SPCXIndustrials · Aerospace & DefenseThe 39 Wall Street analysts covering Space Exploration Technologies Corp. hold a median 12-month price target of $248 — +82.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 1 of 100 as at 3 Nov 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 (91): 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 systematic trader with 15+ 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 +82.1% from it.
Of the 20 most recent actions, 12 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | B of A Securities | Maintains | Buy | $235 → $275 |
| 22 Oct 2026 | Pivotal Research | Maintains | Buy | $230 → $260 |
| 21 Oct 2026 | Barclays | Maintains | Overweight | $254 → $300 |
| 21 Oct 2026 | Cantor Fitzgerald | Maintains | Overweight | $246 → $345 |
| 21 Oct 2026 | Citigroup | Maintains | Buy | $200 → $240 |
| 21 Oct 2026 | Evercore ISI Group | Maintains | Outperform | $275 → $300 |
| 21 Oct 2026 | JP Morgan | Maintains | Overweight | $240 → $500 |
| 21 Oct 2026 | Keybanc | Reiterates | Sector Weight | — |
| 21 Oct 2026 | Macquarie | Maintains | Outperform | $250 |
| 21 Oct 2026 | Needham | Reiterates | Buy | $250 |
| 21 Oct 2026 | Susquehanna | Maintains | Neutral | $173 → $176 |
| 21 Oct 2026 | TD Cowen | Maintains | Buy | $200 → $224 |
| 21 Oct 2026 | UBS | Maintains | Buy | $210 → $230 |
| 21 Oct 2026 | Wells Fargo | Maintains | Overweight | $214 → $274 |
| 20 Oct 2026 | Macquarie | Maintains | Outperform | — |
| 16 Oct 2026 | Evercore ISI Group | Maintains | Outperform | $230 → $275 |
| 9 Oct 2026 | Barclays | Initiates | Overweight | $254 |
| 9 Oct 2026 | Barclays | Initiates | Overweight | — |
| 9 Oct 2026 | TD Cowen | Reiterates | Buy | $200 |
| 9 Oct 2026 | TD Cowen | Reiterates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
SPCX appears in the Radar on the weeks it earns a place.
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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 1% of US stocks
Cheaper than 5% of US stocks
Cheaper than 8% of US stocks
Cheaper than 1% of US stocks
Higher than 95% of US stocks
Higher than 68% of US stocks
Higher than 85% of US stocks
Higher than 21% 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 $1.9T and an enterprise value of $1.9T.
Revenue in the twelve months to 30 June 2026: $20.6B. The latest quarter grew 161.4% 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: 588.8×; forward P/E: 55.1× — 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 Motley Fool article examines the potential value of SpaceX’s AI business, pointing to expected growth tied in part to its data center infrastructure build-out.
Why it matters — The AI business and its infrastructure plans may be relevant to SPCX watchers assessing SpaceX’s growth prospects.
The Business Insider headline says a “blue wave” crushed the tech right. Its excerpt reports that Elon Musk spent $446 million on the midterm elections and ended up among the biggest losers.
Why it matters — The item concerns Musk’s political spending and outcome, which may be of interest to watchers of SPCX.
Qualcomm agreed to provide network technology for Starlink, according to the excerpt. The agreement was announced early Wednesday morning.
Why it matters — SPCX watchers may note the reported agreement as a technology arrangement involving SpaceX’s Starlink.
The article reports that SpaceX stock is down after Democrats swept the midterm elections. It says Elon Musk spent heavily trying to help Republican candidates, many of whom lost to Democratic challengers.
Why it matters — The item links SpaceX stock’s decline to the election outcome and Musk’s political spending.
SpaceX signed a deal to obtain hardware from Qualcomm for its planned U.S. terrestrial wireless network. The agreement is the latest indication of the company's effort to challenge major U.S. mobile carriers.
Why it matters — The deal gives SPCX watchers an update on the hardware partnership behind SpaceX's planned wireless network and its ambitions in the U.S. mobile market.
The 39 Wall Street analysts covering Space Exploration Technologies Corp. have a median 12-month price target of $248, with estimates ranging from $70 to $800. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 39 analysts covering Space Exploration Technologies Corp., 31 rate it a Buy, 6 a Hold and 2 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 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 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 (91 of 100).
No one can know that. What the data says: the median 12-month target from 39 analysts implies +82.1% from the last close, and Ticker Nerd's factor model ranks Space Exploration Technologies Corp. 1 out of 100 as at 3 Nov 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: $70 to $800 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 (The Motley Fool, 4 Nov 2026): "How Much Is SpaceX's AI Business Really Worth? Here's the Math.". The Motley Fool article examines the potential value of SpaceX’s AI business, pointing to expected growth tied in part to its data center infrastructure build-out.
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
