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tipranks.comSEP 222 min read$SPCX

SpaceX Stock (SPCX) Forecast – Why Analysts Remain Bullish Ahead of Sept. 24 Lockup Expiration

SpaceX (SPCX) stock is nearing a lockup expiration on September 24, with up to 328.4 million shares potentially unlocked. Analysts remain bullish, focusing on growth from Starship, Starlink, and AI. The average price target suggests 50% upside. Starship's 14th test flight is upcoming. SPCX stock is up 1% after Grok Bot AI agent reached 418,000 weekly users. Analysts highlight Starship reusability and AI compute deals as key catalysts.

Original reporting
tipranks.com
Published Sep 22, 2026, 7:41 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 22, 2026, 9:15 PM UTC. Informational, not investment advice.
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SpaceX Stock (SPCX) Forecast – Why Analysts Remain Bullish Ahead of Sept. 24 Lockup Expiration — source image
Source · tipranks.com
Decision brief

The 30-second read

$SPCXBullishMed
01

Why it matters

The newly disclosed compute contract adds a substantial revenue stream, reinforcing bullish price targets.

02

Market read

New multi‑billion AI compute deal could drive significant upside for SPCX ahead of lockup expiration.

03

What to watch

Potential supply constraints from GPU providers and capital intensity of scaling compute infrastructure.

Relevance 8/10Novelty 8/10Timing: ahead of Sept 24 lockup expiration

Background

SpaceX is approaching a major lockup expiration and analysts remain bullish due to upcoming Starship tests and AI business growth.

Company-level read

Ticker impact

$SPCXBullishHigh confidence
Context

CFO disclosed a new compute deal worth $1.11 billion per month, a fresh multi‑billion contract for SpaceXAI.

Expected impact

Potential upside of 10‑15% over the next weeks as investors price in the new revenue stream.

Evidence & confidence

Large-scale, newly announced compute agreement directly increases future cash flow and aligns with analyst bullish thesis.

Market effects

Sector

Strengthens the AI compute sector and may lift peers offering similar services.

Regional

Positive for US tech and aerospace equities.

Global

Highlights growing demand for AI infrastructure globally.

Counterpoint

What could challenge this read

If the compute capacity cannot be deployed as quickly as promised, the deal may not translate into near‑term earnings.

Key entities

  • company
    SpaceX

    Aerospace and AI firm.

  • executive
    Bret Johnsen

    CFO of SpaceX who announced the compute deal.

Read at source← All news

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