SPCX Stock Price Prediction: What Happens After the Sept 9 Unlock?
SpaceX stock is heading into a big week. Up to 378.1 million shares become eligible for sale on September 9 and 10, and traders want to know what that means for the price next.
Shares closed Friday at $147.95, down 1.2% on the day. That's still 9.6% above the $135 IPO price from June, even after a rough stretch below $150.
This SPCX price prediction looks at the unlock schedule, recent chart levels, and what analysts are saying before the event hits.
The main unlock lands on September 9, 2026, which is the 90th trading day since the IPO.
A second, smaller batch follows one day later. About 319 million non-affiliate shares clear first, then 59.1 million affiliate-held shares on September 10.
SpaceX did not use a normal 180-day lockup. Instead, its S-1 filing set up a staggered release tied to specific dates and stock milestones.
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% |
More tranches follow on September 24 and October 9, each releasing up to 328.4 million shares. Most of the remaining locked shares hit their release in December, though Elon Musk's block stays locked longer than the rest.
The track record so far is mixed, not one-sided.
On August 6, about 911.5 million shares became eligible, the largest single tranche in the whole schedule. The stock actually rose 6.1% that day.
Then on August 20, a 319 million-share unlock hit. The stock dipped 4% to 5% first, then steadied and found buyers again.
So a big unlock has not automatically meant a selloff. Actual selling volume matters more than the number of shares that simply become eligible.
Most of the latest SPCX news cycle leans on the company's growth story rather than the unlock itself.
Oppenheimer's Tim Horan raised his target to $280 from $250, keeping an Outperform rating, pointing to the AI infrastructure buildout and GPU access as key drivers.
JPMorgan's Doug Anmuth kept an Overweight rating with a $240 target, citing confidence in the AI segment, which now makes up most of the company's valuation.
Morgan Stanley's Adam Jonas held an Overweight rating and a $300 target, while Raymond James analyst Brian Gesuale carries the Street-high target at $800, implying a large amount of potential upside from current levels.
On the 2-hour chart, the stock is consolidating inside a descending channel after bouncing off the roughly $105 low from earlier this year.
Price is pressing against resistance near $150 to $151, a level that also lines up with a Fibonacci 0.382 retracement.
A clean close above $151 to $152 could open a path toward $160 to $165. If buying momentum builds further, $179 to $180 becomes the next level to watch.
On the downside, a rejection near $150 followed by a break under $140 could send the Space X Stock price back toward $133 to $135. Losing $133 would weaken the setup and put the $125 zone in play.
RSI is sitting near 60 right now, which suggests steady upward momentum without the stock being seriously overbought.
The setup into September 9 cuts both ways.
Roughly 319 million newly unlocked shares could add real selling pressure, especially if early holders rush for the exit as they did in some past tranches.
At the same time, analyst targets ranging fro $240 to $800 suggest many large investors see meaningfully higher value once the unlock overhang clears, echoing the recovery pattern seen after the August tranches.
Fundamentals are still moving in the right direction. Second-quarter revenue hit $7.81 billion, up 92% year over year, and the quarterly loss narrowed to $541 million from $1.01 billion a year earlier.
Nothing here is a guarantee. How insiders actually behave in the days following September 9 will likely decide which way the price moves next, not just how many shares technically become eligible.
This article is for informational purposes only and does not constitute financial, investment, or trading advice. Stock prices, including SpaceX stock, are volatile and can move sharply in either direction. Always do your own research and consult a licensed financial advisor before making any investment decisions.