OOppenheimer SSpaceX · SPCX

Oppenheimer Raises SpaceX Price Target to $280

Sep 2, 2026· Analyst: Tim Horan· 1 min read· Reproduced verbatim
Rating
Buy
Price target
$280
Previous
$250
Implied upside
+97%

Oppenheimer analyst Tim Horan raised the price target on SpaceX (NASDAQ: SPCX) to $280 (from $250) while maintaining an Outperform rating.

“This report is a deep dive into the economics of SPCX AI applications and infrastructure. SPCX is differentiating itself through its unique vertically integrated AI platform.

SPCX has the data, capital, GPUs (strong NVDA relationship) and builds infrastructure rapidly.”

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