According to CNBC on October 26, Bernstein raised its SpaceX price target to $268 from $248, implying 82% upside potential from the October 23 close, while Deutsche Bank lifted its target to $250 from $230. Analyst Douglas Harnied cited SpaceX's ground-based AI computing expansion plans as a key driver. Deutsche Bank notes SpaceX aims to deploy approximately 10 gigawatts of additional computing capacity by end-2026 at roughly $35 billion per gigawatt, compared to the industry standard of $50 billion per gigawatt.

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