Space Exploration Technologies Corp. Class A Common Stock (SPCX)
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-09-04
$147.95-1.20%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-09-04
QuarterlyIQ Insights · SPCX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue accelerating revenue growth and operational scale in Space launches, Starlink connectivity, and AI infrastructure and services.
Newly stated in 2026-Q2. Revenue grew from $4.1 billion in 2025-Q2 to $7.8 billion in 2026-Q2, a 92% increase year-over-year, driven by doubling Starlink subscribers to 12 million and AI revenues rising 247% to $2.6 billion. This quarter shows strong delivery on management's growth emphasis.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Not enough signal yet.
Not enough signal yet.
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity and AI”
Complete inaugural bond issuance of $25 billion in senior unsecured notes to strengthen balance sheet and fund growth initiatives.
Stated in 3 filings in June 2026. SpaceX completed a $25 billion inaugural bond issuance of senior unsecured notes with maturities from 2031 to 2056. This capital raise strengthens the balance sheet and supports long-term growth initiatives, consistent with management's stated capital allocation priorities.
Acquire Cursor to accelerate AI enterprise offerings and integrate it as a wholly owned subsidiary.
Newly stated in 2026-Q2. SpaceX announced a $60 billion agreement to acquire Cursor to accelerate AI enterprise offerings. The transaction is expected to close in Q3 2026. This is a strategic growth initiative recently disclosed with no prior quarters stating it.
Execute the equity incentive and employee stock purchase plans as amended and restated in 2024.
Newly stated in 2026-Q2. Management disclosed the implementation of amended equity incentive and employee stock purchase plans in June 2026. There is no prior quarter evidence, and no financial metrics directly tied to this priority.
Ensure all capital raising and equity transactions comply with Securities Act registration exemptions and related regulations.
Not investment advice. As of 2026-09-04.