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SPCXSpace Exploration Technologies Hold6.4·$136.38-3.48%
HoldModerate Confidence
Investment thesis

Space Exploration Technologies currently lacks a valid trade setup due to a price data gap, and the available fundamentals show a richly valued, revenue-declining business with margin compression despite an otherwise strong Piotroski quality score.

Thesis pillars

  • Value Trap Revenue Decline Margin CompressionDeteriorating
  • Price Data Availability IssueDeteriorating
  • Expensive Valuation Strong Quality ScoreDeteriorating
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Space Exploration Technologies (SPCX) Stock Analysis

HoldVALUE-TRAP 1/5GrowthQualityModerate Confidence

Industrials · Aerospace & Defense

Hold if already holding. Not a fresh buy at $136.38, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak.

Space Exploration Technologies Corp. provides satellite-based broadband services in the United States, Ireland, Canada, and internationally. It operates through three operating segments: Space, Connectivity, and AI. The Space segment designs, manufactures, and launches reusable... Read more

$136.38+56.0% A.UpsideScore 6.4/10#6 of 62 Aerospace & Defense
QualityF-score9 / 9FCF yield
Stop $126.50Target $212.12(analyst − 10%)A.R:R 3.7:1
Analyst target$235.69+72.8%16 analysts
$212.12our TP
$136.38price
$235.69mean
$62
$800

Hold if already holding. Not a fresh buy at $136.38, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.4/10, moderate confidence.

Passes 7/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 81d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-08-14
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Nov 3, 202681d to earnings· next earnings call

Thesis

Rewards
Strong growth profile
Positive insider activity
Analyst upside: 56%
Risks
No bear case signals

Key Metrics

P/E (TTM)
P/E (Fwd)76.3
Mkt Cap$1.86T
EV/EBITDA643.2
Profit Mgn-35.7%
ROE
Rev Growth91.9%
Beta
DividendNone
Rating analysts40

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C0.89neutral
IV71%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
2.1
52w Position
2.1
Support Resistance
3.0
Gap
5.0
GatesMomentum 4.3<4.5A.R:R 3.7 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 81d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
61 · Neutral
20D MA 50D MA 200D MASupport $104.83Resistance $149.60

Price Targets

$127
$212
A.Upside+56.0%
A.R:R3.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 4.3 (below the engine's 4.5 threshold)

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-11-03 (81d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SPCX stock a buy right now?

Hold if already holding. Not a fresh buy at $136.38, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $212.12 (+55.5%), stop $126.50 (−7.8%), A.R:R 3.7:1. Score 6.4/10, moderate confidence.

What is the SPCX stock price target?

Take-profit target: $212.12 (+56.0% upside). Target $212.12 (+55.5%), stop $126.50 (−7.8%), A.R:R 3.7:1. Stop-loss: $126.50.

Is SPCX overvalued or undervalued?

Space Exploration Technologies trades at a P/E of N/A (forward 76.3). TrendMatrix value score: 6.7/10. Verdict: Hold.

What do analysts say about SPCX?

40 analysts cover SPCX with a consensus score of 4.1/5. Average price target: $236.

What does Space Exploration Technologies do?Space Exploration Technologies Corp. provides satellite-based broadband services in the United States, Ireland, Canada,...

Space Exploration Technologies Corp. provides satellite-based broadband services in the United States, Ireland, Canada, and internationally. It operates through three operating segments: Space, Connectivity, and AI. The Space segment designs, manufactures, and launches reusable rockets to provide access to space. It also provides launch services for the deployment of payloads to intended orbits for commercial and government customers utilizing Falcon 9 and Falcon Heavy; and engages in the launch and development for the development of spacecraft and the provision of launch and mission services for government agency space programs utilizing Falcon 9, Falcon Heavy, Starship, and Dragon. Its company's Connectivity segment operates broadband data and communications network by various Starlink satellites in low-earth orbit, delivering connectivity to various consumers, enterprise, and government customers. The company's AI segment operates a vertically integrated AI platform spanning a frontier LLM Grok; AI solutions for consumer and enterprise customers; X, a real-time information, entertainment, and free speech platform; and AI computational infrastructure. Space Exploration Technologies Corp. was incorporated in 2002 and is based in Starbase, Texas.

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