SPCX Space Exploration Technologies Corp.

SPCX Space Exploration Technologies Corp.

Industrials · Aerospace & Defense

Desk view

PassedIn-zone on price only (Oct 2 close 158.96 over the 156.87 range high), not the confirmed breakout the call needs: one close, lock-up releases Oct 9/Oct 24/post-Nov 3/Dec 8 still ahead, too young for a 200-day; and the unlaned conviction slots are full (maxPerLane 3). Declined, not forgotten. (2026-10-03)
Basis Open desk call ·Logged decision ·Entry target
Updated

Market read

POC $147.62 · VWAP $149.93 · -1.6% vs 12m avg buyer

too-young gaps: stablechurn: quiet as of

Insiders selling 0 buy / 1 sell · Form 4, 90d $52.5M sold last open-market sell Shotwell Gwynne

Coverage

6 related campaigns

Watchlists @nvidia-open-agent-ecosystem@space@thebuildout-space-data-centers-orbital-compute

SPCX Price Structure

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Peers

Every watchlist SPCX belongs to, members best 30-day change first — SPCX highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-space-data-centers-orbital-compute
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IBM+8.9% +0.6%1d +9.2%7d SPCX-0.6% +1.9%1d +1.0%7d MCHP-2.0% -0.6%1d +0.3%7d GOOG-5.3% -1.1%1d -5.8%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d
@space
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GSAT0.0% +0.2%1d +0.2%7d SPCX-0.6% +1.9%1d +1.0%7d ECHO-3.9% +3.8%1d +4.3%7d IRDM-8.1% +1.4%1d +1.5%7d ARKX-8.7% +0.7%1d -0.1%7d FLY-16.8% +4.0%1d +8.8%7d PL-18.1% +2.5%1d -1.1%7d RKLB-25.2% +2.7%1d +3.5%7d RDW-25.8% +2.7%1d -0.4%7d LUNR-31.0% +0.7%1d -2.4%7d ASTS-33.7% +2.6%1d -2.1%7d
@nvidia-open-agent-ecosystem
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ACN+35.9% -3.6%1d +8.6%7d NTSK+30.8% +9.4%1d +27.8%7d MNDY+23.2% -0.3%1d +17.9%7d ZS+19.0% +7.3%1d +23.0%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d CHKP+12.7% +4.6%1d +15.3%7d FROG+9.0% +7.2%1d +19.4%7d IBM+8.9% +0.6%1d +9.2%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d HPQ+4.6% -0.4%1d +12.1%7d SNPS+4.1% +1.8%1d -5.4%7d OKTA+3.7% +5.8%1d +13.8%7d PLTR+2.6% +0.3%1d +5.8%7d CDNSE+2.4% +2.2%1d -0.9%7d SAIL+1.8% +8.6%1d +16.2%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d FFIV-0.1% +1.2%1d +3.0%7d S-0.4% +6.7%1d +11.2%7d SPCX-0.6% +1.9%1d +1.0%7d JPM-1.8% -1.5%1d -2.4%7d CRWD-1.9% +8.3%1d +13.3%7d PANW-3.2% +7.2%1d +11.3%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d C-8.6% -1.5%1d -2.9%7d HPE-9.1% +2.2%1d +2.8%7d ORCL-12.7% +0.5%1d -1.6%7d PWR-13.9% -1.1%1d -13.5%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d AKAM-21.0% +2.6%1d +6.5%7d NBIS-29.9% -0.3%1d -4.1%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d BTDR-43.5% -4.4%1d -9.8%7d IREN-47.1% -2.4%1d -7.7%7d

Desk commentary

Authored analysis and challenge notes tied to SPCX.

2

Next earnings SPCX reports in 109 days Feb 9 '27

Last report Oct 20

Reported EPS $0.35 versus analyst consensus of $0.16 (+112.5%).

full note →

Against street estimates

How SPCX's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

2 quarters on file · newest report Oct 20 · projection Oct 23

Result
Oct 20 0.160.35+112.5%Beat
Aug 4 -0.29-0.09+68.9%Beat

Recent news

Headlines about SPCX from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

SPCX research tape

49 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief The Funding Bill: the AI supply chain sells as one while staples, Treasuries and Blackstone... brief Patch Day: security software closes 11 for 11 as an AI-found web flaw takes government sites... brief The Prints — 2026-10-20 → 2026-10-21 earnings SPCX earnings — 2026-10-20 brief The Carriers Paid Friday for a Starlink Network Still Years Out
Types
Oct 22 Market Brief The Funding Bill: the AI supply chain sells as one while staples, Treasuries and Blackstone take the money
ACGLADBEAPHBHPBRK-BTTMIKALUBHVN +4 more
Oct 21 Market Brief Patch Day: security software closes 11 for 11 as an AI-found web flaw takes government sites offline
AVEXASSTZCSHABSILADNTSKMEDPHSAI +4 more
Oct 21 The Prints The Prints — 2026-10-20 → 2026-10-21
SPCXMETATSLANFLXLRCXTXNTMOIBM
Oct 20 Catalyst SPCX earnings
SPCX
Oct 9 Article The Carriers Paid Friday for a Starlink Network Still Years Out
VZETTMUSASTSSPCXAMTECHOVSAT +3 more
Oct 9 tweet Aakash Gupta — SpaceX's 800 MHz buy is the indoor layer satellites were missing
VZETTMUSSPCX Quotes @SpaceX ↗
Oct 2 Market Signal Tsmc, Spacex and Mks Cleared Their Entry Lines on Friday's Close; None Was Admitted
TSMSPCXMKSIGDXGLDBUFR
Sep 30 Article Rocket Stocks Gave Back Their September Bounce: Still Repairing, Not Taking Off
RKLBSPCXFLYVSATASTSECHOIRDMGSAT +4 more
Sep 25 Article Google's Project Suncatcher: first in-orbit TPU test — article
GOOGLPLSPCX
Sep 25 Article Rocket Stocks Bounced Under Their 200-Day Lines; Google's Space TPUs Are a Four-Chip Test
RKLBVSATSPCXPLFLYIRDMGSATASTS +4 more
Sep 17 Target SPCX — Desk Call Target
SPCX
Sep 17 Deep Dive Up to 1.6 Billion SpaceX Shares Have Come Off Lock-Up Since August, and Up to 3.1 Billion More Follow by December 8
SPCX
Aug 5 Market Brief Fear Disarms Into the Week's Biggest Print Wall
AGROAMBAAMPARESARKGATKRSPCXPLTR +4 more
Aug 5 tweet Gavin Baker on Invest Like the Best — no slowdown on the ground: old GPUs repricing up, the memory war, and who funds the buildout
NVDAMUSNDKSPCX
Aug 5 The Prints The Prints
SPCXPFEKTOSAMPX
Aug 4 Market Brief The Hardware Complex Fires First, and the Wall Hits Tonight
ALKSAVALAXSMBTSGCDNACGNXAAPLABBV +4 more
Aug 4 Catalyst SPCX earnings
SPCX
Aug 3 Market Brief The Tape Turned, Then Palantir Answered
ACHCANDEBKDCAKECECOCLDXAGMCDNA +4 more
Jul 26 reddit u/app1310 — Short sellers notch $15.5B profit as SpaceX slides below its IPO price
SPCXTSLA#spacex-ipo-liquidity-event#ai-mega-ipo-liquidity-regime
Jun 26 Update RKLB — candidate.roundup
RKLBASTSLUNRRDWFLYARKXSPCX
Jun 25 Article Monday Light Issue — June 25: The Entries Didn't Move (That's the Signal)
GOOGLCRWDMUAIPCORTDNLISPCXMSFT
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXNBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 17 Investigation SpaceX post-IPO study — 4% float melt-up vs the dated staggered-lockup overhang
SPCXARKX#spacex-ipo-liquidity-event
Jun 17 Investigation SpaceX deal-confirmed forced-flow reconciliation + June-18 index-inclusion pre-position
SPCX#spacex-ipo-liquidity-event
Jun 16 Target SPCX entry-zone — $185-$200
SPCX
Jun 16 Update Space Candidates
RKLBGSATARKXFLYECHOASTSLUNRIRDM +2 more
Jun 16 Catalyst Leverage Shares launches 2x Long/Short SpaceX ETFs (SPCH/SSPC) — $500M+ day-one, biggest new-ETF debut since IBIT
SPCHSSPCSPCX#spacex-ipo-liquidity-event
Jun 16 Article Status Report
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Analysis Thread: SpaceX/xAI buys Cursor (Anysphere) $60B — the AI *product*-layer competitor map
SPCXCRMIGVWCLDNETPLTRSHOPAMZN#spacex-ipo-liquidity-event +3 more
Jun 16 Article Daily Actions
ADBEAGROAMZNARMARKXASMLAVGOBNO +4 more
Jun 4 Investigation SpaceX S-1 picks-and-shovels / supply-chain investable map
SPCXECHONVDATSMSEIGEVTSLAGOOGL#ai-power-bottleneck#optical-supercycle#memory-supercycle#spacex-ipo-liquidity-event +4 more
Jun 4 Investigation SpaceX (SPCX) original S-1 full read, section by section
SPCXTSLAECHOASTSRKLBNVDAINTC#spacex-ipo-liquidity-event#ai-power-bottleneck
Jun 3 Filing SpaceX S-1/A priced — $135/share fixed, $75B offering (no longer blank) — filing
SPCX#spacex-ipo-liquidity-event
Jun 3 Investigation SpaceX net-flow model — forced passive index demand vs staggered lockup supply (parametric)
SPCXNVDAMSFTGOOGLAMZNSPYQQQIWM#spacex-ipo-liquidity-event
Jun 3 Investigation AI mega-IPO macro-buffer check — is the system's absorptive capacity actually drained?
SPCXSPYQQQIWMTLT#spacex-ipo-liquidity-event
Jun 2 Investigation xAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook
SPCXNVDAMSFTGOOGLAMZNINTCTSLANBIS#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +2 more
Jun 2 Article moomoo Macro Moover SpaceX liquidity shock book-build window — article
SPCXNVDAMSFTAMZN
Jun 2 Investigation Large IPO winners — the positive base rate: which big IPOs did NOT drop for a decade, and what they shared
SPCXNVDAAMZNGOOGLMSFTNFLX#spacex-ipo-liquidity-event
Jun 2 Forum Hacker News — Giga-IPOs index-inclusion discussion (Economist thread) — forum-thread
SPCXNVDAAAPLMSFTSPYQQQIWM
Jun 2 Investigation AI mega-IPO issuance-surge base rate — does an IPO wave at all-time highs predict a market top
SPCXQQQSPYNVDANBISCRWVCORZIREN#spacex-ipo-liquidity-event +1 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXNVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 1 Filing SpaceX S-1A amendment offering-blank staggered-lockup — filing
SPCX
Jun 1 Article Economist Giga-IPOs — can the stockmarket swallow Anthropic, SpaceX and OpenAI — article
SPCXNVDAMSFTGOOGLAMZNMETASPYQQQ +1 more
May 28 Article InvestmentNews Friedman SpaceX float-math nothingburger steelman — article
SPCXSPYQQQ
May 27 Article SpotGamma SpaceX IPO index inclusion forced flow — article
SPCXSPYQQQIWM
May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract
SPCXGOOGLAMZNMSFTORCLNVDAAVGONBIS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 19 Source SpaceX $SPCX Supply Chain: Some are confirmed suppliers. Most are strongly infer
SPCXSTMLINAPDSNPS
May 18 Article AlgorithmicFIRE Dunn mega-IPO forced-selling model — article
SPCXNVDAMSFTGOOGLAMZNMETA