SpaceX stock draws multiple analyst buy ratings and lofty price targets

Analysts across major banks have initiated coverage of SpaceX following its IPO at $135 per share and inclusion in the Nasdaq‑100. Morgan Stanley set a record target of $300, while Deutsche Bank’s Edison Yu issued a $255 target, JPMorgan’s Doug Anmuth $225, and Goldman Sachs $205. The average target among surveyed firms exceeds $240, implying upside of more than 60 % from the current price around $150.

Buy recommendations cite three primary growth pillars: the Falcon 9 and fully reusable Starship rockets that could lower launch costs; the expanding Starlink satellite‑internet network tapping a multibillion‑dollar broadband market; and SpaceX’s development of AI‑compute infrastructure both on the ground and in orbit. Despite a recent dip to an all‑time low of $145, investors such as Cathie Wood’s Ark Invest have added to their holdings, and rival Blue Origin recently raised $10 billion, underscoring continued capital interest in the space‑flight sector.

The consensus view sees SpaceX as a rare company positioned across three potential trillion‑dollar markets—launch services, satellite communications, and artificial‑intelligence infrastructure—driving strong analyst optimism despite short‑term price volatility.