Weak signal · 22 August 2026, 03:45 UTC
Bernstein turns bullish on SpaceX: PT $248, "one Starship launch per day by end-2027."
As the brief logged it
Bernstein reiterated Overweight and raised its SpaceX target, framing orbital data centres as the swing factor (Advanced Television, Aug 21). Analyst projection, forward-looking (Verify-before-citing #9) — not executed capability — but a sell-side read that the market is pricing SpaceX's launch cadence and orbital-compute optionality, both direct pressure vectors on SES's launch access and space-data thesis.
Provenance
Logged in the brief of 22 August 2026.
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