SpaceX（SPCX）飙升至171美元，摩根士丹利目标价300美元及五角大楼角色成助推因素

TLDR

SpaceX (SPCX) shares rose 8% to $171.09, hitting an intraday high of $172.47, and trading volume increased significantly. Morgan Stanley maintains a "buy" rating with a target price of $300, saying its valuation is "cheap and increasingly attractive." The aerospace company's third-quarter revenue rose 92% year-on-year to US$7.81 billion and exceeded earnings expectations. President and chief operating officer Gwynne Shotwell reduced her stake by more than $52 million through established trading arrangements. Musk's appointment to the Pentagon project and a potential Microsoft AI computing partnership are fueling investor enthusiasm.

Contents

• SpaceX (SPCX)
• Factors driving investor interest
• Musk's appointment at the Pentagon attracts attention

SpaceX (SPCX)

During Monday's trading session,[[LINK_START_1]]]SpaceX (SPCX)[[[LINK_END_1]]] shares soared 8%. It briefly touched $172.47 and closed at $171.09. Daily trading volume exceeded 133 million shares, an increase of 29% compared with typical activity. https://knockoutstocks.com/api/stocks/SPCX/embed

Space Exploration Technologies Corp., Code SPCX) The previous trading day closed at $158.96. In the last five trading day cycle, SPCX has increased by more than 15%.

Morgan Stanley reiterated its bullish stance this week. Analysts at the company set a price target of $300 and said the stock was undervalued on growth-adjusted fundamentals.

Wall Street's overall assessment is a "moderate buy" with a consensus target of $218.68. The rating distribution includes: 3 strong buy, 27 buy, 7 hold and 7 sell ratings.

However, not all research institutions are optimistic. Susquehanna downgraded the stock to "underperform" in August last year. HSBC gave a "hold" stance when launching coverage, with a target price of $115.

Factors driving investor interest

Multiple development factors have combined to drive the current momentum, not a single catalyst. SpaceX renamed its artificial intelligence division from SpaceXAI to SpaceXSI, reflecting the Trump administration's move to redefine AI as "superintelligence."

Elon Musk also confirmed that he had discussed with TSMC (TSM) the construction of a dedicated semiconductor manufacturing facility. The plan is called Terafab, and Intel (INTC) and Tesla (TSLA) are said to also be involved.

Bernstein predicts that SpaceX's artificial intelligence revenue could expand by nearly 500% in the next year. Industry reports show that Microsoft has held preliminary talks with SpaceX about leasing AI computing infrastructure, but no formal agreement has yet been reached.

In terms of launch operations, SpaceX carried out three independent missions in approximately 13 hours this week. After being delayed due to weather, the organization is working on a second attempt at a U.S. Space Development Agency (SDA) deployment.

The development of the Starship remains the focus. After successful test activities in July and September, SpaceX plans to conduct up to two more test missions this month-the 15th flight and the 16th flight, although only one launch is expected in the next 25 days.

Musk's Pentagon appointment raises concerns

Musk will resume his position in the Trump administration, overseeing the Pentagon's Project Meridian with Newt Gingrich and Anduril's Palmer Luckey. Given SpaceX's heavy reliance on government contracts, this development is significant for monitoring equity holders of the stock.

Analyst Ali Martinez in an article on Platform X directly attributed the October price breakthrough to Musk's involvement in the defense field. He emphasized that SPCX and Tesla were trying to complete the technical form model within the same period of time.

Martinez predicts that if the upward trajectory continues, SPCX could rise another 5% to $180. He also pointed out that the TSLA may move towards $450 after breaking through $400.

Still, not all indicators point to gains. Conservative analysts have expressed concerns about SpaceX's current valuation, warning that huge future expansion potential is embedded in the stock price.

In addition, there is a noteworthy insider transaction. President and chief operating officer Gwynne Shotwell sold 342,170 shares on September 22, with an average execution price of $153.57 and a transaction value of more than $52.5 million.

The sale was made through a predetermined Rule 10b5 -1 trading arrangement, reducing its direct shareholding by approximately 12%. She still controls more than 2.4 million shares, currently worth approximately $379.6 million.

Regarding financial performance, SpaceX reported a quarterly loss of $0.09 per share in its latest filing, better than analysts 'expectations for a loss of $0.26 per share. Quarterly revenue reached US$7.81 billion, a year-on-year increase of 92%.

The company's 50-day simple moving average is $139.62. SpaceX has a market value of US$2.26 trillion and a debt-to-equity ratio of 0.29.

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