SpaceX (NASDAQ: SPCX) Stock Analysis: Analyst Ratings and AI Infrastructure Expansion

• SpaceX (NASDAQ: SPCX) is reportedly expanding its AI infrastructure to support its launch, Starlink, and potential AI-related growth plans.
• Several analysts have issued ratings and price targets for SpaceX stock, reflecting mixed but generally positive market sentiment.
• Morgan Stanley reiterated a Buy rating with a $300.00 price target, while Susquehanna maintained a Hold rating and raised its target to $173.00.

SpaceX (NASDAQ: SPCX) builds rockets and operates the Starlink satellite network. It competes with other rocket launch providers and satellite internet companies. As highlighted by Finbold, the aerospace company is seeking to scale its AI infrastructure while analysts review the stock.

As highlighted by Finbold, four analysts issued ratings or price targets in the three days through October 8, 2026. Morgan Stanley’s Adam Jonas reiterated a Buy rating with a 12-month price target of $300.00. Susquehanna’s Charles Minervino maintained a Hold rating but raised his target to $173.00 from $144.00.

Erste Group’s Stephan Lignau started coverage with a Hold rating, while Yorkville Ives analyst Daniel Ives started coverage with a Buy rating and set a $225.00 price target. Ives said a potential AI infrastructure expansion could support SpaceX’s launch, Starlink, and AI growth strategy.

At the time of Finbold’s report, SpaceX stock traded near $165.81 after pulling back from resistance around $171.66. The article noted that analysts surveyed by TipRanks had an average 12-month price target of $215.72 for SPCX.