SpaceX 5-Year Credit Default Swaps Widen
SpaceX's 5-year credit default swaps (CDS) widened by 24.5 basis points to 286.56, according to Markit data.
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China Renaissance Initiates SpaceX Coverage with Buy Rating
China Renaissance has initiated coverage of SpaceX with a 'Buy' rating and a price target of $194.20.
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Why SpaceX Stock Is Still Going Down
SpaceX stock (SPCX) fell 7.5% following Democratic victories in midterm elections, as investors worry new regulations on data centers and AI could threaten a significant portion of the company's business. However, the analyst suggests that stricter Earth-based data center regulations could actually benefit SpaceX's space-based data center solution.
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SpaceX Just Picked Qualcomm for Its Own 5G Network. I Still See the Stock as a Hold.
SpaceX selected Qualcomm to supply base-station chips and software for Starlink Mobile's nationwide 5G network, with tens of thousands of cell sites planned to launch in 2027. Despite this progress toward becoming a U.S. wireless carrier, analyst Daniel Sparks maintains a hold rating on SpaceX stock, noting that while the deal makes the carrier plan more concrete, it likely adds little revenue impact before 2028 and the current valuation already assumes years of fast growth.
34.5% of SpaceX's Revenue Could Disappear by Mid-2027
SpaceX's AI compute business has become its largest revenue driver, growing to over 50% of sales. However, the company faces significant concentration risk with one customer (Anthropic) accounting for 34.5% of total revenue. Starting early 2027, either party can cancel these contracts with just 90 days' notice. As the compute supply shortage eases and competitors develop alternative solutions, SpaceX risks losing this major customer, potentially eliminating over a third of its current revenue.