SpaceX $SPCX Shares Purchased by Juncture Wealth Strategies LLC

Juncture Wealth Strategies LLC raised its holdings in SpaceX (NASDAQ:SPCX) by 510.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 16,300 shares of the company’s stock after purchasing an additional 13,629 shares during the quarter. Juncture Wealth Strategies LLC’s holdings in SpaceX were worth $2,459,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. SC US Ttgp LTD. acquired a new stake in SpaceX in the second quarter valued at about $20,933,621,000. Darsana Capital Partners LP purchased a new position in shares of SpaceX during the 2nd quarter worth approximately $17,335,783,000. K5 Global Advisor LLC purchased a new position in shares of SpaceX during the 2nd quarter worth approximately $6,587,531,000. State Street Corp acquired a new stake in shares of SpaceX in the 2nd quarter valued at approximately $1,858,329,000. Finally, Dragoneer Investment Group LLC purchased a new stake in shares of SpaceX in the second quarter valued at approximately $1,366,880,000.

SpaceX News Roundup

Here are the key news stories impacting SpaceX this week:

• Positive Sentiment: Morgan Stanley’s bullish call is the main catalyst. Analyst Adam Jonas reiterated a Buy-equivalent rating and a $300 price target, arguing that SpaceX is “cheap and getting cheaper” relative to its expected growth. The firm highlighted upside from Starlink, AI computing and power infrastructure. SpaceX Stock Surges as Morgan Stanley Says Stock Cheap and Getting Cheaper
• Positive Sentiment: Starlink growth is strengthening the investment case. Reports say Starlink has surpassed 12 million subscribers, supporting expectations for recurring revenue and helping investors view SpaceX as more than a launch company. Morgan Stanley, TD Cowen Back SpaceX as Starlink Passes 12 Million Subscribers
• Positive Sentiment: AI ambitions are expanding SpaceX’s potential addressable market. Investors are assigning value to orbital data centers, GPU computing and possible partnerships with Microsoft and TSMC. The company’s shift toward AI infrastructure has prompted comparisons with major technology and cloud businesses. Microsoft Could Be SpaceX’s Next Big AI Customer
• Positive Sentiment: Recent mission performance has reinforced operational credibility. Crew-13 reportedly reached the International Space Station in a NASA-record time, while Starship Flight 14 reached orbit and deployed payloads. A busy launch schedule and a proposed Florida gas pipeline signal preparations for higher launch activity. SpaceX Crew-13 Shatters NASA Speed Record
• Neutral Sentiment: Investor attention is also being supported by broader technology-sector strength and positive comparisons between SpaceX and Tesla, although these factors may amplify momentum more than they change fundamentals. SpaceX, Tesla Trade Like One Elon Musk Stock
• Negative Sentiment: Valuation remains the clearest risk. Critics argue that much of the Starlink and AI opportunity is already reflected in the stock, leaving limited room for execution errors or slower growth. SpaceX: At $159, The Bull Case Is Already Priced In
• Negative Sentiment: A potential 328.4-million-share lock-up expiration on October 9 could increase selling pressure. Investors may become more cautious if early holders use the event to realize gains. SpaceX Stock Gains Ahead of Share Unlock
• Negative Sentiment: Execution and governance concerns remain. A scrubbed defense launch was rescheduled, while Elon Musk’s political and government involvement could add headline and regulatory risk to an already highly speculative stock.

SpaceX Stock Up 0.5%

Shares of SPCX stock traded up $0.83 during mid-day trading on Tuesday, hitting $171.92. 104,893,650 shares of the company’s stock were exchanged, compared to its average volume of 103,244,883. The stock has a market capitalization of $2.27 trillion and a PE ratio of -1,910.22. The company has a current ratio of 5.12, a quick ratio of 4.99 and a debt-to-equity ratio of 0.29. SpaceX has a fifty-two week low of $104.83 and a fifty-two week high of $225.64. The company has a 50-day simple moving average of $140.77.

SpaceX (NASDAQ:SPCX) last posted its quarterly earnings results on Tuesday, August 4th. The company reported ($0.09) EPS for the quarter, beating the consensus estimate of ($0.26) by $0.17. The business had revenue of $7.81 billion during the quarter. SpaceX’s revenue was up 91.9% on a year-over-year basis. As a group, analysts anticipate that SpaceX will post 0.02 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other SpaceX news, COO Gwynne Shotwell sold 342,170 shares of the business’s stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $153.57, for a total transaction of $52,547,046.90. Following the completion of the sale, the chief operating officer directly owned 2,472,035 shares in the company, valued at $379,630,414.95. The trade was a 12.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Analyst Upgrades and Downgrades

SPCX has been the topic of a number of research reports. Cantor Fitzgerald restated an “overweight” rating and issued a $246.00 price target on shares of SpaceX in a report on Wednesday, August 5th. HSBC began coverage on SpaceX in a report on Thursday, July 23rd. They set a “hold” rating and a $115.00 price objective for the company. Piper Sandler lowered their target price on SpaceX from $156.00 to $140.00 and set a “neutral” rating on the stock in a report on Wednesday, August 5th. Oppenheimer raised their price target on SpaceX from $250.00 to $280.00 and gave the company an “outperform” rating in a research report on Wednesday, September 2nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of SpaceX in a research note on Tuesday, September 29th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, seven have given a Hold rating and seven have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $218.68.

SpaceX Company Profile

Space Exploration Technologies Corp. (SpaceX) is a privately held aerospace company founded in 2002 by Elon Musk. The company develops and operates launch vehicles, spacecraft and satellite systems designed to reduce the cost of access to space and support commercial, government and scientific missions.

SpaceX’s primary products and services include the Falcon 9 and Falcon Heavy launch vehicles, the Dragon spacecraft and the Starlink satellite internet network. The company also is developing Starship, a fully reusable launch and spacecraft system intended for missions to Earth orbit, the Moon and Mars.