SpaceX Is Poised to Reclaim a $190 Share Price by the End of 2026

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Shares of SpaceX finished at $151.85 on September 21, remaining fairly near their initial opening price of $150. Achieving a $190 valuation by the conclusion of 2026 demands an appreciation of approximately 25%. Although this projection might seem ambitious, the targeted $190 level sits roughly 16% underneath the record peak of $225.64. Furthermore, revenue projections for SpaceX have climbed steeply alongside the expansion of its artificial intelligence operations. Consequently, meeting these forecasts could render a higher valuation much more defensible. The firm recorded roughly 13.18 billion shares outstanding as of July 28. Following the finalization of the Cursor acquisition in August, former Cursor stockholders and vested RSU holders received about 391 million additional shares, lifting the total basic share count to approximately 13.57 billion. At a price of $190 per share, the enterprise value would equate to a market capitalization near $2.58 trillion.

AI 시장 분석

Projections indicate that SpaceX's stock price will reach 190 dollars by the end of 2026, marking an increase of approximately 25 percent. Driven by the rapid expansion of its AI business, revenue expectations have risen, and market capitalization is projected to reach about 2.58 trillion dollars. This level is lower than previous highs and can be fully justified upon achieving performance targets.

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DYAX 전담 분석

Considering SpaceX's AI business expansion and the 13.57 billion outstanding shares, achieving the 190 dollar target heavily depends on earnings visibility in the AI sector. Despite the increase in share count following the completion of the Cursor acquisition, strong revenue growth can offset valuation pressures.

In the bullish scenario, AI and space infrastructure revenues surge, allowing the 190 dollar target to be reached early. In the bearish scenario, share dilution effects and delayed AI monetization could stagnate the stock price. Investors must closely monitor quarterly AI business revenue proportions and indicators of changes in outstanding shares.

AI가 생성한 분석으로 투자 자문이 아닙니다.

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