SPCXIndustrials · Aerospace & DefenseThe 38 Wall Street analysts covering Space Exploration Technologies Corp. hold a median 12-month price target of $225 — +47.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 1 of 100 as at 14 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Space Exploration Technologies Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (79): Analysts have, on balance, been raising their forecasts.
Growth (0): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (0): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on SPCX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +47.9% from it.
Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Oct 2026 | Barclays | Initiates | Overweight | $254 |
| 9 Oct 2026 | TD Cowen | Reiterates | Buy | $200 |
| 7 Oct 2026 | Susquehanna | Maintains | Neutral | $144 → $173 |
| 30 Sept 2026 | Macquarie | Maintains | Outperform | — |
| 30 Sept 2026 | Macquarie | Maintains | Outperform | $250 |
| 29 Sept 2026 | TD Cowen | Initiates | Buy | — |
| 29 Sept 2026 | TD Cowen | Initiates | Buy | $200 |
| 28 Sept 2026 | CLSA | Initiates | Outperform | — |
| 28 Sept 2026 | Deutsche Bank | Reiterates | Buy | — |
| 28 Sept 2026 | Deutsche Bank | Reiterates | Buy | $235 |
| 14 Sept 2026 | MoffettNathanson | Maintains | Neutral | $131 → $142 |
| 14 Sept 2026 | MoffettNathanson | Maintains | Neutral | — |
| 8 Sept 2026 | Pivotal Research | Initiates | Buy | $220 |
| 8 Sept 2026 | Pivotal Research | Initiates | Buy | — |
| 8 Sept 2026 | Wells Fargo | Maintains | Overweight | $215 → $212 |
| 8 Sept 2026 | Wells Fargo | Maintains | Overweight | — |
| 2 Sept 2026 | Oppenheimer | Maintains | Outperform | — |
| 2 Sept 2026 | Oppenheimer | Maintains | Outperform | $250 → $280 |
| 26 Aug 2026 | Wolfe Research | Reiterates | Outperform | $175 |
| 26 Aug 2026 | Wolfe Research | Reiterates | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SPCX appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 99% of US stocks
Cheaper than 4% of US stocks
Cheaper than 6% of US stocks
Cheaper than 1% of US stocks
Higher than 92% of US stocks
Higher than 68% of US stocks
Higher than 30% of US stocks
Higher than 12% of US stocks
Higher than 35% of US stocks
Higher than 32% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Space Exploration Technologies Corp. has a market value of $2.1T and an enterprise value of $4.1T.
Revenue in the twelve months to 30 June 2026: $20.6B. The latest quarter grew 91.9% year on year.
Net income over the same four quarters: −$6.4B, a −30.8% net margin.
Diluted earnings per share, trailing twelve months: $−0.89.
Free cash flow in the twelve months to 30 June 2026: −$32.5B, after $42.0M of capital spending.
Space Exploration Technologies Corp. spent $4.9B on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: −307.0×; forward P/E: 78.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Space Exploration Technologies Corp. employs 21,000 people — $983K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Space Exploration Technologies Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Trump administration is considering easing sanctions on shadow fleet tankers in an effort to lower record global freight rates, according to a US official.
Why it matters — The report concerns global freight rates, a development that may be relevant to SPCX watchers monitoring shipping costs and logistics.
Starshield is SpaceX’s government-focused satellite network for government and national security users, built using Starlink technology and SpaceX launch capabilities. Reports of new restrictions by Ukraine have renewed scrutiny of how it differs from commercial Starlink.
Why it matters — The renewed attention highlights how Starshield’s government and national security role differs from SpaceX’s commercial satellite service.
President Zelenskyy said Ukraine will resume attacks on Russian energy targets, citing Russian attacks on Ukrainian energy infrastructure and his disappointment with recent dealings between Trump and Putin. He also pointed to apparent limitations of Starlink.
Why it matters — Zelenskyy’s mention of Starlink makes the remarks relevant to SPCX watchers, though the excerpt provides no further detail about the service’s role.
Google is renting compute from SpaceX for $920 million per month under a 33-month contract running from October 2026 through June 2029, with a total value of about $30 billion.
Why it matters — The contract’s reported size and duration are relevant to SPCX watchers tracking SpaceX’s commercial business.
A Barclays analyst predicted Space Exploration Technologies Corp. and Tesla could join hands as early as December, renewing attention on merger speculation. The headline says prediction markets are not buying the prospect.
Why it matters — A potential merger between SPCX and Tesla is a development SPCX watchers may want to follow.
The 38 Wall Street analysts covering Space Exploration Technologies Corp. have a median 12-month price target of $225, with estimates ranging from $118 to $450. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 38 analysts covering Space Exploration Technologies Corp., 30 rate it a Buy, 5 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Space Exploration Technologies Corp. 1 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Space Exploration Technologies Corp. ranks 1 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (79 of 100).
No one can know that. What the data says: the median 12-month target from 38 analysts implies +47.9% from the last close, and Ticker Nerd's factor model ranks Space Exploration Technologies Corp. 1 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Space Exploration Technologies Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SPCX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $118 to $450 over the next 12 months.
Space Exploration Technologies Corp. Class A Common Stock represents ownership in Space Exploration Technologies Corp., commonly known as SpaceX, a space technology, connectivity, and artificial intelligence company headquartered in Starbase, Texas.
The most recent item we track (New York Post, 15 Oct 2026): "US considers easing sanctions on shadow fleet vessels to cut freight rates, official says". The Trump administration is considering easing sanctions on shadow fleet tankers in an effort to lower record global freight rates, according to a US official.
Space Exploration Technologies Corp. Class A Common Stock represents ownership in Space Exploration Technologies Corp., commonly known as SpaceX, a space technology, connectivity, and artificial intelligence company headquartered in Starbase, Texas. The company designs, manufactures, and operates reusable rockets, spacecraft, and launch systems for commercial, government, and institutional customers, supporting missions that place payloads into orbit and enable broader access to space. Its Connectivity segment operates satellite-based broadband and communications services through the Starlink network, serving consumers, enterprises, and government users in multiple regions. The company also maintains an AI segment that develops software, models, and computing infrastructure integrated with its broader technology ecosystem. Space Exploration Technologies Corp. plays a significant role in aerospace, satellite communications, and advanced AI infrastructure, making it a diversified participant in several high-technology markets.
CEO Mr. Elon R. Musk · 21,000 employees · United States · https://www.spacex.com
