SpaceX Stock Rises as Analysts See More Upside

invezz.com (Swedish) — October 27, 2026 at 05:01 PM UTC

SpaceX stock rose 2% on Tuesday after Bernstein SocGen Group raised its price target to $268 from $248, citing expanded AI infrastructure plans and orbital data center potential, implying 82% upside. Bernstein forecasts $424 billion in 2028 revenue and raised its land-based computing capacity estimate to 13 gigawatts by end-2027, up from a prior 5 gigawatts, with 20 gigawatts expected in 2028. The firm kept an Outperform rating, noting pricing power could add upside even without reaching SpaceX's most aggressive revenue ambitions. Bank of America added SpaceX to its top ideas list, highlighting plans to access over 80,000 US cellular sites for potential mobile services, implying about $6 billion in equipment spending. Key risks include Starship reusability delays and slower mobile expansion.

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