Guyasuta Investment Advisors Inc. Purchases 4,394 Shares of SpaceX $SPCX

Guyasuta Investment Advisors Inc. purchased a new stake in SpaceX (NASDAQ:SPCX) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 4,394 shares of the company’s stock, valued at approximately $663,000.

Several other large investors also recently bought and sold shares of the stock. SC US Ttgp LTD. purchased a new position in shares of SpaceX during the second quarter worth about $20,933,621,000. Darsana Capital Partners LP acquired a new stake in shares of SpaceX during the second quarter worth about $17,335,783,000. K5 Global Advisor LLC purchased a new stake in shares of SpaceX in the 2nd quarter valued at about $6,587,531,000. State Street Corp purchased a new stake in shares of SpaceX in the 2nd quarter valued at about $1,858,329,000. Finally, Dragoneer Investment Group LLC acquired a new stake in shares of SpaceX in the 2nd quarter valued at about $1,366,880,000.

Insiders Place Their Bets

In related news, COO Gwynne Shotwell sold 342,170 shares of SpaceX stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $153.57, for a total transaction of $52,547,046.90. Following the completion of the transaction, the chief operating officer directly owned 2,472,035 shares of the company’s stock, valued at approximately $379,630,414.95. The trade was a 12.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. KeyCorp reaffirmed a “sector weight” rating on shares of SpaceX in a research report on Tuesday, July 28th. William Blair reiterated an “outperform” rating on shares of SpaceX in a research note on Friday, October 9th. Erste Group Bank initiated coverage on shares of SpaceX in a research report on Thursday, October 8th. They set a “hold” rating on the stock. Stifel Nicolaus initiated coverage on shares of SpaceX in a research note on Tuesday, July 7th. They issued a “buy” rating and a $190.00 price objective on the stock. Finally, Arete Research set a $450.00 target price on shares of SpaceX in a research note on Tuesday, August 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have given a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $220.06.

Key Headlines Impacting SpaceX

Here are the key news stories impacting SpaceX this week:

• Positive Sentiment: Large Google contract supports growth expectations. Google is reportedly renting SpaceX computing capacity for approximately $920 million per month under a 33-month agreement valued at up to $30 billion, although the full amount is not guaranteed. Google contract article
• Positive Sentiment: Starlink’s commercial momentum remains strong. United Airlines has equipped more than 635 aircraft with Starlink, covering nearly half its fleet, while American Airlines plans installations on more than 1,030 aircraft. SpaceX also reportedly added about 570,000 subscribers per month in the second quarter. United Airlines Starlink article
• Positive Sentiment: Institutional results highlight SpaceX’s investment appeal. Harvard’s endowment rose 27.1% in fiscal 2026, helped by its reported $2.2 billion SpaceX holding. Morgan Stanley maintained an Overweight rating and a $300 price target, while some analysts remain substantially more bullish. Harvard endowment article
• Neutral Sentiment: Starship and wireless expansion offer future upside but require execution. Investors are watching the timing of a Florida Starship launch and SpaceX’s ambitions to expand Starlink into mobile wireless. Analysts note that terrestrial infrastructure, spectrum deployment and device compatibility could require billions in additional spending. Wireless expansion article
• Negative Sentiment: Ukraine-related restrictions increased political and reputational risk. Ukrainian officials said Starlink or Starshield speed limits disrupted drone operations. Elon Musk attributed any restrictions to the U.S. government, and reports later indicated service was at least partially restored. The dispute could threaten government relationships and future contracts. Ukraine Starshield article
• Negative Sentiment: Insider share unlocks may increase supply. A further release of as many as 1.3 billion shares is approaching, potentially creating dilution or selling pressure shortly after SpaceX’s recent IPO. SpaceX share unlock article
• Negative Sentiment: Valuation leaves little room for disappointment. Commentators said SpaceX already reflects substantial growth, and its large market capitalization could limit returns even if revenue continues rising. Speculation about a Tesla merger remains unconfirmed and has not provided a dependable near-term catalyst. SpaceX valuation article

SpaceX Stock Down 2.3%

Shares of NASDAQ:SPCX opened at $148.62 on Friday. SpaceX has a 52 week low of $104.83 and a 52 week high of $225.64. The firm has a 50-day moving average price of $148.19. The firm has a market capitalization of $1.96 trillion and a P/E ratio of -1,651.33. The company has a debt-to-equity ratio of 0.29, a quick ratio of 4.99 and a current ratio of 5.12.

SpaceX (NASDAQ:SPCX) last issued its earnings results on Tuesday, August 4th. The company reported ($0.09) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.26) by $0.17. The business had revenue of $7.81 billion for the quarter. The firm’s quarterly revenue was up 91.9% compared to the same quarter last year. Analysts expect that SpaceX will post 0.07 EPS for the current year.

About SpaceX

Space Exploration Technologies Corp. (SpaceX) is a privately held aerospace company founded in 2002 by Elon Musk. The company develops and operates launch vehicles, spacecraft and satellite systems designed to reduce the cost of access to space and support commercial, government and scientific missions.

SpaceX’s primary products and services include the Falcon 9 and Falcon Heavy launch vehicles, the Dragon spacecraft and the Starlink satellite internet network. The company also is developing Starship, a fully reusable launch and spacecraft system intended for missions to Earth orbit, the Moon and Mars.