SpaceX $SPCX Stock Holdings Increased by Total Clarity Wealth Management Inc.

Total Clarity Wealth Management Inc. lifted its holdings in shares of SpaceX (NASDAQ:SPCX) by 85.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 12,050 shares of the company’s stock after purchasing an additional 5,554 shares during the quarter. Total Clarity Wealth Management Inc.’s holdings in SpaceX were worth $1,818,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of SPCX. Syntax Research Inc. acquired a new stake in shares of SpaceX in the 2nd quarter valued at $26,000. Atwood & Palmer Inc. bought a new stake in SpaceX in the second quarter worth $29,000. PayPay Securities Corp acquired a new position in SpaceX during the second quarter worth $30,000. Marquette Asset Management LLC acquired a new position in SpaceX during the second quarter worth $32,000. Finally, Hickory Point Bank & Trust bought a new position in SpaceX during the third quarter valued at about $30,000.

Analyst Ratings Changes

A number of brokerages have weighed in on SPCX. Weiss Ratings assumed coverage on SpaceX in a research report on Tuesday, September 1st. They issued a “sell (d)” rating for the company. Daiwa Securities Group initiated coverage on SpaceX in a research note on Thursday, July 2nd. They set a “neutral” rating and a $175.00 price target for the company. Clear Str raised SpaceX to a “strong-buy” rating in a report on Tuesday, July 7th. Wall Street Zen raised SpaceX from a “sell” rating to a “hold” rating in a research note on Saturday. Finally, Yorkville Ives initiated coverage on SpaceX in a report on Tuesday, October 6th. They issued an “outperform” rating and a $225.00 target price for the company. Four investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, SpaceX has a consensus rating of “Moderate Buy” and a consensus price target of $244.97.

More SpaceX News

Here are the key news stories impacting SpaceX this week:

• Positive Sentiment: Strong earnings and AI growth support the stock. SpaceX reported $14.58 billion in third-quarter revenue, up 161% year over year, and $0.35 in EPS versus expectations of $0.10. Its AI-related “Super Intelligence” segment generated approximately $7.56 billion, more than half of total revenue. Is SpaceX Stock a Buy After Its Latest Earnings Report?
• Positive Sentiment: Analyst optimism increased. Bernstein raised its SpaceX price target to $268 from $248 and maintained an Outperform rating, citing AI infrastructure expansion and the longer-term possibility of orbital data centers. SpaceX stock rises, why analysts see more upside for the stock
• Positive Sentiment: Starlink continues adding commercial customers. An agreement to provide Starlink internet on easyJet flights reinforces the satellite network’s growth and monetization potential. SpaceX Stock Rises on Plans to Add Starlink Internet to easyJet Flights
• Neutral Sentiment: SpaceX secured approximately $40 billion in GPU financing through an Apollo-managed arrangement to acquire Nvidia chips and data-center equipment, with leases expected to begin in 2027. The funding accelerates AI capacity but adds significant long-term obligations. SpaceX locks in $40B GPU financing deal with Apollo
• Neutral Sentiment: Speculation over a potential Tesla-SpaceX combination remains a major valuation catalyst, but no transaction has been confirmed and independent committees are reviewing the idea. A merger could create operating synergies while also raising concerns about pricing, dilution and shareholder alignment. Elon Musk Reveals the Real Reason He Hasn’t Confirmed a SpaceX-Tesla Merger Will Happen
• Negative Sentiment: Financing and valuation risks remain elevated. SpaceX has filed a $3.42 billion shelf registration covering up to 23.6 million Class A shares, creating potential dilution. Analysts also question whether its heavy AI capital spending and valuation—reported at more than 60 times trailing sales—can be justified by future returns. Has Space Exploration Technologies Become Fully Valued Following Its Shelf Filing?
• Negative Sentiment: Legal and competitive concerns add uncertainty. Louisiana residents sued to unwind a SpaceX tax agreement, alleging violations of open-meeting requirements. Separately, Verizon executives estimate that competing directly in terrestrial wireless could require years and as much as $500 billion in infrastructure investment. Louisiana residents sue to unwind SpaceX tax deal

SpaceX Trading Up 1.1%

Shares of SPCX opened at $148.58 on Wednesday. SpaceX has a one year low of $104.83 and a one year high of $225.64. The stock has a fifty day moving average price of $149.43.

SpaceX (NASDAQ:SPCX) last released its earnings results on Tuesday, October 20th. The company reported $0.35 earnings per share for the quarter, topping analysts’ consensus estimates of $0.10 by $0.25. The firm had revenue of $14.57 billion for the quarter. During the same period last year, the company posted ($0.36) earnings per share. SpaceX’s revenue was up 161.4% on a year-over-year basis. On average, research analysts expect that SpaceX will post 0.13 EPS for the current fiscal year.

Insider Activity at SpaceX

In other news, COO Gwynne Shotwell sold 342,170 shares of SpaceX stock in a transaction dated Tuesday, September 22nd. The stock was sold at an average price of $153.57, for a total value of $52,547,046.90. Following the transaction, the chief operating officer directly owned 2,472,035 shares in the company, valued at approximately $379,630,414.95. The trade was a 12.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

SpaceX Company Profile

Space Exploration Technologies Corp., commonly known as SpaceX, is a privately held aerospace company founded in 2002 by Elon Musk. The company develops and operates launch vehicles and spacecraft designed to reduce the cost of access to space and support commercial, government and scientific missions.

SpaceX’s principal products and services include the Falcon 9 and Falcon Heavy rockets, the Dragon spacecraft and the Starlink satellite communications network. Falcon rockets are used to launch satellites, cargo and crew, while Dragon spacecraft support transportation to and from low Earth orbit.