Goldman Sachs and Morgan Stanley split on SpaceX stock price target

Goldman Sachs and Morgan Stanley split on SpaceX stock price target

Goldman Sachs set a $205 price target on SpaceX stock while Morgan Stanley set a $300 target, a gap that implies a roughly $1 trillion difference in valuation

BOMBSHELLS In Morgan Stanley Adam Jonas SpaceX Analysis Up to 2028 or 2030

Morgan Stanley has an interesting 142 page report on SpaceX that has several material inconsistencies between its high-level assumptions about orbital compute scale, mass/payload, capex, and monetization and the known technical specifications for Starship launches, satellite power density, and real-world AI compute deals. However, we can set aside agreeing about the AI data centers in ...