This article first appeared on GuruFocus. TD Cowen initiated coverage of SpaceX (NASDAQ:SPCX) with a Buy rating and a $200 price target, arguing that leasing terrestrial AI computing capacity will become the company's fastest-growing revenue stream. The target implies about 37% upside from Monday's closing price of $145.47. SpaceX shares were up 1.03% in premarket. Warning! GuruFocus has detected 2 Warning Sign with SPCX. Is SPCX fairly valued? Test your thesis with our free DCF calculator. TD Cowen expects AI compute leasing, whose customers include Alphabet's (NASDAQ:GOOGL) Google and Anthropic, to make up the majority of SpaceX's revenue by the first quarter of 2027, driven by a ramp in terrestrial gigawatt capacity.
我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论，并结合市场和 OSINT 背景分析。