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GOVT-CONTRACT ·Filed Sep 18, 2026

SPCX

SPACE EXPLORATION TECHNOLOGIES CORP
BULLISH
Impact 7/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

The $519M modification signals continued NASA commitment to the Commercial Crew program, providing multi-year revenue visibility for SPCX. Monitor for additional modifications or milestone payments that could further increase the contract ceiling.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d
SPCX ▼ -2.56% at T+20d
LONG call ✗ call lost -2.56% · α vs SPY -1.65% · entry $151.85 → $147.96
Next anchor: T+60d in 7w
Latest observation: T+24 +5.37% FF3 residual α
Entry = T+0 close
Sep 21, 2026
via day close
T+1d
+1.89%
call +1.89% · α +1.91%
$154.72
settled 5w ago
T+5d
-4.20%
call -4.20% · α -3.18%
$145.47
settled 29d ago
T+20d
-2.56%
call -2.56% · α -1.65%
$147.96
settled 8d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Space Exploration Technologies Corp (SPCX) received a $519.4M modification to its Commercial Crew Transportation Capability (CCTCAP) contract with NASA, covering design, development, test, evaluation, and certification of an integrated crew transportation system. This is a large, high-visibility award from a key customer that strengthens SPCX's position in human spaceflight.

Key Financial Metrics

Award Amount
$519.4M
Agency
National Aeronautics and Space Administration
Contract Type
modification

Key Facts

  • NASA awarded a $519,393,669.31 modification (Mod 72) to the CCTCAP contract (NNK17MA01T)
  • The contract covers completion of design, development, test, evaluation, and certification of an integrated crew transportation system
  • Awarding agency is NASA, a critical customer for SPCX's human spaceflight business
  • This is a modification to an existing contract, indicating ongoing program support and funding

Financial Impact

$519.4 million contract modification from NASA

revenuebacklog

Risk Factors

  • Government funding risk from continuing resolutions or budget cuts
  • Technical or schedule risk in crew transportation system certification
  • Execution risk on a large, complex development program

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-NNK17MA01T
15 reports for SPCX
Performance horizon
63% Hit rate @ T+1 5 of 8 directional calls Went positive at some point 6 of 8 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 in 5h 24m

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Report published Sep 18, 2026