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Author Program NEWCreate Narrative
SPCX logo

Space Exploration Technologies Corp. Stock Price

NasdaqGS:SPCX Community·US$2.0t Market Cap
  • 9 Narratives written by author
  • 5 Comments on narratives written by author
  • 671 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SPCX Share Price Performance

US$0
0.00 (0.00%)
​
US$222.32
Fair Value
US$0
0.00 (0.00%)
​
Price US$0
Thu, 3 Sep 26
Fair ValueUS$222.32
Share Pricen/a

SPCX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$222.32 32.0% undervalued intrinsic discount

AI Compute And Global Connectivity Expansion Will Reshape This Space Infrastructure Leader

0users have liked this narrative
0users have commented on this narrative
111users have followed this narrative
BR
browser's
Fair Value
·
Fair Value US$0.46 32.8k% overvalued intrinsic discount

SpaceX: A Sober Look at Catalysts, Risks, and Long‑Term Value After the IPO

5users have liked this narrative
1users have commented on this narrative
90users have followed this narrative
QU
QuanD
QuanD's
Fair Value
·
Fair Value US$135 12.0% overvalued intrinsic discount

Making sense of 1.75 trillion IPO

2users have liked this narrative
1users have commented on this narrative
56users have followed this narrative
SPCX logo
Space Exploration Technologies
32.8k% overvalued intrinsic discount

SpaceX: A Sober Look at Catalysts, Risks, and Long‑Term Value After the IPO

View narrative
BR
browser
Published 22 Jun
Read Narrative
SPCX logo
Space Exploration Technologies
12.0% overvalued intrinsic discount

Hitting Escape Velocity with a Single Point of Failure

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AR
artoflosing
artoflosing
Published 12 Jun
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SPCX logo
Space Exploration Technologies
12.0% overvalued intrinsic discount

Making sense of 1.75 trillion IPO

View narrative
QU
QuanD
QuanD
Updated 28 Aug
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SPCX logo
Space Exploration Technologies
12.0% overvalued intrinsic discount

SpaceX? Only Fast in - Fast out!

View narrative
MA
Marek_Trnka
Published 6 Jun
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SPCX logo
Space Exploration Technologies
429.6% overvalued intrinsic discount

The trap for retailers that can evaporate more than 80% of the value.

View narrative
JA
Janpeo
Janpeo
Published 15 Jun
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SPCX logo
Space Exploration Technologies
202.4% overvalued intrinsic discount

WHY YOU SHOULD NOT BUY THE SPACEX IPO

View narrative
WO
woodworthfund
woodworthfund
Published 2 Jul
Read Narrative
SPCX logo
Space Exploration Technologies
32.0% undervalued intrinsic discount

AI Compute And Global Connectivity Expansion Will Reshape This Space Infrastructure Leader

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
SPCX logo
Space Exploration Technologies
29.2% overvalued intrinsic discount

Massive AI Compute Spend And Unproven Launch Cadence Will Likely Constrain Future Returns

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AN
AnalystLowTarget
AnalystLowTarget
Published 2 Sep
Read Narrative
SPCX logo
Space Exploration Technologies
60.0% undervalued intrinsic discount

Massive Starship Scale Up And AI Infrastructure Will Transform Long Term Earnings Power

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AN
AnalystHighTarget
AnalystHighTarget
Published 19 Aug
Read Narrative

Trending Discussion

CG
SPCX logo

It would make my year if this went to $0.46

0
|
0
MA
SPCX logo

I was right -15/7/2026 a return to the IPO price.

0
|
0

Recently Updated Narratives

QU
QuanD
SPCX logo

SpaceX’s path to $300B may be on Earth

Fair Value: US$135 12.0% overvalued intrinsic discount
56 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
1 likeusers have liked this narrative
WO
woodworthfund
SPCX logo

WHY YOU SHOULD NOT BUY THE SPACEX IPO

Fair Value: US$50 202.4% overvalued intrinsic discount
31 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
BR
SPCX logo

SpaceX: A Sober Look at Catalysts, Risks, and Long‑Term Value After the IPO

Fair Value: US$0.46 32.8k% overvalued intrinsic discount
90 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with adequate balance sheet.

2 Risks
2 Rewards
View Full Analysis

Space Exploration Technologies Corp. Key Details

US$23.0b

Revenue

US$11.1b

Cost of Revenue

US$12.0b

Gross Profit

US$20.8b

Other Expenses

-US$8.9b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.65
51.87%
-38.57%
30.1%
View Full Analysis

About SPCX

Founded
2002
Employees
22000
CEO
Elon Musk
WebsiteView website
www.spacex.com

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.

Recent SPCX News & Updates

Seeking Alpha • Sep 04

SpaceX: I Was A Bear, But Now I See Clear Upside

Summary SpaceX is rated Strong Buy with a $220 price target, implying 47% upside driven by robust AI growth. SPCX operates three segments: Connectivity (55% of revenue), AI (33%), and Space (12%), each in aggressive ramp mode. AI, especially post-xAI acquisition, is the primary long-term growth driver, projected to reach a ~$330B top line by decade’s end. Valuation is demanding (82.3x EV/EBITDA), but DCF supports upside; risks include capital intensity, competition, and secondary offerings. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

SPCX: Vertically Integrated AI And Orbital Infrastructure Will Sustain Long-Term Upside Potential

Analysts now see Space Exploration Technologies' fair value edging up from $213.50 to about $222.32, reflecting higher assumed profit margins and a richer future P/E multiple tied to confidence in its vertically integrated AI and orbital infrastructure plans, even as revenue growth expectations are slightly tempered. Analyst Commentary Recent Street research on Space Exploration Technologies shows a wide spread of views on how sustainable the company’s current trajectory is and what that means for valuation, growth and execution risk.

Recent updates

No updates

Space Exploration Technologies Corp. Competitors

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AT&T

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Market cap: US$172.3b
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