Finbold: ChatGPT projects SpaceX stock at $155 by end-2026

ChatGPT’s year-end forecast

Finbold reports that ChatGPT projected SpaceX stock could reach $155 by December 31, 2026. The article says that target would imply a gain of 15.4% from Friday’s closing price of $134. Finbold says the model expects the aerospace company to recover part of its recent losses.

Recent price swings and technical levels

According to Finbold, SpaceX shares rose 8.62% in Friday’s session after falling 9.05% on November 5 to $123.62, which was their lowest closing close since early August. The article says the earlier drop came after Democratic wins in Texas midterm races, which raised concern about possible regulatory hurdles for Elon Musk’s expansion plans, including SpaceX’s proposed AI data centres and Terafab semiconductor project. Finbold also says weakness in AI stocks added to the sell-off, while Friday’s rebound matched a broader recovery in technology shares.

Finbold says the stock is also facing several technical reference points. It identifies $135, the IPO price, as an immediate psychological level, with $145 and $154 as possible resistance. On the downside, the article points to Thursday’s intraday low of $120.39 and the 52-week low of $104.83. Finbold adds that a move above $154 could reinforce the recovery, while a drop below $120 could open the door to further declines.

Scenario-based outlook

Finbold reports that ChatGPT’s forecast includes three paths: a bullish range of $190 to $210, a base case of $150 to $165, and a bearish range of $105 to $120. The model assigned probabilities of 25%, 50% and 25% to those outcomes, making $155 its preferred year-end price.

Factors behind the forecast and related risks

The article says ChatGPT pointed to several drivers behind the outlook, led by Starlink growth, AI investment, and progress on Starship. Finbold reports that third-quarter Connectivity revenue increased 69.5% year over year to $5.25 billion, while operating income rose to $2.37 billion from $1.19 billion.

Finbold says SpaceX announced on October 26 an about $40 billion financing lease with an Apollo Global Management-managed entity to fund Nvidia Vera Rubin chips and related computing infrastructure. The article adds that the company’s wider AI ecosystem, including Grok, X, and Cursor, could broaden revenue beyond aerospace and connectivity.

The report also says Starship’s September 28 test flight reached orbit and deployed 26 Starlink V3 satellites. Finbold describes this as progress toward a reusable launch system that could lower deployment costs and support commercial and lunar missions. It further says Qualcomm announced on November 4 a multiyear agreement to provide equipment and technology for SpaceX’s planned 5G network, with deployment expected to start in 2027 across tens of thousands of U.S. cell sites.

Finbold says ChatGPT also flagged risks to the $155 target, including heavy capital spending on AI infrastructure, Starship and satellite networks, along with regulatory issues tied to spectrum, launch licensing and data-centre development. Another uncertainty is a possible combination with Tesla: the article says both companies have special committees reviewing a transaction, but no deal has been confirmed. Finbold says such a deal could bring growth opportunities but also raise valuation, governance and dilution concerns. The article adds that SpaceX’s high valuation leaves little room for disappointment if revenue growth or profitability trails expectations.