金色财经
金色财经|7月 24, 2026 20:07
[SpaceX Stock Drop May Present Opportunity, Morgan Stanley Analyst Optimistic About Its AI Business Valuation] According to a report by Jinse Finance on July 25, Morgan Stanley analysts stated that the sell-off of SpaceX stock has pushed its price to a level that implies investors are assigning zero value to its artificial intelligence business. Morgan Stanley analyst Adam Jonas wrote in a report to clients on Friday: 'We believe there is a disconnect between the increasingly pessimistic sentiment among investors and the fact that the company's fundamentals have remained largely unchanged. This creates an attractive opportunity for investors to buy SpaceX stock.' Jonas noted that many investors expect SpaceX's stock price to potentially drop further to $100 per share as the lock-up period for the first batch of shares expires next month, allowing some insiders to sell their shares. He believes that at this level, investors are effectively assigning zero or even negative valuation to SpaceX's AI business. The analyst has set a target price of $300 for SpaceX stock, with over 50% of the valuation attributed to the company's AI business.
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