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SpaceX Slides Despite Big Revenue Beat, Tame CapEx

Solid quarter but much of the upside was already pretraded in today's session...

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SpaceX Slides Despite Big Revenue Beat, Tame CapEx

SpaceX beat Q2 earnings at $7.8B; AI revenue surged 3.5x to $2.6B YoY while consuming 86% of $18.4B capex buildout. Stock declined on lockup risk; $14.1B cloud services contracts and Starlink subs doubled signal SpaceX as credible infrastructure challenger, influencing enterprise AI stack decisions.

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Timeline cronologica

lunedì 3 agosto 2026·cnbc.com
SpaceX's post-IPO plunge sets tense backdrop for first earnings report
Two weeks after Tesla's earnings report was panned by Wall Street, Elon Musk faces investors again, but this time to discuss SpaceX's results.
lunedì 3 agosto 2026·benzinga.com
SpaceX Dodges 456 Million‑Share Supply Shock Ahead Of Earnings - SpaceX (NASDAQ:SPCX)
SpaceX's stock is too far below a key IPO threshold to trigger an extra 456 million-share lock-up release, leaving only the Aug. 5 expiration.

SpaceX Slides Despite Big Revenue Beat, Tame CapEx

Confronto fonti

SpaceX Slides Despite Big Revenue Beat, Tame CapEx

Timeline cronologica

SpaceX's post-IPO plunge sets tense backdrop for first earnings report

SpaceX Dodges 456 Million‑Share Supply Shock Ahead Of Earnings - SpaceX (NASDAQ:SPCX)

SpaceX beats expectations in its first quarterly report as a public company

SpaceX stock falls 8% as first earnings beat is overshadowed by $18B capex - SiliconANGLE

SpaceX rallies 9% ahead of first EPS report amid high short interest and lock-up expiration

SpaceX Jumps Into Earnings: What To Look For

SpaceX Q2 2026 earnings: revenue beats, stock falls after hours

SpaceX set to release its first earnings report as a public company. Here's what to look for.

SpaceX Stock Faces Most Dangerous Moment Since IPO — Earnings and $100B Unlock Collide - SpaceX (NASDAQ:S

SpaceX's revenue rises as its once-soaring stock price drifts back to Earth

SpaceX posts loss in first report as a public company but less than expected

SpaceX set to release first earnings report after IPO, and the numbers could get ugly

SpaceX Earnings Preview: The Five Questions That Matter Most

SpaceX stock has lost half its value. Time for Elon Musk to face investors | Fortune

SpaceX faces the first big test since its IPO, as earnings loom

Elon Musk likely to face tough questions during SpaceX's first earnings call after stock market listing

EXCLUSIVE: SpaceX Earnings Reaction--52% of Benzinga Viewers Say This Happens - SpaceX (NASDAQ:SPCX)

SpaceX will report earnings Tuesday. What might it mean for investors and Elon Musk?

SpaceX Jumps Into Earnings: What To Look For

After share price crash following IPO, SpaceX to report first earnings as a public company

SpaceX revenue jumps 92% but stock tumbles as investors weigh AI spending | CNN Business

SpaceX beats expectations in first earnings as a public company | CNN Business

SpaceX shows strong growth in its first earnings report since going public

SpaceX revenue surges 92% to $7.8 billion, blowing past Wall Street expectations by nearly $1 billion | Fortune

SpaceX Q2 Highlights: Double Beat, Revenue Up 92%, Backlog Hits $47.5 Billion - SpaceX (NASDAQ:SPCX)