SpaceX shares rise as Starship test nears and AI forecasts jump

  • SpaceX shares climbed 1.5% to $153.08 in early Thursday trading after a 5.2% gain in the previous session.
  • Analysts raised projected SpaceX AI revenue to $67 billion for 2027 and $275 billion for 2030.
  • SpaceX scheduled Starship’s 14th test flight for September 22, 2026, targeting orbital insertion and Starlink V3 deployment.

SpaceX shares rose 1.5% to $153.08 in early Thursday trading after gaining 5.2% in the previous session, as investors weighed the planned September 22, 2026, Starship test, higher artificial-intelligence revenue forecasts and institutional buying. The mission would be Starship’s first attempt at orbital insertion and is expected to deploy next-generation Starlink V3 satellites. Analysts raised projected SpaceX AI revenue to $67 billion in 2027 from $38 billion in June and to $275 billion in 2030 from approximately $110 billion. SpaceX ended the second quarter with 1.4 gigawatts of AI computing infrastructure and targets as much as 10 gigawatts by year-end 2027. Risks include a negative price-to-earnings ratio, potential share-supply pressure and the experimental nature of Starship’s program. Separately, Impulse Space expanded its Series D financing to $808 million.

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