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Based on 37 analysts
Target prices reflect the market consensus (mean/high/low), not individual research firms. 60 actions collected · 60 in the last 12 months.
Auto-generated summary combining US and Korean research and earnings · not investment advice
SPCX의 현재가는 146.03달러이며 31개 기관 컨센서스 평균 목표가는 222.71달러로 집계됩니다. 대다수 글로벌 투자은행이 매수 및 비중확대 의견을 유지하거나 신규 편입하고 있으나, 2026Q2 주당순이익 -0.09달러 적자 기록과 최저 목표가 118달러 및 일부 중립 의견 등 신중론도 병존합니다.
Divergence: 대다수 투자은행이 매수 등급을 부여하며 긍정적 시각을 보이고 있으나, 일부 증권사는 중립 의견을 고수하고 최저 목표가가 118달러로 형성되어 밸류에이션 시각차가 존재합니다.
| Date | Firm | Analyst | Action | Rating change | Price target | Report |
|---|---|---|---|---|---|---|
| 2026. 11. 05. | China Renaissance | — | Initiate coverage | — → Buy | — | China Renaissance: Buy |
| 2026. 10. 22. | B of A Securities | — | Maintain | Buy → Buy | — | B of A Securities: Buy |
| 2026. 10. 22. | Pivotal Research | — | Maintain | Buy → Buy | — | Pivotal Research: Buy |
| 2026. 10. 22. | Macquarie | — | Maintain | Outperform → Outperform | — | Macquarie: Outperform |
| 2026. 10. 22. | UBS | — | Maintain | Buy → Buy | — | UBS: Buy |
| 2026. 10. 22. | Citigroup | — | Maintain | Buy → Buy | — | Citigroup: Buy |
| 2026. 10. 22. | Barclays | — | Maintain | Overweight → Overweight | — | Barclays: Overweight |
| 2026. 10. 22. | JP Morgan | — | Maintain | Overweight → Overweight | — | JP Morgan: Overweight |
| 2026. 10. 21. | Evercore ISI Group | — | Maintain | Outperform → Outperform | — | Evercore ISI Group: Outperform |
| 2026. 10. 21. | Wells Fargo | — | Maintain | Overweight → Overweight | — | Wells Fargo: Overweight |
| 2026. 10. 21. | Keybanc | — | Maintain | Sector Weight → Sector Weight | — | Keybanc: Sector Weight |
| 2026. 10. 21. | Susquehanna | — | Maintain | Neutral → Neutral | — | Susquehanna: Neutral |
| 2026. 10. 21. | TD Cowen | — | Maintain | Buy → Buy | — | TD Cowen: Buy |
| 2026. 10. 21. | Cantor Fitzgerald | — | Maintain | Overweight → Overweight | — | Cantor Fitzgerald: Overweight |
| 2026. 10. 21. | Needham | — | Maintain | Buy → Buy | — | Needham: Buy |
| 2026. 10. 21. | Macquarie | — | Maintain | Outperform → Outperform | — | Macquarie: Outperform |
| 2026. 10. 16. | Evercore ISI Group | — | Maintain | Outperform → Outperform | — | Evercore ISI Group: Outperform |
| 2026. 10. 09. | Barclays | — | Initiate coverage | — → Overweight | — | Barclays: Overweight |
| 2026. 10. 09. | TD Cowen | — | Maintain | Buy → Buy | — | TD Cowen: Buy |
| 2026. 10. 07. | Susquehanna | — | Maintain | Neutral → Neutral | — | Susquehanna: Neutral |
| 2026. 09. 30. | Macquarie | — | Maintain | Outperform → Outperform | — | Macquarie: Outperform |
| 2026. 09. 29. | TD Cowen | — | Initiate coverage | — → Buy | — | TD Cowen: Buy |
| 2026. 09. 29. | Deutsche Bank | — | Maintain | Buy → Buy | — | Deutsche Bank: Buy |
| 2026. 09. 28. | CLSA | — | Initiate coverage | — → Outperform | — | CLSA: Outperform |
| 2026. 09. 15. | MoffettNathanson | — | Maintain | Neutral → Neutral | — | MoffettNathanson: Neutral |
| 2026. 09. 08. | Wells Fargo | — | Maintain | Overweight → Overweight | — | Wells Fargo: Overweight |
| 2026. 09. 08. | Pivotal Research | — | Initiate coverage | — → Buy | — | Pivotal Research: Buy |
| 2026. 09. 03. | Oppenheimer | — | Maintain | Outperform → Outperform | — | Oppenheimer: Outperform |
| 2026. 08. 26. | Wolfe Research | — | Maintain | Outperform → Outperform | — | Wolfe Research: Outperform |
| 2026. 08. 18. | UBS | — | Maintain | Buy → Buy | — | UBS: Buy |
| 2026. 08. 07. | Argus Research | — | Upgrade | Hold → Buy | — | Argus Research: Hold → Buy |
| 2026. 08. 06. | Macquarie | — | Maintain | Outperform → Outperform | — | Macquarie: Outperform |
| 2026. 08. 06. | Wells Fargo | — | Maintain | Overweight → Overweight | — | Wells Fargo: Overweight |
| 2026. 08. 05. | Cantor Fitzgerald | — | Maintain | Overweight → Overweight | — | Cantor Fitzgerald: Overweight |
| 2026. 08. 05. | Piper Sandler | — | Maintain | Neutral → Neutral | — | Piper Sandler: Neutral |
| 2026. 08. 05. | Needham | — | Maintain | Buy → Buy | — | Needham: Buy |
| 2026. 08. 03. | RBC Capital | — | Maintain | Outperform → Outperform | — | RBC Capital: Outperform |
| 2026. 08. 03. | Macquarie | — | Maintain | Outperform → Outperform | — | Macquarie: Outperform |
| 2026. 07. 31. | Macquarie | — | Maintain | Outperform → Outperform | — | Macquarie: Outperform |
| 2026. 07. 24. | HSBC | — | Initiate coverage | — → Hold | — | HSBC: Hold |
| 2026. 07. 22. | Macquarie | — | Maintain | Outperform → Outperform | — | Macquarie: Outperform |
| 2026. 07. 16. | Piper Sandler | — | Initiate coverage | — → Neutral | — | Piper Sandler: Neutral |
| 2026. 07. 15. | Needham | — | Maintain | Buy → Buy | — | Needham: Buy |
| 2026. 07. 14. | Evercore ISI Group | — | Initiate coverage | — → Outperform | — | Evercore ISI Group: Outperform |
| 2026. 07. 07. | Deutsche Bank | — | Initiate coverage | — → Buy | — | Deutsche Bank: Buy |
| 2026. 07. 07. | Cantor Fitzgerald | — | Initiate coverage | — → Overweight | — | Cantor Fitzgerald: Overweight |
| 2026. 07. 07. | Macquarie | — | Initiate coverage | — → Outperform | — | Macquarie: Outperform |
| 2026. 07. 07. | Clear Street | — | Initiate coverage | — → Buy | — | Clear Street: Buy |
| 2026. 07. 07. | RBC Capital | — | Initiate coverage | — → Outperform | — | RBC Capital: Outperform |
| 2026. 07. 07. | Bernstein | — | Initiate coverage | — → Outperform | — | Bernstein: Outperform |
| 2026. 07. 07. | William Blair | — | Initiate coverage | — → Outperform | — | William Blair: Outperform |
| 2026. 07. 07. | Raymond James | — | Initiate coverage | — → Strong Buy | — | Raymond James: Strong Buy |
| 2026. 07. 07. | B of A Securities | — | Initiate coverage | — → Buy | — | B of A Securities: Buy |
| 2026. 07. 07. | JP Morgan | — | Initiate coverage | — → Overweight | — | JP Morgan: Overweight |
| 2026. 07. 07. | UBS | — | Initiate coverage | — → Buy | — | UBS: Buy |
| 2026. 07. 07. | MoffettNathanson | — | Initiate coverage | — → Neutral | — | MoffettNathanson: Neutral |
| 2026. 07. 07. | Stifel | — | Initiate coverage | — → Buy | — | Stifel: Buy |
| 2026. 07. 07. | Needham | — | Initiate coverage | — → Buy | — | Needham: Buy |
| 2026. 07. 07. | UBS | — | Initiate coverage | — → Buy | — | UBS: Buy |
| 2026. 07. 07. | Morgan Stanley | — | Initiate coverage | — → Overweight | — | Morgan Stanley: Overweight |
