SpaceX officially lands on the Nasdaq 100 before the US stock market opens today, with Wall Street institutions collectively bullish According to BlockBeats, on July 7th, SpaceX will be officially included in the Nasdaq 100 Index (Nasdaq 100) as a constituent stock before the stock market opens on July 7th, 2026 (21:30 Beijing time). SpaceX entered the Nasdaq 100 in just about 15 trading days after completing its IPO, becoming one of the fastest large companies to be included in the index in recent years. This adjustment is expected to drive passive allocation of index funds tracking the Nasdaq 100. As SpaceX officially enters the core index of the public market, Wall Street institutions are beginning to reassess its long-term value. Most institutions believe that SpaceX is not only a traditional aerospace enterprise, but also a platform company with rocket launch, Starlink satellite Internet, AI infrastructure and future space computing potential. Goldman Sachs believes that SpaceX has the potential to become a core growth asset in the next decade, and the integration of commercial aerospace, satellite Internet and AI infrastructure will open up long-term growth space. Goldman Sachs has given SpaceX a 'buy' rating with a target price of $205. Morgan Stanley said that the biggest value source of SpaceX is not just rocket business, but Starlink satellite network and future AI infrastructure capabilities. The commercialization of satellite Internet may become the key to the long-term valuation improvement of the company. Morgan Stanley previously gave SpaceX an "Overweight" rating and set a target price of $300. Morgan Stanley believes that SpaceX's core competitive barriers come from rocket reuse technology, launch cost advantages, and Starlink's global network size. With the continuous growth of satellite Internet users, Starlink is expected to become the main cash flow source of the company in the future. JPMorgan Chase has not publicly disclosed a specific target price for SpaceX. Bank of America believes that SpaceX is transforming from a space company to a new infrastructure platform, whose value comes not only from launch services, but also from global communication, data transmission, and the new computing needs of the AI era. Bank of America has not publicly disclosed a specific target price for SpaceX. America believes that SpaceX has a unique asset portfolio, and Starship will become an important infrastructure for connecting launches, satellite communications, and AI computing, with enormous long-term growth potential for the company. America has given SpaceX a 'buy' rating and set a target price of $210. Oppenheimer previously gave SpaceX a positive evaluation, stating that the company has vertical integration capabilities and long-term competitive advantages in rocket manufacturing, satellite networks, and AI related infrastructure. Oppenheimer previously gave SpaceX an "Outperform" rating and set a target price of $250. However, there are still differences on Wall Street regarding SpaceX's valuation. Morningstar believes that the current valuation already reflects a lot of optimistic expectations, and investors need to pay attention to Starlink's commercialization speed and future profitability. Morningstar's previous valuation of SpaceX was approximately $780 billion, without setting a traditional stock target price. Overall, Wall Street's core judgment on SpaceX is relatively consistent: the company has strong technological barriers and long-term growth potential, with differences mainly focused on valuation levels rather than business models. With SpaceX officially included in the Nasdaq 100, market attention has shifted from "whether it can become a tech giant" to "whether a $2 trillion valuation can still support the next stage of growth".