SpaceX stock now enters the post-honeymoon faith phase
A flood of analyst initiations on SpaceX (SPCX) hit the market Tuesday, 16 trading days after Elon Musk's rocket-telecom-AI-neocloud-social media company made its debut. Most of them were bullish. The stock…
- Achieve Starship reusability. SpaceX’s model pivots on its ability to launch and reuse rockets, making its ecosystem cost-effective.
- Increase Starship payloads. Closely tied to the reusability goal, Starship must be able to carry enough weight on its missions to maximize efficiency.
- Make Grok competitivefollowing the closure of the Cursor acquisition.
- Successfully and cost-effectively develop solar-powered data centers in space.
- Raise $84 billion annually from 2027-2034 to support this build-out, according to Morgan Stanley’s Adam Jonas. (Goldman Sachs’ Eric Sheridan frames it as $270 billion of debt capital to be raised between 2026 and 2030).
- “To make life multi-planetary, leverage the Sun to build out AI in space, & build bases on the Moon and cities on other planets,” as JPMorgan’s Doug Anmuth writes. No biggie.
