SPCX
Anthropic and SpaceX just handed Google the biggest profit quarter in company historyon paper
Article Summary
HOLD- Alphabet Inc. (NASDAQ: GOOGL) posted its biggest quarterly profit in company history with $112.1 billion in net income, up 298% year-over-year and more profit in three months than 459 Fortune 500 companies generate in full-year revenue.
- SPCX posted record revenue growth of 24% to $119.8 billion, driven by strong Cloud performance with Google Cloud reaching 82% growth.
- Alphabet booked $99 billion in unrealized and realized gains on equity securities in its investment portfolio, with AI investments including Anthropic and SpaceX contributing $77 billion.
- The investment windfall accounted for $6.26 of Alphabet's $9.11 in earnings per share as both companies saw valuations soar, with SpaceX now valued at $1.77 trillion and Anthropic rising from $350 billion to $965 billion.
- Anthropic committed to purchasing at least five gigawatts of computing capacity from Google Cloud, roughly the output of five nuclear reactors and enough electricity to power around four million homes.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 0.0% | 25% | 20.0 ptsMinimal (0.0%) - Very weak |
| EPS Growth Next 5Y ? | 0.0% | 25% | 10.0 ptsVery Weak (0.0%) - Minimal expectations |
| Target Price Upside ? | 108.8% | 20% | 100.0 ptsMassive Upside (108.8%) - Target: $240.65 vs Current: $115.26 |
| Gross Margin % ? | — | 15% | 40.0 ptsNo Gross Margin Data |
| Drawdown from 52-Wk High ? | -48.9% | 15% | 100.0 ptsDeep Discount (-48.9%) - Best entry opportunity |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About SPCX
- Space Exploration Technologies Corp. provides satellite-based broadband services in the United States, Ireland, Canada, and internationally.
- The company's Connectivity segment operates a high-speed, low-latency broadband network powered by various Starlink satellites in low-earth orbit, delivering connectivity to various consumer, enterprise, and government customers through its Starlink offering.
- Its Space segment designs, manufactures, and launches reusable rockets to provide access to space.
- It offers launch services for the deployment of payloads to intended orbits for commercial and government customers utilizing Falcon 9 and Falcon Heavy; and launch and development for the development of spacecraft and the provision of launch and mission services for government agency space programs utilizing Falcon 9, Falcon Heavy, Starship, and Dragon.
- The company's AI segment operates a vertically integrated AI platform spanning a frontier LLM Grok; AI solutions for consumer and enterprise customers; X, a real-time information, entertainment, and free speech platform; and AI computational infrastructure.
- The company was founded in 2002 and is based in Starbase, Texas.