US · Industrials · Aerospace & Defense
EPS came in at 0.35 against a street estimate of 0.10 — a beat of 250.0%.
Analysts rate Space Exploration Technologies Corp. Class A Common Stock a buy (31 buy, 6 hold, 2 sell out of 39) with an average price target of $257.11.
CONFIDENT SpaceX reported explosive growth led by super-intelligence compute and Starlink, while committing to very heavy capital spending and ambitious 2027 capacity targets. Q3 FY26 Starlink launched in Vietnam and Uganda, expanded mobile partnerships across several countries, and signed agreements with three major U.S. carriers. Analysts pressed management on chip fabrication, compute infrastructure and funding, potential Tesla combination, Starlink Mobile competition, and compute allocation. The provided transcript ends during the first answer, so most responses are unavailable. 2026-10-20…
Full summary in the app.
| Fund | Stake |
|---|---|
| Alphabet Inc | 4.06% |
| Valor Management LLC | 3.71% |
| FMR Inc | 2.23% |
| VY Capital Management Co. Ltd | 2.00% |
| PUBLIC INVESTMENT FUND | 1.14% |
| BAMCO Inc | 1.07% |
| D1 Capital Partners L.P. | 0.93% |
| NVIDIA Corp | 0.90% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • Space Exploration Technologies Corp. entered into a binding commitment letter on October 24, 2026, for a master finance lease with | 2026-10-26 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $14,575 million, up from $5,576 million in the third quarter of 2025. • Nine-month 2026 revenue wa | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $14.6 billion, up 161% from $5.6 billion in Q3 2025. • Income from operations was $2.8 billion, compared with | 2026-10-20 |
| 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 |
|---|---|
| Binding commitment for approximately $40 billion GPU equipment lease financing for data center capacity SpaceX signed a binding commitment letter with an Apollo Global Management-managed lessor for a master finance lease covering GPU pods and related data-center equipment. The GPUs are expecte | 2026-10-26 |
| 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.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.