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SpaceX wants to boost Hubble Space Telescope’s orbit with Dragon spacecraft
NASA and SpaceX have signed a Space Act Agreement to study the feasibility of boosting the orbit of the iconic Hubble Space Telescope, potentially ensuring that the highly successful observatory will remain operable well into the middle of this century.
Thanks to three servicing missions completed in the 1990s and 2000s, Hubble remains highly productive more than 32 years after its launch. NASA believes that that will remain the case until at least the late 2020s or 2030s. However, many components of the telescope have spent decades in the unforgiving environment of space, raising unsurprising concerns about their longevity.
More importantly, the inexorable march of time, gravity, and Earth’s atmosphere mean that Hubble is guaranteed to eventually reenter that atmosphere and burn up without intervention. That demise could come as early as the mid-2030s, but SpaceX thinks it could help extend the telescope’s viability into the 2050s.
NASA and SpaceX will spend the next six or so months discussing whether it’s possible to use Dragon to boost the telescope’s orbit back to a nominal 600 kilometers (~372 mi). Both parties say that the agreement will also investigate the possibility of Dragon servicing missions, which could be even more significant for Hubble. While a boost that large would likely keep it in orbit for decades to come, there’s no guarantee the telescope would remain functional to take full advantage of the extra time it would have.
During the fifth and final Space Shuttle servicing mission, NASA astronauts installed a docking adapter (Soft Capture Mechanism) on the Hubble Telescope. Although no concrete plans existed for any additional servicing missions, the forward-facing installation of that adapter has made this feasibility study possible.
In theory, that docking adapter could make boosting Hubble’s orbit far more feasible, safe, and affordable than a Shuttle-style crewed servicing mission. SpaceX’s Cargo Dragon 2 spacecraft has the same autonomous docking capabilities its crewed sibling has and costs less to launch and operate, so it’s not inconceivable that an uncrewed Dragon could autonomously dock with Hubble and boost its orbit. Jessica Jensen, SpaceX’s Vice President of Customer Operations and Integration, says that an uncrewed option will be studied alongside crewed servicing and orbit-boost alternatives.
According to Patrick Crouse, NASA’s Hubble Space Telescope project manager, without a reboost, NASA would need to consider a separate mission to ensure a controlled deorbit of the massive telescope by “the end of the decade.” The study’s targeted boost of “40 to 70 kilometers,” meanwhile, could extend the longevity of Hubble’s orbit by “15 to 20 years,” or well into the 2050s. But as a feasibility study, there’s a chance that it will conclude that using Dragon – crewed or uncrewed – to boost or service HST isn’t feasible. Ordinarily, the most likely outcome would be a conclusion that the project is feasible from a technical perspective but out of reach from a financial perspective.
Enter billionaire and private astronaut Jared Isaacman, who was directly involved in the September 29th press conference. In September 2021, Isaacman – alongside four others – became the first all-private astronaut mission in history to reach orbit. After the spectacular success of Inspiration4, Isaacman’s relationship with SpaceX has become even closer. In early 2022, the pair announced a new endeavor – the Polaris Program – that intends to conduct at least two or three more private astronaut launches over the next few years.
Expanding the scope of their joint ambitions, the Polaris Program intends to debut the world’s first privately developed EVA spacesuit, test spacecraft-to-spacecraft communications using Starlink’s network of space lasers, and culminate in the first crewed launch of SpaceX’s next-generation Starship rocket. On its own, the decision to privately fund and develop an EVA suit and pursue the ability to conduct EVAs out of Crew Dragon represents a major leap forward for SpaceX and private spaceflight if realized.
But crucially, when asked about the synergies between the Polaris Program, SpaceX, and NASA, Isaacman revealed that he and SpaceX are willing to undertake a sixth Hubble servicing mission more or less pro bono, “with little or no potential cost to the government.” According to Isaacman, it’s possible that “the study could result in [a Hubble servicing mission] becoming the second [Polaris Program] mission.”
Polaris Dawn, the program’s first mission, was recently delayed from a late-2022 launch target to March 2023. The four private astronauts assigned to the mission (including Isaacman himself) recently began training for the historic private EVA, which will see two of four astronauts attempt to briefly exit their Crew Dragon spacecraft in new SpaceX-designed suits. With a targeted apogee of 1400 kilometers (~870 mi), the mission will also attempt to break the record for the highest Earth orbit reached by astronauts, and the spacewalk attempt will also occur at a record-breaking altitude of 700 kilometers (~435 mi)
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
