News
SpaceX’s next Falcon Heavy rocket on track for early 2023 launch
Two weeks after SpaceX’s first Falcon Heavy launch in three and a half years, the US Space Force says that the rocket is on track to launch again “early next year.”
Immediately before and after Falcon Heavy’s first operational launch for the US Space Force, the Space Systems Command confirmed that the massive SpaceX rocket’s next military launch – USSF-67 – was scheduled no earlier than January 2023. The military also confirmed that USSF-67 would reuse two of the three Falcon Heavy boosters that helped launch USSF-44 on November 1st.
Two weeks later, the US Space Force’s tone hasn’t changed, and the Space Systems Command remains confident that Falcon Heavy is on track to launch USSF-67 less than three months after USSF-44.
Assuming the lack of a schedule change is intentional rather than a matter of not checking with SpaceX or other US stakeholders, no change is a good sign. Since the last time the SSC reported that USSF-67 was on track to launch in January 2023, SpaceX successfully launched its fourth Falcon Heavy rocket. USSF-44 was the company’s first launch directly into a geosynchronous orbit ~36,000 kilometers (~22,300 mi) above Earth’s surface.
SpaceX successfully recovered both of Falcon Heavy’s ‘side cores’ and has likely had enough time to thoroughly inspect each booster and begin the refurbishment process. If data gathered from the launch, landing, or recovered boosters uncovered issues with Falcon Heavy’s performance during USSF-44, USSF-67 would almost certainly be delayed. The chances of a delay are magnified by the fact that USSF-67 can’t launch until two of USSF-44’s Falcon Heavy boosters are refurbished and declared ready for a second flight.
But it appears that even a gap of 40 months between Falcon Heavy launches wasn’t enough to make SpaceX falter – at least after working out some prelaunch kinks. SpaceX accomplished a similar feat – launching two Falcon Heavy rockets in less than three months with one pair of side boosters – on the rocket’s second and third launches in April and June 2019. The mission that reused Flight 2’s side boosters was for the US Air Force, so SpaceX and the military already have direct experience tackling those challenges.
In the three and a half years since, SpaceX has gained a huge amount of experience recovering and refurbishing Falcon 9 Block 5 boosters and slashed its record turnaround (the time between two launches of the same booster) from 74 days to 21 days. SpaceX should thus have no issue turning Falcon Heavy side boosters B1064 and B1065 around for a second launch in January 2023, around 60 to 91 after their debut.
While preparing one Falcon Heavy rocket to launch USSF-67 in January, SpaceX – at least according to customer ViaSat – may also be preparing another Falcon Heavy rocket to launch the first ViaSat-3 satellite the same month. Unlike the US Space Force, which recently shipped [PDF] one of USSF-67’s payloads to Florida, ViaSat has yet to ship its first next-generation satellite to the launch site and says that milestone is scheduled for December 2022. That makes a February or March launch much more likely, but ViaSat recently told shareholders that ViaSat-3 remains on track to launch “in the earliest part of” Q1 2023.
Combined, USSF-67 and ViaSat-3 are scheduled to reuse Falcon Heavy side boosters B1064, B1065, B1052, and B1053. Each will use a brand new center core: B1068 for ViaSat-3 and B1079 for USSF-67, according to Next Spaceflight. Like USSF-44, which was the first time SpaceX intentionally expended a Falcon Heavy booster, both new center cores are expected to be expended.
For several reasons, assembling and preparing Falcon Heavy for launch is significantly more time-consuming than Falcon 9, so there will likely be at least a two, three, or even four-week gap between Falcon Heavy’s next two launches. But as long as USSF-67 and ViaSat-3 are ready to fly during narrow windows in early and late January, it appears that SpaceX could launch two Falcon Heavy rockets in one calendar month.
SpaceX has as many as five Falcon Heavy launches scheduled in 2023 – a stark change after more than three years without a single flight.
News
Tesla widens rollout of new Full Self-Driving suite to more owners
Tesla started rolling out Full Self-Driving v14 nearly two weeks ago, but it was a very controlled release that made its way to only a small group of owners who are part of the EAP.
Tesla is widening its rollout of the new Full Self-Driving suite to more owners, after it had been confined to those in the Early Access Program (EAP) for a couple of weeks.
Tesla started rolling out Full Self-Driving v14 nearly two weeks ago, but it was a very controlled release that made its way to only a small group of owners who are part of the EAP.
It seemed logical to keep things tight; v14 was Tesla’s first major FSD release in a year, and it featured a handful of new features, including a new, slower driving profile known as “Sloth,” and the ability to park in an area at the destination that was designated by the driver.
There were also other improvements, including parking garage navigation, yielding for emergency vehicles, better recognition and handling for road debris, and a more refined ride experience overall. So far, it has been the best FSD suite Tesla has rolled out, capable of more than any previous release.
However, it has only been available to that small group of EAP Tesla owners. Now, it appears Tesla is starting to roll out Full Self-Driving v14 to more owners for the first time with v14.1.2:
I LOVE YOU HOLY SHIT @Tesla_AI pic.twitter.com/AdQSWLO9oa
— Mike P (@mikepat711) October 16, 2025
Tesla rolled out FSD v14.1.2 for the first time last night, introducing further refinements to the initial two v14 iterations that were made available to owners, as well as the new Mad Max Speed Profile, which offers higher speeds during travel and more lane changes.
Tesla launches ‘Mad Max’ Full Self-Driving Speed Profile, its fastest yet
The first reviews of the Mad Max Speed Profile have been raving with positivity. Owners praise its ability to handle congestion and heavy traffic, as well as its decisiveness and reduced hesitation, which other Profiles have been noted for in the past two v14 releases.
The expansion of the FSD suite, especially with this new version, will make so many owners happy, as the release has been slow, controlled, and exclusive. Now that it is making its way to more Tesla owners, we will see more refinements and features in the coming weeks.
Investor's Corner
Barclays lifts Tesla price target ahead of Q3 earnings amid AI momentum
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.
Barclays has raised its price target for Tesla stock (NASDAQ: TSLA), with the firm’s analysts stating that the electric vehicle maker is approaching its Q3 earnings with two contrasting “stories.”
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.
Tesla’s AI and autonomy narrative
Levy told investors that Tesla’s “accelerating autonomous and AI narrative,” amplified by CEO Elon Musk’s proposed compensation package, is energizing market sentiment. The analyst stated that expectations for a Q3 earnings-per-share beat are supported by improved vehicle delivery volumes and stronger-than-expected gross margins, as noted in a TipRanks report.
Tesla has been increasingly positioning itself as an AI-driven company, with Elon Musk frequently emphasizing the long-term potential of its Full Self-Driving (FSD) software and products like Optimus, both of which are heavily driven by AI. The company’s AI focus has also drawn the support of key companies like Nvidia, one of the world’s largest companies today.
Still cautious on TSLA
Despite bullish AI sentiments, Barclays maintained its caution on Tesla’s underlying business metrics. Levy described the firm’s stance as “leaning neutral to slightly negative” heading into the Q3 earnings call, citing concerns about near-term fundamentals of the electric vehicle maker.
Barclays is not the only firm that has expressed its concerns about TSLA stock recently. As per previous reports, BNP Paribas Exane also shared an “Underperform” rating on the company due to its two biggest products, the Robotaxi and Optimus, still generating “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” BNP Paribas, however, also estimated that Tesla will have an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040, and more than 11 million FSD subscriptions by 2030.
Investor's Corner
BNP Paribas Exane initiates Tesla coverage with “Underperform” rating
The firm’s projections for Tesla still include an estimated 525,000 active Robotaxis by 2030.
Tesla (NASDAQ: TSLA) has received a bearish call from BNP Paribas Exane, which initiated coverage on the stock with an Underperform rating and a $307 price target, about 30% below current levels.
The firm’s analysts argued that Tesla’s valuation is driven heavily by artificial intelligence ventures such as the Robotaxi and Optimus, which are both still not producing any sales today.
Tesla’s valuation
In its note, BNP Paribas Exane stated that Tesla’s two AI-led programs, the Robotaxi and Optimus robots, generate “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” The research firm’s model projected a maximum bull-case valuation of $2.7 trillion through 2040, but after discounting milestone probabilities, its base-case valuation remained at $1.02 trillion.
The analysts described their outlook as optimistic toward Tesla’s AI ventures but cautioned that the stock’s “unfavorable risk/reward is clear,” adding that consensus earnings expectations for 2026 remain too high. Tesla’s market cap currently stands around $1.44 trillion with a trailing twelve-month revenue of $92.7 billion, which BNP Paribas argued does not justify Tesla’s P/E ratio of 258.59, as noted in an Investing.com report.
Tesla and its peers
BNP Paribas Exane’s report also included a comparative study of the “Magnificent Seven,” finding Tesla’s current market valuation as rather aggressive. “Our unique comparative analysis of the ‘Mag 7’ reveals the extreme nature of TSLA’s valuation, as the market implicitly says TSLA’s 2035 earnings (~55% of which will be driven by Robotaxi & Optimus, w/ zero sales now) have the same level of risk & value-appropriation as the ‘Mag 6’s’ 2026 earnings,” the firm noted.
The firm’s projections for Tesla include an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040 priced above $20,000 each, and more than 11 million Full Self-Driving subscriptions by 2030. Interestingly enough, these seem to be rather optimistic projections for one of the electric vehicle maker’s more bearish estimates today.
Tesla widens rollout of new Full Self-Driving suite to more owners
Barclays lifts Tesla price target ahead of Q3 earnings amid AI momentum
BNP Paribas Exane initiates Tesla coverage with “Underperform” rating
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