SPCX Space Exploration Technologies Corp. Loading... : Bullish and Bearish Analyst Opinions
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03:02
Jul 20
Jul 20
SpaceX overvalued, share unlock uncertainty.
SpaceX's $1.75 trillion valuation is difficult to justify without a fundamental change in thesis. Upcoming share unlock, uncertainty around Starship and first earnings, and active short sellers create further downside risk.
MED
00:03
Jul 19
Jul 19
The author agrees with the parent's view that shorting SPCX is not worth it over the long haul, but does not state a personal position.
21:55
Jul 18
Jul 18
Speaker references dramatic market value loss in $SPCX over the past month.
LOW
16:46
Jul 18
Jul 18
The author shares a link to SPCX without any explicit position, catalyst, or forward call, making it a watch-only ticker.
12:30
Jul 18
Jul 18
SpaceX overvalued, AI story uncertain.
SpaceX's lofty valuation is heavily anchored to an unproven AI story that faces an identity crisis at xAI, rapid pivots, executive exits, and rising competition. The recent Starship launch scrub exposed the inherent volatility of the rocket business and triggered a real-time shareholder selloff, suggesting many investors are not prepared for the long, risky development timeline if the AI narrative fails to materialize.
HIGH
21:17
Jul 17
Jul 17
SpaceX overvalued, below IPO, tied to AI decline.
SpaceX's IPO was priced expensively and marketed as a neo-cloud firm, but it is fundamentally a rocket ship company whose stock has fallen below its IPO price as AI momentum wanes, making it an unattractive investment.
MED
20:35
Jul 17
Jul 17
The author notes SPCX got oversold after Elon Musk's net worth drop, but no explicit position or forward catalyst is stated.
20:01
Jul 17
Jul 17
SpaceX slump erases over one trillion dollars in market value from its peak according to the report.
13:56
Jul 17
Jul 17
SpaceX shares fell 4.6% on Friday, extending a sharp slide that has erased over $1 trillion in market value since June.
13:36
Jul 17
Jul 17
SpaceX is set to lose one trillion dollars from its peak value following a 38 percent drop.
13:11
Jul 17
Jul 17
SpaceX shares rally on imminent launch success
SpaceX's Starship launch scrub is a small setback; the rocket will likely launch in a few days. A successful launch will be a positive catalyst for the shares because it demonstrates progress toward orbital data center plans and revenue growth.
LOW
12:34
Jul 17
Jul 17
US pre-market movers show broad declines led by semiconductor and tech ETFs on competitive pressure from Moonshot AI, while Alcoa, SpaceX, Intuitive Surgical, Autoliv, and SouthFirst Bancshares all fell on earnings or operational misses.
11:17
Jul 17
Jul 17
SpaceX launch delay stalls stock momentum
The scrubbed Starship launch removes a key positive catalyst for SpaceX. Starship is central to the orbital data-center and moon/Mars investment case, and delays push out the momentum. Without new positive drivers, the share price is likely to stay under pressure and remain below its $135 IPO price.
MED
08:27
Jul 17
Jul 17
SpaceX shares fall 4.7% in premarket trading after the company's Starship rocket aborts its launch before liftoff.
07:42
Jul 17
Jul 17
Author flags SPCX as a future buy but explicitly defers entry; parent context cites -42% from ATH and upcoming lockup supply overhang as near-term headwind.
MED
05:28
Jul 17
Jul 17
Starship delay delays SpaceX AI revenue ramp
The Starship launch scrub represents a small technical delay, but every delay pushes out SpaceX's ability to ramp into the AI revenue opportunity tied to its planned data centers in space, a key part of the investment case.
MED
22:54
Jul 16
Jul 16
SpaceX's aborted Starship launch caused a 3% after-hours drop in SPCX, with the author expressing concern it could drag the broader space sector lower.
LOW
20:42
Jul 16
Jul 16
Avoid SPCX post-IPO — stock already below IPO price, valuation priced for perfection with a large locked-up share overhang still pending, making individual sector names a cheaper and cleaner alternative.
MED
20:33
Jul 16
Jul 16
AI IPOs extremely overvalued, avoid
AI IPOs such as SpaceX, OpenAI, and Anthropic are trading at extreme valuations of 20-70x revenue, versus Google's 8.5x at IPO. Oxbow avoids them, noting that investors can usually get a cheaper price by waiting a year. SpaceX is already down 16% from its first-day close.
HIGH
20:01
Jul 16
Jul 16
SpaceX shares fell 3.1 percent and closed below their initial public offering price for the first time.
21:02
Jul 15
Jul 15
SpaceX is an unprofitable faith stock
SpaceX is a 'faith stock' with a tremendous business but it cannot be valued and there is no visibility on when it will become profitable; the stock has fallen to its lowest level since its Wall Street debut.
MED
20:06
Jul 15
Jul 15
The author predicts a future share price crossover between Rocket Lab and Space X's tracker, but uses speculative language without stating a current position.
19:58
Jul 15
Jul 15
Early innings AI data space play
SpaceX is a long-term AI data story still in mile 1 or 2 of a marathon; short-term launch speed bumps are noise, and the company is essential to the fourth industrial revolution, similar to early Amazon or Facebook.
MED
19:21
Jul 15
Jul 15
Author will only add to SpaceX below $100 and DCA, signaling a cautious short-side view on current valuation despite long-term belief in space.
17:22
Jul 15
Jul 15
SpaceX is an unprofitable momentum unwind
SpaceX is a 'faith stock' that cannot be valued and remains unprofitable; early IPO buyers are selling to avoid being underwater, and the unwind of momentum names is pressuring the stock further.
MED
16:49
Jul 15
Jul 15
Buy SPCX in 4-8 months when post-IPO vesting dilution peaks; the low-float/high-FDV dynamic (familiar from crypto) creates maximum selling pressure before a natural supply exhaustion inflection point.
MED
16:22
Jul 15
Jul 15
The author criticizes late buyers of SpaceX's IPO as uninformed, suggesting the stock's decline below its IPO price reflects poor investor understanding.
LOW
16:14
Jul 15
Jul 15
SpaceX shares fell below their $135 IPO price for the first time, marking a notable decline for the private company's stock in secondary markets.
16:12
Jul 15
Jul 15
SpaceX stock falls below its 135 dollar IPO price for the first time according to a CNBC report.
16:09
Jul 15
Jul 15
SpaceX shares fell below their initial public offering price of $135 for the first time, according to the news report.
About SPCX Analyst Coverage
Buzzberg tracks SPCX (Space Exploration Technologies Corp.) across 105 sources. 107 bullish vs 17 bearish calls from 213 analysts. Sentiment: predominantly bullish (11%). 853 total trade ideas tracked. Past 7 days: 4 bullish, 1 bearish, 28 watch. Latest voices: Bailey Lipschultz, Martin Shkreli, photonbull.