SpaceX stock remains stable amid $100 billion stock unlock

According to Bloomberg, SpaceX shares remained relatively stable on Thursday after the lock-up period restricting insiders from selling their shares expired, unlocking up to approximately 911.5 million shares—valued at around $100 billion based on current valuations. Trading data showed SpaceX’s stock fluctuated within a range of less than 3% during early trading as the market absorbed the potential selling pressure from this large-scale share release. In the first 30 minutes after opening, trading volume approached 93 million shares, accounting for about 40% of the total volume from the previous trading day. This lock-up expiration occurred shortly after SpaceX’s first earnings report, during which its stock had previously dropped by about 14% due to investor concerns over the scale of the company’s investments in artificial intelligence. Nevertheless, most Wall Street analysts continue to maintain a long-term optimistic outlook for the company. Market focus centers on SpaceX’s future investment plans in AI, satellite internet, and mobile communications. Although the company faces near-term capital expenditure pressures, analysts believe its leadership in rocket launches, the Starlink satellite network, and commercial spaceflight remains a key pillar supporting its long-term valuation. The approximately $10 billion share unlock has become a significant test of investor confidence following SpaceX’s private market journey. The absence of major price swings suggests the market had already anticipated the release of insider liquidity.