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Author Program NEWCreate Narrative
SPCX logo

Space Exploration Technologies Corp. Stock Price

NasdaqGS:SPCX Community·US$2.1t Market Cap
  • 9 Narratives written by author
  • 5 Comments on narratives written by author
  • 718 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SPCX Share Price Performance

US$151.85
151.85 (0.00%)
​
US$222.32
Fair Value
US$151.85
151.85 (0.00%)
31.7% undervalued intrinsic discount
US$222.32
Fair Value
Price US$151.85
AnalystConsensusTarget US$222.32
browser US$0.46
QuanD US$135.00
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 31.7% 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
141users have followed this narrative
BR
browser's
Fair Value
·
Fair Value US$0.46 32.9k% 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
89users have followed this narrative
QU
QuanD
QuanD's
Fair Value
·
Fair Value US$135 12.5% overvalued intrinsic discount

Making sense of 1.75 trillion IPO

2users have liked this narrative
1users have commented on this narrative
55users have followed this narrative
SPCX logo
Space Exploration Technologies
12.5% overvalued intrinsic discount

Hitting Escape Velocity with a Single Point of Failure

View narrative
AR
artoflosing
artoflosing
Published 12 Jun
Read Narrative
SPCX logo
Space Exploration Technologies
32.9k% 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
12.5% 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
12.5% 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
431.9% overvalued intrinsic discount

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

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JA
Janpeo
Janpeo
Published 15 Jun
Read Narrative
SPCX logo
Space Exploration Technologies
203.7% 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
31.7% 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
59.8% 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
SPCX logo
Space Exploration Technologies
8.5% overvalued intrinsic discount
Updated

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

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 17 Sep
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 12.5% overvalued intrinsic discount
55 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$50 203.7% overvalued intrinsic discount
32 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 32.9k% overvalued intrinsic discount
89 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 19

SpaceX Is Becoming An AI Giant

Summary SpaceX targets 5-10 GW of compute capacity in 2027, potentially making AI its largest long-term revenue engine. SemiAnalysis estimates 10 GW could support roughly $300 billion ARR if half of incremental compute capacity is externally monetized. Starlink generated a 62.9% EBITDA margin in 2025, but Connectivity simultaneously required approximately $4.18 billion of capital expenditures. Starlink satellites have three-to-five-year useful lives, implying normalized annual orbital replacement requirements potentially reaching $2.9-$3.7 billion. At roughly $2 trillion, SpaceX needs AI, Starship and V3 to deliver exceptional capital productivity, not simply exceptional revenue growth. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 17

SPCX: Fair Value View Balances Orbital AI Ambitions And Starship Execution Risks

Analysts have lifted their fair value estimate for Space Exploration Technologies to $140 from $117, reflecting updated assumptions for higher revenue growth, lower profit margins, and a richer future P/E multiple supported by a broad range of Street research on Starship, Starlink, and AI infrastructure. Analyst Commentary Street research on Space Exploration Technologies shows a wide split in opinion.

Recent updates

No updates

Space Exploration Technologies Corp. Competitors

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Verizon Communications

Symbol: NYSE:VZ
Market cap: US$199.8b
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T-Mobile US

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Market cap: US$180.4b
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AT&T

Symbol: NYSE:T
Market cap: US$174.1b
View more competitors

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