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Wire · operational-macro

Why does Morgan Stanley see an 85% upside for SpaceX stock?

Published

12 October 2026

Topic

operational-macro

◆ Sectors

Aviation Tech

◆ Geography

United States

◆ Source

Read at invezz.com →

◆ Verified

Fusion42 · 12 October 2026 · Fusion42 review

Morgan Stanley forecasts an 85% upside for SpaceX stock based on the anticipated success of the upcoming Starship missions and the expansion of Starlink Mobile through a new wireless spectrum acquisition.

This Wire brief sits within Fusion42's coverage of Aviation Tech, and 2 sources have reported it between 12 Oct 2026 and 13 Oct 2026.

◆ ◆ The Wire takeaway

Your opportunity lies in the jump in satellite network capacity and launch efficiency SpaceX aims to prove this year. If you build tools or services that support satellite deployment or ground connectivity, prepare for a surge in demand once Starship's reusability stabilises.

◆ Coverage

2 sources · first reported 12 Oct 2026 · latest 13 Oct 2026

◆ Related on Wire

◆ Topics

Aviation Techspacexstarshipstarlinkwireless-spectrumstock-upsidelaunch-costs