SPCX

Space Exploration Technologies Corp. · Aerospace & Defense

Snapshot

mcap $2.0T · fwd P/E 85.3 · P/S 85.0 · rev +92% y/y · margin -36% · short 2.6% of float · 36% of 52w range

Active theses holding SPCX

SpaceX's high valuation is questionable, but its significant impact on the space sector through extensive rocket fuel usage and innovative solar panel technolog

by Its_Snowy · 0 backers

0.46

AI sentiment

Φ 0.92

TSLA is about to go crazy

Optimus will revolutionize manufacturing and consumer markets by automating tasks through advanced AI, potentially dominating these sectors by 2040.

by Devner_Dave · 0 backers

0.29

AI sentiment

Φ 0.86

Recent news

SpaceX Approaching Major Lockup Expiration, 328M Shares Unlock Sept. 24

SpaceX stock fell 0.7% on September 26 as a fresh wave of about 328.4 million insider shares became eligible for trading, worth roughly $48.7 billion at the prior close of $148.36. This follows earlier lockup expirations

Sep 23, 2026

Potential Tesla-SpaceX Merger Could Create Largest Listed Company

Elon Musk has revived the idea of merging Tesla and SpaceX, discussing the possibility during a September 15 All-In Podcast appearance with SpaceX President Gwynne Shotwell. The proposed combination would create the worl

Sep 22, 2026

SpaceX Falls 2.4% as 10 GW AI Capacity Test Looms

SpaceX shares fell 2.4% to $151.08 on Friday, reversing part of a two-day surge, as investors weigh the economics of the company's massive AI-compute expansion. SpaceX exited Q2 with 1.4 gigawatts of AI capacity and targ

Sep 18, 2026

SpaceX's Orbital Data Center Faces Four Key Earthly Hurdles

SpaceX CEO Elon Musk targets a late-2027 launch for orbital AI data centers, though analysts expect meaningful scale in the 2030s. Four key hurdles remain: heat dissipation in a vacuum, radiation protection, GPU obsolesc

Sep 17, 2026

Valor Equity Partners Distributes $8.5B SpaceX Shares In Kind

Valor Equity Partners distributed approximately $8.5 billion of SpaceX shares in kind to its limited partners, shifting a significant stake from a single early institutional holder to a broader investor base. Valor retai

Sep 17, 2026

SpaceX IPO Raises $75B; AI Expansion Key to Future Growth

SpaceX's historic June IPO, initially priced near a $2 trillion valuation, has crashed 32%, with shares trading at $152.71 against a Wall Street average target of $222.42—implying 46% upside. The sell-off followed a 4-5%

Sep 17, 2026

SpaceX stock rises ahead of Starship orbital test

SpaceX stock rose more than 5% Wednesday and gained over 2% in premarket trading Thursday, as investors anticipate Starship's 14th test flight on September 22—the first orbital attempt, which will deploy 26 Starlink V3 s

Sep 17, 2026

SpaceX faces up to $48B insider selling pressure next week

SpaceX faces up to $48 billion in insider selling pressure next week as share lockup milestones expire. The company's June 12 IPO raised $85.7 billion, nearly tripling Saudi Aramco's record. On Sept. 24, the 105th calend

Sep 15, 2026

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