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SpaceX

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136,28 $US

-4,90 $US (-3,47 %)depuis 00:00 UTC

-5,03 $US (-3,56 %)depuis la clôture américaine

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136,19 $US
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Analyses

SpaceX's AI and Starlink growth face high valuation scrutiny. Execution risks and share unlocks could trigger a pullback.

AI and Starlink Revenue Growth vs. Execution Losses

According to The Motley Fool, SpaceX's AI revenue jumped 247% to $2.56 billion, and connectivity revenue grew 66% to $4.3 billion, showing strong demand. The company is on track to reach a $100 billion annual recurring revenue run rate by year-end, supported by major contracts.

Despite the rapid growth, the AI segment posted a $1.26 billion operating loss once depreciation is counted, and the company lost $541 million last quarter, as noted by ipowatch. Heavy capital spending of $18.4 billion in a single quarter highlights the massive cash burn required to sustain this expansion.

The Case for (and Against) Buying SpaceX Stock Right Now | The Motley FoolWhy I'm Buying SpaceX at $149Space Exploration Technologies (SPCX) Options Analysis & Market Structure — 2026-10-02 | Jason WheelWhy I'm Buying SpaceX at $149

Starship Flight 14 as a Binary Catalyst

A successful Starship Flight 14, the rocket's first trip to orbit and paying mission, would support a recovery toward $165 to $190, according to Jason Wheel. It would move Starship closer to cheaper launches and orbital AI computing, validating the long-term bull case.

A failed Starship flight or setback could trigger a sharp pullback, retesting the low $130s or summer lows near $105 to $110, as warned by Jason Wheel. Execution risk has replaced funding risk, making launch reliability a critical near-term hurdle.

Space Exploration Technologies (SPCX) Options Analysis & Market Structure — 2026-10-02 | Jason WheelSpace Exploration Technologies (SPCX) Options Analysis & Market Structure — 2026-09-24 | Jason WheelWhy I'm Buying SpaceX at $149Space Exploration Technologies (SPCX) Options Analysis & Market Structure — 2026-10-02 | Jason WheelSpace Exploration Technologies (SPCX) Options Analysis & Market Structure — 2026-09-24 | Jason Wheel

Share Unlock and Supply Overhang

If the stock can absorb upcoming share unlocks, it would confirm strong institutional demand and support the current valuation, as suggested by Seeking Alpha. A successful absorption of supply could stabilize the price and allow for a sustained rally.

Up to 328.4 million shares recently became eligible for sale, creating near-term supply risk that previously caused a 4% drop, according to Seeking Alpha. Additional lockup releases in October and November could continue to pressure the stock.

SpaceX: Why I’m Turning Bullish After The Drop (NASDAQ:SPCX) | Seeking AlphaSpace Exploration Technologies (SPCX) Options Analysis & Market Structure — 2026-09-24 | Jason WheelWhy I'm Buying SpaceX at $149SpaceX: Why I’m Turning Bullish After The Drop (NASDAQ:SPCX) | Seeking AlphaSpace Exploration Technologies (SPCX) Options Analysis & Market Structure — 2026-09-24 | Jason WheelWhy I'm Buying SpaceX at $149

Valuation Multiple vs. Growth Expectations

Analyst targets near $232 imply substantial upside if Starlink scale and AI contracts convert to recognized revenue, as reported by ipowatch. Consensus estimates imply the earnings valuation could compress toward 38x by FY3, supporting a re-rating.

SpaceX trades near 45x forward sales with negative earnings, making it highly sensitive to growth disappointments, as noted by Seeking Alpha. A multiple reset or skepticism on AI-contract economics could retest the $120s to $140s, according to Jason Wheel.

SpaceX: Why I’m Turning Bullish After The Drop (NASDAQ:SPCX) | Seeking AlphaThe Case for (and Against) Buying SpaceX Stock Right Now | The Motley FoolWhy I'm Buying SpaceX at $149Space Exploration Technologies (SPCX) Options Analysis & Market Structure — 2026-10-02 | Jason WheelSpaceX: Why I’m Turning Bullish After The Drop (NASDAQ:SPCX) | Seeking AlphaSpace Exploration Technologies (SPCX) Options Analysis & Market Structure — 2026-09-24 | Jason Wheel

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