Villere ST Denis J & Co. LLC Acquires New Position in SpaceX $SPCX

Villere ST Denis J & Co. LLC acquired a new stake in SpaceX (NASDAQ:SPCX) in the 3rd quarter, Holdings Channel reports. The firm acquired 4,580 shares of the company’s stock, valued at approximately $691,000.

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

Insider Transactions at SpaceX

In related news, COO Gwynne Shotwell sold 342,170 shares of the stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $153.57, for a total value of $52,547,046.90. Following the completion of the sale, the chief operating officer directly owned 2,472,035 shares of the company’s stock, valued at approximately $379,630,414.95. This represents a 12.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

SpaceX Stock Performance

Shares of SPCX opened at $142.07 on Tuesday. The company has a debt-to-equity ratio of 0.20, a current ratio of 3.08 and a quick ratio of 3.00. The business’s 50 day moving average is $149.19. The company has a market cap of $1.93 trillion and a price-to-earnings ratio of 546.42. SpaceX has a 52 week low of $104.83 and a 52 week high of $225.64.

SpaceX (NASDAQ:SPCX) last issued its quarterly earnings data on Tuesday, October 20th. The company reported $0.35 EPS for the quarter, topping the consensus estimate of $0.10 by $0.25. The firm had revenue of $14.57 billion during the quarter. SpaceX had a negative return on equity of 3.24% and a negative net margin of 8.61%. The business’s revenue for the quarter was up 161.4% compared to the same quarter last year. During the same period last year, the company earned ($0.36) earnings per share. On average, equities analysts forecast that SpaceX will post 0.19 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on SPCX shares. Royal Bank Of Canada reissued an “outperform” rating on shares of SpaceX in a research report on Monday, October 19th. Weiss Ratings began coverage on SpaceX in a research report on Tuesday, September 1st. They issued a “sell (d)” rating for the company. Mizuho set a $205.00 price target on SpaceX in a research note on Wednesday, October 21st. Piper Sandler reiterated a “neutral” rating on shares of SpaceX in a report on Wednesday, October 21st. Finally, William Blair reissued an “outperform” rating on shares of SpaceX in a research note on Friday, October 9th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $243.60.

Key Headlines Impacting SpaceX

Here are the key news stories impacting SpaceX this week:

• Positive Sentiment: CEO Elon Musk said SpaceX’s annual recurring revenue could reach $100 billion this December and that exceeding $500 billion in December 2027 is his best estimate. The ambitious forecast strengthens the company’s growth narrative, though it depends on substantial expansion. Article
• Positive Sentiment: Stifel reiterated its Buy rating and $190 price target, citing potential growth opportunities, including data-center projects. The analyst endorsement helped reinforce investor confidence. Article
• Positive Sentiment: SpaceX is advancing plans for a roughly $24 billion gas-fired power plant and supercomputing facility in Starbase, potentially supporting its AI infrastructure ambitions. Separately, reports of a major Anthropic computing agreement and Google spending on SpaceX infrastructure point to possible demand for its compute capacity. Article
• Positive Sentiment: SpaceX’s Qualcomm partnership and planned Starlink Mobile deployment starting in 2027 could extend its business into nationwide 5G connectivity. Article
• Neutral Sentiment: NASA’s proposed $10 billion lunar-contract framework creates an opportunity for SpaceX, including a planned 2028 Starship mission, but the broader contracts are competitive rather than guaranteed awards. Article
• Neutral Sentiment: A first attempt to catch both Starship and its booster during Flight 15 could showcase progress in reusability, but the outcome remains uncertain. Article
• Negative Sentiment: Texas Gov.-elect Gina Hinojosa urged the state to pause action on land near Starbase, creating potential uncertainty around SpaceX’s local expansion plans. Investors are also watching whether political opposition could slow data-center development. Article

About SpaceX

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

SpaceX’s principal products and services include the Falcon 9 and Falcon Heavy rockets, the Dragon spacecraft and the Starlink satellite communications network. Falcon rockets are used to launch satellites, cargo and crew, while Dragon spacecraft support transportation to and from low Earth orbit.