[Morgan Stanley: SpaceX Target Price $300, Enterprise AI Valuation Accounts for 55%] According to Deep Tide TechFlow, citing research from Tide Research, Morgan Stanley's October 13, 2026, report states that SpaceX's target price is $300, representing an 83.6% upside compared to the October 12 closing price of $163.42. In the segment valuation, Enterprise AI is valued at $165, Connectivity at $118, Space at $8, and X and Grok at $8, with Enterprise AI accounting for 55% of the target price. Morgan Stanley believes the market is only focusing on rockets and satellites, while the pricing for Enterprise AI and distributed inference cloud is nearly zero. For fiscal year 2027, AI computing capacity is estimated at 4.9 GW, with the company's target approaching 10 GW. Each additional 1 GW of computing capacity could increase the stock price by approximately $27. The 'Overweight' rating is maintained.