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/SPCX
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SPCX

SPCX

SPCX
$151.21USD+2.04%+3.03 today

MARKET CAP

2.05T

P/E (TTM)

FWD P/E

DAY RANGE

$146 – $152

52W RANGE

$21
$226

AI Summary

Stalk
Buy NowMedium

SPCX remains in a clear Stage 2 uptrend with price tightly tracking above the 9-day EMA, 20-day EMA, and 50-day SMA. Volume confirms each advance while pullbacks into the 130–132 support cluster hold consistently. RSI at ~65 suggests further upside capacity. Immediate resistance at 146–148 is key—breakout participation is favored now, with deferred entries on dips into the moving‐average confluence.

  • Q2 revenue jumped 92% YoY to $7.8 B, driven by every segment
  • AI services revenue surged 247% YoY to $2.6 B on new cloud contracts
  • Shares trade at 73× price-to-sales, risking correction if growth lags
Full analysis →

Buying

25

institutions

Selling

0

institutions

New Positions

25

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
PI

Public Investment Fund

Q2 2026

BUYNEW154.15 M26.34 B+154.15 M+0.0%69.48%
BI

Blackrock, Inc.

Q2 2026

BUYNEW54.76 M9.36 B+54.76 M+0.0%0.14%
AM

Atreides Management, LP

Q2 2026

BUYNEW27.33 M4.67 B+27.33 M+0.0%32.58%
CA

Citadel Advisors LLC

Q2 2026

BUYNEW19.11 M3.27 B+19.11 M+0.0%0.37%
MM

Millennium Management LLC

Q2 2026

BUYNEW18.86 M3.20 B+18.86 M+0.0%1.18%
CM

Coatue Management LLC

Q2 2026

BUYNEW18.56 M3.17 B+18.56 M+0.0%6.52%
JC

Jpmorgan Chase & Co

Q2 2026

BUYNEW15.56 M2.56 B+15.56 M+0.0%0.15%
HM

Harvard Management Co INC

Q2 2026

BUYNEW12.94 M2.21 B+12.94 M+0.0%51.86%
BA

Balyasny Asset Management L.P.

Q2 2026

BUYNEW3.81 M651.43 M+3.81 M+0.0%0.83%
AC

Altimeter Capital Management, LP

Q2 2026

BUYNEW1.78 M303.53 M+1.78 M+0.0%3.09%
VG

Viking Global Investors LP

Q2 2026

BUYNEW1.20 M205.03 M+1.20 M+0.0%0.58%
WP

Woodline Partners LP

Q2 2026

BUYNEW508.24 K86.84 M+508.24 K+0.0%0.27%
TG

Tiger Global Management LLC

Q2 2026

BUYNEW375.00 K64.07 M+375.00 K+0.0%0.27%
AL

Appaloosa LP

Q2 2026

BUYNEW225.00 K38.44 M+225.00 K+0.0%0.50%
TP

Third Point LLC

Q2 2026

BUYNEW180.41 K30.83 M+180.41 K+0.0%0.66%
WR

Whale Rock Capital Management LLC

Q2 2026

BUYNEW152.52 K26.06 M+152.52 K+0.0%0.21%
BH

Brevan Howard Capital Management LP

Q2 2026

BUYNEW62.40 K10.66 M+62.40 K+0.0%0.08%
RC

Rockefeller Capital Management L.P.

Q2 2026

BUYNEW49.84 K8.52 M+49.84 K+0.0%0.01%
PA

Point72 Asset Management, L.P.

Q2 2026

BUYNEW42.60 K7.28 M+42.60 K+0.0%0.01%
DC

Dorsal Capital Management, LP

Q2 2026

BUYNEW40.00 K6.83 M+40.00 K+0.0%0.24%
BA

Bridgewater Associates, LP

Q2 2026

BUYNEW11.60 K1.98 M+11.60 K+0.0%0.01%
MC

Moore Capital Management, LP

Q2 2026

BUYNEW6.21 K1.06 M+6.21 K+0.0%0.02%
AC

Arcus Capital Partners, LLC

Q2 2026

BUYNEW4.75 K812.15 K+4.75 K+0.0%0.34%
MG

Man Group Plc

Q2 2026

BUYNEW3.54 K605.01 K+3.54 K+0.0%0.00%
FA

Fisher Asset Management, LLC

Q2 2026

BUYNEW1.31 K223.52 K+1.31 K+0.0%0.00%