SPCX: Deutsche Bank Raises PT to $250 · 'Compute Leverage Underappreciated' — Buy Maintained
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Deutsche Bank raised SpaceX (SPCX) price target to $250 (Buy maintained). DB argues the Street underestimates SPCX's vertically integrated compute cost advantage: SpaceX builds at ~$35-36B per GW vs ~$50B for peers. DB raises 2026 revenue estimate to $50.7B (from $49.7B) and adj EPS to $1.54 (from $1.48). SPCX at $148.55 implies ~68% upside to DB target.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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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.