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insidermonkey.comSEP 122 min read$SPCX

Jim Cramer Explains Why SpaceX (SPCX) Is His New Fantasy Flex Player

Jim Cramer recommended Space Exploration Technologies Corp. (SPCX) for a flex position in his fantasy stock lineup, citing its growth potential across rockets, Starlink, and AI. The company reported Q2 revenue of $7.8B, up 90% YoY, but a net loss of $541M due to high capital expenditures. SPCX trades at 50x-68x forward sales estimates, with strong institutional backing.

Original reporting
insidermonkey.com
Published Sep 12, 2026, 1:15 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 12, 2026, 1:28 PM UTC. Informational, not investment advice.
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Jim Cramer Explains Why SpaceX (SPCX) Is His New Fantasy Flex Player — source image
Source · insidermonkey.com
Decision brief

The 30-second read

$SPCXNeutralMed
01

Why it matters

The earnings numbers provide fresh data on revenue growth and cash burn, informing valuation and risk assessments.

02

Market read

First earnings report for SpaceX; significant for traders tracking high‑growth, high‑capex tech stocks.

03

What to watch

Potential upside from AI services and future Starlink expansion not fully priced in.

Relevance 8/10Novelty 8/10Timing: post‑earnings release today

Background

Jim Cramer discussed SpaceX as a fantasy flex pick, but the core news is the company's Q2 earnings release.

Company-level read

Ticker impact

$SPCXNeutralMedium confidence
Context

SpaceX reported Q2 revenue of $7.8 bn, a 90% YoY increase, and a net loss of $541 m, marking its first earnings disclosure since the IPO.

Expected impact

Potential short‑term volatility; investors may weigh growth versus cash burn.

Evidence & confidence

Strong top‑line growth offsets large loss and $18.4 bn capex, creating mixed signals.

Market effects

Sector

Highlights capital‑intensive nature of the space and satellite broadband sector.

Regional

U.S. space‑tech stocks may see heightened scrutiny on cash burn.

Global

SpaceX's scale influences global launch services and satellite internet markets.

Counterpoint

What could challenge this read

Investors may short on the basis of unsustainable capex and valuation multiples.

Key entities

  • company
    Space Exploration Technologies Corp.

    SpaceX, recently listed on NASDAQ under SPCX.

Read at source← All news

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