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samben
I am picking Yes on SpaceX beating quarterly earnings because the setup looks strong.
They already beat expectations in their first public quarter, and this quarter’s consensus ($13B revenue) is a big jump driven by AI and Starlink growth.
Analysts are still modeling a slight beat on top of that, and the operating trends support it. High capex is a risk, but the momentum makes an earnings beat the more likely outcome.
Will SpaceX (SPCX) beat quarterly earnings?-1.38%
PositionYes | 222.08 actions
P&L actuel-2.22 xp
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