Updated
Updated · Seeking Alpha · Jun 26
Oppenheimer Sets $250 SpaceX Target as Shares Trade Near $150 After IPO
Updated
Updated · Seeking Alpha · Jun 26

Oppenheimer Sets $250 SpaceX Target as Shares Trade Near $150 After IPO

3 articles · Updated · Seeking Alpha · Jun 26

Summary

  • $250 is Oppenheimer's new price target for SpaceX, implying roughly 67% upside from the stock's current level near $150 two weeks after its IPO.
  • Timothy Horan, Oppenheimer's tech analyst, told CNBC the valuation rests largely on SpaceX's long-term potential in the communications market.
  • The call puts early post-IPO trading in focus, with the brokerage arguing investors should value future communications growth rather than the stock's recent market price alone.

Insights

With Starlink's growth slowing, can SpaceX's massive Starship bet justify its lofty Wall Street valuation?
Beyond launching satellites, how will SpaceX's AI ambitions actually capture a projected $26.5 trillion market?