Several outlets report a sharp market reaction to unusually bullish research on SpaceX. Bloomberg and The Next Web highlight Raymond James analyst Brian Gesuale as the most bullish among covering analysts, noting he initiated coverage with a “strong buy” stance and set an $800 price target. Bloomberg and The Next Web describe his view of a valuation above $10 trillion, while Economic Times adds specific projections, including revenue reaching $5.2 trillion by 2035. Economic Times also says the growth thesis is tied mainly to SpaceX’s developing artificial intelligence business, with AI expected to become SpaceX’s largest revenue stream by 2027. Fortune and Yahoo Finance report that SpaceX shares later fall shortly after these high price targets and valuation claims are publicized, drawing attention to how much analysts’ models can explain or predict near-term performance. Yahoo Finance also emphasizes the implications of the top price target for a hypothetical investment, while Fortune frames the timing of the stock drop as raising questions about the degree to which analysts’ expectations are reflected in market pricing.