SpaceX2026-09-03 03:02:56Bernstein keeps Outperform on SpaceX, ties $248 target to launch scale and reusabilityBernstein said in a Sept. 1 research note that SpaceX’s long-term value depends on whether it can build large-scale, reusable orbital launch capacity around 2028. The note reviewed six developments from August: a new Starship base in southern Louisiana, updated recovery plans, an in-house industrial gas turbine blade foundry near Bastrop, the completion of the Cursor acquisition, a newly announced Terafab site in Grimes County, and continued expansion of Starlink’s aviation business. Bernstein maintained an Outperform rating and a $248 price target, which the report said implies 73% upside from the current share price. The firm’s core view is that Louisiana launch infrastructure and second-stage recovery are the two most important pillars behind SpaceX’s next phase, as the company shifts from being seen mainly as a rocket maker toward a broader infrastructure platform. The article, published by TechFlowPost and written by Rita, said those capabilities would support orbital data centers, power build-outs, chip manufacturing ambitions, and higher-value AI monetization paths tied to Grok and Cursor.1350
SpaceX2026-08-28 07:03:35Morgan Stanley says SpaceX’s 10-pad Louisiana site points to a bigger Starship rampMorgan Stanley’s August 25 report argues that SpaceX’s newly announced Starbase LA project in Louisiana may signal a launch cadence far above current market expectations. The site carries a reported $100 billion buildout plan, with 10 launch pads, a 2027 construction start, and a 2029 first flight target. The bank says investors have a chance to reassess SpaceX near its IPO-equivalent price while the company’s operating momentum is stronger than before. According to the report summary cited by TechFlowPost, Starbase LA would sit on a former ExxonMobil property in Vermilion Parish and include five launch complexes, propellant production, power generation, vehicle processing, and employee housing. The project is expected to create 3,000 direct jobs. Morgan Stanley says the company now has 15 planned pads across Louisiana, Texas, and Florida, even though its 2040 launch forecast would require only eight pads without the new Louisiana site. The report also ties the Louisiana buildout to orbital computing, methane access, political diversification, and state incentives. On valuation, Morgan Stanley keeps an Overweight rating and a $300 price target versus a current share price of $137. It also expects Starship to begin carrying Starlink missions by late 2026 or 2027 and says the transition is central to SpaceX’s long-term value.430
SpaceX2026-08-25 16:48:19SpaceX Plans $100 Billion Starship Launch Base in LouisianaBlockBeats reported on August 26 that SpaceX plans to build a $100 billion Starship launch base on the southern coast of Louisiana, adding a third Starship launch site. The site is on Pelican Island and spans about 125,000 acres. The plan calls for five launch complexes, 10 launch pads, and facilities for propellant production, power generation, vehicle processing, and employee housing. SpaceX says the base is meant to raise Starship launch frequency and support future plans to build up to 1 million data center satellites. Starship is also expected to launch upgraded Starlink satellites, carry out an orbital data center mission as early as 2027, and take NASA astronauts to the moon as early as 2028.870
SpaceX2026-08-25 16:17:42SpaceX says it will build a new Starship launch site in southern LouisianaSpaceX said it will build a new Starship launch site in southern Louisiana, according to a ChainCatcher flash update. The notice did not include details on the project’s size, timeline, cost, or exact location within the state. No further information was provided in the source. This is the only fact disclosed in the brief update, and the article does not add any unverified background or assumptions.920
Starcloud2026-08-22 10:19:45Starcloud raises $250 million extension as it pushes orbital data center plansStarcloud, a startup building satellites designed to run AI inference in orbit, said on Aug. 22 that it raised a $250 million extension after closing a $170 million Series A in March. The new money brings the round to $420 million and values the company at $2.3 billion. Starcloud said the proceeds will go toward a larger satellite manufacturing facility and Starcloud-3, its largest orbital data center spacecraft so far. The spacecraft is planned to launch on SpaceX’s upcoming Starship. CEO Philip Johnston is also raising more capital to secure enough launch capacity, as tight rocket transport capacity could become a bottleneck for expansion.1080
SpaceX2026-08-21 19:03:42SpaceX Starship completes 60-second static fire ahead of 14th flight testSpaceX has completed a full-duration 60-second static fire test for Starship as it prepares for the vehicle’s 14th flight test, according to ChainCatcher. All six Raptor engines were involved in the test. The update points to continued pre-flight preparations, with the static fire marking the latest disclosed milestone before the next launch attempt. No additional details on timing beyond the preparation for the 14th flight test were provided in the brief update.1230
SpaceX2026-08-21 06:28:44Musk says Starship upper-stage recovery plan may slip to year-end or early next yearSpaceX’s Starship recovery testing has entered a crucial stage, according to a ChainCatcher newsflash. The update said the company has already achieved multiple successful recoveries of the first-stage booster, while recovery of the upper-stage spacecraft has yet to make a breakthrough. Elon Musk’s latest remarks indicate that the Starship upper-stage recovery plan, originally scheduled for late August, may be delayed. The new timeline cited in the brief points to the end of this year or early next year. The report did not provide further technical details on the cause of the delay, and the item was presented as a short market-style flash update rather than a full report.1120
SpaceX2026-08-20 16:54:42SpaceX Starship Completes Single-Engine Static Fire TestChainCatcher reported that SpaceX Starship completed a single-engine static fire test. The test was carried out to verify deorbit braking capability for future orbital missions.1520
