BUY SPCX · 1 Year pick · Oct 21, 2026
+38% vs analyst target · new source · 3 agree · 0 dissent
Why BUY: UBS lifts its SpaceX PT to $230 (Buy) after revenue rose 161% on AI compute leasing; it targets 13 GW of compute by end-2027.
⚠ Q4 capex guide is $35-40B and UBS sees ~$350B to reach 13 GW; a Tesla merger is not a certainty and could dilute.
SPCX was $160.00 when we published the BUY call on Oct 21. It's now $162.38, +1.49% for the BUY side. Range since the pick: $159.34 to $164.64.
Source: Yahoo Finance prices, updated Oct 21, 11:34 AM ET.
The Daily Five's 1 Year call from Oct 21 is BUY SPCX at $160.00. Why: UBS lifts its SpaceX PT to $230 (Buy) after revenue rose 161% on AI compute leasing; it targets 13 GW of compute by end-2027. Not financial advice.
SPCX was $160.00 when we published the BUY call on Oct 21. It's now $162.38, +1.49% for the BUY side. Range since the pick: $159.34 to $164.64.
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