SpaceX (SPCX) Stock Price Today — Live Chart and Analysis

Q3 2026 revenue was $14.58 billion, up 161%, above analyst estimates of roughly $12.7 to $13.0 billion. AI revenue was $7.56 billion, about half of the total. Anthropic rents all of the Colossus 1 data center, reportedly for about $1.25 billion a month.

Net income of $4.40 billion, the first profit since the IPO, exceeded operating income of $2.8 billion, so part came from outside core operations.

On 26 Oct SpaceX signed a binding commitment for a lease of about $40 billion with Apollo. An Apollo-managed entity will buy Nvidia chips and lease them to SpaceX, with quarterly payments over about five years. The deal is expected to close by the end of the year, and the interest rate will be fixed at pricing. Reports put the rate near 7.75% on the safer chip-backed part and 8.3% to 8.75% on the lowest-rated part, more than 1 percentage point above existing bonds. Goldman Sachs structured the deal, with BlackRock and funds advised by KKR as anchor lenders.

SpaceX expects fourth-quarter capital spending of $35 billion to $40 billion and is bringing about 200,000 GB300 chips online each month, with Nvidia's Vera Rubin chips taking over next year.

SpaceX and Tesla each formed special committees of independent directors to study a merger. Musk called the idea a good one but said he is a conflicted party and a deal is not guaranteed. Bloomberg reports a push to announce a deal by the first half of 2027, and no terms are agreed.