Artificial Intelligence & Autonomy   Launch Vehicles & Space Transportation   Commercial Space Industry (New Space)  

SpaceX stock draw: Morgan Stanley initiates with Overweight and ~$300 target as company enters Nasdaq-100

Morgan Stanley initiated coverage of SpaceX (SPCX) with an Overweight rating and a $300 target, citing AI-driven upside and projecting $3.3T revenue by 2040. SpaceX also joins the Nasdaq-100 on July 7, 2026, with analysts expecting about $4.3B in mandatory passive inflows from index-tracking ETFs.

Discovered 2026-07-06T21:43:54.481120-07:00 | 2026-07-06T21:43:54.481120-07:00

Briefing

What Hype is tracking

  • SpaceX’s Nasdaq-100 entry is expected to trigger roughly $4.3 billion in passive index inflows, signaling incremental, broad-based liquidity for the company’s equity story.
  • Wall Street research coverage is consolidating around an “AI-era” growth narrative, with Morgan Stanley projecting $3.3T revenue by 2040 alongside a $300 Overweight target.
  • The market validation of SpaceX’s AI-and-launch coupling may influence how investors price risk and growth across the broader commercial launch and new-space ecosystem.

Reported By

newsable.asianetnews.com Seeking Alpha Bloomberg startuphub.ai
Sources Tracked
4
First Seen
2026-07-06T21:43:54.481120-07:00
Latest Update
2026-07-07T00:45:43.577895-07:00
Coverage
Space

Sources

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