🚨 SpaceX stock suddenly surged 6%!
After Musk said “AI is becoming SI,” is the $300 price target back on the table? 🔥
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SpaceX is back in the spotlight.
Shares rose about 6% on Monday to around $168.78, pushing its market cap back above $2.29 trillion. Even more striking, Morgan Stanley maintained its “Overweight” rating and $300 price target. Musk, meanwhile, made a bold announcement: they’re no longer using AI—they’re switching to SI.
🚀 SpaceXAI has officially been renamed SpaceXSI.
On the surface, it’s just a change of a few letters, but it reflects a shift in SpaceX’s business focus.
The company’s AI division brought in $2.56 billion in revenue in the third quarter, already well above the space business’s $962 million. In the second quarter, company revenue grew 92% year over year to $7.8 billion, while revenue from the AI division surged 247%. This is one of the key reasons the market is reassessing SpaceX’s valuation.
🔥 But what could really send the stock soaring may not be the name change—it could be the next Starship mission.
Morgan Stanley analyst Adam Jonas believes that if SpaceX’s 15th Starship mission achieves the key “ship catch,” it could become the company’s most important operational catalyst since its IPO in June.
Morgan Stanley’s $300 price target is also notably higher than those of other firms.
Wall Street’s current median price target is around $225, with most firms clustered in the $200–$250 range.
However ⚠️, SpaceX has its challenges too.
The company still reported a net loss of around $541 million in the second quarter, while capital expenditures reached $18.4 billion and its price-to-sales ratio topped 100.
That means the market is largely pricing in future growth in SpaceX’s AI, computing power, satellite, and space businesses—not a traditionally low valuation.
📌 So the key question now isn’t “How cool is the name SI?” but whether the 15th Starship mission succeeds.
If the mission goes smoothly, the $300 price target could remain in the spotlight. If something goes wrong with this critical mission, the current high valuation could amplify share-price swings.
SpaceX’s story is no longer just about rockets.
Tap my profile and follow me for daily market analysis and short-term trading strategies 🚀
#SpaceX #马斯克概念 #Aİ
After Musk said “AI is becoming SI,” is the $300 price target back on the table? 🔥
Group: 点击进入玖玖短线策略群
SpaceX is back in the spotlight.
Shares rose about 6% on Monday to around $168.78, pushing its market cap back above $2.29 trillion. Even more striking, Morgan Stanley maintained its “Overweight” rating and $300 price target. Musk, meanwhile, made a bold announcement: they’re no longer using AI—they’re switching to SI.
🚀 SpaceXAI has officially been renamed SpaceXSI.
On the surface, it’s just a change of a few letters, but it reflects a shift in SpaceX’s business focus.
The company’s AI division brought in $2.56 billion in revenue in the third quarter, already well above the space business’s $962 million. In the second quarter, company revenue grew 92% year over year to $7.8 billion, while revenue from the AI division surged 247%. This is one of the key reasons the market is reassessing SpaceX’s valuation.
🔥 But what could really send the stock soaring may not be the name change—it could be the next Starship mission.
Morgan Stanley analyst Adam Jonas believes that if SpaceX’s 15th Starship mission achieves the key “ship catch,” it could become the company’s most important operational catalyst since its IPO in June.
Morgan Stanley’s $300 price target is also notably higher than those of other firms.
Wall Street’s current median price target is around $225, with most firms clustered in the $200–$250 range.
However ⚠️, SpaceX has its challenges too.
The company still reported a net loss of around $541 million in the second quarter, while capital expenditures reached $18.4 billion and its price-to-sales ratio topped 100.
That means the market is largely pricing in future growth in SpaceX’s AI, computing power, satellite, and space businesses—not a traditionally low valuation.
📌 So the key question now isn’t “How cool is the name SI?” but whether the 15th Starship mission succeeds.
If the mission goes smoothly, the $300 price target could remain in the spotlight. If something goes wrong with this critical mission, the current high valuation could amplify share-price swings.
SpaceX’s story is no longer just about rockets.
Tap my profile and follow me for daily market analysis and short-term trading strategies 🚀
#SpaceX #马斯克概念 #Aİ
