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UBS reiterates Buy on SpaceX (SPCX) with $210 target, sees strong Q3 2026

AI Market Summary
UBS reiterated a Buy on SpaceX (SPCX), lifting near-term sentiment after citing Q2 strength, Q3 operational wins (Starship milestones, compute deals), and upside to consensus revenue/EBITDA estimates. The reported Anthropic compute agreement value (up to $84.5B) signals larger AI infrastructure demand and a longer runway for AI segment growth, while TD Cowen's Buy initiation adds incremental institutional support.
Impact level
● Medium
Affected assets
NCSKSPCX2USD/USDT+1.61%
AI Insight · NCSKSPCX2USD/USDTAI Insight
▲ Bullish
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UBS analysts reiterated a Buy rating on SpaceX with a $210 price target, forecasting Q3 2026 revenue of $13.8 billion and adjusted EBITDA of $7.5 billion, both above market expectations. Anthropic also disclosed compute agreements with SpaceX worth up to $84.5 billion, compared with the nearly $45 billion commitment previously revealed. SpaceX shares rose 2.6% on Tuesday, while TD Cowen initiated coverage with a Buy rating.
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