---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/44465448.md"
description: "October 21JPMorgan significantly raised its SpaceX price target from $240 to $500, maintaining an 'Overweight' rating. The bank believes AI computing power growth far exceeded expectations, with approximately 10GW of new capacity expected by 2027; large-scale data center expansion will significantly boost future revenue potential.Cantor Fitzgerald raised its SpaceX price target from $246 to $345, maintaining an 'Overweight' rating. Bullish on AI computing rental demand and pricing power, the firm expects AI business revenue to reach approximately $260bn by 2027.$SpaceX(SPCX.US)Morgan Stanley maintained its 'Overweight' rating on SpaceX with a $300 price target. While acknowledging strong AI business growth, it noted that Starlink user growth missed expectations, and large-scale infrastructure construction may entail massive financing needs.Barclays raised its SpaceX price target from $254 to $300, maintaining an 'Overweight' rating. Citing Q3 revenue and earnings beating estimates and improved AI growth prospects, the bank upgraded its future performance forecasts.Wells Fargo raised its SpaceX price target from ~$214 to $274, maintaining an 'Overweight' rating. This adjustment primarily reflects growth in AI computing revenue, Starlink business development, and infrastructure expansion expectations.Needham maintained a 'Buy' rating on SpaceX with a $250 price target. It expects existing AI computing contracts to contribute more revenue gradually in Q4, driving continued expansion of annualized revenue scale.Macquarie maintained an 'Outperform' rating on SpaceX with a $250 price target. Bullish on the long-term growth potential of aerospace launches, Starlink satellite communications, and AI computing, it believes a diversified business layout could enhance overall valuation.Clear Street raised its SpaceX price target from $217 to $248, maintaining a 'Buy' rating. Noting that Q3 results and FY2027 Q1 revenue guidance of $33bn-$37bn beat estimates, additional computing deployments are expected to further drive revenue growth.Citi raised its SpaceX price target from $200 to $240, maintaining a 'Buy' rating. Believing core business performance generally beat estimates, it sees subsequent Starship flights and rocket reusability tech progress as potential new growth catalysts.UBS raised its SpaceX price target from $210 to $230. With sustained strong demand for AI computing rentals and new contracts expected to contribute revenue, Starship tech progress is seen as supporting long-term growth.TD Cowen raised its SpaceX price target from $200 to $224, maintaining a 'Buy' rating. Highlighting that AI contributed about three-quarters of Q3 incremental revenue, the firm upgraded its future revenue and EBITDA forecasts.Mizuho raised its SpaceX price target from $200 to $205, maintaining an 'Outperform' rating. Acknowledging rapid AI growth and profit improvement, it remains cautious regarding massive capex and future earnings realization.Susquehanna raised its SpaceX price target from $173 to $176, maintaining a 'Neutral' rating. While AI computing growth is strong, high uncertainty remains regarding data center expansion, financing needs, and Starship commercialization."
datetime: "2026-10-21T14:18:41.000Z"
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author: "[割麻了](https://longbridge.com/en/profiles/14430749.md)"
generator: "portal-rs"
---

# October 21JPMorgan significantly raised its SpaceX…


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