6,280 SpaceX $SPCX Shares Acquired by Chiron Capital Management LLC

Chiron Capital Management LLC increased its position in shares of SpaceX (NASDAQ:SPCX) by 462.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,639 shares of the company’s stock after buying an additional 6,280 shares during the period. SpaceX comprises about 1.0% of Chiron Capital Management LLC’s portfolio, making the stock its 24th biggest position. Chiron Capital Management LLC’s holdings in SpaceX were worth $1,152,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Syntax Research Inc. purchased a new stake in shares of SpaceX during the 2nd quarter worth $26,000. Atwood & Palmer Inc. purchased a new stake in SpaceX during the 2nd quarter worth about $29,000. PayPay Securities Corp acquired a new position in shares of SpaceX during the 2nd quarter worth about $30,000. Hickory Point Bank & Trust purchased a new position in shares of SpaceX in the 3rd quarter valued at about $30,000. Finally, Marquette Asset Management LLC purchased a new position in shares of SpaceX in the 2nd quarter valued at about $32,000.

Analysts Set New Price Targets

Several equities analysts have commented on SPCX shares. Cantor Fitzgerald reiterated an “overweight” rating and issued a $246.00 price target on shares of SpaceX in a research note on Wednesday, August 5th. Argus raised shares of SpaceX from a “hold” rating to a “buy” rating and set a $160.00 price objective on the stock in a report on Friday, August 7th. Morgan Stanley restated an “overweight” rating on shares of SpaceX in a research report on Tuesday, September 29th. JPMorgan Chase & Co. restated a “buy” rating on shares of SpaceX in a report on Tuesday, August 25th. Finally, Arete Research set a $450.00 target price on shares of SpaceX in a research report on Tuesday, August 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have given a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $220.06.

SpaceX News Roundup

Here are the key news stories impacting SpaceX this week:

• Positive Sentiment: Google has reportedly agreed to rent SpaceX computing capacity for approximately $920 million per month from October 2026 through June 2029, potentially generating up to $30 billion in revenue. The contract supports SpaceX’s data-center and artificial-intelligence ambitions, although the full value is not guaranteed. Google SpaceX contract
• Positive Sentiment: SpaceX launched new X subscription bundles combining Grok, Cursor and X Premium features, including a $200-per-month tier. The offerings could create additional recurring revenue following the reported $60 billion Cursor acquisition, though monetization remains unproven. SpaceX subscription bundles
• Positive Sentiment: Sources say Ukraine’s access to military-grade Starshield service has been at least partially restored, reducing the risk of a prolonged service interruption. Ukraine Starshield restoration
• Neutral Sentiment: Barclays suggested Tesla and SpaceX could announce a merger before December, potentially focused on artificial intelligence. Neither company has confirmed a deal, and prediction markets reportedly assign low odds to the speculation. Tesla SpaceX merger speculation
• Negative Sentiment: Ukrainian officials accused SpaceX of imposing sudden speed restrictions on military Starlink terminals, disrupting drone operations. Elon Musk said the U.S. government, ultimately President Trump, was responsible. The episode increases political, regulatory and reputational risk around SpaceX’s government business. Starlink Ukraine restrictions
• Negative Sentiment: An upcoming insider share unlock could release as many as 1.3 billion shares, raising concerns about additional supply and potential selling pressure after earlier lockup expirations. SpaceX insider share unlock
• Negative Sentiment: Investors remain concerned that SpaceX’s valuation assumes ambitious growth in Starlink, mobile communications, AI and orbital data centers, while the company may need substantial additional debt and capital spending to execute those plans. SpaceX capital requirements

SpaceX Trading Down 3.6%

Shares of NASDAQ SPCX traded down $5.42 during trading hours on Thursday, reaching $146.75. The stock had a trading volume of 68,511,102 shares, compared to its average volume of 100,850,156. The stock has a market capitalization of $1.93 trillion and a price-to-earnings ratio of -1,625.92. The company has a debt-to-equity ratio of 0.29, a quick ratio of 4.99 and a current ratio of 5.12. SpaceX has a fifty-two week low of $104.83 and a fifty-two week high of $225.64. The business’s 50-day simple moving average is $147.51.

SpaceX (NASDAQ:SPCX) last released its quarterly earnings results on Tuesday, August 4th. The company reported ($0.09) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.26) by $0.17. The firm had revenue of $7.81 billion for the quarter. The company’s quarterly revenue was up 91.9% on a year-over-year basis. On average, equities analysts predict that SpaceX will post 0.07 EPS for the current year.

Insider Buying and Selling at SpaceX

In other news, COO Gwynne Shotwell sold 342,170 shares of the firm’s stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $153.57, for a total transaction of $52,547,046.90. Following the transaction, the chief operating officer directly owned 2,472,035 shares in the company, valued at approximately $379,630,414.95. This trade represents a 12.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

SpaceX Company Profile

Space Exploration Technologies Corp. (SpaceX) is a privately held aerospace company founded in 2002 by Elon Musk. The company develops and operates launch vehicles, spacecraft and satellite systems designed to reduce the cost of access to space and support commercial, government and scientific missions.

SpaceX’s primary products and services include the Falcon 9 and Falcon Heavy launch vehicles, the Dragon spacecraft and the Starlink satellite internet network. The company also is developing Starship, a fully reusable launch and spacecraft system intended for missions to Earth orbit, the Moon and Mars.