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Estimates for $SPCX are very fluid atm with analysts scrambling to update their models. However, this morning I am see FWD EPS estimates of about $1.40.
With shares at 110 that gives the name a FWD PE of 79.
This means if you believe their 3 year avg growth rate is 80%+ then the name technically trades for a sub 1 PEG ratio. (that's value territory)
Trailing EPS is negative so putting a growth rate on them is difficult, but I don't think 80% is unreasonable. In fact I think it's closer to 100%.
Long story short I don't think the stock is that expensive here. DIPS ARE FOR BUYING 🚀
Also, I kinda wanna to buy this mug that changes from looking like Mars to Earth when warm.
Commoner retweeted
The first seasonal tailwind for the S&P 500 starts today after the close 📈
The 8-day window around midterm elections (5 days before to 3 days after) has been pure gold for $SPX since 1950:
• 18/19 positive instances
• +2.7% median return ... From @Bluekurtic
2026 revenue projection is now 419B. Was 298B eight days ago!
Conclusion.
Buy $SPCX and chill.
I strongly believe it is going to ramp back up into the $170s and beyond out of nowhere in the near future. Don't miss the boat.
Tis the day before earnings and $SPCX 2029 revenue estimates sit at $298B with the stock at $146.
Lets circle back in a week or so and see how the Q3 earnings release affects future revenue projections. My guess is analysts bump the numbers up well beyond 300M.
Looks like $TSLA is moving up on upgrades and I’m sure some buyout speculation as well. $SPCX having an ok day, but generally the acquirer moves down when M&A occurs and it feels like it might be pricing that in a touch now.
Tesla $TSLA breaking out of a multi-month downtrend and reclaiming its 200-day SMA with a +6% move!
FSD monetization, Robotaxi expansion, energy storage growth & Tesla-SpaceX merger speculation. Plenty of catalysts!
Impressive relative strength despite the market correction!
Let's assume Elon's shares are unlocked since he has no plans to sell.
From that you you can infer that over 80% of $SPCX is basically trading freely now that we have passed the Q3 earnings unlock.
It may take a few weeks for those shares to settle in, but before we know it things will pick back up and boom we get another giant Nasdaq 100 $QQQ rebalance purchasing tranche.
BULLISH
Commoner retweeted
$SPCX : BERNSTEIN RAISES TARGET PRICE TO $268 FROM $248
Commoner retweeted
Elon trying to nuke the entire neocloud complex so $SPCX can scoop up all the contracts and buy out the competition for pennies on the dollar is some killer stuff.
The mentality you need to succeed in an emerging industry like this, biggest reason why SpaceX is going to be the biggest and best provider of compute.
The biggest bear just raised their PT on $SPCX
Lowest PT is now $140. High is $500. Average is $250.
You are not bullish enough.
(I know there is another one for $800, but TipRanks is a more fluid analyst reading so I think that one is stale enough that it has fallen off their screener. We'll need that analysts to provide an update to get back on their list)
⬆️Phillip Securities upgraded SpaceX $SPCX to Buy from Sell with a price target of $250, up from $75.
The company's compute demand is running ahead of supply and its contracts are renewing at higher prices per watt, the analyst tells investors in a research note.
The firm expects SpaceX's new capacity to pay back in under a year, and points out its guidance implies Q1 revenue more than double Q3 of 2026.
