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$OPY

Oppenheimer Holdings

NYSE

CANONICAL $OPY FLOW

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analyst action · Impact 60

Oppenheimer lifts SpaceX price target to $280, cites AI platform and Nvidia chips

Oppenheimer raised its SpaceX price target to $280 from $250, maintaining Outperform. Analyst Tim Horan highlighted SpaceX's AI platform, Nvidia GPU access, and strong Grok/Cursor usage. The firm also raised long-term revenue estimates on expected AI compute pricing and returns from Nvidia Rubin chips.

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