SpaceX's Falcon 9 Reaches 36th Flight Milestone as Starlink Expansion Accelerates

SpaceX (SPCX) shares drew investor attention after the Falcon 9 rocket achieved a record 36th flight and Starlink business milestones. The B1067 booster, reused since 2021, carried 29 Starlink satellites, bringing the total to over 12,400 with 10,700 active in orbit. In H1 2026, the company deployed 1,589 satellites, surpassing the 1,489 figure from the same period in 2025. Despite these achievements, shares hit an all-time low of $145.20, below the $150 IPO price, amid disappointment over Nasdaq-100 inclusion failing to trigger index-driven demand. Analyst Louie DiPalma of William Blair raised SpaceX's rocket business valuation to $546 billion from $300 billion, citing Blue Origin's $130 billion valuation, and maintained an 'Outperform' rating.
Bora Yalın: Starlink's global infrastructure expansion represents a 'risk-on' signal for capital flows. Falcon 9's reusability enhances cost efficiency and liquidity buffers amid market volatility. Competitor delays like Blue Origin's New Glenn explosion further consolidate SpaceX's market dominance.