SpaceX’s stock sits around $153 as of September 8, 2026, up about 3.5% intraday and roughly 15% over the last month, as momentum builds.

Pivotal Research initiated coverage with a Buy rating and a $220 price target, arguing that SpaceX’s valuation hinges on Starship’s reusable economics and Starlink’s potential in a $1.7 trillion market.

Analysts see meaningful upside from Starship’s reusability, aiming for 20 to 50 flights per vehicle with low refurbishment costs, and from Starlink’s expanding addressable market.

Wall Street consensus targets imply substantial upside for CoreWeave, with an average around $144.46, roughly 62% above current levels.

Disclaimer notes that the article is AI-translated and provided for informational purposes only.

Musk has long been involved in AI, with early DeepMind backing and OpenAI ties; a related lawsuit over OpenAI was dismissed in May.

Competitors like Claude Code and Codex have offered discounted access via bundling, prompting Cursor to develop in-house models.

Notable incidents affected enterprise customers, underscoring real-world risk to users.

Truell emphasizes keeping customer choice open and not forcing Grok adoption, preserving model selection flexibility.

Musk noted natural gas will remain needed to supplement solar for several years, addressing energy-mix and reliability concerns.

Fundamentals and valuation concerns accompany strong Q2 revenue of $7.81 billion and AI segment growth of 247% year over year to $2.56 billion.

Technical charts show bearish control on daily and 1-hour timeframes, with a potential short-term pause suggested by the 15-minute MACD.