Wire · operational-macro
Why does Morgan Stanley see an 85% upside for SpaceX stock?
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Fusion42 · 13 October 2026 · Fusion42 review
Morgan Stanley maintains an Overweight rating on SpaceX with an $85% upside target, driven by the Starship rocket programme's move towards full reusability and expansion of the Starlink satellite network. Upcoming test flights and the acquisition of wireless spectrum for Starlink Mobile position SpaceX for growth in satellite communications and orbital computing, despite technical risks related to engine reliability.
This Wire brief sits within Fusion42's coverage of Telecom & Connectivity, and 2 sources have reported it between 12 Oct 2026 and 13 Oct 2026.
◆ ◆ The Wire takeaway
Rocket reusability is unlocking faster Starlink deployment and cheaper satellite launches. You in satellite tech or orbital computing must watch the next Starship missions for shifts in launch economics and Starlink’s growth runway.
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2 sources · first reported 12 Oct 2026 · latest 13 Oct 2026
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