Updated
Updated · The Motley Fool · Jul 19
SpaceX Unlocks Up to 911.5 Million Shares in August as Stock Sits 42% Below Peak
Updated
Updated · The Motley Fool · Jul 19

SpaceX Unlocks Up to 911.5 Million Shares in August as Stock Sits 42% Below Peak

3 articles · Updated · The Motley Fool · Jul 19

Summary

  • Up to 911.5 million SpaceX shares can become sellable on the second full trading day after its first earnings report, a tranche worth more than $115 billion at roughly $131 a share.
  • That release could exceed the entire June IPO because less than 5% of SpaceX's roughly 13.2 billion shares initially entered the market; smaller unlocks then run from late August through October, with the standard lockup ending in early December.
  • Shares have already fallen about 42% from a $225.64 post-IPO peak and slipped below the $135 IPO price, leaving the stock vulnerable to added supply as demand weakens.
  • SpaceX still has a strong Starlink business, but losses in its AI and space segments and a roughly $1.7 trillion valuation—nearly 90 times trailing revenue—may give insiders reason to sell.
  • The first unlock will test whether selling pressure is already priced in; if the stock absorbs that wave without new lows, it could signal demand is finally meeting supply.

Insights

Is SpaceX’s AI venture a visionary bet or a multi-billion dollar gamble threatening its core space mission?
As the IPO lockup ends, will Nasdaq's 'Infinity Squeeze' absorb the selling pressure or will the stock finally crash?
Why is SpaceX renting its powerful AI hardware to rivals instead of using it to supercharge its own Grok model?