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SpaceX Investor Outlook· Day 1

SpaceX Earnings Surge

SpaceX posted strong revenue growth in its first public earnings report.

August 4, 2026 · Updated Aug 4, 8:50pm ET

17%

Left · 4

66%

Center · 16

17%

Right · 4

Pano rates the coverage Mostly Center.

What happened

SpaceX faces fresh pressure as up to 911.5 million insider-held shares become eligible for sale on Aug. 6, following an after-hours stock drop of more than 8% after its first public earnings call. The company reported second-quarter revenue of $7.8 billion, up 92% from a year earlier, and a narrower $541 million net loss. Spending unsettled investors: capital expenditures reached $18.4 billion, including $15.8 billion for AI infrastructure. Starlink drove much of the growth, while compute deals with Anthropic and Google also contributed.

SpaceX Investor Outlook

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  1. Aug 6SpaceX Shares Rise After UnlockMostly Center
  2. Aug 4SpaceX Earnings Surge (this story)Mostly Center

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