SPCX
NASDAQ NMS - GLOBAL MARKET · Telecommunication

Space Exploration Technologies Corp

$158.96
+10.89 (+7.35%)
As of Oct 2, 9:30 PM ET ·
SPCX News30 articles
Starfish Space's Otter 24C Launches for NASA's SSPICY Inspection Mission
Starfish Space's Otter 24C spacecraft launched on SpaceX's Transporter-18, beginning NASA's SSPICY mission to inspect inactive satellites in low Earth orbit.
Technology
NASA Awards SpaceX $946M for Three Crew Missions Through 2030
NASA awards SpaceX $946 million for three additional crew missions, raising contract total to $5.92B. SPCX shares fell 1.36% on heavy volume.
Markets
SpaceX's Index Rebalance Fails to Lift Stock
SpaceX's stock dipped 1.4% on Friday even as trading volume surged 3.46 times its average during the Nasdaq-100 rebalance. The index weight rises to 2.82%.
Markets
Musk's Memphis Presence Signals AI Buildout Priority as SpaceX Investment Surges
SpaceX shares fell 1.77% Friday, but the real signal is CEO Elon Musk's presence at the Memphis AI buildout, where capex reached $15.83B in Q2.
Analysis
Baron's $24.9B SpaceX Stake: A Long-Held Bet, Not a Post-IPO Splurge
BAMCO's 13F reveals a $24.9B SpaceX stake, but it's not a new post-IPO purchase—it's a long-held position now visible due to the IPO.
Analysis
SpaceX's $13.3B AI Hosting Deal: Short-Term Commitment, Big Run-Rate
SpaceX's new AI hosting deal bills $1.11B/month but is a six-month commitment, not a locked-in annual revenue. CFO Bret Johnsen's comments raise questions about the $100B run-rate target.
Analysis
FAA Schedules September 18 Window for SpaceX Starship Flight 14, Pending Company Confirmation
The FAA has scheduled a primary window for SpaceX's Starship Flight 14 on September 18, but SpaceX hasn't confirmed the date. Investors await launch success as a key milestone.
Regulation
Centerspace's 0.98% Premium Over Merger Value: A Closer Look
Centerspace closed Friday at $58.29, just 0.98% above the $57.72 implied merger value. The thin premium stems from dividend timing and market dynamics, not conventional merger arbitrage.
Analysis
SpaceX's $2 Trillion Valuation: What It Really Takes
SpaceX stock closed at $151.21, valuing the company at ~$2T. Despite 92% revenue growth, the valuation demands further expansion.
Analysis
SpaceX's New $13B AI Hosting Deal Raises Duration Concerns
SpaceX's latest AI hosting contract adds $13.3 billion in annualized revenue, but the deal's short-term structure may limit long-term visibility for investors.
Analysis
SpaceX Shares Dip 3.9% as Lockup Tranche Unlocks, But Buyers Absorb Supply
SpaceX shares fell 3.9% as a new lockup tranche became eligible for sale, but the stock held above its IPO price, suggesting buyers absorbed the supply.
IPO
SpaceX's $2 Trillion Valuation Faces Key CFO Test This Thursday
SpaceX shares hit $153.47, pushing market cap to $2.02 trillion. All eyes on CFO Bret Johnsen's Thursday remarks to justify the lofty valuation amid heavy AI and infrastructure spending.
IPO
SpaceX Stock Climbs Ahead of Massive Share Unlock
SpaceX shares climbed 3.4% to $152.95 ahead of a 319 million-share unlock Wednesday, worth about $48.8 billion. Analysts are bullish, but supply and capital intensity loom.
IPO
SpaceX Faces 378M Share Lockup Expiry; Trading Risk Ahead
SpaceX (SPCX) faces a 378.1M share lockup expiry this week, equal to 7.7 days of trading. Q2 revenue surged 92%, but losses persist. Analysts see 103% upside.
IPO
Honeywell Aerospace Chair Buys $998K in Stock After 27% Drop
Honeywell Aerospace chair Craig Arnold purchased $998,400 worth of HONA stock after a 27% decline, signaling insider confidence in a turnaround.
Markets
SpaceX Stock Surges 5.6% as Valuation Hits 63x Revenue
SpaceX shares rose 5.6% to $148.61, pushing market cap to $1.96 trillion. Connectivity leads profits, while AI and capex raise concerns.
IPO
AST SpaceMobile Surges 9% on Bold $92 Price Target from Berenberg
AST SpaceMobile (ASTS) rallied 9% after Berenberg set a $92 price target, implying a 51% upside and $12.1 billion in added market value.
Markets
SpaceX Shares Dip 1.9% as AI Spending Weighs on $1.84T Valuation
SpaceX stock slipped 1.9% on Wednesday as investors weighed heavy AI-related capital spending against a $1.84 trillion market valuation, even as Q2 revenue surged 91.9%.
Technology
SpaceX Slips 1% as AI Capex Strains $1.9T Valuation
SpaceX shares dipped 1% as heavy AI spending raised valuation concerns. Q2 revenue surged 92% to $7.814B, but AI losses hit $1.257B.
Technology
SpaceX Shares Dip 1.2% Premarket as Analysts Question Starlink's Ability to Fund Expansion
SpaceX shares slipped 1.2% premarket to $141.95, with Morgan Stanley's $300 target under pressure as Starlink's profits face heavy investment needs in rockets and AI.
Earnings
SpaceX Stock Rises as AI Spending Widens Cash Gap to $25B
SpaceX shares rose 1.55% to $143.69, but first-half free cash flow deficit widened to $25.01 billion as AI spending surged. Revenue grew 92% to $7.81 billion.
Markets
SpaceX Gains 0.5% as Capex Hits $18.4B, Valuation Reaches $1.86T
SpaceX shares edged up 0.45% to $141.50, boosting market cap to $1.86 trillion, as Q2 capex hit $18.4 billion and revenue soared 92%.
Markets
SpaceX Delays Starship Flight 14 to September as Orbital Test Nears
SpaceX has moved Starship Flight 14 to September after Booster 21's static fire, aiming for its first orbital mission and potential tower catch. The test is a key valuation checkpoint for the $1.85 trillion company.
Analysis
SpaceX Edges Higher Despite Capex Exceeding Revenue 2.35x
SpaceX closed Friday at $141.50, up 0.45%, with Q2 revenue up 92% to $7.81B. However, capital expenditures reached $18.37B, 2.35x revenue, driven by AI infrastructure.
IPO
SpaceX Edges Up 0.5% as Louisiana Starbase's $100B Capex Plan Fuels IPO Speculation
SpaceX stock rose 0.45% to $141.50 as the company's $100B Louisiana Starbase commitment shifts focus to execution, with construction set for 2027 and first launch in 2029.
IPO
SpaceX Stock Climbs 1.2% on $100B Louisiana Starbase Plan
SpaceX shares gained 1.2% after unveiling a $100 billion Louisiana spaceport, equal to its Q2 liquidity. The facility will support Starship and Starlink launches starting in 2029.
Technology
SpaceX's $100B Louisiana Gamble: Stock Climbs 2.2%
SpaceX announced a $100 billion investment in Starbase Louisiana, sending shares up 2.2% to $137.95. The massive project includes 10 launch pads and thousands of launches.
Technology
SpaceX Gains Premarket as Trump Stake Disclosure Raises Oversight Questions
SpaceX (SPCX) climbed 1.55% premarket after President Trump disclosed a June stock purchase worth up to $50,000. The holding is immaterial financially but raises governance and oversight questions.
Markets
SpaceX Share Unlock Tests SPCX Liquidity Near IPO Price
SpaceX's 319 million-share unlock pressured SPCX near its $135 IPO price. Shares closed at $136.97, with analysts split on valuation.
IPO
Space ETF and Micron Drive Late-Session Gains in Asian Markets
Asian markets ended mixed on Friday, with Hong Kong and Korea leading gains. KASE's late session saw a space ETF and Micron surge, reflecting a broader risk-on tone.
Markets