Which part of SpaceX's business has the greatest long-term potential?

As SpaceX (SPCX) joins the ranks of the Nasdaq 100 (^NDX) on Tuesday, Macquarie was among the Wall Street firms that initiated coverage on Elon Musk's space venture, coming out with an Outperform rating and a $250 price target on the stock. Macquarie US head of research on technology Paul Golding comes on Market Domination Overtime to talk about his latest note and the long-term opportunities he is seeing from certain parts of SpaceX.

Jul 8, 2026 - 02:00
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Which part of SpaceX's business has the greatest long-term potential?
As SpaceX (SPCX) joins the ranks of the Nasdaq 100 (^NDX) on Tuesday, Macquarie was among the Wall Street firms that initiated coverage on Elon Musk's space venture, coming out with an Outperform rating and a $250 price target on the stock. Macquarie US head of research on technology Paul Golding comes on Market Domination Overtime to talk about his latest note and the long-term opportunities he is seeing from certain parts of SpaceX.

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