AI and aerospace "dual engines" accelerate! Goldman Sachs sets SpaceX (SPCX.US) target price at $230
智通财经2026/10/06 07:06According to Odaily, it is reported that ahead of SpaceX (SPCX.US) announcing its financial results for the third quarter of 2026 on November 5th Eastern Time, Goldman Sachs recently released a research report updating and raising its forecasts for the company’s artificial intelligence (AI) business. This update is based on the company's recent business activities, latest public statements, key enterprise use cases, and progress in model development, including projections for computing power capacity, revenue, and profit margins. As the company continues to demonstrate high levels of operational execution, Goldman Sachs will further analyze potential monetization scenarios for computing power from the 2026 to 2028 fiscal years. The report notes that, in the absence of a broader correction in the AI operating environment, predictions for the company’s AI business over the next 6 to 18 months remain relatively conservative compared to the market consensus. Additionally, regarding the aerospace business, Goldman Sachs discussed recent related news and considered how ongoing increases in launch frequency and reusability in the coming years could impact the company's long-term growth opportunities.
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