Industrials · SPCX
SpaceX stock sentiment
The rocket company turned retail obsession, where every launch, unlock, and Musk headline gets traded in real time.
How Quantral scores SPCX sentiment
Quantral reads the public conversation about SpaceX across finance X, Reddit, Substack, and finance shows on YouTube, then distills it into a single signal score from 0 to 100. It is not a vote count: a hundred low-quality posts can matter less than a handful from voices with a real track record.
The score weighs how much SPCX is being discussed against how strong and credible that discussion is. The sentiment behind it is broken out across positive, negative, and noise, and the people driving it are weighted by their own record, so the loudest take is not automatically the one that moves the number.
The live SPCX score, its sentiment split, and the most recent mentions update continuously in the app. The monthly counts on this page are a dated snapshot of what Quantral tracked, not the live feed.
@pequityresearch· Aug 11Morgan Stanley on SpaceXAI: Total projected revenue is expected to surge to $190 billion by 2030, from around $20 billion in 2026. $SPCX
The best thing about this sub is that you get piled on if you buy SPCX, and get piled on if you bet against SPCX.
Chatter
Public posts about SpaceX across the sources Quantral reads, since May 2026.
As of 9 November 2026, see the latest feed in the app.
Bullish and bearish views on SPCX
Monthly recaps of the SpaceX chatter we track. In October 2026, 56% of tracked SPCX posts were bullish, 33% bearish.
SpaceX filed its S-1 for a NASDAQ IPO under ticker SPCX around May 20, disclosing $4.69B in Q1 revenue and a valuation target that was later lowered to at least $1.8T by month's end. Posters on X debated whether the company was worth over $2T, citing its S-1 goals like 100GW per year of orbital compute, while a Blue Origin New Glenn explosion renewed talk of Starship's risks.
SpaceX's IPO dominated discussion as brokers pushed participation early in June, but on r/wallstreetbets posters quickly called it an overhyped tanking play trading at 95x earnings while losing $5 billion a year. Some bought calls at $197 for the thrill or to stop losing money only to get burned worse, while others warned pre-IPO investors would cash out after the lockup.
SpaceX shares hit a new all-time closing low in July as r/wallstreetbets zeroed in on a lock-up expiration that would unleash 142% of the IPO float. Short-sellers celebrated generational entries near $220, while early buyers posted losses from $204 and three politicians disclosed purchases.
SpaceX announced an exclusive Nvidia partnership on its earnings call, briefly lifting shares before a 12% plunge erased $205B in value. r/wallstreetbets debated a lockup unlock and shorted the stock, but a relief rally followed and a price target of $150 was hit by mid-month.
SpaceX's CFO expressed greater conviction in reaching $100B ARR by year-end, and TD Cowen initiated Buy coverage with a $200 target, forecasting AI compute at 60% of business. Analysts on X were upbeat, while r/wallstreetbets grumbled about losses during a broader space selloff. A lawmaker disclosed a small buy, and merger chatter with Tesla appeared.
SpaceX's Q3 earnings in late October showed revenue of $14.6B (+161%) and $4.4B profit, which X users claimed destroyed the bear thesis. Earlier, Reddit argued over its 90-95x trailing sales and a $5B loss, and Morgan Stanley called Flight 15 a key reusability test. After the beat, some on r/wallstreetbets locked in gains.
November so far, recapped in the app
See all inside the appSPCX insider trading: executives and Congress
| Insider | Title | Trade | 10b5-1 plan | Filed | Shares | Value |
|---|---|---|---|---|---|---|
| Gwynne Shotwell | President and COO | Sold | · 10b5-1 planYes | · Sep 24, 2026 | $1.9M | |
| Gwynne Shotwell | President and COO | Sold | · 10b5-1 planYes | · Sep 24, 2026 | $1.2M | |
| Gwynne Shotwell | President and COO | Sold | · 10b5-1 planYes | · Sep 24, 2026 | $22.3M | |
| Gwynne Shotwell | President and COO | Sold | · 10b5-1 planYes | · Sep 24, 2026 | $23.4M | |
| Gwynne Shotwell | President and COO | Sold | · 10b5-1 planYes | · Sep 24, 2026 | $3.8M |
| Member | Party | State | Chamber | Trade | Traded | Amount |
|---|---|---|---|---|---|---|
| Maria Elvira Salazar | R-FL · HouseR | Sold part | · Sep 24, 2026 | $1,001 - $15,000 | ||
| Maria Elvira Salazar | R-FL · HouseR | Bought | · Aug 12, 2026 | $1,001 - $15,000 | ||
| Jared Moskowitz | D-FL · HouseD | Bought | · Jun 12, 2026 | $1,001 - $15,000 | ||
| William R. Timmons IV | R-SC · HouseR | Bought | · Jun 15, 2026 | $50,001 - $100,000 | ||
| William R. Timmons IV | R-SC · HouseR | Bought | · Jun 15, 2026 | $50,001 - $100,000 |
About SpaceX
SpaceX (Space Exploration Technologies) designs, builds, and launches rockets and spacecraft. It operates the Falcon launch vehicles, the Starship program, and the Starlink satellite internet constellation.
SpaceX
The voices behind the SPCX conversation
The tracked accounts posting about SpaceX most since May 2026. Each one carries a public track record in the app, graded on how its past calls played out.
Quantral on SPCX
Where SpaceX shows up in our data stories and guides.
Common questions about SPCX stock
Working through SPCX yourself? Our six-step guide to researching a stock walks a real name end to end.
The app has the live answer: a 0 to 100 SPCX score that updates as new posts come in, built from recent volume, the sentiment behind it, and the credibility of who is posting. In October 2026, 56% of the SPCX posts from the accounts we track were bullish and 33% bearish. The numbers on this page are dated snapshots.
Quantral does not publish price targets or forecasts. A high score means the SPCX conversation is loud and credible right now, nothing more. Quantral does grade the people who post SPCX price targets and predictions: every tracked voice carries a public record of how its past calls played out.
Between May 2026 and October 2026, $SPCX drew 1,551 tracked mentions across the curated finance voices Quantral reads on X, Reddit, and Substack. That total counts only the sources Quantral follows, not the whole internet.
Three inputs: how much SpaceX is being discussed, the sentiment of that discussion, and the track record of the accounts driving it. The sharpest swings come when the tracked voices have something to argue over: an earnings date, a product announcement, a sudden price move.
Quantral reads a curated set of finance voices on X, Reddit, and Substack, plus finance shows on YouTube. It scores every SPCX mention from those sources for sentiment and grades each account or show speaker on how its past calls worked out, so a proven record counts for more than a loud one.
This page holds the dated trail: monthly recaps of the SpaceX conversation and the tracked voices posting about it most. The live SPCX feed is in the app, where Quantral scores each new mention as it lands.
In the last 12 months SPCX insiders filed 6 open-market sales worth $53.7 million and no purchases. 83% of those sales were pre-planned 10b5-1 sales. These are Form 4 filings with the SEC, open-market trades only: option exercises, grants and gifts are left out.
A 10b5-1 plan is a trading plan an insider sets up in advance, while not holding material nonpublic information, that schedules future trades by date, price or formula. Trades then run on the plan, so a planned sale says less about the insider's current view than a discretionary one. In the last 12 months, 83% of SPCX insider sales were made under one.
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Public data, scored. Not financial advice, do your own research.