Morgan Stanley reportedly maintains a $300 price target for SpaceX, with a $600 bull-case scenario following the planned ~$60B acquisition of AI coding platform Cursor. 🤖 Cursor • Used by 64%+ of Fortune 500 companies • 50,000+ enterprises • Expected ARR: ~$8B by year-end • Potential ARR: ~$33B by 2030 👀 Catalysts to watch: • Q3 disclosures • Grok 4.6 / 4.7 • Grok 5 • Potential Composer 3 • Future ARR updates The big question is whether SpaceX can successfully combine its space, AI, and software ambitions into one massive growth story. ⚠️ Price targets and projections are estimates, not guarantees. Would you buy $SPCX at these valuations? 👇
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James Clark@jamesclark · 8m
Yep
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