SPCX holds a $1.19 trillion valuation priced for perfection, but a $541 million net loss keeps the rating at Hold despite reclaiming $150. SpaceX's Golden Dome tailwind is real, but the $17.9 billion FY27 request must survive appropriations before Starshield's share beyond $6 billion gets quantified. Starlink ARPU dropped from $85 to $66 on international mix shift while $15.83 billion of quarterly capex flowed into AI compute.
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At $154.72, SpaceX (NASDAQ:SPCX) is a Hold, because the Golden Dome tailwind is real but the price has already run hard into it. Shares have reclaimed $150 for the second time since the IPO, and the question is whether defense catalysts can anchor the stock there. SpaceX operates three interlocking businesses: launch and Starship development, Starlink and Starshield connectivity, and AI anchored by Grok and the pending $60 billion Cursor acquisition.
Total revenue grew 92% year over year in Q2 2026, with Connectivity at $4.29 billion and AI at $2.56 billion. Golden Dome, funded at $17.9 billion in the FY 2027 defense budget, is the specific catalyst driving the re-rating. Starshield already holds over $6 billion in multi-year U.S.
Space Force contracts for LEO communications and sensing. The bull case rests on backlog and balance sheet. SpaceX carries a $47.5 billion contracted backlog and $93.52 billion in cash, with Adjusted EBITDA rising 191% year over year to $3.54 billion. 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now.
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