Goldman Sachs initiated coverage of SpaceX with a top rating on Tuesday, July 7, 2026. This follows the aerospace company's recent addition to the Nasdaq 100 index.
The move coincides with the end of the quiet period for analysts at banks that underwrote SpaceX's initial public offering. Goldman analysts identify SpaceX as a leader positioned to capitalize on the space, connectivity, and AI sectors.
Analysts project each of these markets could become a multi-trillion-dollar opportunity within five years. The company's inclusion in the Nasdaq 100 will trigger significant passive investment inflows. Index-tracking funds must now purchase the stock to match the benchmark's new composition.