Macquarie sees SpaceX (NASDAQ:SPCX) as a premier AI infrastructure asset and argues that pullbacks in the stock are buying opportunities given the firm’s $250 price target and structural AI tailwinds.
SPCX stock is climbing.
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Macquarie’s Call and Valuation Macquarie reiterated an Outperform rating on SpaceX and set a $250 price target in a research note on Tuesday.
The analysts rely on a blend of Sum‑of‑the‑Parts and Discounted Cash Flow analysis, tying valuation to both core launch economics and emerging AI compute revenue streams, according to CNBC.
