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

Guyasuta Investment Advisors Inc. purchased a new position in SpaceX (NASDAQ:SPCX) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,394 shares of the company’s stock, valued at approximately $663,000.

A number of other large investors have also modified their holdings of SPCX. Syntax Research Inc. acquired a new stake in shares of SpaceX in the second quarter valued at $26,000. Atwood & Palmer Inc. acquired a new position in SpaceX during the 2nd quarter worth $29,000. PayPay Securities Corp acquired a new position in SpaceX during the 2nd quarter worth $30,000. Hickory Point Bank & Trust acquired a new position in SpaceX during the 3rd quarter worth $30,000. Finally, Maryland Capital Advisors Inc. purchased a new stake in SpaceX during the 3rd quarter worth about $30,000.

SpaceX News Summary

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

Insider Transactions at SpaceX

In other SpaceX news, COO Gwynne Shotwell sold 342,170 shares of the stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $153.57, for a total value of $52,547,046.90. Following the transaction, the chief operating officer directly owned 2,472,035 shares in the company, valued at $379,630,414.95. This represents a 12.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

SpaceX Price Performance

Shares of NASDAQ SPCX opened at $148.62 on Friday. The stock has a market cap 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 current ratio of 5.12 and a quick ratio of 4.99. The business’s 50-day simple moving average is $148.19. SpaceX has a 1 year low of $104.83 and a 1 year high of $225.64.

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

Analyst Upgrades and Downgrades

A number of research firms have issued reports on SPCX. Mizuho initiated coverage on SpaceX in a research report on Tuesday, July 7th. They issued an “outperform” rating and a $200.00 price target on the stock. Sanford C. Bernstein reiterated a “buy” rating on shares of SpaceX in a research note on Monday, September 28th. UBS Group reissued a “buy” rating on shares of SpaceX in a research report on Tuesday, September 29th. Erste Group Bank assumed coverage on SpaceX in a research report on Thursday, October 8th. They set a “hold” rating for the company. Finally, The Goldman Sachs Group restated a “buy” rating on shares of SpaceX in a research note on Tuesday, September 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have issued a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $220.06.

SpaceX Company Profile

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.