Analyst Boosts Valuation, Ark Invest Buys Shares as Nvidia GPUs, Bitcoin Pilot Highlight SpaceX Upside
SPCX•An analyst raised SpaceX’s valuation after Blue Origin’s recent engine test success, and Ark Invest added SPCX shares to its holdings. Reports also noted tens of thousands of Nvidia GPUs deployed to train Grok 4.5, a planned Bitcoin trading pilot and a proposed $900 per-share target.
1. Analyst Raises SpaceX Valuation
A leading Wall Street analyst increased SpaceX’s valuation estimate following Blue Origin’s successful engine test, citing improved competitive dynamics in the orbital launch market. The upgrade included a new price target that reflects higher revenue projections for Starship operations over the next five years.
2. Ark Invest Increases SPCX Holdings
Cathie Wood’s Ark Invest expanded its position in SPCX by acquiring additional shares during the valuation boost, signaling confidence in SpaceX’s long-term growth trajectory. The purchase adds to Ark’s exposure to the commercial space sector and underscores growing institutional interest.
3. Nvidia GPUs Power Grok 4.5 Training
SpaceX’s affiliate projects leveraged tens of thousands of Nvidia H100 GPUs to train the Grok 4.5 large language model, enhancing the company’s AI-driven data analysis capabilities. This massive GPU deployment underscores rising demand for high-performance computing infrastructure within SpaceX’s technology ecosystem.
4. Bitcoin Pilot and $900 Price Target
SpaceX initiated a pilot program to trade Bitcoin, testing treasury diversification strategies after recent market volatility warnings. Alongside this, analysts outlined a potential upside to $900 per share based on expanded services including satellite internet and reusable launch systems.
