Wall St Engine(@wallstengine):TD Cowen initiated SpaceX $SPCX at Buy with a $200 price target, expecting terrestrial AI compute leasing, including demand from Google and Anthropic, to become its fastest-growing business and account for the majority of revenue by 1Q27 as capacity ramps.

Wall St Engine

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Wall St Engine@wallstengine

2026.09.29 09:53

TD Cowen initiated SpaceX $SPCX at Buy with a $200 price target, expecting terrestrial AI compute leasing, including demand from Google and Anthropic, to become its fastest-growing business and account for the majority of revenue by 1Q27 as capacity ramps.