SPCX Space Exploration Technologies Corp.

SPCX Space Exploration Technologies Corp.

Industrials · Aerospace & Defense

Desk view

PassedIn-zone on price only (Oct 2 close 158.96 over the 156.87 range high), not the confirmed breakout the call needs: one close, lock-up releases Oct 9/Oct 24/post-Nov 3/Dec 8 still ahead, too young for a 200-day; and the unlaned conviction slots are full (maxPerLane 3). Declined, not forgotten. (2026-10-03)
Basis Open desk call ·Logged decision ·Entry target
Updated

Market read

POC $147.62 · VWAP $149.81 · -2.5% vs 12m avg buyer

too-young gaps: stablechurn: quiet as of

Insiders selling 0 buy / 1 sell · Form 4, 90d $52.5M sold last open-market sell Shotwell Gwynne

Coverage

6 related campaigns

Watchlists @nvidia-open-agent-ecosystem@space@thebuildout-space-data-centers-orbital-compute

SPCX Price Structure

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Peers

Every watchlist SPCX belongs to, members best 30-day change first — SPCX highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-space-data-centers-orbital-compute
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MCHP+6.1% -0.6%1d -2.3%7d NVDA+0.1% -1.4%1d -6.6%7d GOOG-0.7% -2.3%1d -3.1%7d IBM-2.3% -0.8%1d +2.2%7d HPE-2.7% -6.0%1d -24.9%7d SPCXE-3.2% -1.7%1d -10.2%7d
@space
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GSAT+0.6% -0.7%1d -1.7%7d SPCXE-3.2% -1.7%1d -10.2%7d ARKX-5.4% -2.1%1d -7.2%7d IRDM-7.5% -2.7%1d -7.8%7d ECHO-8.7% -1.7%1d -10.0%7d PL-15.4% -6.7%1d -21.1%7d FLY-17.4% -6.1%1d -16.3%7d RKLB-20.2% -8.0%1d -25.5%7d RDW-22.2% -5.8%1d -12.4%7d LUNR-22.3% -6.8%1d -18.3%7d ASTS-31.4% -8.6%1d -20.2%7d
@nvidia-open-agent-ecosystem
View watchlist →
ACN+21.1% +2.1%1d +9.9%7d SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d NTSK+9.9% -7.1%1d -8.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d PLTR+6.7% -7.2%1d -11.0%7d SAP+5.2% -0.3%1d +4.4%7d FFIV+4.3% -3.2%1d -7.9%7d PWR+2.0% -1.6%1d -10.5%7d NOW+1.5% -4.4%1d +0.8%7d CHKP+0.1% -0.2%1d +0.5%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d OKTA-0.5% -10.2%1d -19.3%7d NEE-0.7% +1.1%1d +3.1%7d FTNT-1.5% -7.0%1d -13.2%7d IBM-2.3% -0.8%1d +2.2%7d JPM-2.6% +1.3%1d +2.0%7d HPE-2.7% -6.0%1d -24.9%7d SPCXE-3.2% -1.7%1d -10.2%7d MNDY-3.9% -4.2%1d +1.6%7d CRM-3.9% -2.5%1d +5.0%7d CRWD-5.8% -7.0%1d -17.3%7d C-6.5% +0.8%1d -4.2%7d ARM-6.6% -6.9%1d -14.4%7d S-6.9% -7.7%1d -17.9%7d SAIL-7.9% -5.1%1d -9.7%7d HPQ-8.2% -2.7%1d -0.6%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FROG-9.0% -10.8%1d -17.5%7d ORCL-10.4% -4.6%1d -9.3%7d SMCI-14.2% -9.9%1d -24.4%7d AKAM-16.0% -4.9%1d -17.9%7d DELL-19.8% -4.6%1d -22.9%7d DOCN-20.3% -9.8%1d -26.8%7d NBIS-21.0% -12.2%1d -25.1%7d CRWV-26.4% -11.9%1d -25.2%7d BTDR-30.0% -8.1%1d -19.8%7d IREN-36.7% -11.2%1d -23.3%7d

Desk commentary

Authored analysis and challenge notes tied to SPCX.

2

Next earnings SPCX reports in 3 days Oct 20

Last report Aug 4

SpaceX's first earnings report as a public company beat on both lines: revenue of $7.8 billion against a Street estimate of $6.81 billion (+92% year over year), and a per-share loss of $0.09 versus the $0.24 loss analysts had modeled — figures per desk social capture (@amitisinvesting, @ParadisLabs, Aug 4; basis unstated).

full note →

Against street estimates

How SPCX's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

1 quarter on file · newest report Aug 4 · projection Oct 16

Result
Aug 4 -0.29-0.09+68.9%Beat

Recent news

Headlines about SPCX from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 9 days ago · Oct 8

SPCX research tape

45 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief The Carriers Paid Friday for a Starlink Network Still Years Out tweet Aakash Gupta — SpaceX's 800 MHz buy is the indoor layer satellites were missing Quotes @SpaceX regime TSMC, SpaceX and MKS cleared their entry lines on Friday's close; none was admitted brief Rocket Stocks Gave Back Their September Bounce: Still Repairing, Not Taking Off article Google's Project Suncatcher: first in-orbit TPU test — article
Types
Oct 9 Article The Carriers Paid Friday for a Starlink Network Still Years Out
VZTTMUSASTSSPCXEAMTECHOVSAT +3 more
Oct 9 tweet Aakash Gupta — SpaceX's 800 MHz buy is the indoor layer satellites were missing
VZTTMUSSPCXE Quotes @SpaceX ↗
Oct 2 Market Signal Tsmc, Spacex and Mks Cleared Their Entry Lines on Friday's Close; None Was Admitted
TSMSPCXEMKSIGDXGLDBUFR
Sep 30 Article Rocket Stocks Gave Back Their September Bounce: Still Repairing, Not Taking Off
RKLBSPCXEFLYVSATASTSECHOIRDMGSAT +4 more
Sep 25 Article Google's Project Suncatcher: first in-orbit TPU test — article
GOOGLPLSPCXE
Sep 25 Article Rocket Stocks Bounced Under Their 200-Day Lines; Google's Space TPUs Are a Four-Chip Test
RKLBVSATSPCXEPLFLYIRDMGSATASTS +4 more
Sep 17 Target SPCX — Desk Call Target
SPCXE
Sep 17 Deep Dive Up to 1.6 Billion SpaceX Shares Have Come Off Lock-Up Since August, and Up to 3.1 Billion More Follow by December 8
SPCXE
Aug 5 Market Brief Fear Disarms Into the Week's Biggest Print Wall
AGROAMBAAMPARESARKGATKRSPCXEPLTR +4 more
Aug 5 tweet Gavin Baker on Invest Like the Best — no slowdown on the ground: old GPUs repricing up, the memory war, and who funds the buildout
NVDAMUSNDKSPCXE
Aug 5 The Prints The Prints
SPCXEPFEKTOSAMPX
Aug 4 Market Brief The Hardware Complex Fires First, and the Wall Hits Tonight
ALKSAVALAXSMBTSGCDNACGNXAAPLABBV +4 more
Aug 4 Catalyst SPCX earnings
SPCXE
Aug 3 Market Brief The Tape Turned, Then Palantir Answered
ACHCANDEBKDCAKECECOCLDXAGMCDNA +4 more
Jul 26 reddit u/app1310 — Short sellers notch $15.5B profit as SpaceX slides below its IPO price
SPCXETSLA#spacex-ipo-liquidity-event#ai-mega-ipo-liquidity-regime
Jun 26 Update RKLB — candidate.roundup
RKLBASTSLUNRRDWFLYARKXSPCXE
Jun 25 Article Monday Light Issue — June 25: The Entries Didn't Move (That's the Signal)
GOOGLCRWDMUAIPCORTDNLISPCXEMSFT
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXENBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 17 Investigation SpaceX post-IPO study — 4% float melt-up vs the dated staggered-lockup overhang
SPCXEARKX#spacex-ipo-liquidity-event
Jun 17 Investigation SpaceX deal-confirmed forced-flow reconciliation + June-18 index-inclusion pre-position
SPCXE#spacex-ipo-liquidity-event
Jun 16 Target SPCX entry-zone — $185-$200
SPCXE
Jun 16 Update Space Candidates
RKLBGSATARKXFLYECHOASTSLUNRIRDM +2 more
Jun 16 Catalyst Leverage Shares launches 2x Long/Short SpaceX ETFs (SPCH/SSPC) — $500M+ day-one, biggest new-ETF debut since IBIT
SPCHSSPCSPCXE#spacex-ipo-liquidity-event
Jun 16 Article Status Report
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Analysis Thread: SpaceX/xAI buys Cursor (Anysphere) $60B — the AI *product*-layer competitor map
SPCXECRMIGVWCLDNETPLTRSHOPAMZN#spacex-ipo-liquidity-event +3 more
Jun 16 Article Daily Actions
ADBEAGROAMZNARMARKXASMLAVGOBNO +4 more
Jun 4 Investigation SpaceX S-1 picks-and-shovels / supply-chain investable map
SPCXEECHONVDATSMSEIGEVTSLAGOOGL#ai-power-bottleneck#optical-supercycle#memory-supercycle#spacex-ipo-liquidity-event +4 more
Jun 4 Investigation SpaceX (SPCX) original S-1 full read, section by section
SPCXETSLAECHOASTSRKLBNVDAINTC#spacex-ipo-liquidity-event#ai-power-bottleneck
Jun 3 Filing SpaceX S-1/A priced — $135/share fixed, $75B offering (no longer blank) — filing
SPCXE#spacex-ipo-liquidity-event
Jun 3 Investigation SpaceX net-flow model — forced passive index demand vs staggered lockup supply (parametric)
SPCXENVDAMSFTGOOGLAMZNSPYQQQIWM#spacex-ipo-liquidity-event
Jun 3 Investigation AI mega-IPO macro-buffer check — is the system's absorptive capacity actually drained?
SPCXESPYQQQIWMTLT#spacex-ipo-liquidity-event
Jun 2 Investigation xAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook
SPCXENVDAMSFTGOOGLAMZNINTCTSLANBIS#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +2 more
Jun 2 Article moomoo Macro Moover SpaceX liquidity shock book-build window — article
SPCXENVDAMSFTAMZN
Jun 2 Investigation Large IPO winners — the positive base rate: which big IPOs did NOT drop for a decade, and what they shared
SPCXENVDAAMZNGOOGLMSFTNFLXE#spacex-ipo-liquidity-event
Jun 2 Forum Hacker News — Giga-IPOs index-inclusion discussion (Economist thread) — forum-thread
SPCXENVDAAAPLMSFTSPYQQQIWM
Jun 2 Investigation AI mega-IPO issuance-surge base rate — does an IPO wave at all-time highs predict a market top
SPCXEQQQSPYNVDANBISCRWVCORZIREN#spacex-ipo-liquidity-event +1 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXENVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 1 Filing SpaceX S-1A amendment offering-blank staggered-lockup — filing
SPCXE
Jun 1 Article Economist Giga-IPOs — can the stockmarket swallow Anthropic, SpaceX and OpenAI — article
SPCXENVDAMSFTGOOGLAMZNMETASPYQQQ +1 more
May 28 Article InvestmentNews Friedman SpaceX float-math nothingburger steelman — article
SPCXESPYQQQ
May 27 Article SpotGamma SpaceX IPO index inclusion forced flow — article
SPCXESPYQQQIWM
May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract
SPCXEGOOGLAMZNMSFTORCLNVDAAVGONBIS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXEECHOSTMLINAPDNOCERKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 19 Source SpaceX $SPCX Supply Chain: Some are confirmed suppliers. Most are strongly infer
SPCXESTMLINAPDSNPS
May 18 Article AlgorithmicFIRE Dunn mega-IPO forced-selling model — article
SPCXENVDAMSFTGOOGLAMZNMETA