Morgan Stanley Keeps SpaceX at Overweight, Sees 2027 Shift to Robotics and Space Infrastructure

Morgan Stanley has maintained its Overweight rating on SpaceX, according to a research note reported by Gelonghui’s robotics news channel. The bank expects the company to pass through a new cloud peak and make a profound strategic shift toward robotics, mesh networking and space infrastructure by 2027. The outlook casts those areas as central to SpaceX’s next phase of growth, extending its business beyond current launch and connectivity operations. The shift would mark a broadening of SpaceX’s strategic focus for investors. While the excerpt provides no additional financial details or revised targets, the retained Overweight rating signals that Morgan Stanley remains constructive on the company’s long-term trajectory. The note also highlights how major space and satellite operators are increasingly positioning robotics and networked infrastructure as core investment themes for the coming decade.