Back to all news
Analysis

Morgan Stanley reiterates SPCX Strong Buy $300 PT — Distributed Inference Cloud (DIC) named as biggest growth driver

Published · Updated · By Investus editorial desk (SUNRYU Partners)

Morgan Stanley analyst Adam Jones reiterated a $300 price target (Strong Buy) on SpaceX (SPCX), nearly double the current ~$152 share price. The firm's top growth driver thesis: Distributed Inference Cloud (DIC) — Starlink's network evolving into a platform where AI agents share compute in real time globally.

A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →

Morgan Stanley reiterates SPCX Strong Buy $300 PT — Distributed Inference Cloud (DIC) named as biggest growth driver

Sources & further reading

See the body and ticker IR links for sources on this note.

Related articles

Email the morning brief

Disclaimer

This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.

View Past Sessions