gibson, Dunn & Crutcher LLP acted as legal advisor for Space Exploration Technologies Corp. Steven M. Choi, Keri Schick Norton and Sarkis Jebejian of Kirkland & Ellis LLP acted as legal advisor for Anysphere, Inc.財務状況分析短期負債: SPCXの 短期資産 ( $29.7B ) が 短期負債 ( $24.4B ) を超えています。長期負債: SPCXの短期資産 ( $29.7B ) は 長期負債 ( $36.1B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: SPCXの 純負債対資本比率 ( 13.1% ) は 満足できる 水準であると考えられます。負債の削減: SPCXの負債対資本比率が過去 5 年間で減少したかどうかを判断するにはデータが不十分です。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: SPCXは、現在の フリーキャッシュフロー に基づき、1 年以上にわたって十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: SPCXは、フリーキャッシュフローが毎年85.5 % の歴史的率で減少し続ける場合、キャッシュランウェイが 1 年未満になります。健全な企業の発掘7D1Y7D1Y7D1YTelecom 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/04 06:10終値2026/07/31 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Space Exploration Technologies Corp. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37 アナリスト機関Andrew Charles BealeArete Research Services LLPDouglas HarnedBernsteinRonald EpsteinBofA Global Research34 その他のアナリストを表示
お知らせ • Jul 25Space Exploration Technologies Corp. to Report Q2, 2026 Results on Aug 04, 2026Space Exploration Technologies Corp. announced that they will report Q2, 2026 results on Aug 04, 2026
お知らせ • Jul 10SpaceXAI launches Grok 4.5 model for codingSpaceXAI launched the Grok 4.5 AI model, calling it the company's most intelligent offering to date designed for coding and agentic tasks. Here are some details: Spac Grok 4.5 was trained across tens of thousands of Nvidia GB300 graphics processing units, with a focus on meticulous data filtering, deduplication and quality scoring. Grok 4.5 is immediately available through SpaceXAI's AI coding agent, Grok Build, in Cursor and through ?the SpaceXAI console, the company's developer portal, using an API key. SpaceXAI announced the EU availability is expected in mid-July. Grok 4.5 is priced at $2 per million input tokens and $6 per million output tokens.
Seeking Alpha • Jun 24SpaceX: A $2 Trillion Valuation In A $350 Billion BodySummary Space Exploration Technologies Corp. aka SpaceX is dramatically overvalued post-IPO, with a strong sell rating based on inflated TAM assumptions and competitive threats. I see Starlink's addressable market as overstated, with limited potential to disrupt established cellular providers and mounting competitive pressures from Amazon and AST SpaceMobile. SPCX's AI segment faces significant risks, including underutilized compute capacity and questionable economics for space-based datacenters versus terrestrial alternatives. With a realistic valuation of $340–$350 billion and a rapidly expanding float, I expect substantial downside and recommend shorting at current levels. Read the full article on Seeking Alpha
お知らせ • Jun 20Space Exploration Technologies Corp. Appoints Roelof Botha as an Independent - Common Stock Director and Member of Its Audit Committee, Effective June 16, 2026On June 16, 2026, the Board of Directors of Space Exploration Technologies Corp. elected Roelof Botha as an independent “Common Stock Director” to fill the existing vacancy on the Board, effective immediately, to serve until the Company’s next annual meeting of shareholders and until his successor has been duly elected and qualified or until such director’s earlier death, resignation, retirement, disqualification or removal. The Board also appointed Mr. Botha to serve as a member of its Audit Committee, effective immediately. Mr. Botha brings extensive public company experience along with a deep audit committee background, having served on the boards and audit committees of numerous public companies. He also brings years of financial, investment, and managerial experience. Mr. Botha has been with Sequoia Capital, a venture capital firm, since 2003, and was a managing member of Sequoia Capital Operations, LLC from 2007 to 2025. From 2000 to 2003, he served in various positions at PayPal Inc., an electronic payment system, including as the chief financial officer. He has served as a member of the Stanford University Board of Trustees since 2024 and received a B.S. in Actuarial Science, Economics, and Statistics from the University of Cape Town and an M.B.A. from the Stanford Graduate School of Business.
お知らせ • Jun 18Space Exploration Technologies Corp. (NasdaqGS:SPCX) entered into an agreement and plan of merger to acquire Anysphere, Inc for $60 billion.Space Exploration Technologies Corp. (NasdaqGS:SPCX) entered into an agreement and plan of merger to acquire Anysphere, Inc for $60 billion on June 16, 2026. Under the terms of the agreement, each share of Anysphere, Inc’s common stock and each share of Anysphere, Inc’s preferred stock outstanding immediately prior to the effective time of the erger will be automatically converted into the right to receive shares of the Space Exploration Technologies Corp.’s Class A common stock based on an implied fully diluted equity value of Anysphere, Inc. of $60 billion. In the event of termination of the transaction under certain circumstances, Anysphere, Inc is entitled to receive a termination fee of $1.5 billion. For the period ended January 31, 2026, Anysphere, Inc reported total assets of $3.1 billion and had $2.7 billion of cash and cash equivalents. The transaction is subject to subject to antitrust regulations, regulatory approvals, approval by the shareholders of Anysphere, Inc., listing of shares to be issued as merger consideration, and other customary closing conditions. The deal has been unanimously approved by the Board of Directors of Space Exploration Technologies and Anysphere. The merger is expected to close during the third quarter of 2026. George Sampas of Gibson, Dunn & Crutcher LLP acted as legal advisor for Space Exploration Technologies Corp. Steven M. Choi, Keri Schick Norton and Sarkis Jebejian of Kirkland & Ellis LLP acted as legal advisor for Anysphere, Inc.