SpaceX's next big catalyst: Here's what to watch for
Speakers
Seema Mody
— Technology and Global Markets Correspondent, CNBC
Summary
CNBC's Seema Mody reports on upcoming catalysts for SpaceX stock, including potential inclusion in the Nasdaq 100 index and the expiration of Fidelity's anti-flipping policy for retail IPO investors. She also notes analyst ratings and expectations of increased volatility.
- SpaceX is expected to join the Nasdaq 100 index, with an update possibly coming tonight.
- Inclusion would force index funds tracking the Nasdaq 100 to buy shares.
- Fidelity's anti-flipping policy lifts Monday, allowing retail investors to sell without penalty.
- The stock opened at $150, spiked to $225, and currently trades around $155.
- Analyst coverage shows six buy and two sell ratings; Morningstar cites valuation as a concern.
- Argus Research warns of more volatility due to tight supply and early index inclusion.
Ideas
Watch SpaceX for index inclusion catalyst.
Seema Mody highlights two upcoming events as potential catalysts for SpaceX's stock: the company is expected to join the Nasdaq 100, with an update possibly as soon as tonight, which could force index funds to buy shares; and Fidelity's anti-flipping policy lifts on Monday, allowing retail investors to sell without penalty and potentially increasing volatility and selling pressure.
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This CNBC video, published June 26, 2026, features Seema Mody discussing SPCX. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Seema Mody · Tickers: SPCX