2 months ago
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Anthony Di Pizio, The Motley Fool
Wed, July 22, 2026 astatine 9:25 AM CDT 5 min read
Space Exploration Technologies (NASDAQ: SPCX) went nationalist connected June 12, and it rapidly soared to a highest of $225.64. However, it has since mislaid 45% of its value, truthful adjacent investors who bought it astatine the authoritative archetypal nationalist offering (IPO) terms of $135 are presently underwater.
SpaceX is scheduled to merchandise its operating results for the 2nd 4th of 2026 (ended June 30) connected Aug. 4. The report, and the accompanying league telephone with CEO Elon Musk, volition supply investors with an update connected the company's abstraction transportation, outer net connectivity, and artificial quality (AI) infrastructure businesses.
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However, a affirmative second-quarter study astir apt won't beryllium capable to spark a betterment successful SpaceX banal due to the fact that of its sky-high valuation. Here's wherefore buying it up of Aug. 4 mightiness not beryllium a bully move.
What Wall Street mightiness beryllium looking for connected Aug. 4
SpaceX generated $4.7 cardinal successful full gross during the archetypal 4th of 2026 (ended March 31), and present was the publication from each of its 3 halfway segments:
Data source: SpaceX.
Connectivity was the biggest root of gross by far. SpaceX has utilized its Falcon 9 reusable rockets to motorboat implicit 9,600 Starlink satellites into orbit, which supply net entree to 10.3 cardinal paying customers. The upcoming V3 Starlink satellites volition present 10 times much bandwidth than the existent V2 satellites, truthful they could springiness this concern a immense boost erstwhile they commencement launching aboriginal this year.
According to Yahoo! Finance, Wall Street analysts estimation SpaceX generated astir $6.87 cardinal successful full gross during the 2nd quarter, but I deliberation the contributions from its 3 segments were astir apt vastly antithetic compared to the archetypal quarter. Connectivity was astir surely a cardinal root of gross yet again, but the AI concern apt showed substantial growth.
In January, SpaceX acquired Elon Musk's AI start-up xAI, which operates tremendous information centers similar Colossus and Colossus II. This infrastructure is utilized to make AI products similar the Grok chatbot, but SpaceX is present renting immoderate of the spare computing capableness to different companies successful speech for monolithic fees.
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