---
title: "【有奖】SpaceX 首份财报 8/5 揭晓，你看多还是看空？ "
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43148541.md"
description: "After 24 years in operation, $SpaceX(SPCX.US)'s books have never been opened to outsiders. The first earnings report since its IPO was released early on August 5th Beijing Time🔥. Live Stream Link:Spa..."
datetime: "2026-08-03T07:18:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43148541.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43148541.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43148541.md)
author: "[热点君](https://longbridge.com/en/profiles/1450684.md)"
---

# 【有奖】SpaceX 首份财报 8/5 揭晓，你看多还是看空？ 

After 24 years in operation, $SpaceX(SPCX.US)'s books have never been opened to outsiders. **The first earnings report since its IPO was released early on August 5th Beijing Time**🔥.

**Live Stream Link:**[SpaceX (SPCX.US) Q2 2026 Earnings Call](https://longbridge.com/zh-CN/lives/350445?channel=SH000001&invite-code=Y7JE5F&app_id=longbridge&utm_source=longbridge_app_share&locale=zh-CN&share_track_id=a107a96c-787d-43c7-81f3-63416f62ec33)

In June, the IPO raised $85.7 billion, setting a record for the largest IPO in history. However, after launching at $135 and peaking at $225.64, the stock price fell below its issue price in less than two months.

💰 Printing money with one hand while burning cash with the other is the main theme of this earnings report that cannot be ignored.

More subtly, August 6 marks the first window for insiders' restricted shares to become tradable, with up to 20% of restricted shares, nearly 915 million shares, available for cashing out. Whether the earnings report is good or bad is one thing; whether it can withstand the selling pressure from the unlock is another.

**After the earnings report, will SpaceX rise or fall? Which side are you on? 👇**

Pick any angle: Can Starlink's money-printing speed keep up with xAI's burning cash? Will the unlock wave affect the stock price more than the earnings report itself? Will the first earnings report show only good news and hide the bad? Just share your logic; there is no standard answer.

This time, it's about vision. There are three ways to win prizes 🎁:

1️⃣ Post your trade + clearly explain your long/short logic, and we will select the top 5 most hardcore analyses → Each winner receives **one code cup**

2️⃣ The top 5 posts with the most likes → **15 HKD Stock Cash Voucher**

3️⃣ Anyone who meets the participation criteria (over 30 characters) gets a prize → **188 Task Coins**

_Event Period: Now until August 7, 00:00_

_Prizes will be distributed within 15 working days after the event ends_

_Note: Longbridge reserves the final right of interpretation for this event. Long/short views represent personal opinions and do not constitute investment advice._

### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)
- [UXSD.SG](https://longbridge.com/en/quote/UXSD.SG.md)

## Comments (217)

- **z h · 2026-08-08T13:40:18.000Z**: Logic:1. The biggest short-term risk comes from the unlock on August 6, with 915 million shares of internal restricted stock being released, bringing real selling pressure. This is an unavoidable negative factor. However, unlocking does not mean all shares will be sold; it depends on the confidence 
- **丁叮妈 · 2026-08-07T23:53:33.000Z**: Bearish
- **f0o · 2026-08-07T23:01:54.000Z**: $SpaceX(SPCX.US) Regarding SpaceX's first earnings report post-IPO, I lean towards being cautious in the short term. I'm not betting on a short-term surge. The core risk isn't the earnings report itself, but the massive lock-up expiration that follows (very important)!!!Even if this earnings report 
- **古龙(废物大学生) · 2026-08-07T22:41:02.000Z**: I'll watch more
- **MengW · 2026-08-07T17:19:44.000Z**: Many
- **Preston-H · 2026-08-07T16:39:11.000Z**: The short-term trend remains bearish, but there is an opportunity to open a position below 100, which is worth picking up some bargains.
- **举个栗子的疯狂哥 · 2026-08-07T16:28:05.000Z**: Bullish
- **jamesseny · 2026-08-07T16:18:46.000Z**: Here is my complete analysis of the short-selling dimensions for SpaceX:I. Core Supply Shock: Selling Pressure Window from Massive Unlocking1. First-round unlock scale far exceeds IPO fundraising: On August 6, the first batch of 911.5 million restricted shares was officially unlocked, corresponding 
- **宇智波降临 · 2026-08-07T16:04:38.000Z**: Logic:1. The biggest short-term risk comes from the unlock on August 6, with 915 million shares of internal restricted stock being released, bringing real selling pressure. This is an unavoidable negative factor. However, unlocking does not mean all shares will be sold off; it depends on the confide
- **提 钱 退 休 · 2026-08-07T15:37:52.000Z**: Waiting to board at the stop
- **peterjohn · 2026-08-07T14:11:36.000Z**: Although SpaceX's financial report shows a loss, the overall focus should be on the company's future development, and the prospects are very good.
- **谨记买入不急不急不急 · 2026-08-07T13:56:29.000Z**: Duoduo
- **王元外 · 2026-08-07T13:42:21.000Z**: Bullish
- **2015.10.14_33RqbS · 2026-08-07T13:26:40.000Z**: Bullish
- **眼科主理人（笑发财） · 2026-08-07T11:09:25.000Z**: My view: Bearish in the short term; hard to see a significant rally by year-end, as valuations will be suppressed.Reasons: 1. Although revenue is growing (mainly driven by Starlink), AI-related capex spending is even more aggressive. Before FCF is validated, the market will likely remain cautious ra
- **每天賺30刀就夠了 · 2026-08-07T11:01:10.000Z**: The next six months will remain in a supply expansion cycle, with volatile and weak performance being the norm; do not simply bet on an oversold rebound. Share unlocking is merely a turnover of chips, and the core driver of the final stock price lies in three fundamental factors: Starlink revenue gr
- **YAM · 2026-08-07T09:47:10.000Z**: How does everyone view SpaceX's financial report? Is there profit potential in opening both long and short option positions?
- **Cio8Y9_FL · 2026-08-07T09:42:26.000Z**: SpaceX's first post-IPO earnings report (2026 Q2) reveals a trinity of "Starlink generating cash, aerospace laying the foundation, and AI burning money": Performance exceeded expectations: Q2 revenue reached $7.814 billion (up 92% year-over-year), adjusted EBITDA hit $3.538 billion, and GAAP
- **东756 · 2026-08-07T09:40:58.000Z**: Continue to be bullish on space x
- **tatum · 2026-08-07T09:29:25.000Z**: Plummet