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High materiality8/10

Morgan Stanley Sees Growth-Backed SpaceX Upside Ahead of Starship Flight 15

Oct 5, 2026, 12:18 PM EDT3 sourcesAI-analyzed
Why it may matterVerify against the original reporting

A high-profile bullish note with a $300 target and growth-focused framework can attract buyers, especially if Starship Flight 15 and Q3 results meet or exceed expectations; the current price near $159 leaves substantial upside potential if catalysts materialize and AI compute economics validate the thesis.

AI summary

What happened, with direct paths to the underlying reporting

Morgan Stanley's Adam Jonas argues SpaceX should be valued on growth rather than headline multiples, issuing a $300 target. He assigns substantial value to AI and neocloud segments while treating Starship Flight 15 as a near-term catalyst; third-quarter earnings could illuminate Cursor and Grok Bot economics. The stock recently moved around $158–$165, suggesting potential upside on catalysts.

  • MS's Jonas argues SpaceX growth justifies higher value.
  • Price target $300; Starship Flight 15 seen as catalyst.
  • SpaceX at $159; 2028 EV/EBIT ~30x; GA ~0.3x vs peers 0.5x-0.8x.
  • AI compute pricing could swing next year's revenue; scale matters.
  • Starship Flight 15 late Oct/early Nov; Q3 earnings late Oct.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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