SpaceX: Wall Street breaks silence on IPO, first ratings out

The "quiet period" is a Wall Street rule that stops analysts from publicly discussing a company before and right after an IPO. It's meant to prevent undue market influence. For SpaceX, that period is now over.

So, for months, those selling SpaceX shares couldn't spill too many beans in public. It's a bit like not spoiling a TV show's ending, but with billions at stake. Now that the secret's out, everyone gets to have their say. On July 9, 2026, the quiet period for SpaceX's IPO underwriters concluded.

The first to break the ice were analysts from William Blair, and their verdict is decidedly positive. They issued a "bullish" rating, which in finance-speak means "we bet it's going to do great." Who knew rocket science could be so captivating for bankers too?

The reason? Simple: SpaceX seems to have a significant competitive edge. Especially compared to Jeff Bezos's rival, Blue Origin, which is scrambling for outside investors to stay afloat. Louie DiPalma of William Blair initiated coverage on SpaceX with a bullish rating. So, Elon Musk has come out on top, at least for these initial assessments.