How analysts reacted to SpaceX’s results
SpaceX reported on October 20, 2026 (quarter ended Sep 2026). In the next sessions, 20 Wall Street firms published notes: 10 raised their price target and 8 kept it unchanged; none cut. The median target of the 18 firms with a before-and-after figure went from $212 to $235 (+11%). The shares rose 8% on Oct 21, the first session after the report.
Every firm’s call 20
The first note from each firm in the session that reacted to the results and the next two, with its previous target. SpaceX consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 JP Morgan | Buy | $240 | $500 | +108% | Oct 21 | |
 Cantor | Buy | $246 | $345 | +40% | Oct 21 | |
 Wells Fargo | Buy | $214 | $274 | +28% | Oct 21 | |
 Citi | Buy | $200 | $240 | +20% | Oct 21 | |
 Barclays | Buy | $254 | $300 | +18% | Oct 22 | |
 TD Cowen | Buy | $200 | $224 | +12% | Oct 21 | |
 UBS | Buy | $210 | $230 | +10% | Oct 21 | |
 Goldman Sachs | Buy | $230 | $245 | +7% | Oct 21 | |
 Mizuho | Buy | $200 | $205 | +2% | Oct 21 | |
 Susquehanna | Hold | $173 | $176 | +2% | Oct 21 | |
 Stifel | Buy | $190 | $190 | Kept | Oct 21 | |
 Morgan Stanley | Buy | $300 | $300 | Kept | Oct 21 | |
 RBC Capital | Buy | $225 | $225 | Kept | Oct 21 | |
 Piper Sandler | Hold | $140 | $140 | Kept | Oct 21 | |
 Bernstein | Buy | $248 | $248 | Kept | Oct 21 | |
 Raymond James | Buy | $800 | $800 | Kept | Oct 21 | |
 Daiwa Securities | Hold | $140 | $140 | Kept | Oct 21 | |
 HSBC | Hold | $150 | $150 | Kept | Oct 21 | |
 KeyBanc | Hold | — | — | — | Oct 21 | |
 William Blair | Buy | — | — | — | Oct 21 |
Earlier SpaceX reports
Latest earnings reactions
MetaOct 2110 of 15 raised targetsMedian target +1%Shares −7%GMGeneral MotorsOct 206 of 7 cut targetsMedian target −11%Shares −7%
ASMLOct 142 of 5 raised targetsMedian target —Shares −4%
MicronSep 3020 of 24 kept targetsMedian target +1%Shares +3%
OracleSep 106 of 12 kept targetsMedian target +1%Shares −5%
BroadcomSep 27 of 18 raised targetsMedian target +3%Shares −3%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