Is It Too Late to Buy SpaceX Stock After Its Monster Third-Quarter Earnings Report? Here's the Answer.

SpaceX reported strong Q3 2026 earnings with $14.5B revenue (beating $12.7B estimates) and $4.4B net income. The AI division generated $7.6B in revenue, more than half of total revenue, up from $813M year-over-year. While the stock has experienced significant volatility since its June IPO, analysts suggest long-term investors with conviction should not hesitate to buy, as the company is still in early stages of capturing its $26.5T AI-focused total addressable market.