GOVT-CONTRACT ·Filed Aug 21, 2026

SPCX

SPACE EXPLORATION TECHNOLOGIES CORP
BULLISH
Impact 6/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

Monitor for follow-on task orders under this HLS contract as NASA progresses Artemis lunar landing milestones; given the amplifiers from cross-filing contexts (contract+earnings and contract+prior-contract), this may signal program stability and future award opportunities beyond this modification.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+5d
SPCX ▲ +3.31% at T+5d
LONG call ✓ call won +3.31% · α vs SPY +2.83% · entry $136.97 → $141.50
Next anchor: T+20d due 14d ago
Latest observation: T+27 +21.24% FF3 residual α
Entry anchored
Aug 20, 07:59 PM ET
via 1-min bar
T+1d
-1.44%
call -1.44% · α -1.14%
$135.00
settled 6w ago
T+5d
+3.31%
call +3.31% · α +2.83%
$141.50
settled 5w ago
T+20d
—
call — · α —
—
due 14d ago
T+60d
—
call — · α —
—
in 6w

Price Chart

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Executive Summary

SpaceX received a $150M modification to its existing Human Landing System (HLS) contract with NASA for design, development, and engineering support of the integrated lander. While this is a material contract award from a key agency, the company's revenue is not publicly disclosed, so the relative size and revenue impact are unknown.

Key Financial Metrics

Award Amount
$150.0M
Agency
National Aeronautics and Space Administration
Contract Type
modification

Key Facts

  • $150M obligation modification to contract 80MSFC20C0034
  • Awarded by NASA for Human Landing System (HLS) integrated lander
  • Covers design, development, manufacture, test, launch, demonstration, and engineering support
  • Modification P00082 — indicates ongoing program with incremental funding
  • SpaceX is the direct recipient and listed company name matches

Financial Impact

$150 million contract modification for HLS lander development; exact percentage of annual revenue cannot be calculated as revenue is undisclosed

revenuebacklog

Risk Factors

  • NASA funding subject to Congressional appropriations and federal budget cycles
  • Technical or schedule delays in HLS development could affect future awards
  • Program-specific cancellation risk if Artemis mission priorities shift

Market Snapshot

Exchange
Nasdaq
Analyst Consensus
80% bullish (40 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-80MSFC20C0034
10 reports for SPCX
Performance horizon
67% Hit rate 4 of 6 directional calls best @ T+1▲ +19.60%Jun 12, 2026
Filters
Rows
Reports for SPCX — sortable, filterable
TypeNow
Aug 21, 2026
6w ago
GOVT-CONTRACT
BULLISH ★ 6/10
$136.97 $141.50▲ +3.31%▲ +2.83%$148.07 (+8.10%)
Aug 14, 2026
7w ago
8-K
BULLISH ★ 7/10
$140.00 $136.97▼ −2.16%▼ −0.80%$148.07 (+5.76%)
Aug 9, 2026
7w ago
Institutional Cluster
BULLISH ★ 5/10
$138.74 $146.23▲ +5.40%▲ +5.45%$148.07 (+6.72%)
Jun 26, 2026
13w ago
8-K
NEUTRAL ★ 5/10
$164.19 $160.42▼ −2.30%▼ −3.68%$148.07 (−9.82%)
Jun 23, 2026
14w ago
8-K
NEUTRAL ★ 6/10
$154.54 $157.54▲ +1.94%▲ +0.23%$148.07 (−4.19%)
Jun 16, 2026
15w ago
8-K
BULLISH ★ 8/10
$201.80 $156.11▼ −22.64%▼ −20.41%$148.07 (−26.63%)
Jun 15, 2026
15w ago
8-K
BULLISH ★ 9/10
$201.80 $156.11▼ −22.64%▼ −20.41%$148.07 (−26.63%)
Jun 12, 2026
16w ago
424B4
BULLISH ★ 8/10
$160.95 $185.00▲ +14.94%▲ +14.27%$148.07 (−8.00%)
Jun 12, 2026
16w ago
EFFECT
BULLISH ★ 8/10
$160.95 $185.00▲ +14.94%▲ +14.27%$148.07 (−8.00%)
Jun 1, 2026
17w ago
S-1/A
NEUTRAL ★ 6/10
—awaiting T+5——
Showing 10 of 10

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Report published Aug 25, 2026