在 IPO 后 25 天的静默期结束后，华尔街分析师对 SpaceX (SPCX) 进行了压倒性的看涨报道。 该股在 6 月份 750 亿美元的 IPO 中定价为 135 美元，最近交易价格为 150.93 美元，较上市后高点下跌逾 6%，但仍高于发行价。 包括高盛、摩根士丹利等在内的主要承销商和银行均给出了买入等值评级，目标股价从 205 美元到 800 美元不等，理由是 SpaceX 在发射服务、星链宽带和政府合同方面的实力。
SpaceX (SPCX) 6 月份首次公开募股 (IPO) 后 25 天静默期结束后，华尔街分析师开始对该公司进行报道，几乎所有主要券商都给予看涨评级。 截至 3 月 31 日，这家航空航天和卫星公司持有 18,712 比特币（约合 63,392.66 美元），并于 6 月上市，筹集了 750 亿美元资金，成为今年最大的 IPO 之一。此次发行的股票定价为 135 美元。周二该股交易价格为 150.93 美元，较近期上市后高点下跌逾 6%，但仍高于 IPO 价格。 两家主承销商高盛和摩根士丹利均给予买入同等评级。高盛分析师埃里克·谢里丹(Eric Sheridan)设定的目标价为205美元，而摩根士丹利(Morgan Stanley)的亚当·乔纳斯(Adam Jonas)设定的目标价为300美元。 美国银行、花旗集团、德意志银行、摩根大通、麦格理、加拿大皇家银行资本市场、瑞银和富国银行的分析师也加入了他们的行列，所有这些机构都推出了买入或同等建议的评级。 最乐观的预测来自雷蒙德·詹姆斯 (Raymond James)，分析师布赖恩·格苏阿莱 (Brian Gesuale) 最初给予了强烈买入评级和 800 美元的目标价。
“我们认为该公司是 21 世纪最具代表性的工业基础设施公司之一，”Gesuale 和他的团队在一份研究报告中写道。 广泛的支持反映了华尔街对 SpaceX 在几项快速增长业务中的地位的信心，这些业务包括发射服务、通过 Starlink 的卫星宽带和政府合同。分析师还指出，该公司有能力从其通信业务中产生经常性收入，同时继续扩大其发布节奏。 静默期的结束标志着承销银行首次有机会发布有关该股票的正式研究报告，这通常可以让投资者更清楚地了解机构分析师如何评估一家新上市公司。虽然大型 IPO 后积极的启动很常见，但对 SpaceX 的支持规模却引人注目，几乎所有主要公司都以看涨的建议开始报道。 太空探索技术公司 相关资产 比特币$63,392.66 0.14%
Wall Street analysts have launched overwhelmingly bullish coverage of SpaceX (SPCX) after the expiration of the 25-day post-IPO quiet period.
The stock, which priced at $135 in June’s $75 billion IPO, was recently trading at $150.93, down more than 6% from post-listing highs but still above its offering price.
Major underwriters and banks, including Goldman Sachs, Morgan Stanley and others, issued buy-equivalent ratings, with price targets ranging from $205 to as high as $800, citing SpaceX’s strength in launch services, Starlink broadband and government contracts.
Wall Street analysts have begun coverage of SpaceX (SPCX) following the expiration of the 25-day quiet period after the company's June initial public offering (IPO), with nearly every major brokerage launching their coverage with a bullish rating.
The aerospace and satellite company, which held 18,712 bitcoin BTC$63,392.66 as of March 31, went public in June, raising $75 billion in one of the year's largest IPOs. Shares were priced at $135 in the offering. The stock was trading at $150.93 on Tuesday, down more than 6% from recent post-listing highs but still above its IPO price.
The two lead underwriters, Goldman Sachs and Morgan Stanley, both initiated coverage with buy-equivalent ratings. Goldman analyst Eric Sheridan set a price target of $205, while Morgan Stanley's Adam Jonas assigned a $300 target.
They were joined by analysts at Bank of America, Citigroup, Deutsche Bank, JPMorgan, Macquarie, RBC Capital Markets, UBS and Wells Fargo, all of which launched coverage with buy or equivalent recommendations.
The most optimistic forecast came from Raymond James, where analyst Brian Gesuale initiated coverage with a Strong Buy rating and an $800 price target.
"We see the company as one of the defining industrial infrastructure companies of the 21st century," Gesuale and his team wrote in a research note.
The broad support reflects Wall Street's confidence in SpaceX's position across several fast-growing businesses, including launch services, satellite broadband through Starlink and government contracts. Analysts also pointed to the company's ability to generate recurring revenue from its communications business while continuing to expand its launch cadence.
The end of the quiet period marks the first opportunity for underwriting banks to publish formal research on the stock, often providing investors with a clearer view of how institutional analysts value a newly public company. While positive initiations are common after large IPOs, the scale of support for SpaceX stands out, with nearly every major firm beginning coverage with a bullish recommendation.
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