SpaceX Hosts First Earnings Call Since Its IPO. Is SpaceX a Buy Ahead of the Aug. 4 Earnings Release?

2 months ago 41

Daniel Foelber, The Motley Fool

Wed, July 22, 2026 astatine 5:30 AM CDT 6 min read

After the marketplace adjacent connected July 20, Space Exploration Technologies (NASDAQ: SPCX) said it volition merchandise second-quarter net connected Aug. 4.

The study volition coincide with SpaceX's archetypal net telephone with analysts arsenic a nationalist institution and comes astatine a pivotal time, with the banal hovering adjacent its lowest constituent since its June 12 initial nationalist offering (IPO). As of the marketplace adjacent connected July 21, SpaceX shares are down 40% from its intraday precocious of $225.64 connected June 16.

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Here's what investors should look for erstwhile SpaceX reports and if the maturation banal is simply a bargain now.

Illustration successful a wood carving benignant of a idiosyncratic looking done binoculars astatine the cosmos.

Welcome to the nationalist signifier

Aug. 4 volition beryllium Elon Musk's archetypal net telephone arsenic main enforcement serviceman of a institution that isn't Tesla (NASDAQ: TSLA). Investors should tune successful to spot however the net telephone is conducted, whether its format differs from Tesla's, and whether it leans much connected SpaceX's different executives than connected Musk.

It would besides beryllium worthy paying attraction to however SpaceX releases supplemental materials, whether it includes utile accusation successful its presumption decks and net release, oregon whether investors volition request to excavation for details successful its quarterly 10-Q filing with the Securities and Exchange Commission (SEC).

SpaceX's Model 3 infinitesimal

Since 2023, SpaceX has been liable for launching much than 80% of the world's wide enactment into orbit. The bulk of that wide has travel from SpaceX's Starlink web of debased world orbit broadband and mobile satellites.

With 9,600 Starlink satellites successful orbit arsenic of March 31 and 10.3 cardinal Starlink subscribers, Starlink is instrumental to SpaceX's gross and escaped currency travel growth. SpaceX has a premix of user and endeavor solutions. As it has added much customers, its gross per idiosyncratic has declined. So investors should tune successful to SpaceX's plans to grow Starlink and whether its pricing exemplary volition alteration arsenic it improves connectivity.

In its May 20 Form S-1 IPO filing with the SEC, SpaceX said it expects to statesman deploying its next-generation Starlink V3 satellites connected Starship launchers successful the 2nd fractional of 2026, and it is connected docket to bash so. SpaceX planned to motorboat its 13th Starship trial formation connected July 16 but scrubbed it and rescheduled it for July 23. Part of the payload includes 20 Starlink V3 satellites.

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