--- title: "SPCX SpaceX" canonical: "https://supercyclehq.com/stock/spacex" type: "stock" dataAsOf: "2026-11-06" ticker: "SPCX" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # SpaceX (SPCX) SpaceX is a space technology company with two established revenue engines: Starlink, its satellite internet network, and launch services flown on its Falcon rockets and Starship. ## AI Exposure Score **35/100, Growing.** SpaceX earns revenue from Starlink connectivity and Falcon and Starship launch services, and gained Grok and frontier model exposure by absorbing xAI. AI and orbital compute are a growing pillar, but the valuation still rests primarily on Starlink and launch dominance. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $134.27 | | Change 1d | +8.62% | | Change 7d | -0.33% | | Change 30d | -16.38% | | Change 1y | -16.58% | | 52-week high | $211.39 | | 52-week low | $108.27 | | Market cap | $1.82T | | P/E | 583.78 | | EPS | $0.23 | | Next earnings | 2026-10-20 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Industrials | | Headquarters | Starbase, Texas | | CEO | Elon R. Musk | | Employees | 21,000 | | Website | https://www.spacex.com | | Buildout layers | [Defense & Aerospace AI](https://supercyclehq.com/category/defense-ai), [Foundation Models](https://supercyclehq.com/category/foundation-models) | ## What the company does SpaceX is a space technology company with two established revenue engines: Starlink, its satellite internet network, and launch services flown on its Falcon rockets and Starship. In 2026 it absorbed xAI, adding the Grok family of AI models to the company. Its lineup now spans three fronts: Starlink connectivity serving customers around the world, Falcon and Starship launch services carrying payloads to orbit, and Grok, the frontier AI model line it gained through xAI. Founded in 2002 and headquartered in Starbase, Texas, SpaceX employs about 21,000 people under founder and CEO Elon Musk, and its shares trade on the NASDAQ. ## Role in the AI buildout SpaceX sits in the Foundation Models and Defense & Aerospace AI layers of the buildout, an unusual combination created by its absorption of xAI. Grok gives it a frontier model business, while its launch and satellite operations open the possibility of orbital compute. For now, Starlink connectivity and the launch business remain the core of the company, with AI a growing pillar rather than the main engine. Supercycle scores its AI exposure at 35 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Daniel Sundheim](https://supercyclehq.com/investors/daniel-sundheim) | D1 Capital Partners | $21.5B | 61.91% | new | 2026-06-30 | | [NVIDIA](https://supercyclehq.com/investors/nvidia) | NVIDIA | $21.0B | 33.06% | new | 2026-06-30 | | [Gavin Baker](https://supercyclehq.com/investors/gavin-baker) | Atreides Management | $4.7B | 41.89% | new | 2026-06-30 | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $3.2B | 6.52% | new | 2026-06-30 | | [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $765.1M | 4.97% | new | 2026-06-30 | | [Brad Gerstner](https://supercyclehq.com/investors/brad-gerstner) | Altimeter Capital | $303.5M | 3.09% | new | 2026-06-30 | | [Andreas Halvorsen](https://supercyclehq.com/investors/andreas-halvorsen) | Viking Global | $205.0M | 0.58% | new | 2026-06-30 | | [Chase Coleman](https://supercyclehq.com/investors/chase-coleman) | Tiger Global | $64.1M | 0.27% | new | 2026-06-30 | | [David Tepper](https://supercyclehq.com/investors/david-tepper) | Appaloosa Management | $38.4M | 0.51% | new | 2026-06-30 | | [Dan Loeb](https://supercyclehq.com/investors/dan-loeb) | Third Point | $30.8M | 0.66% | new | 2026-06-30 | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $26.1M | 0.21% | new | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $2.0M | 0.01% | new | 2026-06-30 | ## Recent news - [Elon Musk Says SpaceX Sales Are ‘Exploding’—and Forecasts Revenue Twice Wall Street’s Estimate](https://finance.yahoo.com/m/33f9fc20-fa78-3956-8228-680794206f3a/elon-musk-says-spacex-sales.html?.tsrc=rss) (source, 2026-11-06) - [SpaceX Land Deal, Tesla Merger Dealt Election Blow. Space Stocks Rebound.](https://finance.yahoo.com/m/78896665-9396-36da-b57e-abaf23a742ac/spacex-land-deal%2C-tesla.html?.tsrc=rss) (source, 2026-11-06) - [Musk Says SpaceX Will Hit a Revenue Number That Not One of Its 37 Analysts Believes](https://247wallst.com/investing/2026/11/06/musk-says-spacex-will-hit-a-revenue-number-that-not-one-of-its-37-analysts-believes/?.tsrc=rss) (source, 2026-11-06) - [Texas Gov.-Elect Gina Hinojosa Just Delivered Fantastic News for SpaceX Investors](https://www.fool.com/investing/2026/11/06/texas-gov-elect-gina-hinojosa-just-delivered-fanta/?.tsrc=rss) (source, 2026-11-06) - [Why SpaceX Stock Is Up Today](https://www.fool.com/investing/2026/11/06/why-spacex-stock-is-up-today/?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does SpaceX do? SpaceX earns revenue from Starlink satellite internet and from launch services on its Falcon rockets and Starship. It also owns the Grok AI model line after absorbing xAI in 2026. ### How is SpaceX exposed to AI? Through Grok and the frontier model capability gained from xAI, plus the longer term potential of orbital compute. The valuation still rests mainly on Starlink and launch, so Supercycle scores its exposure at 35 out of 100. ### What are SpaceX's main products? Starlink satellite internet, Falcon and Starship launch services, and the Grok AI models developed by xAI, which SpaceX absorbed in 2026. ### Who leads SpaceX and where is it based? Founder Elon Musk is CEO. SpaceX is headquartered in Starbase, Texas, was founded in 2002, employs about 21,000 people, and its shares trade on the NASDAQ. ### Is SPCX a pure play AI stock? No. SpaceX is primarily a launch and satellite connectivity company, with AI exposure added through xAI and Grok. Its Supercycle AI Exposure Score is 35 out of 100. --- Source: https://supercyclehq.com/stock/spacex. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.