US · Industrials · Aerospace & Defense
EPS came in at -0.09 against a street estimate of -0.26 — a beat of 65.4%.
with an average price target of $220.68.
CONFIDENT SpaceX posted 92% YoY revenue growth to $7.8B, narrowed net losses by $467M, and raised $100B+ ARR guidance to December 2026. Starship heat shield solved; V3 satellites to unlock 10x capacity. AI compute business inflecting with <1yr payback. Q2 2026 Call focused on global operations; 170 markets for Starlink. No geographic segment breakdown provided. Analysts pressed durability of AI pricing power, enterprise/government revenue stickiness, and Starlink Mobile CapEx intensity. Management affirmed supply-demand imbalance in compute persists, enterprise customers never lost, and terrestrial mobile build CapEx-efficient via femtocells—but declined specific capex figures pending deal closing. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| Alphabet Inc | 4.18% |
| Valor Management LLC | 3.82% |
| PUBLIC INVESTMENT FUND | 1.17% |
| D1 Capital Partners L.P. | 0.96% |
| NVIDIA Corp | 0.93% |
| SC US (TTGP), LTD. | 0.93% |
| Darsana Capital Partners LP | 0.77% |
| Baillie Gifford & Co Limited. | 0.39% |
| Document | Date |
|---|---|
| Acquisition completed · Q3 2026 SPACE EXPLORATION TECHNOLOGIES CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition completed: Space Exploration Technologies Corp. merged with A | 2026-08-14 |
| Quarterly report · Q2 2026 SPACEX FORM 10-Q SUMMARY FOR RETAIL INVESTORS PERIOD ENDED JUNE 30, 2026 --- HEADLINE NUMBERS • Cash position: $93.5 billion as of June 30, 2026, u | 2026-08-04 |
| Results announced · Q3 2026 SPACEX Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue: $7.8 billion, up 92% year-over-year (from $4.1 billion in Q2 2025) • Net Loss: $54 | 2026-08-04 |
| Company announcement · Q2 2026 SPACE EXPLORATION TECHNOLOGIES CORP. (SPCX) - 8-K SUMMARY HEADLINE NUMBERS • Total debt issuance: $25.0 billion in senior unsecured notes across fiv | 2026-06-26 |
| Company announcement · Q2 2026 SPACE EXPLORATION TECHNOLOGIES CORP. - 8-K SUMMARY HEADLINE NUMBERS • Company priced inaugural bond offering on June 23, 2026, totaling $25.0 billio | 2026-06-23 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of Anysphere Inc for $60 billion in stock SpaceX completed its acquisition of Anysphere (Cursor) on August 14, 2026, finalizing a deal announced in June 2026. Cursor, an AI/software company, was acquired for $60 billion in equity va | 2026-08-14 |
| Agreement and Plan of Merger with another business entity announced Space Exploration Technologies Corp. (SpaceX) is acquiring Anysphere, Inc. through a merger agreement dated June 16, 2026. Under the deal, Anysphere will merge with X67 Inc., a SpaceX subsid | 2026-06-16 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Space Exploration Technologies Corp. Class A Common Stock — free to start.
Google PlayApp StoreData updated 2026-09-18.