SpaceX stock trades near its IPO price of $151, with analysts projecting a potential 43% gain despite ongoing capital expenditures and a $541 million quarterly loss.
SpaceX shares have stabilized at $151.21, mirroring their June IPO price after a period of significant volatility. While the company continues to report net losses, including a $541 million deficit in Q2 2026, analysts remain optimistic with a median price target of $217 driven by aggressive AI infrastructure spending and compute rental deals.
Of the 41 analysts covering the stock, 76% rate it a buy, 17% a hold, and 7% a sell, with a median price target of $217.
SpaceX is leveraging its AI infrastructure by renting compute capacity to major tech firms, including Alphabet and Anthropic, in deals potentially worth $26 billion annually.