Intelligence Feed event · Macro · 2026-09-19

    Morgan Stanley Sets $300 Price Target on SpaceX Highlighting AI TAM

    Question

    Morgan Stanley Sets $300 Price Target on SpaceX Highlighting AI TAM

    Direct answer

    Following a 36% decline from its peak post-IPO valuation, SpaceX received research support from lead underwriter Morgan Stanley, which reaffirmed its $300 price target. The analysis frames orbital communications and space-based computing infrastructure as key long-term valuation drivers. The report attributes the majority of SpaceX's long-term TAM ($26.5 trillion of $28.5 trillion) to AI-enabled services, broadband constellations, and orbital data transport, anchoring institutional sentiment across the broader commercial aerospace sector.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-19
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Morgan Stanley Sets $300 Price Target on SpaceX Highlighting AI TAM”, revision 1, evidence through 2026-09-19. https://marketontology.com/market-events/2026-09-19/morgan-stanley-sets-300-price-target-on-spacex-highlighting-ai-tam-d9593c

    MACRO
    Morgan Stanley Sets $300 Price Target on SpaceX Highlighting AI TAM
    Following a 36% decline from its peak post-IPO valuation, SpaceX received research support from lead underwriter Morgan Stanley, which reaffirmed its $300 price target. The analysis frames orbital communications and space-based computing infrastructure as key long-term valuation drivers. The report attributes the majority of SpaceX's long-term TAM ($26.5 trillion of $28.5 trillion) to AI-enabled services, broadband constellations, and orbital data transport, anchoring institutional sentiment across the broader commercial aerospace sector.
    MSSPCX
    Impact
    70
    SEP 19
    SIG
    85%
    MSSPCX
    Morgan Stanley Sets $300 Price Target on SpaceX Highlighting AI TAM
    Following a 36% decline from its peak post-IPO valuation, SpaceX received research support from lead underwriter Morgan Stanley, which reaffirmed its $300 price target. The analysis frames orbital communications and space-based computing infrastructure as key long-term valuation drivers. The report attributes the majority of SpaceX's long-term TAM ($26.5 trillion of $28.5 trillion) to AI-enabled services, broadband constellations, and orbital data transport, anchoring institutional sentiment across the broader commercial aerospace sector.
    → Sell-side research endorsement of orbital compute and satellite data networking provides valuation support for post-IPO private-to-public transition names.
    Impact
    Following a 36% decline from its peak post-IPO valuation, SpaceX received research support from lead underwriter Morgan Stanley, which reaffirmed its $300 price target. The analysis frames orbital communications and space-based computing infrastructure as key long-term valuation drivers. The report attributes the majority of SpaceX's long-term TAM ($26.5 trillion of $28.5 trillion) to AI-enabled services, broadband constellations, and orbital data transport, anchoring institutional sentiment across the broader commercial aerospace sector.
    Affected
    MSSPCX
    Transmission
    Sell-side research endorsement of orbital compute and satellite data networking provides valuation support for post-IPO private-to-public transition names.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    MSequity underwriting league table credibilityWatch1-5dMorgan Stanley published high-profile equity research thesis reiterating $300 price target.
    SPCXinstitutional target price reset and TAM re-ratingUp1-4wMS reiterated Buy rating with $300 price target implying >100% upside from post-IPO lows.

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    MSWatch202.58 2026-09-18+1.75%-3.10%Pending

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    No verifiable public source recorded for this card.

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