$SPCX · Mizuho initiates SpaceX at Outperform with $200 target: Starship reusability unlocks Starlink and orbital data centers

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Bloomberg Tech

The AI Race, Starship and Silicon Valley's Defense Bet | Bloomberg Tech 7/20/2026

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Mizuho initiates SpaceX at Outperform with $200 target: Starship reusability unlocks Starlink and orbital data centers

2026-07-20 · 4 company · 7 thematic

sentiment

4 bull0 bear0 neu

speakers

rob meyerson

Rob Meyerson founded Interlune to harvest helium-3 from the moon for quantum computing, with a terrestrial cold capture technology and $500M in purchase orders.

brett lindsay

Brett Lindsay leads industrial sector research at Mizuho, recently initiated coverage on SpaceX with an Outperform rating and $200 price target.

connor love

Connor Love joined a16z's American Dynamism team to invest in defense tech, energy, manufacturing, and space, drawing on his military background.

mandeep singh

Mandeep Singh covers tech infrastructure and AI capex for Bloomberg Intelligence, analyzing hyperscaler spending and custom silicon.

quote

“THE ENABLER OF THE STARLINK OPPORTUNITY AND THE CONNECTIVITY OPPORTUNITY LONGER-TERM IS GOING TO BE DEPENDENT ON THE SUCCESS IN THE REUSABILITY CADENCE OF STARSHIP... WE ANCHORED OUR VALUATION ON 2029 AND TOOK A LARGE HAIRCUT RELATIVE TO T…”

—brett lindsay

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