SpaceX $SPCX Position Boosted by Aire Advisors LLC

Posted by Stanley Muller on Oct 22nd, 2026

Aire Advisors LLC increased its holdings in SpaceX (NASDAQ:SPCX – Free Report) by 297.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,809 shares of the company’s stock after purchasing an additional 6,592 shares during the quarter. Aire Advisors LLC’s holdings in SpaceX were worth $1,329,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. James T. Borello RIA lifted its position in shares of SpaceX by 41.4% in the 3rd quarter. James T. Borello RIA now owns 246 shares of the company’s stock valued at $37,000 after acquiring an additional 72 shares in the last quarter. Downshift Financial LLC grew its position in SpaceX by 25.7% during the third quarter. Downshift Financial LLC now owns 553 shares of the company’s stock valued at $83,000 after purchasing an additional 113 shares in the last quarter. Trifecta Capital Advisors LLC increased its stake in shares of SpaceX by 112.5% in the third quarter. Trifecta Capital Advisors LLC now owns 238 shares of the company’s stock worth $36,000 after acquiring an additional 126 shares during the last quarter. Decision Investments Inc. grew its stake in SpaceX by 10.7% in the third quarter. Decision Investments Inc. now owns 1,443 shares of the company’s stock valued at $218,000 after purchasing an additional 139 shares in the last quarter. Finally, Worthington Financial Partners LLC raised its position in SpaceX by 3.0% during the third quarter. Worthington Financial Partners LLC now owns 4,883 shares of the company’s stock valued at $737,000 after acquiring an additional 142 shares in the last quarter.

Analysts Set New Price Targets

SPCX has been the topic of a number of analyst reports. Wedbush assumed coverage on SpaceX in a report on Tuesday, June 30th. They set an “outperform” rating and a $190.00 price objective on the stock. Stifel Nicolaus started coverage on shares of SpaceX in a research note on Tuesday, July 7th. They issued a “buy” rating and a $190.00 price objective for the company. Erste Group Bank assumed coverage on SpaceX in a report on Thursday, October 8th. They set a “hold” rating on the stock. Guggenheim initiated coverage on shares of SpaceX in a research note on Friday, August 7th. They issued a “buy” rating on the stock. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of SpaceX in a report on Monday. Three research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, nine have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, SpaceX currently has an average rating of “Moderate Buy” and an average target price of $243.08.

Read Our Latest Report on SPCX

Key Headlines Impacting SpaceX

Here are the key news stories impacting SpaceX this week:

Positive Sentiment: Strong Q3 results: SpaceX reported $14.58 billion in revenue, up 161% year over year, and earnings of $0.35 per share versus the $0.10 consensus estimate. Net income reached approximately $4.4 billion, compared with a loss a year earlier. SpaceX quarterly revenue jumps, beats estimates as AI business surges
Positive Sentiment: AI business is scaling rapidly: The Super Intelligence segment generated roughly $7.56 billion in revenue, up more than eightfold, and became SpaceX’s largest revenue contributor. Management said new computing deployments are currently producing payback in less than a year, helping validate the company’s AI infrastructure strategy. Why SpaceX Stock Popped After Earnings
Positive Sentiment: Upbeat outlook and analyst support: SpaceX guided to $33 billion-$37 billion in first-quarter 2027 revenue, while its backlog reached about $63 billion. JPMorgan raised its price target to $500, and other firms including Wells Fargo, TD Cowen and Needham also increased targets or reiterated bullish ratings. Top Analysts Boost Price Targets After Q3 Beat
Positive Sentiment: Merger speculation added momentum: Elon Musk called a Tesla-SpaceX merger a good idea, and both companies formed independent committees to examine a transaction. A combination could create synergies across AI, vehicles, robotics, connectivity and data. However, no deal is certain and shareholder approval would be required. SpaceX and Tesla boards form special committees to review merger
Neutral Sentiment: Starlink remains an important financial base: Connectivity revenue rose 69% to approximately $5.25 billion, with 13.6 million consumer subscribers and strong enterprise and government growth. Investors are watching whether subscriber expansion and direct-to-device plans can support the AI buildout.
Negative Sentiment: Capital intensity remains the key risk: SpaceX spent about $19.6 billion on capital expenditures in the quarter and expects $35 billion-$40 billion in fourth-quarter spending. Analysts have warned that continued AI expansion could require substantial borrowing and create execution, power-availability and cash-flow risks. SpaceX Bulls Get Louder After Q3 Earnings Print
Negative Sentiment: Potential supply and governance overhangs: Upcoming insider share unlocks could increase selling pressure, while concerns about Starlink’s geopolitical exposure and the uncertain terms of any Tesla merger remain risks to valuation.

SpaceX Stock Performance

Shares of SpaceX stock opened at $159.31 on Thursday. The company has a quick ratio of 4.99, a current ratio of 5.12 and a debt-to-equity ratio of 0.29. SpaceX has a 52 week low of $104.83 and a 52 week high of $225.64. The company has a market cap of $2.10 trillion and a PE ratio of -1,770.11. The company’s fifty day simple moving average is $149.18.

SpaceX (NASDAQ:SPCX – Get Free Report) last issued its quarterly earnings data on Tuesday, October 20th. The company reported $0.35 EPS for the quarter, topping analysts’ consensus estimates of $0.10 by $0.25. The company had revenue of $14.57 billion for the quarter. During the same quarter last year, the firm posted ($0.36) EPS. The firm’s revenue for the quarter was up 161.4% compared to the same quarter last year. As a group, research analysts forecast that SpaceX will post 0.07 EPS for the current fiscal year.

Insider Transactions at SpaceX

In other SpaceX news, COO Gwynne Shotwell sold 342,170 shares of the business’s stock in a transaction that occurred on Tuesday, September 22nd. The stock was sold at an average price of $153.57, for a total transaction of $52,547,046.90. Following the transaction, the chief operating officer owned 2,472,035 shares of the company’s stock, valued at $379,630,414.95. The trade was a 12.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

SpaceX Profile

(Free Report)

Space Exploration Technologies Corp., commonly known as SpaceX, is a privately held aerospace company founded in 2002 by Elon Musk. The company develops and operates launch vehicles and spacecraft designed to reduce the cost of access to space and support commercial, government and scientific missions.

SpaceX’s principal products and services include the Falcon 9 and Falcon Heavy rockets, the Dragon spacecraft and the Starlink satellite communications network. Falcon rockets are used to launch satellites, cargo and crew, while Dragon spacecraft support transportation to and from low Earth orbit.