SpaceX Q2 earnings and lockup expiration
Analysis based on 9 articles · First reported Jul 22, 2026 · Last updated Jul 27, 2026
The earnings report and lockup expiration are critical for SpaceX stock, which has already declined 47% from its high. The influx of insider shares could further depress the price, but if the market absorbs the selling, it may signal strong underlying demand.
SpaceX will release its second-quarter 2026 earnings on August 4 after market close, its first quarterly report since going public in June. The earnings call with CEO Elon Musk is expected to cover SpaceX — Starlink subscriber growth, Starship progress, AI initiatives, and data center deals. Two days later, on August 6, the first lockup period expires, allowing insiders to sell up to 20% of their shares (and potentially an additional 10% if the stock price meets certain conditions). SpaceX stock has fallen significantly from its IPO high, trading below the IPO price of $135 as of late July. The lockup expiration could add selling pressure, though some analysts believe expectations are already priced in. Index funds like the Nasdaq-100 and Russell 1000 may increase their weightings as the float increases, providing some support.
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