SpaceX
SpaceX’s steel Starship gets new official render, this time with a huge NASA telescope
SpaceX recently provided NASA with the third known official render of its stainless steel Starship, focused on the vehicle’s potential utility for launching massive scientific spacecraft for NASA. Starship’s only direct competition for the proposed LUVOIR telescope: NASA’s own SLS rocket.
Published by NASA’s Goddard Space Flight Center (GSFC), Starship is shown with a smaller “B” variant of the proposed LUVOIR space telescope in its payload bay. According to a scientist from the Space Telescope Science Institute (STSI), the massive LUVOIR-A variant could “barely” fit inside Starship’s clamshell bay, but the telescope could also be tweaked to more perfectly fit the constraints of its chosen launch vehicle. LUVOIR is effectively being designed as a logical follow-up to the James Webb Space Telescope (JWST) and could be ready to launch no earlier than 2039 if NASA selects the idea – one of three under consideration – for future development.
The LUVOIR telescope (shorthand for Large UV/Optical/IR Surveyor) is currently grouped into two different categories, A and B. A is a full-scale, uncompromised telescope with a vast 15-meter primary mirror and a sunshade with an area anywhere from 5000 to 20000 square meters (1-4 acres). B is a smaller take on the broadband surveyor telescope, with an 8-meter primary mirror (a quarter of the area of LUVOIR-A’s) accompanied by a similarly reduced sunshade (and price tag, presumably).
— Teslarati, July 2018
Goddard’s “we asked, SpaceX checked” statement refers to a funded analysis of LUVOIR launch options the group announced back in July 2018, at which point the future prospects of NASA’s SLS rocket were far more stable. Approximately nine months later, NASA administrator Jim Bridenstine announced that all work on future SLS upgrades – including the Block 1B and Block 2 variants that could have supported the launch of LUVOIR-A – was to be halted as soon as possible. All of that funding would instead be focused on mitigating a never-ending string of delays and pushing SLS to actually prepare for its first launches. Bridenstine has since publicly waffled on that aggressive plan, simultaneously indicating that some of those SLS upgrades (mainly an advanced upper stage, EUS) would be critical for one variant of his proposal to return astronauts to the Moon as early as 2024.
Regardless, the blood of SLS is currently in the water as NASA pursues an answer to the question of whether commercial rockets can instead be used to launch the agency’s Orion spacecraft and Lunar Gateway segments. Based on preliminary interviews focused on NASA’s internal study of the subject, there is still plenty of room for SLS as long as its contractors (namely Boeing) can stem relentless delays, cost overruns, and quality control issues and finally prepare the rocket for its first missions.
As described above, it appears likely that NASA is going to require the SLS rocket’s core stage to conduct a critical mission-duration test fire before permitting the vehicle to begin launch preparations in Florida. As a result, there will be almost no conceivable way for the rocket to rise to the 2020 launch debut challenge issued by Bridenstine, potentially meaning that NASA will put significant resources into studying and developing alternatives to SLS. If or when NASA sets the precedent for allowing serious studies and funding of SLS alternatives, the death of the rocket will almost certainly be assured. Relative to commercial rockets like Falcon Heavy, New Glenn, Vulcan Heavy, and even SpaceX’s BFR (i.e. Starship/Super Heavy), conservative estimates suggest that SLS will be no less than 5-20+ times as expensive on a per-launch basis.
Consequently, it should come as no surprise to see NASA Goddard openly confirm its willingness to launch future flagship science missions on SpaceX’s Starship vehicle, so long as the rocket is successfully developed, launched, and certified by NASA for high-value missions. Given just how distant the proposed ~2039 launch of LUVOIR is and how early SpaceX is in the process of developing Starship/Super Heavy into a highly mature and reliable launch vehicle, one should not read too far into Goddard’s public support.
However, there should be no doubt at this point that SpaceX’s next-generation Starship and current-generation Falcon Heavy rockets are already upsetting certain aspects of the status quo. If SpaceX continues to refine Starship’s design and demonstrate Falcon Heavy’s reliability and readiness, studies like Goddard’s LUVOIR launch case can be expected to crop up throughout domestic and global space industries, both pubic and private.
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Elon Musk
The Starship moon landing number NASA and Elon Musk can’t agree on
Musk disputes NASA estimate of 22 Starship launches for Moon landing, predicting 6 to 8.
Elon Musk is disputing a new NASA safety panel estimate of how many Starship launches it will take to put astronauts on the Moon, saying the real number will be less than half the panel’s figure.
On Thursday, NASA’s Aerospace Safety Advisory Panel held its quarterly public meeting. Panel member Charlie Precourt, a former NASA astronaut, flagged the fueling process for SpaceX’s lunar lander as a major risk for Artemis IV, the mission planned to land a crew on the Moon in 2028. “We need to keep our eyes on numerous required fuelings for the lander,” Precourt said, according to Ars Technica. “I think the last estimate is around 22 flights.”
Ars Technica’s Eric Berger posted the comment on X, and Musk replied. “That’s way too high,” Musk wrote. “Actual number will be more like 6 to 8.”
The disagreement comes down to a basic problem with sending a ship as large as Starship to the Moon. Starship burns nearly all of its propellant just reaching Earth orbit, so it cannot continue on to the Moon without stopping for a refill. SpaceX’s answer is a gas station in space. First, a Starship that works as a storage tank, called a depot, is launched into orbit. Then a series of tanker Starships launch one at a time, dock with the depot and pump their leftover propellant into it. Once the depot is full, the lunar lander version of Starship launches, docks, fills up and heads for the Moon.
Every tanker trip is its own full rocket launch, which is why the count matters. More launches mean more time, more cost and more chances for something to go wrong before astronauts ever leave Earth. Berger estimated that even if SpaceX reaches twice weekly Starship launches by the end of 2027, filling a depot at the panel’s number would still take roughly three months.
How many tankers are needed depends mostly on how much propellant each one can carry to orbit and how much is lost along the way. Starship’s fuel and oxygen are stored at extremely cold temperatures, and some of it slowly boils off while waiting in orbit. More is lost in each transfer. NASA appears to be working from what Starship can lift today, while Musk’s range assumes a more capable rocket.
Musk has pushed back on higher counts before. In 2021, after a government document suggested 16 launches, he called that “extremely unlikely” and said eight tankers would be the most required.
Much of the answer depends on hardware SpaceX has not finished flying. As Teslarati noted earlier this year, the company plans to carry out the refueling process with its upgraded V3 Starship, and Precourt described Artemis IV as carrying “a large number of firsts.” He also praised NASA Administrator Jared Isaacman’s team for working to clear obstacles for both SpaceX and Blue Origin, whose Blue Moon lander does not rely on orbital refueling for its first mission.
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 Cybercabs take over Austin’s F1 weekend
Tesla makes good on its Cybercab promise in just two weeks
