SpaceX is set to release its first quarterly earnings report as a publicly traded company after Tuesday's market close, offering investors their first detailed look at Elon Musk's rocket, satellite and artificial intelligence business, according to CNN.
Analysts are expected to focus on AI spending, Starlink's revenue growth, progress on the Starship rocket program and the company's cash burn.
The report said SpaceX shares have fallen sharply since reaching a post-IPO high, although analysts view management's outlook as more important than quarterly results. Investors are also watching the company's acquisition of Cursor and its long-term AI ambitions.
Another key event comes Thursday, when lockup restrictions on more than 911 million shares expire, potentially increasing trading activity and stock price volatility.
Related Tweet:
The true barometer for SpaceX won't be its first earnings report but the progress on Starship, @tomwblack says (via @opinion) https://t.co/VB6OQOWo22
— Bloomberg (@business) August 4, 2026
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