SpaceX CFO Bret Johnsen said the company is targeting next year for its first orbital compute satellites, data centers deployed in space, and expects to begin placing large amounts of computing capacity in orbit through 2028. He also said another Starship flight later this month will generate revenue and carry production V3 Starlink satellites. Evercore ISI analyst Kutgun Maral reiterated an Outperform rating, citing improving visibility into AI infrastructure monetization and a more aggressive mobile competitive posture, while identifying Starship launch cadence and reuse as key execution dependencies. SpaceX stock rose slightly Thursday and gained 0.5% in early Friday trading, after climbing from $104.83 on Aug. 3 to nearly $150 this month; its record high is $225.64, reached shortly after its public-market debut in June. Investors are also weighing the company's first public earnings report, which showed a large second-quarter loss, $18.4 billion in capital expenditures versus analyst estimates of around $6 billion, and no specific guidance for 2026. About 80% of sell-side analysts rate the stock Buy or Strong Buy, according to Yahoo Finance AlphaSpace data. Bank of America analyst Ronald Epstein said the company remained pressured by elevated capital-spending expectations and questions over monetization through AI and Starlink Mobile, but viewed its positioning across key markets more positively after the second quarter.