October 21, 2026 05:18 AM GMT SpaceX | North America Strengthens our thesis Meaningful upside Meaningful revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Big 3Q beat. Punchy outlook (up to $37bn revs in 1Q27, >10GW incremental compute in FY27). Elon Musk's carefully crafted answer to THE QUESTION. Is it just me, or is the SpaceX story only just now starting to get interesting? Lockups? Please. Key t ...