Wolfe Research donne à SpaceX la note « Surperformer » (surperformer), avec un objectif de prix de 175 dollars

BlockBeats information, June 13, according to CNBC report, Wolfe Research covered SpaceX for the first time in a report on Friday, giving it a "buy" rating with a target price of $175. This target price is nearly 30% above SpaceX's IPO price of $135. Wolfe Research stated that although SpaceX's $1.77 trillion valuation confuses many on Wall Street, its dominance in launch services supports this massive valuation. The firm said that launch services are core to SpaceX and provide an "attractive unit economics model" for other businesses.

The Center for Security and Emerging Technology at Georgetown University’s 2025 report shows that SpaceX accounts for five out of every six space launches in the United States. Wolfe Research believes that the reusability of rockets gives SpaceX a cost advantage and helps it maintain its dominance. Walton stated that the successful reusability of Starship is "the most important value realization factor." He also said that although SpaceX is not expected to surpass Anthropic or OpenAI on the model side, it is expected that SpaceX will establish a cost advantage in the final competitive calculation through vertical integration and space entry capabilities.