Earnings reaction · SPCX

How analysts reacted to SpaceX’s results

SpaceX reported on August 4, 2026 (quarter ended Jun 2026). In the next sessions, 13 Wall Street firms published notes: 1 raised their price target, 2 cut it and 8 kept it unchanged. The median target of the 11 firms with a before-and-after figure went from $230 to $215 (−7%). 1 firm upgraded the stock. The shares fell 14% on Aug 5, the first session after the report.

Aug 4, 2026 reported13 firms1 raised2 cut
Median target$230 → $215−7% · 11 firms
Target changes1 raised2 cut · 8 kept · 1↑ 0↓ ratings
Share move−14%Aug 5 · $125.33 → $108.27
EPS vs consensusBeat 65%-0.09 vs -0.26 expected

Every firm’s call 13

The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have gained 46% ($158.18 on Oct 21), against a median target of $215 from these firms. SpaceX consensus today

Before After Share price
BernsteinBuy$239$248+4%Aug 6
StifelBuy$190$190KeptAug 5
MizuhoBuy$200$200KeptAug 5
MacquarieBuy$250$250KeptAug 5
CantorBuy$246$246KeptAug 5
UBSBuy$210$210KeptAug 5
Raymond JamesBuy$800$800KeptAug 5
Bank of AmericaBuy$235$235KeptAug 5
Wolfe ResearchBuy$175$175KeptAug 5
Wells FargoBuy$230$215−7%Aug 5
Piper SandlerHold$156$140−10%Aug 5
William BlairBuy———Aug 5
ArgusUpgradeBuy—$160—Aug 7

Earlier SpaceX reports

Latest earnings reactions

All earnings reactions

How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true

Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.