SpaceX IPO Watch is your daily briefing on everything moving the needle toward — or away from — a SpaceX public offering. Whether you're tracking SpaceX valuation updates on the private market, watching Elon Musk's political exposure and its downstream effects on institutional investor appetite, or parsing secondary-market tender offers and SpaceX equity crowdfunding signals, this show gives you the full picture grounded in data. Every episode ranks the day's top stories: Starlink revenue disclosures, NASA and DoD contract wins, regulatory filings, SpaceX funding rounds, and Wall Street analyst takes on SpaceX stock price potential. Our two hosts represent the full investor spectrum — one who sees SpaceX as the most consequential infrastructure company of the century, and one who stress-tests every claim with the cold eye of a short-seller's research desk. Neither cheerleads. Both follow the money. If you're an accredited investor watching SpaceX secondary shares, a retail investor waiting for the IPO date, or a space-industry professional who needs to know what the market is pricing in, this is your show.
SpaceX Gets Bigger NSSL Pool as Stock Falls Below IPO Price — July 20, 2026
SpaceX and its launch rivals are in line for a larger National Security Space Launch pool after the ceiling rose to $17 billion, while separate market commentary flags a post-IPO stock slide and valuation pressure.
In this episode:
Top stories:
1. Air Force Boosts Space Launch Program to $17 Billion, Expanding Awards for SpaceX, Blue Origin and Five Others - ClearanceJobs — ClearanceJobs
https://news.clearancejobs.com/2026/07/18/air-force-boosts-space-launch-program-to-17-billion-expanding-awards-for-spacex-blue-origin-and-five-others/
2. DoD Adds $11.4B to NatSec Launch Contracts — Payloadspace
https://payloadspace.com/dod-adds-11-4b-to-natsec-launch-contracts/
3. Space Force Boosts Ceiling For NSSL Phase 3, Lane 1 By $11.4 Billion - Defense Daily — Defense Daily
https://www.defensedaily.com/space-force-boosts-ceiling-for-nssl-phase-3-lane-1-by-11-4-billion/space/
4. Post-ignition anomaly causes abort of SpaceX’s Starship Flight 13 – Spaceflight Now — Spaceflight Now
https://spaceflightnow.com/2026/07/16/live-coverage-spacex-to-deploy-first-starlink-v3-satellites-on-suborbital-starship-super-heavy-flight/
5. SpaceX Stock Is Now Well Below Its IPO Price. Here's Why ... — AOL
https://www.aol.com/articles/spacex-stock-now-well-below-121000000.html
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17 Jul 2026
SpaceX’s First Post-IPO Starship Test Meets Lock-Up Jitters — July 17, 2026
SpaceX’s first post-IPO Starship V3 flight puts the stock’s launch-cadence thesis in the spotlight as shares hover near the $135 IPO price, ARK buys the dip, and investors brace for a 20% August share unlock.
In this episode:
Top stories:
1. SpaceX to launch giant starship rocket in first flight since IPO | The Straits Times — The Straits Times
https://www.straitstimes.com/business/spacex-to-launch-giant-starship-rocket-in-first-flight-since-ipo
2. Cathie Wood Buys the Dip on SpaceX Stock as SPCX Sinks Toward IPO Price - TipRanks.com — TipRanks
https://www.tipranks.com/news/cathie-wood-buys-the-dip-on-spacex-stock-as-spcx-sinks-toward-ipo-price
3. FAA Closes SpaceX Starship Flight 12 Mishap Investigation | Aero-News Network — Aero-News Network
https://www.aero-news.net/index.cfm?do=main.textpost&id=DAB4BEFB-29DC-49DA-9D0C-697CBC87B746
4. Space Development Agency Launches 21 Data Transport Satellites — Air & Space Forces Magazine
https://www.airandspaceforces.com/space-development-agency-launches-21-data-transport-satellites-on-spacex-rocket/
5. Step Back: If SpaceX stock is already getting hit by “lock-up fears,” what actually happens when an IPO lock-up expires — and why can the threat of insiders selling move the stock before anyone sells a share?
Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
16 Jul 2026
UBS Sees Starship Test as SpaceX Stock Catalyst — July 16, 2026
SpaceX stock faces a Starship test-day catalyst as UBS reiterates Buy after a 33% pullback, while Evercore’s bullish launch-Starlink-AI thesis and a U.S. military satellite launch keep the valuation debate anchored in execution.
In this episode:
Top stories:
1. UBS recommends buying SpaceX shares ahead of a new rocket test. The shares have fallen 33% from their peak. – Oninvest — Oninvest
https://en.oninvest.com/article/ubs-recommends-buying-spacex-shares-ahead-of-a-new-rocket-test-the-shares-have-fallen-33-from-their-peak
2. As SpaceX preps for big Starship launch, Evercore initiates with Outperform rating - AOL — Yahoo Finance
https://www.aol.com/finance/spacex-preps-big-starship-launch-145613275.html
3. Live Coverage: SpaceX To Launch 21 Communications Satellites For The Space Development Agency — Aero Haber
https://aerohaber.com/live-coverage-spacex-to-launch-21-communications-satellites-for-the-space-development-agency/
4. Is SpaceX Stock a Millionaire Maker? There Are 2 Things That Will Define That Answer. | The Motley Fool — The Motley Fool
https://www.fool.com/investing/2026/07/14/is-spacex-stock-a-millionaire-maker-there-are-2-th/
Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
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