According to CoinMeta, Oppenheimer has raised the target price of SpaceX to $280, up from the previous $250. Analyst Timothy Horan pointed out that the computing power and infrastructure expansion of Grok, Cursor, and NVIDIA will enhance its artificial intelligence growth story. The current stock price of SpaceX is around $142, and the new target price implies a potential increase of about 97%. Oppenheimer also emphasized that the usage of SpaceX's AI has exceeded expectations, indicating that its value has surpassed that of a mere launch and satellite company. The company's acquisition of Cursor further strengthens this narrative by adding a major AI coding platform. Oppenheimer expects that the next generation of Rubin chips will improve AI's computational economics and support stronger long-term pricing.