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- 35 Analysts Cover SpaceX. Here's Why Their Price Targets Have Almost Nothing to Do With Rockets.
According to TipRanks, 35 analysts set 12-month price targets for SpaceX (SPCX) ranging from $75 to $450, with an average of $217, nearly 50% above the stock price at the time of writing. Morgan Stanley assigns just $8 per share to the external launch business, versus $118 for Starlink connectivity and $165 for enterprise AI. In Q2, the Space segment generated $962 million in revenue and a $542 million operating loss, and 28 of the 38 launches were internal missions. The Connectivity segment earned $1.66 billion in operating income on $4.29 billion of revenue, while AI revenue rose nearly 247% to $2.56 billion but posted a $1.26 billion operating loss. The wide valuation gap reflects uncertainty over AI, where one customer accounted for 19.5% of consolidated revenue and cloud contracts can be terminated with 90 days' notice.
- SpaceX “the Largest Global Neocloud” per Jim Chanos as We Gear up for Earnings Tomorrow
SpaceX reports earnings after the close on Oct. 20, and short seller Jim Chanos says it will be the largest global neocloud starting in 2027. In 2025, capital spending reached $20.9 billion against $6.8 billion of operating cash flow, leaving free cash flow at negative $14.1 billion. Total debt rose to $24.5 billion from $15.4 billion a year earlier, and reports say SpaceX is seeking $40 billion more to buy Nvidia chips. The article argues that Starlink's profits give SpaceX a cushion CoreWeave lacks, but says credit market worries will persist until the compute business starts paying its own way.
- Rocket Lab Delays Neutron Again. Is the Stock in Trouble?
Rocket Lab (RKLB) shares plunged after the company said the Neutron rocket’s launch would slip to next year, one of several delays, and the stock is down close to 40% over six months. The article notes investors may shift toward Space Exploration Technologies Corp, which went public over the summer. Revenue for the quarter ended June 30 rose 62% year over year to $234 million, backlog grew 137% to just under $2.4 billion, and the company is acquiring Iridium Communications. Neutron, which can handle larger payloads than Electron, is seen as key to future profitability. The author argues the delay alone doesn’t justify selling, though the company is not yet profitable and that could take a long time to change.
- SpaceX to Highlight 'Ambitious Updates' at Q3 Earnings, RBC Says
- SpaceX surprises Wall Street with Oct. 20 earnings date — here's why
SpaceX (SPCX) will release earnings on Oct. 20 after the market close, a surprise since earnings dates are usually shared weeks in advance. Evercore ISI analyst Kutgun Maral says possible reasons include putting updated financials on record before new financing or getting ahead of major lock-up releases, though scheduling is also possible. Reuters reported SpaceX is seeking $40 billion in financing to buy advanced Nvidia AI chips, including about $10 billion in bank loans and $30 billion in investment-grade debt, with Apollo expected to lead. The lock-up schedule includes 1.30 billion shares two days after earnings, 329 million on 10/24, and a remaining 857 million tranche of the 180-day group.
- Elon Musk Says He Will Give One SPCX Share To Every US Child Next Year – ‘Will Be First Of Many’
SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk said he plans to give one SPCX share to every U.S. child next year, calling it “the first of many.” With around 70 million Americans under 18 and SPCX closing near $146 on Friday, the gift would be worth about $10.2 billion, a little more than 1% of the six-plus billion SpaceX shares Musk controls. Implementation details remain unclear, including eligibility, which share class would be used, how shares would be transferred to minors, and tax treatment; the plan could be tied to Trump Accounts, which SpaceX President Gwynne Shotwell and her husband supported in July for more than two million children, valued at about $325 million at the time. SpaceX is scheduled to report earnings after the bell on Tuesday, with analysts expecting EPS of $0.13 on revenue of $13.02 billion.
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JPMorgan Chase has invested more than $5 billion in companies supporting U.S. national security and industrial capacity, roughly half its planned decade-long budget in the program's first year. Co-President Doug Petno told CNBC the pace could lead the bank to expand its original $10 billion commitment. Two known recipients are Hadrian, where JPMorgan helped lead a $1.4 billion round, and Castelion, where it joined a round of about $1 billion; those figures are total round sizes, not JPMorgan's own contributions. The bank also says it has financed and facilitated more than $230 billion for industries covered by the initiative, a figure separate from its direct investments.
- Eric Schmidt’s 1% Anthropic stake sets up massive windfall ahead of IPO -Bloomberg
Former Google CEO Eric Schmidt holds about 1% of Anthropic after investing tens of millions of dollars in its Series A round, and is poised to reap one of the largest individual windfalls from the AI startup's upcoming IPO. According to PitchBook data cited by Bloomberg, Anthropic was valued at $461 million when Schmidt invested in 2021, while prospective public valuations of $1.8 trillion to $2 trillion would be more than 4,300 times that Series A baseline. At the upper end of that range, his stake could lift his net worth by roughly one-third to nearly $80 billion. Anthropic is expected to begin formal marketing for its IPO as early as the week of Nov. 9, and aims to match or surpass SpaceX's record $1.77 trillion IPO completed in June.
- Bank of America Has Cut Its Share Count by Nearly a Third in 10 Years. $10,000 Invested Then Is Worth About $40,000 Now.
Bank of America, with $3.4 trillion in total assets, is the second-largest U.S. financial services institution; it bought back $6 billion of stock in the third quarter and $19.2 billion so far in 2026. Its outstanding share count has fallen 32% over 10 years, contributing to a 122% rise in diluted EPS. A total return of 304% through Oct. 16 would have turned $10,000 into about $40,400, below the $42,800 that the overall stock market's 328% total return would have produced. The article notes the shares trade 19% below their peak, at a P/E of 12.5 versus a 10-year average of 13.1.
- Coeur Mining (CDE) Stock Looks Undervalued Despite Recent Market Pressure
Coeur Mining has posted a very large gain over three years, but its share price has pulled back sharply in recent months while gold and silver prices have been relatively steady. The article attributes the pressure to rising treasury yields and a planned merger that may reshape production and cost profiles. It states the shares, around US$15.33, trade on a P/E of 18.5x, close to the metals and mining industry average of 18.6x and the peer group's 19.9x, and that the Fair Ratio points to the current multiple as undervalued. The piece also outlines scenarios for the company's growth, margins and earnings that readers can compare with the current price.
- Did Foundry Win Just Shift Intel (INTC) Investment Narrative?
Intel disclosed details of its GPU D-series for high-memory AI inference and Xeon-based racks for agentic AI workloads, and confirmed Tesla as a future 14A foundry customer, alongside deeper software distribution ties with Anaconda. The article argues the Tesla deal links Intel's heavy fab and packaging spending to concrete, workload-specific demand. Analyst consensus expects revenue to grow 16.5% a year over the next three years, with profit margin rising from -19.8% today to 24.2%, and earnings from a loss of US$11.3b to US$21.8b by 2029, though estimates range from US$8.8b to US$38.1b. The analyst target of US$116.37 sits close to the current price of about US$115.93. The piece stresses execution risk, as Intel Foundry is still loss-making and breakeven has been pushed out.
- Trump faces bipartisan backlash over waiving Russia sanctions
President Trump drew bipartisan criticism after waiving new Russia sanctions two days before they were due to take effect, through an executive order issued on Friday. The Graham Act, signed on Sept. 18, lets him waive the restrictions if he certifies to Congress that doing so serves US national interests. The waiver came a week after he eased sanctions on Russia's energy sector and announced a deal to import diesel: 300,000 tons, about 2.2 million barrels, against US daily use of 4.1 million barrels. Republican senators Thom Tillis and John Cornyn, Representative Don Bacon, and Democrat Gregory Meeks called the move irresponsible or a boost for Putin. Experts say the diesel deal will not offset oil supply disruptions from the Iran war.
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