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SPSPCX

Space Exploration Technologies Corp.

$SPCX·$2.1T·Aerospace & Defense·Industrials
$146.03-1.7%1Y-9.3%
Price updated 7h ago·X counts updated 5d ago
SPSPCX
$SPCXSpace Exploration Technologies Corp.
$146.03-1.74%17k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SPCX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

16,910X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SPCX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data25 posts analyzed · as of 2026-10-02

Sentiment is bullish into Monday's Starship Flight 14 — FAA approval is in hand, 26 V3 Starlinks ride along, and it's being pitched as Starship's first revenue-generating mission ("the commercial era"). Elon-and-Larry merger-of-equals rumors are flying. Congress and Trump are both shown buying. The only visible restraint is a technician flagging a daily bearish divergence and trendline break before the launch catalyst resolves it.

Read what X is saying about $SPCX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SPCX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-10-02

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Starship Flight 14 Monday is a binary on whether the stock becomes a growth name or a Starlink-only story.

SpaceX is Starlink + rockets + a fresh $60B all-stock bet it just placed on AI software (Cursor). The stock is coiling in a narrow range into Monday's Starship Flight 14 — the mission framed as Starship's first revenue-generating launch with 26 V3 Starlinks onboard.

  • Starlink is the real business today, generating Q1 revenue of $4.7B at 49% gross margin — the cash engine carrying every other bet (Starship, Cursor, Starshield) on its back.
  • Capex is extraordinary even for this company: free cash flow was -$9.1B in a single quarter and the Cursor deal added $60B of stock dilution, so the stock is priced for growth, not profitability.
  • Analyst models have revenue tripling from $43B in 2026 to $105B in 2027 if Starship commercializes — Monday's flight is the direct proof-point everything in the price is leaning on.

Flight 14 is the setup: V3 Starlink deployment and a soft water landing push the "Starship works commercially" story into the open. A loss-of-vehicle or FAA delay cycle resets the chart to late-August levels and buys the bears another quarter.

Agrees with X sentimentX is bullish on Flight 14, Congress 8 buys / 0 sells, and the $115B-$425B ARR models — the mechanics support that read on Starlink, but the pre-public price is already pricing a successful Starship ramp, so the bearish momentum divergence one technician flagged is a real caution, not noise.

What to watch: Flight 14 outcome Monday — payload reaches orbit = good; vehicle loss or Starlink deployment failure = bad. Beyond that, watch whether the $60B Cursor deal shows any attach to Starshield or defense contracts inside the first year.

On the calendar: 2026-10-06 — Starship Flight 14 launch

Read the AI verdict on $SPCX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and launches reusable rockets and spacecraft for payload delivery; operates the Starlink global satellite internet constellation.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $SPCX.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $SPCX

Neutral — Designs and launches reusable rockets and spacecraft for payload delivery; operates the Starlink global satellite internet constellation.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-130.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-2.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-21.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
240.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-11.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$-0.09$-0.23+60.1%
Q1 2026May 20, 2026$-1.19——
Next earningsTue, Nov 3·consensus EPS $0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.7B—49.1%-41.4%$-1.27$-9.1B
Q1 FY25$4.1B—51.8%0.7%$-0.18$-3.4B

Forward consensus

3-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$43.3B$35.0B – $48.4B-$0.15-$1.48 – $0.9117
FY27$105.0B$69.5B – $139.9B$1.63-$0.02 – $3.4616
FY28$188.8B$127.3B – $279.3B$4.24$0.30 – $7.7616

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 365.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today23.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 22Gwynne ShotwellCOO342.2K sh$52.5M
+ 4 other (2 others · 1 exempt · 1 conversion) in window

See when $SPCX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAcquisition completedAug 148-K — Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale
AI summary

SpaceX (Space Exploration Technologies Corp.) completed the acquisition of Anysphere, Inc. (maker of Cursor AI coding tools) on August 14, 2026 via merger of subsidiary X67 Inc. into Cursor, with Cursor surviving as a wholly owned SpaceX subsidiary. Consideration was 389,289,254 shares of SpaceX Class A common stock plus 1,752,426 shares for vested Cursor RSUs, based on an implied Cursor equity value of $60.0 billion with per-share SpaceX price set at the 7-day VWAP before closing. Transformative acquisition — SpaceX acquiring the leading AI coding assistant at a $60 billion valuation signals a major strategic expansion into software and AI.

8-KPress release / Reg FDJun 228-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Texas 001-43344 01-0627671 disclosed: being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any filing by Space Exploration Technologies Corp. (the “Company”) under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, regardless of any general incorporation language contained in such filing..

3New insider — initial holdingsJun 183
AI summary

Form 3 filed by BOTHA ROELOF (Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: Exhibit 24 - Power of Attorney No securities are beneficially owned. /s/ Sheldon Nagesh, as attorney-in-fact 06/18/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26)) at SPCX on 2026-06-18. This initial statement of beneficial ownership reports the filer's securities holdings as required under Section 16(a). Filing is routine and indicates an insider's initial ownership disclosure following appointment or acquisition of 10%+ stake.

8-KOfficer or director changeJun 178-K — Item 5.02: Officer or director change
AI summary

Space Exploration Technologies Corp. (SpaceX, ticker SPCX) filed an 8-K (Item 5.02) dated June 16, 2026, reporting a director or officer change. The excerpt provides cover-page only with no names or roles specified. Given SpaceX's profile, any C-suite change would be significant, but the filing is routine in form; no further details are available from the excerpt.

8-KMaterial agreementJun 168-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale
AI summary

SPCX filed an 8-K on June 16, 2026 covering a material definitive agreement (Item 1.01) and unregistered sales of equity securities (Item 3.02). Body unavailable — excerpt cuts off before the substantive agreement terms or equity sale details are disclosed.

8-KOfficer or director changeJun 158-K — Item 3.02: Unregistered equity sale · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

SPCX filed a comprehensive 8-K on June 15, 2026 covering unregistered equity sales (Item 3.02), material modification of security holder rights (Item 3.03), officer/director changes (Item 5.02), charter/bylaw amendments (Item 5.03), Reg FD disclosure (Item 7.01), and other events (Item 8.01). Body unavailable — excerpt cuts off before specific equity sale terms, personnel changes, and charter amendment details are disclosed.

424B4Prospectus supplement (offering)Jun 12424B4
AI summary

Space Exploration Technologies Corp. (SpaceX) priced its initial public offering at $135.00 per share for 555,555,555 Class A common shares, for gross proceeds of approximately $75 billion — the largest U.S. IPO on record by gross proceeds — with listing on Nasdaq under the symbol 'SPCX.' Elon Musk (CEO/CTO/Chairman) holds approximately 82.4% of combined voting power through Class A and Class B shares (10 votes each) immediately post-IPO; underwriters may purchase an additional 83.3 million shares. The dual-class structure ensures public shareholders hold minimal voting control despite the record-setting fundraise.

3New insider — initial holdingsJun 113
AI summary

SpaceX director Luke Nosek filed a Form 3 upon the IPO disclosing direct ownership of 24,987,340 Class A shares plus indirect ownership of 8,000,020 Class A shares through Nosek Capital LLC (of which he is the managing member), for a combined disclosed position of approximately 33 million Class A shares. Routine initial Section 16 filing upon the company's IPO making Nosek a reporting person.

+ 38 other (8 3s · 5 CORRESPs · 4 13Gs · 4 UPLOADs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Tesla's Flying Roadster Has Wall Street Talking About SpaceX, Not Carsfool.com·7h agoWall Street buzzing over potential SpaceX-Tesla merger in wake of ‘flying' car demonypost.com·11h agoEchoStar's stock looks like a stealthy way to ride the SpaceX wave, J.P. Morgan saysmarketwatch.com·12h agoWall Street Can't Stop Sizing Up A Tesla-SpaceX Mergerinvestopedia.com·13h agoTrump says White House didn't order Starlink restrictions in Ukrainecnbc.com·14h ago

In themes

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Space EconomyDefense & Drones

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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