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UBS's John Hodulik maintained their Strong Buy rating on Space Exploration Technologies (NASDAQ: SPCX). The analyst also maintained a $210 price target.

Space Exploration Technologies reported its Q2 2026 earnings.

Hodulik predicted that demand for AI and tokenization will keep valuations high, and that Starship's larger V3 satellite constellation will greatly accelerate Starlink's growth.

However, the analyst noted that mobile expansion will rely on terrestrial infrastructure and next-generation femtocells.

Earnings Report

For Q2 2026, SpaceX reported:

• EPS of $(0.09), which beat the Zacks Consensus Estimate of $(0.26).
• Revenue of $7.8B, which beat the Zacks Consensus Estimate of $6.72B.

Management did not provide financial guidance in its press release.

CFO Commentary: "2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX.

"Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements.

"Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns.

"As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders.

"We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog.

"This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework."