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TD Cowen initiated SpaceX (SPCX) at Buy with a $200 price target, expecting terrestrial AI compute leasing—supported by demand from Google and Anthropic—to become the fastest-growing business and account for the majority of revenue by 1Q27 as capacity ramps.
Ratings actions from Benzinga: GMT) SpaceX Price Target Announced at $200.00/Share by TD CowenRatings actions from Benzinga