{"id":2962,"date":"2026-07-07T16:42:30","date_gmt":"2026-07-07T16:42:30","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2026\/07\/07\/could-spacex-be-an-800-stock-this-analyst-thinks-so\/"},"modified":"2026-07-07T16:42:30","modified_gmt":"2026-07-07T16:42:30","slug":"could-spacex-be-an-800-stock-this-analyst-thinks-so","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2026\/07\/07\/could-spacex-be-an-800-stock-this-analyst-thinks-so\/","title":{"rendered":"Could SpaceX be an $800 stock? This analyst thinks so"},"content":{"rendered":"
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SpaceX’s (SPCX) valuation has been in the spotlight ever since its historic June 12th initial public offering (IPO) that tagged a market cap of nearly $2 trillion on the space infrastructure and AI titan.<\/p>\n

And while many believe the company is trading at a stretched multiple, Brian Gesuale, a Raymond James analyst, issued a contrarian call on SPCX today, saying it\u2019s actually \u201cundervalued\u201d at current levels.<\/p>\n

In his research note, Gesuale told clients that SpaceX stock is strongly positioned<\/a> to hit $800 over the long-term \u2013 an exceptionally bullish price objective that signals potential upside of a whopping 430% from here.<\/p>\n

Why Raymond James is uber bullish on SpaceX stock<\/h2>\n

Gesuale\u2019s positive stance on SPCX shares is based primarily on commercial maturity of the firm\u2019s Starship.<\/p>\n

The next-gen vehicle is built to carry more than 100 metric tonnes into orbit \u2013 effectively rewriting the laws of aerospace economics.<\/p>\n

According to the Raymond James analyst, Starship is a revolutionary asset that transforms orbital launch from a custom, low-frequency capability into a highly automated transportation network.<\/p>\n

Gesuale noted that this shift mimics a commercial aviation operating cadence with continuously falling unit costs, allowing the space giant to tap into a massive, newly unlocked $30 trillion total addressable market.<\/p>\n

Gesuale sees AI as a major tailwind for SPCX shares<\/h2>\n

Beyond transforming global logistics and satellite deployment, Gesuale cited artificial intelligence (AI) as another major driver for SpaceX shares\u2019 premium valuation.<\/p>\n

As enterprise software shifts toward compute-heavy, agentic AI systems, the primary bottleneck for tech companies has shifted from software development to physical infrastructure and power availability.<\/p>\n

In a note to clients, the Raymond James analyst said SPCX is uniquely positioned to commercialize an ultra-low-cost platform designed to convert raw electricity into highly actionable, AI-powered analytical insights.<\/p>\n

By building out data capabilities connected to its satellite infrastructure, the firm is quietly erecting the foundational infrastructure required to generate useful intelligence at a lower cost than standard terrestrial operators.<\/p>\n

What\u2019s the consensus rating on SpaceX in 2026<\/h2>\n

Note that Raymond James is far from alone in its long-term optimism, though its target sits at the top of the Wall Street estimates.<\/p>\n

The firm acted as an underwriter for SpaceX’s massive $75 billion capital raise<\/a> alongside lead bookrunners Goldman Sachs and Morgan Stanley.<\/p>\n

This insider familiarity supports a thesis that compares SpaceX to historic economic catalysts like the railroads or the internet grid.<\/p>\n

Current consensus data from LSEG reveals that more than two-thirds of covering analysts hold a \u201cBuy\u201d or equivalent rating on billionaire Elon Musk\u2019s space infrastructure and AI giant.<\/p>\n

By framing the company as a pure-play industrial infrastructure backbone rather than a speculative aerospace venture, analysts increasingly view the current post-IPO consolidation as a unique entry point into SPCX stock.<\/p>\n

The post Could SpaceX be an $800 stock? This analyst thinks so<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

SpaceX’s (SPCX) valuation has been in the spotlight ever since its historic June 12th initial public offering (IPO) that tagged a market cap of nearly $2 trillion on the space infrastructure and AI titan.And while many believe the company is trading at a stretched multiple, Brian Gesuale, a Raymond James analyst, issued a contrarian call…<\/p>\n","protected":false},"author":1,"featured_media":2963,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2962","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2962","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/comments?post=2962"}],"version-history":[{"count":0,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2962\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media\/2963"}],"wp:attachment":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media?parent=2962"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/categories?post=2962"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/tags?post=2962"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}