AI + Aerospace "dual engines" launched! Goldman Sachs raises SpaceX (SPCX.US) target to $230

Zhitong Finance APP has learned that before SpaceX (SPCX.US) is scheduled to report its third-quarter 2026 results on November 5, Eastern Time, Goldman Sachs recently released a research report in which it updated and raised its forecasts for the company's artificial intelligence (AI) business based on the company's recent transaction activity, latest public statements, and key enterprise use cases and model development progress, including forecasts for computing capacity, revenue, and profit margins. As the company continues to maintain a high level of execution capability, Goldman Sachs will further outline potential computing monetization scenarios from fiscal year 2026 to fiscal year 2028, and believes that, absent a correction in the broader AI operating environment, its AI business forecasts for the next 6-18 months remain relatively conservative (compared with market consensus). In addition, regarding the space business, Goldman Sachs also discussed recent related news and considered how these developments may affect the company's long-term growth opportunities as launch frequency and reusability continue to improve in the coming years.