华尔街再次看好SpaceX，该股在纳斯达克首次亮相后几个月的下跌后回升至IPO价格。SpaceX股价周五收于158.96美元，比6月份首日收盘价低约1%。SPCX ALL山SPCX自6月份上市以来分析师认为，尽管该股的预期收益为133倍，但相对于其增长潜力，目前该股的价值仍很高。摩根士丹利的亚当·乔纳斯周日在给客户的一份报告中写道：“根据增长调整后，SpaceX是发挥太空和情报经济强选择性的最便宜方式之一。”
Wall Street is getting bullish on SpaceX again as the stock clambers back to its IPO price following declines in the months after its Nasdaq debut. SpaceX shares closed Friday at $158.96, about 1% shy of the close on the first day of trading in June. SPCX ALL mountain SPCX since going public in June Analysts think the stock is a good value now, relative to its growth potential, even though it's trading at 133 times forward earnings, according to FactSet. "Adjusted for growth, SpaceX is one of the cheaper ways to play the strong optionality of the Space and Intelligence Economy," Adam Jonas at Morgan Stanley wrote in a note to clients Sunday.
“投资者还有几周的时间来‘抓住’15号航班起飞前的机会。“据乔纳斯称，15号航班是SpaceX对其新型星舰火箭的下一次试飞，预计将于本月晚些时候或11月初进行。Starship希望这种可重复使用的火箭的有效载荷能力超过100吨，由于预计可以节省成本，华尔街经常将其视为未来盈利的主要引擎。根据世界经济论坛的数据，SpaceX占据私人发射市场82%的份额。“[我们]正在等待SpaceX团队确认是否会尝试捕获船舶（星际飞船上级）。捕获船只可能是自IPO以来最大的积极催化剂，”乔纳斯写道。摩根士丹利将SpaceX评级为“增持”，目标价格为300美元，意味着上涨幅度约为88%。富国银行的分析师预计今年还会发射两到三枚SpaceX。他们认为“助推器捕捞是一个合理的目标，而船舶捕捞可能是27年底/28年初的故事。富国银行表示，SpaceX正在将其发射和连接部门的工程师重新部署到轨道数据中心工作中。
"Investors still have a few weeks to 'catch' the opportunity before Flight 15." Flight 15 is SpaceX's next test flight of its new Starship rocket, expected later this month or early in November, according to Jonas. Starship hopes The reusable rocket has a payload capacity of more than 100 metric tons and has been frequently cited by Wall Street as a major engine of future profitability due to expected cost savings.
富国银行（Wells Fargo）的肯·高雷尔斯基（Ken Gawrelski）周日在给投资者的信中写道：“工程团队现在正在优先考虑人工智能卫星，计划在Starship能够支持更快的发射节奏后进行规模交付。”Gawrelski还对SpaceX进行了增持，目标价格为212美元，意味着上涨约33%。航天行业“低谷”德意志银行分析师认为，考虑到第三季度的回调导致SpaceX下跌12%，整个航天行业可能正处于中期上涨的边缘除SpaceX外的全球前50名航天股，截至去年年底，总市值飙升至2700亿美元，高于2025年第三季度的2120亿美元，但根据德意志银行周一的一份报告，2026年前三个季度有所下降，这表明该行业目前已准备好反弹。
SpaceX has an 82% share of the private launch market , according to the World Economic Forum. "[We are] awaiting confirmation from the SpaceX team on whether or not a ship (Starship upper stage) catch will be attempted. A ship catch could be the biggest positive catalyst since the IPO," Jonas wrote. Morgan Stanley rates SpaceX "overweight," with a $300 price target, implying upside of about 88%. Analysts at Wells Fargo expect two to three more SpaceX launches this year. They believe that "booster catch [is] a reasonable target while Ship catch [is] likely a late '27 / early '28 story." SpaceX is redeploying engineers from its launch and connectivity divisions onto orbital data center work, Wells Fargo said. "Engineering team [is] now prioritizing AI satellites ahead of orbital demonstration launch targeted for 2Q:27, with scaled delivery planned once Starship can support the faster launch cadence," Ken Gawrelski at Wells Fargo wrote to investors Sunday.
“过去四年，我们看到了四次超过40%的修正，美国‘新太空’群体的平均峰谷跌幅为-44%;当前的修正在低点下降了60%，这表明我们可能已经进入低谷，”德意志银行的爱迪生于周一写道。
Gawrelski also rates SpaceX overweight, with a $212 price target, implying about 33% upside. Space sector 'trough' Analysts at Deutsche Bank think that the entire space sector may be on the verge of medium-term gains in light of a third-quarter correction that drove down SpaceX 12% The top 50 global space stocks, excluding SpaceX, surged to a combined market capitalization of $270 billion by the end of last year, up from $212 billion in the 2025 third quarter, but fell in the first three quarters of 2026, according to a Monday note from Deutsche Bank, suggesting that the sector is now poised for a rebound. "We've seen four corrections of > 40% in the past four years with the average peak-to-trough decline across the 'New Space' cohort in the U.S. at -44%; the current correction saw a > 60% drawdown at its low, suggesting to us a trough may be in," Edison Yu at Deutsche Bank wrote Monday.