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Analysts turn bullish on SpaceX, citing AI upside and Starlink profitability

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PhillipCapital upgraded SpaceX from sell to buy and tripled its price target to $250, implying about 70% upside, citing the potential of its AI business. Bernstein says Starlink’s improving profitability could support aggressive broadband pricing and competition with established U.S. telecom operators, despite slowing subscriber growth.

Discovered 2026-10-22T23:04:50.173011-07:00 | 2026-10-22T23:04:50.173011-07:00

Briefing

What Hype is tracking

  • PhillipCapital’s reversal from sell to buy, with a $250 target and roughly 70% implied upside, reflects growing investor emphasis on SpaceX’s AI business as a potential profit driver.
  • Bernstein’s assessment links Starlink’s rising profitability to its ability to price aggressively in broadband and mobile services, even as subscriber growth slows.

Reported By

CNBC newsable.asianetnews.com ANI News Agency
Sources Tracked
3
First Seen
2026-10-22T23:04:50.173011-07:00
Latest Update
2026-10-23T05:04:38.129565-07:00
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Space

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