SpaceX Stock (SPCX) Price Prediction: What Comes After Sept 9 Unlock?
SpaceX stock is sitting at a tense spot right now. Shares of SPCX closed near $147.95 on Friday, down about 1.2% for the day.
That puts the stock roughly 34.50% below its all-time high of $225.64. It also sits just above its $104.83 low from earlier this year.
The SpaceX stock price has been stuck below $150 for days. Traders are watching closely because a large share unlock is coming on September 9, 2026.
Anyone tracking the Space X stock price this week has seen the same pattern play out. Choppy moves near resistance, then a pullback into the close.
The next major unlock lands on September 9, 2026. That is the 90th trading day since SpaceX went public.
Unlike a normal 180-day lockup, SpaceX used a staggered release schedule laid out in its S-1 filing. Shares get freed up in chunks tied to specific dates and stock milestones.
On September 9, about 319 million shares become eligible for sale. A smaller batch of 59 million affiliate-held shares follows one day later on September 10.
That is why some reports say the unlock date is the 9th and others say the 10th. Both are correct, but the 9th carries far more shares.
Here is the breakdown from the S-1 filing, based on Bloomberg Intelligence data.
Trigger / Date | Portion Unlocked | Cumulative Unlock |
IPO pricing begins | 0% | 0% |
2nd trading day after Q1 earnings (Aug) | 20% | 20% |
Stock hurdle (~30% above IPO price) | 10% | 30% |
Day 70 after IPO | 7% | 37% |
Day 90 after IPO (Sept 9) | 7% | 44% |
Day 105 after IPO | 7% | 51% |
Day 120 after IPO | 7% | 58% |
Day 135 after IPO | 7% | 65% |
2nd day after Q2 earnings (Nov) | 28% | 93% |
Day 180 after IPO | 7% | 100% |
After the September 24 tranche, total shares unlocked in September alone add up to around 707 million. October brings roughly 328 million more shares on both the 9th and the 24th. The full 180-day lockup wraps up on December 8, 2026.
Traders have two recent data points to study.
The first unlock hit on August 6. About 911.5 million shares were released, the biggest single tranche in the whole schedule. SPCX actually gained 6.1% that day after bottoming near $108 the session before.
The second unlock came August 20, releasing 319 million shares. The stock dipped 4% to 5% heading into that date, then found buyers and steadied out.
So the track record is mixed. One unlock sparked a rally. The other caused a dip followed by a bounce. That history matters before assuming September 9 has to mean a selloff.
Not every analyst is bracing for a drop.
The latest SpaceX news has actually leaned positive on the fundamentals, even with the unlock hanging over the chart. Most of the recent spcx news cycle centers on the company's AI business rather than the lockup itself.
Oppenheimer raised its price target on SpaceX stock to $280 from $250, keeping an Outperform rating. Analyst Tim Horan pointed to the company's AI infrastructure buildout, its access to Nvidia GPUs, and fast-growing data center capacity.
Horan also flagged strong usage growth tied to Grok and Cursor. He expects better AI compute pricing once Nvidia's next-generation Rubin chips arrive.
JPMorgan is a bit more cautious but still positive. Analyst Doug Anmuth kept an Overweight rating and a $240 price target, citing confidence in the AI segment, which now makes up most of SpaceX's total valuation.
The setup into September 9 cuts both ways.
On one side, roughly 319 million newly unlocked shares could add real selling pressure, especially if insiders rush to sell early as they did in prior tranches.
On the other side, analyst targets between $240 and $280 suggest big investors see a much higher ceiling once the unlock overhang passes. That would echo how the stock recovered after the August tranches.
Looking at the 2-hour chart, SpaceX stock is forming a bullish consolidation inside a descending channel after its sharp bounce off the ~$105 low.
Price is currently pressing against resistance near $150 to $151, which lines up with a Fibonacci 0.382 retracement level. A clean breakout and close above $151 to $152 could open the door to $160 to $165. If momentum keeps building, $179 to $180 becomes the next real target.
On the downside, a rejection near $150 followed by a break under $140 could send the SpaceX share price back toward $133 to $135. Losing $133 would weaken the bullish structure and expose the $125 zone.
RSI sits near 60 right now, which points to steady upward momentum without the stock being seriously overbought.
The base case, based purely on the chart pattern, favors a gradual grind toward $160 to $165, but only if $151 breaks and holds. Below $140, that bullish setup starts to fall apart.
None of this is a guarantee. Unlock events add real supply to the market, and how insiders behave in the days after September 9 will likely decide which direction SPCX stock heads next.
This article is for informational purposes only and does not constitute financial, investment, or trading advice. Stock and market prices are volatile and unpredictable. Always do your own research and consult a licensed financial advisor before making investment decisions. Past performance is not indicative of future results.