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GOVT-CONTRACT ·Filed Jul 16, 2026

SPCX

SPACE EXPLORATION TECHNOLOGIES CORP
NEUTRAL
Impact 3/10
Horizonweeks Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional task orders or modifications under this program to gauge the total contract ceiling and revenue visibility. The DoD's continued engagement in LLEO programs is a positive signal for the company's government business line.

DirectionNeutral
Confidencemedium
Horizonweeks
Final — all horizons settled through T+60d
SPCX ▲ +31.80% at T+60d
NEUTRAL call +31.80% · α vs SPY +26.86% · entry $123.99 → $163.42
Entry = T+0 close
Jul 17, 2026
via day close
T+1d
-3.34%
call -3.34% · α -3.18%
$119.85
settled 3mo ago
T+5d
-7.19%
call -7.19% · α -6.61%
$115.07
settled 3mo ago
T+20d
+12.91%
call +12.91% · α +8.47%
$140.00
settled 2mo ago
T+60d
+31.80%
call +31.80% · α +26.86%
$163.42
settled 15d ago

Price Chart

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Executive Summary

Space Exploration Technologies Corp. received a $29.4 million contract modification from the Department of Defense for the Proliferated Low Earth Orbit Best Effort 05 program, indicating continued government investment in its satellite capabilities.

Key Financial Metrics

Award Amount
$29.4M
Agency
Department of Defense
Contract Type
modification

Key Facts

  • Contract modification P00004 under FA254126FB066 awarded on 2026-07-16
  • Obligation amount of $29,358,440 from the Department of Defense
  • Program: Proliferated Low Earth Orbit Best Effort 05
  • Company annual revenue is not available for percentage comparison

Financial Impact

$29.4 million contract modification from the Department of Defense

revenue

Risk Factors

  • Company annual revenue is unknown, so the materiality of this award cannot be assessed as a percentage of revenue
  • Modification amount is moderate; impact depends on total contract value and duration, which are not stated
  • Government contracts are subject to funding availability and potential budget changes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-FA254126FB066
15 reports for SPCX
Performance horizon
67% Hit rate @ T+1 6 of 9 directional calls Went positive at some point 7 of 9 best @ T+1▲ +19.60%Jun 12, 2026
Filters
Rows
Reports for SPCX — sortable, filterable
TypeNow
Oct 26, 2026
today
8-K
NEUTRAL ★ 4/10
$148.49awaiting T+1—$146.90 (−1.07%)
Oct 21, 2026
5d ago
Institutional Cluster
BULLISH ★ 4/10
$144.75 $147.49▲ +1.89%▲ +2.42%$146.90 (+1.49%)
Oct 20, 2026
6d ago
8-K
MIXED ★ 6/10
$159.31 $144.75▼ −9.14%▼ −7.96%$146.90 (−7.79%)
Sep 18, 2026
5w ago
GOVT-CONTRACT
BULLISH ★ 7/10
$151.85 $154.72▲ +1.89%▲ +1.91%$146.90 (−3.26%)
Aug 21, 2026
9w ago
GOVT-CONTRACT
BULLISH ★ 6/10
$135.00 $137.95▲ +2.19%▲ +1.87%$146.90 (+8.81%)
Aug 14, 2026
10w ago
8-K
BULLISH ★ 7/10
$140.00 $146.23▲ +4.45%▲ +4.92%$146.90 (+4.93%)
Aug 9, 2026
11w ago
Institutional Cluster
BULLISH ★ 5/10
$138.74 $133.29▼ −3.93%▼ −3.61%$146.90 (+5.88%)
Jul 16, 2026
14w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$123.99 $119.85▼ −3.34%▼ −3.18%$146.90 (+18.48%)
Jun 26, 2026
17w ago
8-K
NEUTRAL ★ 5/10
$164.19 $170.86▲ +4.06%▲ +3.28%$146.90 (−10.53%)
Jun 23, 2026
17w ago
8-K
NEUTRAL ★ 6/10
$154.54 $153.00▼ −1.00%▼ −1.14%$146.90 (−4.94%)
Showing 10 of 15

US Market Status

Market Closed — Opens Wed (9h 37m)

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Report published Jul 16, 2026