Topic

SpaceX Research

Current institutional research highlights a market environment that prioritizes private equity and large-scale technological infrastructure, both of which are central to the SpaceX narrative. While Goldman Sachs reports aggressive selling within the Industrials sector, there is a persistent institutional appetite for private markets as diversifiers that offer higher returns and lower volatility than traditional public indices. This focus on private assets is increasingly relevant as BlackRock emphasizes a 'speed and scarcity' theme, particularly regarding the projected $1 trillion annual AI infrastructure buildout. Despite potential headwinds from hawkish Federal Reserve policies and high institutional leverage reaching five-year peaks, there remains a tactical preference for U.S. equities and technology beneficiaries. Additionally, the development of liquid private equity investment vehicles is bridging the gap for retail access to historically illiquid segments of the market. Consequently, the research suggests that while the broader industrial sector faces selling pressure, capital continues to flow toward high-growth, private-market leaders that define the next generation of technological expansion.

4165 reports available

AI's Final Frontier

Morgan Stanley·Jul 7, 2026

Morgan Stanley initiates SpaceX (SPCX.O) at Overweight with a $300 price target. The firm highlights SpaceX's vertical integration in launch, LEO connectivity, and AI infrastructure as a key long-term platform.

SpaceX The Next Frontier

J.P. Morgan·Jul 7, 2026

J.P. Morgan initiates coverage of SpaceX with an Overweight rating, citing its launch leadership, Starship's disruptive potential, and the massive growth opportunity in AI and connectivity.

Space Exploration Technologies Corp

UBS·Jul 7, 2026

UBS initiates coverage on SpaceX with a Buy rating and a $210 price target. The report highlights Starship's role as a transformative technology in lowering launch costs and unlocking scale in connectivity and orbital AI.

Space Exploration Technologies Corp. Initiation of Coverage

Stifel·Jul 7, 2026

Stifel initiates coverage on SpaceX (SPCX) with a Buy rating and $190 target price. The investment thesis centers on SpaceX's dominant launch-cost moat, Starlink's massive earnings potential, and early-stage AI infrastructure optionality.

SpaceX Initiation Of Coverage

Deutsche Bank·Jul 7, 2026

Deutsche Bank initiates coverage on SpaceX with a Buy rating and $255 price target, identifying it as an 'apex' company with an interconnected ecosystem of rocketry, satellite connectivity, and AI infrastructure.

Space Exploration Technologies Corp. Initiation

RBC Capital Markets·Jul 7, 2026

RBC initiates coverage of SpaceX with an Outperform rating and $225 price target. The firm cites SpaceX's leadership in space launch, Starlink connectivity, and integrated AI/compute infrastructure as key growth drivers.

What's Up in Space

Jefferies·Jun 28, 2026

A Regime-Proof Portfolio

TS Lombard·Jul 10, 2026

This Is Not The Time For Jpy Funded Em Carry

GlobalData TS Lombard·Jul 10, 2026

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