Brett Lindsay leads industrial sector research at Mizuho, recently initiated coverage on SpaceX with an Outperform rating and $200 price target.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Starship's rapid reusability is the key enabler for Starlink's connectivity business and future orbital data centers; near-term valuation hinges on Starlink execution and government contracts, while long-term optionality lies in space-based compute by 2030.