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SpaceX Falcon 9 Starlink launch eyes two reusability milestones as new satellite details emerge
SpaceX is set for Falcon 9’s first orbital launch in more than three months. Known as Starlink-1, the mission will launch the company’s heaviest satellite payload ever and feature an impressive array of Falcon 9 booster and fairing reusability milestones.
Flatsat stack
Prior to Falcon 9 going vertical on the launch pad, SpaceX technicians had to construct and encapsulate a massive stack of 60 Starlink satellites, each weighing more than 260 kg (570 lb) apiece. This is the second time SpaceX has launched sixty of the advanced spacecraft, although the satellites that will launch on Starlink-1 feature a number of upgrades and refinements not present on the Starlink v0.9 satellites that launched in May 2019.
Without an identical angle from the Starlink v0.9 mission to compare against, it’s difficult to immediately point out visual differences between v0.9 and v1.0 spacecraft. Still, there are some clear general changes. Most notably, SpaceX appears to have dramatically reduced the area of shiny, metallic surfaces. Additionally, the small downward-facing dishes just left of center in the above image were not obviously present on Starlink v0.9 satellites or SpaceX’s official renders.
Those new dishes could be traditional dish antennas meant to serve as a more basic telemetry, tracking, and command (TTC) communications link for ground controllers. They could even be a prototype of Starlink’s planned inter-satellite laser data links. Regardless, it’s obvious that SpaceX is continuing its preferred cycle of rapid prototyping, flight-testing, and data-based refinement with Starlink.
SpaceX is also focused on dramatically lowering the albedo (reflectivity) of Starlink satellites and working closely with the astronomy and astrophysics communities to minimize any disruption the spacecraft might cause for scientific observations of the night sky. For any part that will be ground-facing during routine operations, this likely involves replacing shiny surfaces with matte finishes and adding dark or non-reflective coatings/insulation where possible, among other potential tweaks.
The more milestones, the merrier
Beyond the many apparent satellite upgrades Starlink-1 is set to debut, the mission will also mark no less than three (or possibly even four) reusability milestones. Falcon 9 booster B1048 has been selected by SpaceX to support Starlink-1 and has already completed three successful orbital-class missions since it debuted in July 2018. Assuming all goes well, B1048 will thus become the first SpaceX booster to launch (and land) four times, an excellent – if increasingly unsurprising – step forward for Falcon 9’s Block 5 upgrade. Falcon 9 B1048 will attempt its fourth landing – this time on drone ship Of Course I Still Love You (OCISLY) – shortly after launch.
Designed to enable up to 10 reuses of each Falcon booster, the successful completion of Starlink-1 will place Block 5 just one reuse away from the halfway point to proving its 10-reuse design. While Block 5 has yet to materialize any tangible improvements in booster turnaround time, an imminent ramp in Starlink launch cadence will hopefully give SpaceX plenty of opportunities to start making progress on that front.
Starlink-1 is also set to mark the inaugural launch of a flight-proven Falcon 9 fairing, essentially putting a bow on the bulk of SpaceX’s challenging fairing recovery and reusability development. Unintuitively, Starlink-1’s fairing previously supported Falcon Heavy Block 5’s April 209 launch debut, meaning that both halves traveled both faster and higher than any halves that previously attempted recovery.
Simultaneously, both halves splashed down in the Atlantic Ocean with no attempt to catch them, meaning that SpaceX has apparently successfully refurbished the fairings despite the fact that their recovery was more or less the worst-case scenario.
Last but not least, Starlink-1 will also mark the first time SpaceX’s just-finished fairing recovery ship GO Ms. Chief attempts to catch a Falcon 9 fairing, as well as the first time two fairing recovery ships – Ms. Tree & Ms. Chief – attempt to catch both halves of a Falcon fairing after launch. The twin recovery vessels departed Port Canaveral, Florida a few days ago and arrived at their recovery point ~750 km (460 mi) downrange on November 10th.
Finally, thanks to the fact that Falcon 9’s fairing is flight-proven, Starlink-1 will additionally feature the first attempted recovery (catch or splashdown) of a flight-proven Falcon fairing. SpaceX could scarcely fit in another milestone if it wanted to go out of its way to do so.
Falcon 9 is scheduled to lift off no earlier than 9:56 am ET (14:56 UTC), November 11th. Weather is 80% GO and SpaceX has a backup launch window around the same time on November 12th with a 70%-favorable weather forecast.
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Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
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Wall Street analysts rapidly raised price targets on SpaceX (NASDAQ: SPCX) after the company reported a bullish third quarter for 2026 following the market close on October 20. Shares were sent sharply higher in after-hours and premarket trading.
SpaceX posted revenue of $14.6 billion, a 161 percent year-over-year increase that comfortably topped consensus estimates, which fell near $12.7 billion. The company also posted a net profit of $4.4 billion from a prior-year loss, with adjusted EBITDA reaching $8.8 billion.
More price target movement:
🚀 Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
🚀 Barclays raised its target to $300 from $254 (Overweight).
🚀 Citi increased its target to $240 from $200 (Buy),
🚀 UBS moved to $230 from $210 (Buy)
🚀TD Cowen raised its target to $224 from $200 (Buy).
🚀Morgan Stanley held an Overweight rating with a $300 target.
🚀Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.— TESLARATI (@Teslarati) October 21, 2026
Its Super Intelligence (AI) division generated roughly $7.6 billion and became the largest revenue contributor, growing nearly 830 percent year-over-year, while the Connectivity segment delivered $5.2 billion on strong subscriber additions that lifted the consumer base to 13.6 million for Starlink.
The Earnings Call proved especially catalytic, as CEO Elon Musk and CFO Bret Johnsen outlined Q1 2027 revenue guidance of $33 billion to $37 billion, which was far above the roughly $22 billion analysts had modeled, alongside fourth-quarter capital-expenditure plans of $35 billion to $40 billion focused on AI compute infrastructure at sites including Memphis and Southaven.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
Management targets 2.5 to 3 gigawatts of nameplate compute capacity by year-end and discussed pathways to 13 gigawatts or more by the end of 2027. Musk described relentless demand from hyperscalers and other customers, with compute pricing supporting payback periods of less than a year and potentially as short as six months.
Additional highlights included Starship’s recent orbital success and V3 satellite deployment, Starlink pricing and enterprise momentum, rapid Grok Bot adoption, spectrum expansion plans, and the formation of special committees to explore a possible combination with Tesla.
These elements prompted a wave of price-target increases:
- JPMorgan more than doubled its target to $500 from $240 while maintaining an Overweight rating.
- Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
- Barclays raised its target to $300 from $254 (Overweight).
- Citi increased its target to $240 from $200 (Buy),
- UBS moved to $230 from $210 (Buy), and
- TD Cowen raised its target to $224 from $200 (Buy).
- Morgan Stanley held an Overweight rating with a $300 target.
- Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.
Shares, which closed at $147.79 on October 20, jumped roughly 8 percent in early premarket trading on October 21 as investors digested the results and the newly elevated Street targets.
The average analyst price target has moved higher, which reflects greater conviction in SpaceX’s trajectory across launch, connectivity, and the Super Intelligence business, even as elevated spending remains a point of focus.
Tesla reports Q3 Earnings today: here’s what to expect
SpaceX confirms Starship 15 launch window with massive ambitions
