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News 2026-10-14 10:01 UTC
Adam Jonas maintains an Overweight rating and $300 price target, citing SpaceX’s Distributed Inference Cloud as a potential growth driver. He expects distributed AI and intelligent robotic swarms to become a major investment theme over the coming year.
News 2026-10-07 12:16 UTC
Morgan Stanley reiterated an Overweight rating and a $300 price target for SpaceX, citing the company’s growth outlook and arguing valuation is more reasonable than headline multiples suggest.
News 2026-10-05 11:31 UTC
Morgan Stanley said SpaceX looks cheap on a growth-adjusted basis and kept an Overweight rating with a $300 price target. The firm pointed to upcoming Starship flights, Q3 earnings, Grok releases and more neocloud deals as potential catalysts.