Story perspectives

Multiple analysts upgrade SpaceX after Flight 14

By Drooid · Sep 30, 2026, 11:31 PM UTC · How we work

Summary

Story summary

SpaceX received Outperform ratings from William Blair, Bernstein SocGen, Mizuho, Clear Street and UBS after Flight 14.
UBS analyst John Hodulik kept a Buy rating with a $210 price target.
TD Cowen started coverage with a Buy rating and a $200 price target.
UBS projects Q3 revenue $13.8 billion, 7% above Street estimate, and AI compute leasing to dominate by Q1 2027.
SpaceX shares trade at $145.47, valuing the company at $1.97 trillion.

History

Historical Context

In September 2008 SpaceX’s Falcon 1 became the first privately built liquid-fuel rocket to reach orbit, leading NASA to award the Commercial Crew Transportation Capability contract in September 2014. That deal helped SpaceX win nine of twenty open launch contracts that year, reshaping the U.S. market. Leveraging this credibility, Starship reached orbit on Flight 14 in September 2026, prompting analysts from William Blair, UBS and TD Cowen to issue buy ratings.

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Story summary

SpaceX received Outperform ratings from William Blair, Bernstein SocGen, Mizuho, Clear Street and UBS after Flight 14.
UBS analyst John Hodulik kept a Buy rating with a $210 price target.
TD Cowen started coverage with a Buy rating and a $200 price target.
UBS projects Q3 revenue $13.8 billion, 7% above Street estimate, and AI compute leasing to dominate by Q1 2027.
SpaceX shares trade at $145.47, valuing the company at $1.97 trillion.

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