AI model and Morgan Stanley offer diverging SpaceX price outlooks ahead of October 24 share unlock
ChatGPT predicts SpaceX shares at $145-$155 after October 24 unlock while Morgan Stanley maintains $300 target citing AI infrastructure growth.
Why it matters
The October 24 unlock could increase share supply while institutional analysts diverge on valuation, with Morgan Stanley's $300 target contrasting sharply with AI-model near-term forecasts. JPMorgan's caution on AI-sector rebounds adds further uncertainty.
Where the sources disagree
Near-term SpaceX price outlook
$145-$155 base case after unlock
Finbold
$300 price target
Finbold, CoinGape
ChatGPT forecasts $145-$155 base case after the October 24 unlock while Morgan Stanley maintains a $300 price target citing AI infrastructure growth.
Key facts
ChatGPT predicts a base-case SpaceX price range of $145 to $155 in the first trading sessions after the October 24 unlock.
145 USDDisputed figureReported by Finbold
ChatGPT predicts a bullish SpaceX price range of $155 to $170 after the October 24 unlock.
155 USDDisputed figureReported by Finbold
ChatGPT predicts a bearish SpaceX price range of $130 to $145 after the October 24 unlock.
130 USDDisputed figureReported by Finbold
Morgan Stanley reiterated an Overweight rating on SpaceX and maintained a $300 price target on October 14.
300 USDDisputed figureReported by Finbold
Morgan Stanley analyst Adam Jonas identified the Distributed Inference Cloud as a major growth opportunity for SpaceX.
Reported by Finbold
SpaceX shares traded at $153.98 at press time per Finbold on October 14.
153.98 USDReported by Finbold
What happened
SpaceX faces an October 24 lockup expiration with approximately 328.4 million shares becoming eligible for sale, according to Finbold. ChatGPT forecasts a base-case range of $145-$155, implying downside of 1-7.4% from the $156.54 close, with bearish and bullish scenarios at $130-$145 and $155-$170 respectively. Morgan Stanley reiterated an Overweight rating and $300 price target on October 14, with analyst Adam Jonas highlighting the Distributed Inference Cloud as an overlooked growth driver. The stock traded at $153.98 per Finbold, $154.16 per CoinGape, and $152 per a later CoinGape report showing a 13% five-day decline. JPMorgan warned AI stocks may not rebound as quickly as in July 2026, while Barclays speculated on a potential SpaceX-Tesla merger in December 2026. Ron Baron projected a $50 trillion valuation within a decade per CoinGape.
How the story developed
- First report
First report by Finbold
AI predicts SpaceX stock price after October 24 share unlock
- Update
Finbold publishes ChatGPT SpaceX price prediction for post-unlock period
AI model forecasts $145-$155 base case, $155-$170 bullish, $130-$145 bearish after October 24 lockup expiration.
- Update
Morgan Stanley reiterates Overweight rating and $300 price target
Analyst Adam Jonas cites Distributed Inference Cloud as overlooked growth driver.
- Independent corroboration
Independently corroborated by CoinGape
Morgan Stanley Reveals Why SpaceX Stock Price May Rally to $300
- Update
CoinGape reports Morgan Stanley bullish case and Ron Baron $50 trillion projection
Notes stock down 1.5% to $154.16 amid broader market selloff after US CPI data.
- Update
CoinGape reports JPMorgan warning on AI stock rebound and Barclays merger speculation
SpaceX down 13% in five days to $152; JPMorgan sees weaker dip-buying; Barclays forecasts SpaceX-Tesla merger in December 2026.
How coverage built up
Independent sources over time, counted the way the consensus panel counts them: a republication of a wire story does not move the line.
- 14 Oct 2026, 12:27 UTC: Finbold — 1 independent source, 1 reports
- 14 Oct 2026, 15:50 UTC: CoinGape — 2 independent sources, 3 reports
Affected entities
Also mentioned: Optimism
Original sources
| Publisher | Report | Role | Published |
|---|---|---|---|
| Finbold Crypto media | AI predicts SpaceX stock price after October 24 share unlock | Original | |
| Finbold Crypto media | Morgan Stanley sets SpaceX stock price target | Independent | |
| CoinGape Crypto media | Morgan Stanley Reveals Why SpaceX Stock Price May Rally to $300 | Independent | |
| CoinGape Crypto media | SpaceX Stock in Focus as JPMorgan Warns AI Stocks Face Tough Rebound After October Selloff | Independent |
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