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SpaceX Shares Plunge After Starship Test Reveals Booster Issues as Lock‑Up and Earnings Near

A scheduled Aug. 6 early lock‑up release could free about 911.5 million shares and increase trading volatility.

Overview

  • SpaceX stock has fallen roughly 48–50% from its mid‑June peak and wiped more than $1.2 trillion from market value, with the share price trading near $107–118 after several weeks of heavy selling.
  • Starship’s 13th test flight in late July successfully deployed 20 Starlink V3 satellites and achieved an in‑space engine relight while the Super Heavy booster failed part of its landing‑burn and suffered a hard splashdown.
  • The company will report second‑quarter results after the close on Aug. 4 and, under the IPO lock‑up terms, up to 20% of eligible restricted shares — about 911.5 million shares — become tradable beginning Aug. 6.
  • Float‑adjusted index rules mean major ETFs will automatically increase SpaceX exposure as the public float expands, a mechanical buying pressure that could interact with heavy short interest to magnify price swings.
  • Public filings show large IPO proceeds and heavy capital spending with Starlink the main revenue source while Starship and AI compute projects are loss‑making, a mix that leaves analysts sharply divided on long‑term valuation.